ORLEANS CAPITAL MANAGEMENT CORP/LA — 13F Holdings & Portfolio
CIK 1013234 · latest 13F-HR filed 2026-05-14
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.
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AUM
$147.9M
Long-equity book
Holdings
107
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+7 / −22 / ↑28 / ↓35
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$1.2M +402.4%
- VALERO ENERGY CORP$1.2M +64.8%
- BROADCOM INC$1.0M +101.7%
- CORNING INC$984.8K +182.2%
- CHEVRON CORPORATION$735.0K +35.8%
Top Trims
- COSTCO WHOLESALE CORPORATION-$2.1M -58.6%
- MICROSOFT CORP-$1.7M -23.7%
- SELECT SECTOR SPDR TR-$1.2M -17.4%
- SELECT SECTOR SPDR TR-$831.1K -16.5%
- APPLE INC-$663.5K -7.3%
New Positions
- KIMBERLY-CLARK CORP$1.0M
- MERCK & CO INC$417.6K
- ISHARES TR$251.0K
- SELECT SECTOR SPDR TR$248.3K
- FEDEX CORP$242.2K
Exited Positions
- ISHARES TR$2.3M
- ISHARES TR$1.2M
- SPDR SERIES TRUST$1.2M
- ISHARES TR$1.1M
- ISHARES TR$1.1M
All Holdings
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 | $7.7M | 5.23% | 30,481 | SH |
| 2 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $5.8M | 3.93% | 43,760 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $5.6M | 3.80% | 15,194 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $4.8M | 3.28% | 16,855 | SH |
| 5 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $4.2M | 2.84% | 37,930 | SH |
| 6 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $4.1M | 2.75% | 4,810 | SH |
| 7 | VANECK ETF TRUST | SMH | 92189F676 | $4.1M | 2.75% | 10,591 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.9M | 2.65% | 6,035 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.7M | 2.50% | 12,591 | SH |
| 10 | CATERPILLAR INC | CAT | 149123101 | $3.5M | 2.34% | 4,878 | SH |
| 11 | ABBVIE INC | ABBV | 00287Y109 | $3.4M | 2.31% | 15,683 | SH |
| 12 | NEXTERA ENERGY INC | NEE | 65339F101 | $3.3M | 2.20% | 35,019 | SH |
| 13 | HOME DEPOT INC | HD | 437076102 | $3.0M | 2.01% | 9,056 | SH |
| 14 | VALERO ENERGY CORP | VLO | 91913Y100 | $3.0M | 2.01% | 12,034 | SH |
| 15 | RTX CORPORATION | RTX | 75513E101 | $2.8M | 1.91% | 14,655 | SH |
| 16 | CHEVRON CORPORATION | CVX | 166764100 | $2.8M | 1.89% | 13,489 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $2.8M | 1.87% | 13,249 | SH |
| 18 | LOCKHEED MARTIN CORP | LMT | 539830109 | $2.7M | 1.81% | 4,427 | SH |
| 19 | INVESCO EXCHANGE TRADED FD T | PPA | 46137V100 | $2.7M | 1.80% | 16,076 | SH |
| 20 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $2.6M | 1.77% | 24,002 | SH |
| 21 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.4M | 1.61% | 4,763 | SH |
| 22 | META PLATFORMS INC | META | 30303M102 | $2.3M | 1.54% | 3,970 | SH |
| 23 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.2M | 1.49% | 6,519 | SH |
| 24 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $2.1M | 1.44% | 16,299 | SH |
| 25 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $2.1M | 1.43% | 4,305 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $2.0M | 1.34% | 6,424 | SH |
| 27 | UNION PAC CORP | UNP | 907818108 | $2.0M | 1.34% | 8,183 | SH |
| 28 | TEXAS INSTRS INC | TXN | 882508104 | $1.9M | 1.30% | 9,880 | SH |
| 29 | HSBC HLDGS PLC | HSBC | 404280406 | $1.9M | 1.26% | 22,528 | SH |
| 30 | PROCTER & GAMBLE CO | PG | 742718109 | $1.8M | 1.22% | 12,529 | SH |
| 31 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $1.7M | 1.13% | 44,170 | SH |
| 32 | ABBOTT LABORATORIES | ABT | 002824100 | $1.6M | 1.11% | 15,941 | SH |
| 33 | VANECK ETF TRUST | NLR | 92189F601 | $1.6M | 1.10% | 12,266 | SH |
| 34 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.6M | 1.05% | 6,376 | SH |
| 35 | CORNING INC | GLW | 219350105 | $1.5M | 1.03% | 11,218 | SH |
| 36 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.5M | 1.03% | 1,524 | SH |
| 37 | GILEAD SCIENCES INC | GILD | 375558103 | $1.5M | 1.02% | 10,852 | SH |
| 38 | VANGUARD WORLD FD | VGT | 92204A702 | $1.5M | 1.00% | 2,123 | SH |
| 39 | CONOCOPHILLIPS | COP | 20825C104 | $1.5M | 1.00% | 11,175 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.4M | 0.97% | 2 | SH |
| 41 | ISHARES TR | IHI | 464288810 | $1.4M | 0.97% | 26,900 | SH |
| 42 | BLACKROCK INC | BLK | 09290D101 | $1.4M | 0.92% | 1,422 | SH |
| 43 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $1.3M | 0.86% | 2,936 | SH |
| 44 | ISHARES TR | IEFA | 46432F842 | $1.2M | 0.79% | 12,956 | SH |
| 45 | SPDR GOLD TR | GLD | 78463V107 | $1.1M | 0.74% | 2,550 | SH |
| 46 | KIMBERLY-CLARK CORP | KMB | 494368103 | $1.0M | 0.69% | 10,553 | SH |
| 47 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $997.8K | 0.67% | 4,795 | SH |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $996.7K | 0.67% | 2,080 | SH |
| 49 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $974.9K | 0.66% | 19,420 | SH |
| 50 | LINDE PLC | LIN | G54950103 | $896.8K | 0.61% | 1,809 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |