Orleans Capital Management Corp/la
Orleans Capital Management Corp. is a Mandeville, Louisiana-based investment adviser founded in 1991, managing approximately $1.6 billion in assets. Acquired in 2024 by Argent Financial Group, the firm provides institutional investment management services to public pension plans, foundations, endowments, and high-net-worth individuals. Its team consists of about 10 professionals focused on fixed income and equity strategies, serving clients nationally.
Investment Strategy
Orleans Capital Management specializes in providing tailored fixed income and equity investment solutions primarily for institutional clients such as pension plans, endowments, and foundations. The firm's strategy emphasizes separate account management and disciplined, long-term investment processes, grounded in fundamental research and risk-sensitive portfolio construction. As part of Argent Financial Group, it leverages broad expertise and a collaborative investment committee to execute diversified and client-focused strategies.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.68% | $10.7M | 21,524 | $228.17 | $497.41 | +$3.1M |
A AAPL | APPLE INC | 5.30% | $10.0M | 48,674 | $98.02 | $205.17 | -$444.8K |
X XLK | SELECT SECTOR SPDR TR | 4.81% | $9.1M | 35,803 | $117.90 | $253.23 | +$1.7M |
X XLC | SELECT SECTOR SPDR TR | 3.79% | $7.1M | 65,874 | $62.55 | $108.53 | +$418.6K |
C COST | COSTCO WHSL CORP NEW | 3.41% | $6.4M | 6,497 | $378.91 | $989.94 | +$816.5K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
E Emily Becker | Vice President | Mandeville, LA , United States |