MondegarAI
ORLEANS CAPITAL MANAGEMENT CORP/LA

Q4 2025 · 13F-HR

ORLEANS CAPITAL MANAGEMENT CORP/LAholdings as filed

Filed 2026-02-13 · accession 0001013234-26-000001

$161.0M
Reported value
121
Positions
2025-12-31
Period end
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The Brief · ORLEANS CAPITAL MANAGEMENT CORP/LA · Q4 2025

AI · grounded in 13F

ORLEANS CAPITAL MANAGEMENT CORP/LA established a new position in IVV with a $2.34M investment. The fund also opened new positions in IWF for $1.18M and SDY for $1.17M. Conversely, the manager trimmed holdings in BND by 61.05% and VTI by 50.85%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.1M5.67%33,556CommonSOLE
594918104MSFTMICROSOFT CORP$7.4M4.58%15,244CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.0M4.37%48,900CommonSOLE
02079K305GOOGLALPHABET INC$5.3M3.28%16,865CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$5.0M3.13%42,780CommonSOLE
92189F676SMHVANECK ETF TRUST$4.4M2.76%12,341CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.2M2.62%6,195CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$4.2M2.62%4,793CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.8M2.37%11,826CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.7M2.28%4,254CommonSOLE
00287Y109ABBVABBVIE INC$3.6M2.23%15,683CommonSOLE
437076102HDHOME DEPOT INC$3.2M2.01%9,402CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.9M1.82%24,502CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2.9M1.80%18,501CommonSOLE
75513E101RTXRTX CORPORATION$2.9M1.77%15,548CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.8M1.75%35,119CommonSOLE
149123101CATCATERPILLAR INC$2.8M1.74%4,888CommonSOLE
023135106AMZNAMAZON COM INC$2.8M1.71%11,939CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.6M1.64%4,613CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.5M1.55%4,305CommonSOLE
464287200IVVISHARES TR$2.3M1.46%3,420CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.1M1.33%4,422CommonSOLE
166764100CVXCHEVRON CORP NEW$2.1M1.28%13,489CommonSOLE
002824100ABTABBOTT LABS$2.0M1.21%15,601CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.9M1.18%16,238CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M1.13%5,979CommonSOLE
464288810IHIISHARES TR$1.8M1.13%29,160CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.8M1.12%11,084CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M1.12%12,529CommonSOLE
907818108UNPUNION PAC CORP$1.8M1.10%7,683CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M1.06%9,880CommonSOLE
20825C104COPCONOCOPHILLIPS$1.7M1.06%18,215CommonSOLE
404280406HSBCHSBC HLDGS PLC$1.7M1.05%21,563CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M1.03%2,510CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.6M0.99%2,123CommonSOLE
92189F601NLRVANECK ETF TRUST$1.5M0.95%12,266CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.94%2CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.4M0.88%44,170CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.3M0.81%10,604CommonSOLE
464287614IWFISHARES TR$1.2M0.74%2,500CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.2M0.73%8,400CommonSOLE
46432F842IEFAISHARES TR$1.2M0.72%12,956CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.1M0.70%2,936CommonSOLE
464289438IWYISHARES TR$1.1M0.67%3,900CommonSOLE
464287606IJKISHARES TR$1.1M0.66%11,001CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.66%2,867CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.65%2,080CommonSOLE
78463V107GLDSPDR GOLD TR$1.0M0.63%2,550CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.0M0.63%20,136CommonSOLE
09290D101BLKBLACKROCK INC$991,1350.62%926CommonSOLE
464287481IWPISHARES TR$985,9680.61%7,200CommonSOLE
11135F101AVGOBROADCOM INC$985,6930.61%2,848CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$979,9870.61%4,695CommonSOLE
02079K107GOOGALPHABET INC$955,2070.59%3,044CommonSOLE
59156R108METMETLIFE INC$946,8850.59%11,995CommonSOLE
922908769VTIVANGUARD INDEX FDS$868,3490.54%2,590CommonSOLE
92826C839VVISA INC$865,2020.54%2,467CommonSOLE
46429B663HDVISHARES TR$848,9590.53%6,981CommonSOLE
72201B101PTYPIMCO CORPORATE & INCOME OPP$836,3070.52%64,830CommonSOLE
464287242LQDISHARES TR$808,2440.50%7,335CommonSOLE
743315103PGRPROGRESSIVE CORP$791,3270.49%3,475CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$790,9770.49%19,420CommonSOLE
G54950103LINLINDE PLC$763,2380.47%1,790CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$720,7850.45%15,831CommonSOLE
863667101SYKSTRYKER CORPORATION$709,9690.44%2,020CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$695,5680.43%10,916CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$640,8050.40%39,265CommonSOLE
464287549IGMISHARES TR$622,4530.39%4,819CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$600,3990.37%49,950CommonSOLE
219350105GLWCORNING INC$540,5080.34%6,173CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$536,3520.33%59,200CommonSOLE
595112103MUMICRON TECHNOLOGY INC$528,0090.33%1,850CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$509,7410.32%5,346CommonSOLE
922908611VBRVANGUARD INDEX FDS$502,5780.31%2,373CommonSOLE
191216100KOCOCA COLA CO$493,9140.31%7,065CommonSOLE
922908595VBKVANGUARD INDEX FDS$483,3760.30%1,600CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$477,1940.30%791CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$466,6410.29%6,300CommonSOLE
464287879IJSISHARES TR$459,0880.29%4,037CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$457,9200.28%8,000CommonSOLE
94106L109WMWASTE MGMT INC DEL$443,1550.28%2,017CommonSOLE
464287804IJRISHARES TR$443,1040.28%3,687CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$436,0440.27%1,984CommonSOLE
038222105AMATAPPLIED MATLS INC$411,1840.26%1,600CommonSOLE
09249W101BLWBLACKROCK LTD DURATION INCOM$375,1020.23%27,300CommonSOLE
67066G104NVDANVIDIA CORPORATION$359,9450.22%1,930CommonSOLE
548661107LOWLOWES COS INC$350,4050.22%1,453CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$348,7200.22%6,000CommonSOLE
922908652VXFVANGUARD INDEX FDS$334,5920.21%1,600CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$333,4930.21%3,982CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$324,7500.20%5,000CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$323,2930.20%9,864CommonSOLE
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$320,7400.20%20,300CommonSOLE
464287168DVYISHARES TR$317,5650.20%2,250CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$310,3740.19%2,005CommonSOLE
478160104JNJJOHNSON & JOHNSON$310,2180.19%1,499CommonSOLE
922908538VOTVANGUARD INDEX FDS$300,0760.19%1,075CommonSOLE
922908512VOEVANGUARD INDEX FDS$297,0950.18%1,675CommonSOLE
464288646IGSBISHARES TR$294,0130.18%5,560CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$285,5760.18%1,841CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$267,0960.17%3,350CommonSOLE
922908629VOVANGUARD INDEX FDS$261,1980.16%900CommonSOLE
922908363VOOVANGUARD INDEX FDS$252,7330.16%403CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$250,8000.16%10,000CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$248,4370.15%3,190CommonSOLE
464288612GVIISHARES TR$246,9050.15%2,300CommonSOLE
464288414MUBISHARES TR$240,9980.15%2,250CommonSOLE
617446448MSMORGAN STANLEY$239,1330.15%1,347CommonSOLE
46138E339SPMOINVESCO EXCH TRADED FD TR II$238,6400.15%2,000CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$233,0400.14%3,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$218,8990.14%739CommonSOLE
922908553VNQVANGUARD INDEX FDS$216,3580.13%2,445CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$214,9020.13%651CommonSOLE
921910840MGVVANGUARD WORLD FD$211,7250.13%1,500CommonSOLE
231021106CMICUMMINS INC$204,6900.13%401CommonSOLE
931142103WMTWALMART INC$203,8840.13%1,830CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$202,6490.13%3,700CommonSOLE
46132E103VKIINVESCO ADVANTAGE MUN INCOME$188,7840.12%20,700CommonSOLE
316926104FDSBFIFTH DIST BANCORP INC$150,0000.09%10,000CommonSOLE
46131J103VKQINVESCO MUNICIPAL TRUST$141,1800.09%14,630CommonSOLE
278279104EFTEATON VANCE FLTING RATE INC$112,9000.07%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.