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ORLEANS CAPITAL MANAGEMENT CORP/LA — 13F Holdings & Portfolio

CIK 1013234 · latest 13F-HR filed 2026-08-12

Backtest portfolio

ORLEANS CAPITAL MANAGEMENT CORP/LA manages $193.7M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.38%), XLK (4.30%), SMH (3.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions and exited 6; 61 existing positions rose in reported value and 13 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$193.7M

Long-equity book

Holdings
122

Distinct positions

Period
2026-06-30

Filed 2026-08-12

Q/Q Activity
+22 / −6 / ↑61 / ↓13

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL5.4% · +8%XLK4.3% · -0%SMH3.7% · +3%MSFT3.3% · +14%GOOGL3.1% · -0%CAT2.8% · +4%GS2.7% · +9%JPM2.6% · +20%ABBV2.4% · +19%SPY2.3% · 0%XLC2.1% · 0%AMZN1.9% · +18%MU1.9% · +120%VLO1.8% · +11%HD1.8% · +8%NEE1.8% · +12%TSM1.7% · +6%IVV1.7% · newTXN1.6% · +2%GLW1.6% · +5%META1.5% · +31%PPA1.5% · 0%XLY1.5% · 0%RTX1.4% · 0%CVX1.3% · +13%LMT1.3% · +11%AVGO1.3% · +2%MA1.3% · 0%UNP1.2% · +7%TMO1.1% · 0%HSBC1.1% · 0%JNJ1.1% · +31%PG1.1% · +12%GOOG1.1% · +91%DUK1.1% · -1%VGT1.0% · +700%TGT0.9% · newGILD0.9% · +31%IJK0.8% · newBLK0.8% · +20%EPD0.8% · -3%ABT0.8% · +4%BRK.A0.8% · 0%COST0.7% · 0%NLR0.7% · 0%MSI0.7% · +3%IEFA0.6% · 0%PNC0.6% · +1%MET0.6% · +14%AMAT0.6% · 0%KMB0.6% · -1%IHI0.6% · -14%MCHP0.6% · +6%BRK.B0.5% · 0%AXP0.5% · +7%VTI0.5% · 0%VEA0.5% · newV0.5% · +32%GLD0.5% · 0%LIN0.5% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 32.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 14, 2026.

Assets Under Management
$2.13B
Discretionary
$2.13B
Employees
12
Accounts
213
Address
830 WEST CAUSEWAY APPROACH
SUITE 1200
MANDEVILLE, LA 70471
Phone
(504) 592-4680
Website
Mailing Address
P.O. BOX 1750, MANDEVILLE, LA, 70470
Name Title / Status Ownership Type
ARGENT FINANCIAL GROUP, INC. ControlOWNER
since Jan 2024
75% or moreDomestic Entity
BECKER, EMILY, CRANE ControlPRESIDENT AND DIRECTOR
since Sep 2004
Less than 5%Individual
BROWN, CARRIE, ALANA ControlCHIEF COMPLIANCE OFFICER
since Nov 2025
Less than 5%Individual
Ownership & leadership changes · 13 filings with changes since Apr 9, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 23, 2026 filing
  • No longer listedABELE, RODNEY, JOHN · VICE PRESIDENT & DIRECTOR · Less than 5% · control person · listed since Nov 1991
Nov 21, 2025 filing
  • No longer listedENGLISH, NINA, WESSEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2023
  • AddedBROWN, CARRIE, ALANA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 22, 2025 filing
  • No longer listedJOHNSON, CATHERINE, MEYER · EXECUTIVE VICE PRESIDENT AND DIRECTOR · Less than 5% · control person · listed since Jan 2023
Feb 2, 2024 filing
  • No longer listedENGLISH, NINA W · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2023
  • AddedENGLISH, NINA, WESSEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBECKER, EMILY, CRANE · title PRESIDENT, DIRECT OWNER AND DIRECTOR → PRESIDENT AND DIRECTOR
Jan 31, 2024 filing
  • No longer listedABELE FAMILY TRUST · DIRECT OWNER, COMMON · 25–50% · listed since Feb 2009
  • No longer listedABELE, LINDA, LEGETT · DIRECT OWNER · Less than 5% · listed since Feb 2009
  • No longer listedABELE, LINDA, LEGETT · TRUSTEE · 25–50% · indirect via ABELE FAMILY TRUST · listed since Feb 2009
  • No longer listedCRANE, JR., THE ESTATE OF LOUIS, FARRELL · DIRECT OWNER · 10–25% · control person · listed since May 2022
  • No longer listedCRANE, JUDITH F. (THE ESTATE OF LOUIS FARRELL CRANE) · DIRECT OWNER, COMMON · 50–75% · listed since Aug 2017
  • AddedARGENT FINANCIAL GROUP, INC. · OWNER · 75% or more · control person
  • AddedJOHNSON, CATHERINE, MEYER · EXECUTIVE VICE PRESIDENT AND DIRECTOR · Less than 5% · control person
  • ChangedBECKER, EMILY, CRANE · ownership 5–10% → Less than 5%
Oct 25, 2023 filing
  • No longer listedLAI, SANDRA, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2014
  • AddedENGLISH, NINA W · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBECKER, EMILY, CRANE · title PRESIDENT, DIRECT OWNER, DIRECTOR → PRESIDENT, DIRECT OWNER AND DIRECTOR
Jun 29, 2022 filing
  • AddedABELE, LINDA, LEGETT · TRUSTEE · 25–50% · indirect via ABELE FAMILY TRUST
Jun 9, 2022 filing
  • ChangedCRANE, JR., THE ESTATE OF LOUIS, FARRELL · title VICE PRESIDENT, DIRECT OWNER, DIRECTOR → DIRECT OWNER
Feb 9, 2018 filing
  • No longer listedTHE ESTATE OF LOUIS FARRELL CRANE · DIRECT OWNER, COMMON · 25–50% · listed since Aug 2017
  • No longer listedWOLF, WILLIAM, HOWARD · MEMBER OF BOARD OF DIRECTORS & OWNER · 10–25% · control person · listed since Oct 2008
  • AddedCRANE, JUDITH F. (THE ESTATE OF LOUIS FARRELL CRANE) · DIRECT OWNER, COMMON · 50–75%
  • ChangedBECKER, EMILY, CRANE · ownership Less than 5% → 5–10%
  • ChangedCRANE, JR., THE ESTATE OF LOUIS, FARRELL · ownership 5–10% → 10–25%
Sep 26, 2017 filing
  • No longer listedCRANE, LOUIS, FARRELL · PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR · 25–50% · control person · listed since Jul 1991
  • AddedTHE ESTATE OF LOUIS FARRELL CRANE · DIRECT OWNER, COMMON · 25–50%
  • ChangedBECKER, EMILY, CRANE · title VICE PRESIDENT, DIRECT OWNER, DIRECTOR → PRESIDENT, DIRECT OWNER, DIRECTOR
Older changes (4 more filings)
Mar 31, 2015 filing
  • ChangedABELE FAMILY TRUST · ownership 10–25% → 25–50%
  • ChangedABELE, LINDA, LEGETT · ownership 10–25% → Less than 5%
  • ChangedWOLF, WILLIAM, HOWARD · ownership 5–10% → 10–25%
Mar 28, 2014 filing
  • AddedLAI, SANDRA, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBECKER, EMILY, CRANE · title VICE PRESIDENT & DIRECT OWNER → VICE PRESIDENT, DIRECT OWNER, DIRECTOR
  • ChangedCRANE, JR., THE ESTATE OF LOUIS, FARRELL · title CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, DIRECT OWNER → VICE PRESIDENT, DIRECT OWNER, DIRECTOR
Apr 1, 2013 filing
  • No longer listedTHE ESTATE OF JOHN HURTER GORDON, III · DIRECT OWNER, COMMON · 25–50% · listed since Dec 2010
Apr 9, 2012 filing (earliest on record)
  • ListedABELE FAMILY TRUST · DIRECT OWNER, COMMON · 10–25%
  • ListedABELE, LINDA, LEGETT · DIRECT OWNER · 10–25%
  • ListedABELE, RODNEY, JOHN · VICE PRESIDENT & DIRECTOR · Less than 5% · control person
  • ListedBECKER, EMILY, CRANE · VICE PRESIDENT & DIRECT OWNER · Less than 5% · control person
  • ListedCRANE, JR., THE ESTATE OF LOUIS, FARRELL · CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, DIRECT OWNER · 5–10% · control person
  • ListedCRANE, LOUIS, FARRELL · PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR · 25–50% · control person
  • ListedTHE ESTATE OF JOHN HURTER GORDON, III · DIRECT OWNER, COMMON · 25–50%
  • ListedWOLF, WILLIAM, HOWARD · MEMBER OF BOARD OF DIRECTORS & OWNER · 5–10% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 61 →

Top Trims

Show all 13 →

New Positions

Show all 22 →

Exited Positions

Show all 6 →

ORLEANS CAPITAL MANAGEMENT CORP/LA Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $10.4M 5.38% 36,031 SH
2 SELECT SECTOR SPDR TR XLK 81369Y803 $8.3M 4.30% 43,670 SH
3 VANECK ETF TRUST SMH 92189F676 $7.1M 3.69% 10,881 SH
4 MICROSOFT CORP MSFT 594918104 $6.4M 3.32% 17,252 SH
5 ALPHABET INC GOOGL 02079K305 $6.0M 3.10% 16,825 SH
6 CATERPILLAR INC CAT 149123101 $5.4M 2.80% 5,091 SH
7 GOLDMAN SACHS GROUP INC GS 38141G104 $5.3M 2.75% 5,263 SH
8 JPMORGAN CHASE & CO JPM 46625H100 $4.9M 2.55% 15,111 SH
9 ABBVIE INC ABBV 00287Y109 $4.7M 2.42% 18,649 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.5M 2.33% 6,035 SH
11 SELECT SECTOR SPDR TR XLC 81369Y852 $4.1M 2.10% 37,930 SH
12 AMAZON COM INC AMZN 023135106 $3.7M 1.92% 15,608 SH
13 MICRON TECHNOLOGY INC MU 595112103 $3.6M 1.85% 3,108 SH
14 VALERO ENERGY CORP VLO 91913Y100 $3.5M 1.79% 13,311 SH
15 HOME DEPOT INC HD 437076102 $3.4M 1.78% 9,780 SH
16 NEXTERA ENERGY INC NEE 65339F101 $3.4M 1.77% 39,099 SH
17 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.3M 1.70% 6,906 SH
18 ISHARES TR IVV 464287200 $3.3M 1.68% 4,355 SH
19 TEXAS INSTRS INC TXN 882508104 $3.0M 1.55% 10,080 SH
20 CORNING INC GLW 219350105 $3.0M 1.55% 11,758 SH
21 META PLATFORMS INC META 30303M102 $2.9M 1.51% 5,204 SH
22 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $2.8M 1.47% 16,076 SH
23 SELECT SECTOR SPDR TR XLY 81369Y407 $2.8M 1.45% 24,002 SH
24 RTX CORPORATION RTX 75513E101 $2.8M 1.44% 14,655 SH
25 CHEVRON CORPORATION CVX 166764100 $2.5M 1.30% 15,206 SH
26 LOCKHEED MARTIN CORP LMT 539830109 $2.5M 1.30% 4,926 SH
27 BROADCOM INC AVGO 11135F101 $2.5M 1.27% 6,534 SH
28 MASTERCARD INCORPORATED MA 57636Q104 $2.4M 1.26% 4,763 SH
29 UNION PAC CORP UNP 907818108 $2.4M 1.23% 8,733 SH
30 THERMO FISHER SCIENTIFIC INC TMO 883556102 $2.2M 1.11% 4,305 SH
31 HSBC HLDGS PLC HSBC 404280406 $2.1M 1.11% 22,528 SH
32 JOHNSON & JOHNSON JNJ 478160104 $2.1M 1.10% 8,380 SH
33 PROCTER & GAMBLE CO PG 742718109 $2.1M 1.06% 14,034 SH
34 ALPHABET INC GOOG 02079K107 $2.1M 1.06% 5,816 SH
35 DUKE ENERGY CORP NEW DUK 26441C204 $2.1M 1.06% 16,199 SH
36 VANGUARD WORLD FD VGT 92204A702 $2.0M 1.05% 16,984 SH
37 TARGET CORP TGT 87612E106 $1.8M 0.95% 14,053 SH
38 GILEAD SCIENCES INC GILD 375558103 $1.8M 0.93% 14,186 SH
39 ISHARES TR IJK 464287606 $1.6M 0.85% 14,001 SH
40 BLACKROCK INC BLK 09290D101 $1.6M 0.85% 1,704 SH
41 ENTERPRISE PRODS PARTNERS L EPD 293792107 $1.6M 0.81% 42,770 SH
42 ABBOTT LABORATORIES ABT 002824100 $1.5M 0.78% 16,561 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.77% 2 SH
44 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.4M 0.74% 1,524 SH
45 VANECK ETF TRUST NLR 92189F601 $1.4M 0.73% 12,266 SH
46 MOTOROLA SOLUTIONS INC MSI 620076307 $1.3M 0.65% 3,036 SH
47 ISHARES TR IEFA 46432F842 $1.3M 0.65% 12,956 SH
48 PNC FINL SVCS GROUP INC PNC 693475105 $1.2M 0.62% 4,845 SH
49 METLIFE INC MET 59156R108 $1.2M 0.60% 13,731 SH
50 APPLIED MATLS INC AMAT 038222105 $1.2M 0.60% 1,600 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $193.7M 122 0001013234-26-000003
2026-03-31 2026-05-14 $147.9M 107 0001013234-26-000002
2025-12-31 2026-02-13 $161.0M 122 0001013234-26-000001
2025-09-30 2025-11-12 $154.7M 105 0001013234-25-000011
Filer Information
Address
830 WEST CAUSEWAY APPROACH
SUITE 1200
MANDEVILLE, LA 70471
Phone
(504) 592-4680
Filing Manager
ORLEANS CAPITAL MANAGEMENT CORP/LA
MANDEVILLE, LA
Signatory
JT Casper
Trader/Operations Manager