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Portfolio (Quarterly) Guide ↗

ORLEANS CAPITAL MANAGEMENT CORP/LA

· CIK 0001013234
13F Portfolio $148M AUM 107 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 20 Added 22 Reduced 22 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLV SELECT SECTOR SPDR TR 1,980.0 $290K 0.20% -25.0 -1.2% $146.61 +16.9%
22 XLI SELECT SECTOR SPDR TR 1,641.0 $265K 0.18% -200.0 -10.9% $161.73 +8.4%
Page 2 of 2  ·  22 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 24.5%
Technology 23.1%
Industrials 10.7%
Healthcare 10.4%
Communication Services 7.5%
Energy 6.9%
Consumer Cyclical 6.4%
Utilities 5.0%
Consumer Defensive 4.7%
Basic Materials 0.8%