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Orion Investment Co.
Orion Investment Co is a St. Louis, Missouri-based registered investment adviser founded in 1988. The firm manages assets for individuals, primarily high-net-worth clients, and some pension and profit-sharing plans, with a client-centered approach that emphasizes low-risk and long-term investment strategies. As of June 2024, Orion oversees approximately $464.5 million in assets and employs 6 people. The company offers tailored investment solutions and has served clients for over three decades.
Investment Strategy
Orion Investment Co pursues a long-term, low-risk investment philosophy, focusing on building concentrated portfolios of high-quality companies with strong management, consistent earnings, low debt, and competitive advantages. The firm avoids the opacity of mutual funds and index funds in favor of individual security selection, holding select equities and quality fixed-income instruments. They emphasize patient investing, low turnover, and thorough research, intending to hold investments over a 10-year horizon to capture superior risk-adjusted returns through market cycles.
Latest 13F Filing Activity
Orion Investment Co. filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $282M. The fund increased holdings in Microsoft Corp., Palantir Technologies Inc., Ionq Inc. among other positions. Orion Investment Co. reduced exposure to Regeneron Pharmaceuticals, Exxon Mobil Corp., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 18.56% | $52.4M | 105,418 | $456.43 | $497.41 | +$12.6M |
Q QCOM | Qualcomm Inc | 6.84% | $19.3M | 121,290 | $198.95 | $159.26 | +$337.1K |
P PLTR | Palantir Technologies Inc | 6.49% | $18.3M | 134,525 | $36.77 | $136.32 | +$7.4M |
R REGN | Regeneron Pharmaceuticals | 5.63% | $15.9M | 30,271 | $1042.04 | $525.00 | -$3.5M |
B BPMC | Blueprint Medicines Corp | 4.82% | $13.6M | 106,134 | $109.10 | $128.18 | +$4.0M |
Industry Allocation
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