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Portfolio (Quarterly) Guide ↗

ORLEANS CAPITAL MANAGEMENT CORP/LA

· CIK 0001013234
13F Portfolio $161M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VCSH VANGUARD SCOTTSDALE FDS 3,350.0 $267K 0.17% NEW $79.73 -1.1%
102 VO VANGUARD INDEX FDS 900.0 $261K 0.16% NEW $290.22 -73.1%
103 VOO VANGUARD INDEX FDS 403.0 $253K 0.16% NEW $627.13 +9.3%
104 SCHR SCHWAB STRATEGIC TR 10,000.0 $251K 0.16% NEW $25.08 -2.0%
105 BIV VANGUARD BD INDEX FDS 3,190.0 $248K 0.15% NEW $77.88 -2.0%
106 GVI ISHARES TR 2,300.0 $247K 0.15% NEW $107.35 -1.4%
107 MUB ISHARES TR 2,250.0 $241K 0.15% NEW $107.11 -0.9%
108 MS MORGAN STANLEY Financial Services 1,347.0 $239K 0.15% NEW $177.53 +13.2%
109 SPMO INVESCO EXCH TRADED FD TR II 2,000.0 $239K 0.15% NEW $119.32 +21.5%
110 XLP SELECT SECTOR SPDR TR 3,000.0 $233K 0.14% NEW $77.68 +9.2%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 739.0 $219K 0.14% NEW $296.21 -14.3%
112 VNQ VANGUARD INDEX FDS 2,445.0 $216K 0.13% NEW $88.49 +9.4%
113 UNH UNITEDHEALTH GROUP INC Healthcare 651.0 $215K 0.13% NEW $330.11 +17.7%
114 MGV VANGUARD WORLD FD 1,500.0 $212K 0.13% NEW $141.15 +11.2%
115 CMI CUMMINS INC Industrials 401.0 $205K 0.13% NEW $510.45 +25.3%
116 WMT WALMART INC Consumer Defensive 1,830.0 $204K 0.13% NEW $111.41 +8.0%
117 XLF SELECT SECTOR SPDR TR 3,700.0 $203K 0.13% NEW $54.77 -5.2%
118 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 20,700.0 $189K 0.12% NEW $9.12 -4.1%
119 FIFTH DIST BANCORP INC 10,000.0 $150K 0.09% NEW $15.00
120 VKQ INVESCO MUNICIPAL TRUST Financial Services 14,630.0 $141K 0.09% NEW $9.65 -0.7%
Page 6 of 7  ·  121 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.7%
Technology 22.9%
Healthcare 10.2%
Industrials 9.4%
Communication Services 8.0%
Consumer Cyclical 6.8%
Energy 6.4%
Consumer Defensive 5.7%
Utilities 4.3%
Basic Materials 0.7%