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Orleans Capital Management Corp/la

CIK:0001013234
Asset Manager
$2B AUM
108 holdings
Mandeville, LA, United States
Founded:1991
10 employees
orleanscapital.com
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Orleans Capital Management Corp/la filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $188M. The fund increased holdings in Microsoft Corp., Select Sector SPDR TR, Meta Platforms Inc. among other positions. Orleans Capital Management Corp/la reduced exposure to Unitedhealth Group Inc., Pepsico Inc., Chevron Corp. New among others.

Top Buys
M
MSFTMICROSOFT CORP
+$3.1M
X
XLKSELECT SECTOR SPDR TR
+$1.7M
M
METAMETA PLATFORMS INC
+$1.7M
S
SMHVANECK ETF TRUST
+$1.6M
N
NLRVANECK ETF TRUST
+$1.4M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$3.5M
P
PEPPEPSICO INC
-$1.2M
C
CVXCHEVRON CORP NEW
-$702.0K
T
TSCOTRACTOR SUPPLY CO
-$673.6K
A
ABBVABBVIE INC
-$482.3K

Top Holdings

M
MSFTMICROSOFT CORP
+5.7%$10.7M
A
AAPLAPPLE INC
+5.3%$10.0M
X
XLKSELECT SECTOR SPDR TR
+4.8%$9.1M
X
XLCSELECT SECTOR SPDR TR
+3.8%$7.1M
C
COSTCOSTCO WHSL CORP NEW
+3.4%$6.4M

Equity Positions (107)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP5.68%$10.7M21,524$228.17$497.41+$3.1M
A
AAPL
APPLE INC5.30%$10.0M48,674$98.02$205.17-$444.8K
X
XLK
SELECT SECTOR SPDR TR4.81%$9.1M35,803$117.90$253.23+$1.7M
X
XLC
SELECT SECTOR SPDR TR3.79%$7.1M65,874$62.55$108.53+$418.6K
C
COST
COSTCO WHSL CORP NEW3.41%$6.4M6,497$378.91$989.94+$816.5K

Industry Allocation

ELECTRONIC COMPUTERS
+5.9%
SERVICES-PREPACKAGED SOFTWARE
+5.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.6%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+4.4%
PETROLEUM REFINING
+4.0%

Investment Team (1)

NameRoleLocationLinkedIn
E
Emily Becker		Vice PresidentMandeville, LA , United States
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Team at Orleans Capital Management Corp/la

EB

Emily Becker

Vice President

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