ORSER CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1785717 · latest 13F-HR filed 2026-07-07

ORSER CAPITAL MANAGEMENT, LLC manages $201.5M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VGSH (7.95%), NVDA (7.83%), CRS (7.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 4, added to 29, and trimmed 7.

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.

Filer Information
Address
566 N. KIMBALL AVE.
SUITE 100
SOUTHLAKE, TX 76092
Phone
(817) 697-2385
Filing Manager
ORSER CAPITAL MANAGEMENT, LLC
SOUTHLAKE, TX
Signatory
Liz Orser
CCO
Loading holdings…
AUM

$201.5M

Long-equity book

Holdings

65

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+23 / −4 / ↑29 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CARPENTER TECHNOLOGY CORP$5.2M +53.4%
  • ALPHABET INC$2.0M +23.6%
  • VANGUARD WORLD FD$2.0M +38.4%
  • NVIDIA CORPORATION$1.9M +13.5%
  • ISHARES TR$1.4M +14.8%
Show all 29

Top Trims

  • RANGE RES CORP-$426.7K -19.8%
  • WALMART INC-$296.1K -10.1%
  • HOME DEPOT INC-$265.4K -9.0%
  • DANAHER CORP DEL-$236.9K -20.5%
  • ORACLE CORP-$205.8K -22.2%
Show all 7

New Positions

  • ASML HLDG NV$3.1M
  • VIKING HOLDINGS LTD$3.1M
  • STERLING INFRASTRUCTURE INC$2.6M
  • EDWARDS LIFESCIENCES CORP$2.3M
  • WILLIAMS COS INC$2.2M
Show all 23

Exited Positions

  • HONEYWELL INTL INC$1.2M
  • SCHWAB CHARLES CORP$745.8K
  • ZOETIS INC$546.6K
  • WORKIVA INC$236.8K
Show all 4
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 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $16.0M 7.95% 275,435 SH
2 NVIDIA CORPORATION NVDA 67066G104 $15.8M 7.83% 78,873 SH
3 CARPENTER TECHNOLOGY CORP CRS 144285103 $14.8M 7.36% 24,058 SH
4 ISHARES TR IQLT 46434V456 $10.6M 5.26% 48,316 SH
5 ALPHABET INC GOOGL 02079K305 $10.6M 5.25% 29,594 SH
6 APPLE INC AAPL 037833100 $9.6M 4.75% 33,111 SH
7 VANGUARD INDEX FDS VOO 922908363 $7.7M 3.80% 11,151 SH
8 VANGUARD WORLD FD VGT 92204A702 $7.3M 3.60% 60,781 SH
9 VANGUARD INDEX FDS VTV 922908744 $6.5M 3.22% 29,804 SH
10 AMAZON COM INC AMZN 023135106 $5.7M 2.84% 24,051 SH
11 VANGUARD WORLD FD VSGX 921910725 $5.1M 2.53% 61,805 SH
12 MICROSOFT CORP MSFT 594918104 $4.7M 2.33% 12,596 SH
13 ISHARES TR IWF 464287614 $4.3M 2.16% 35,001 SH
14 MASTERCARD INCORPORATED MA 57636Q104 $4.1M 2.02% 7,937 SH
15 VANGUARD INDEX FDS VUG 922908736 $4.1M 2.02% 47,315 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.0M 1.98% 7,970 SH
17 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.9M 1.93% 16,455 SH
18 CASEYS GEN STORES INC CASY 147528103 $3.2M 1.59% 4,023 SH
19 ASML HLDG NV ASML N07059210 $3.1M 1.53% 1,554 SH
20 VIKING HOLDINGS LTD VIK G93A5A101 $3.1M 1.52% 29,241 SH
21 SCHWAB STRATEGIC TR SCHK 808524722 $3.0M 1.50% 83,747 SH
22 HOME DEPOT INC HD 437076102 $2.7M 1.33% 7,619 SH
23 WALMART INC WMT 931142103 $2.6M 1.30% 23,144 SH
24 STERLING INFRASTRUCTURE INC STRL 859241101 $2.6M 1.29% 3,097 SH
25 EDWARDS LIFESCIENCES CORP EW 28176E108 $2.3M 1.15% 25,675 SH
26 WASTE MGMT INC DEL WM 94106L109 $2.3M 1.14% 10,282 SH
27 WILLIAMS COS INC WMB 969457100 $2.2M 1.09% 29,682 SH
28 ELBIT SYS LTD ESLT M3760D101 $2.2M 1.09% 2,903 SH
29 VANGUARD INDEX FDS VV 922908637 $2.0M 0.99% 5,820 SH
30 RELIANCE INC RS 759509102 $2.0M 0.98% 5,280 SH
31 QUANTA SVCS INC PWR 74762E102 $1.9M 0.97% 2,704 SH
32 UNION PAC CORP UNP 907818108 $1.9M 0.95% 7,015 SH
33 CATERPILLAR INC CAT 149123101 $1.8M 0.91% 1,729 SH
34 ANALOG DEVICES INC ADI 032654105 $1.8M 0.88% 4,452 SH
35 RANGE RES CORP RRC 75281A109 $1.7M 0.86% 46,567 SH
36 CISCO SYS INC CSCO 17275R102 $1.6M 0.79% 13,570 SH
37 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.5M 0.74% 3,143 SH
38 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.5M 0.73% 1,577 SH
39 JOHNSON & JOHNSON JNJ 478160104 $1.5M 0.72% 5,712 SH
40 GE AEROSPACE GE 369604301 $1.4M 0.71% 3,844 SH
41 NETFLIX INC. NFLX 64110L106 $1.4M 0.68% 19,305 SH
42 BROADCOM INC AVGO 11135F101 $1.4M 0.68% 3,627 SH
43 META PLATFORMS INC META 30303M102 $1.4M 0.67% 2,405 SH
44 CEVA INC CEVA 157210105 $1.3M 0.63% 26,750 SH
45 VANGUARD INSTL INDEX FD VGUS 922040852 $1.0M 0.50% 13,230 SH
46 ECOLAB INC ECL 278865100 $947.3K 0.47% 3,400 SH
47 DANAHER CORP DEL DHR 235851102 $920.8K 0.46% 4,834 SH
48 INVESCO QQQ TR QQQ 46090E103 $857.9K 0.43% 1,165 SH
49 INTUITIVE SURGICAL INC ISRG 46120E602 $849.0K 0.42% 2,135 SH
50 ORACLE CORP ORCL 68389X105 $722.5K 0.36% 4,930 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $201.5M 65 0001785717-26-000003
2026-03-31 2026-04-16 $152.9M 46 0001785717-26-000002
2025-12-31 2026-01-12 $177.0M 55 0001785717-26-000001