Long-term investor
Orion Capital Management LLC @orioncapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846758).
Record
- Tracked since 2025-06-30 (434 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +6.4% · 1 year +12.8% · all +12.8%
- Max drawdown -3.0% · Sharpe 0.77 · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 8.2% · long · since 2025-06-30
- JAAA · 8.1% · long · since 2025-06-30
- SGOV · 7.8% · long · since 2025-06-30
- AVUS · 5.5% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- DSTL · 3.2% · long · since 2025-06-30
- AVDE · 2.9% · long · since 2025-06-30
- VIG · 2.7% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- JPST · 2.2% · long · since 2025-06-30
- AVUV · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30