ORLEANS CAPITAL MANAGEMENT CORP/LA
Long Only Manager
ORLEANS CAPITAL MANAGEMENT CORP/LA is a Long Only Manager based in Mandeville, LA led by Catherine Meyer Johnson, reporting $1.6B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
PresidentCatherine Meyer Johnson
- Portfolio Value
- $154.3M
- Positions
- 103
- Top Holding
- AAPL at 5.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio (37.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $9.1M | 5.92% | -$3.3M Sold | 0.00% 35.9K shares | |
Software - Infrastructure Technology | $8.4M | 5.44% | -$2.8M Sold | 0.00% 16.2K shares | |
ETF ETF | $8.1M | 5.28% | -$1.9M Sold | — 28.9K shares | |
ETF ETF | $5.7M | 3.69% | -$2.1M Sold | — 48.1K shares | |
ETF ETF | $4.9M | 3.18% | -$1.9M Sold | — 15.0K shares | |
Financial - Capital Markets Financial Services | $4.6M | 2.95% | -$1.5M Sold | 0.00% 5.7K shares | |
Discount Stores Consumer Defensive | $4.3M | 2.81% | -$1.7M Sold | 0.00% 4.7K shares | |
Internet Content & Information Communication Services | $4.2M | 2.70% | -$1.3M Sold | 0.00% 17.1K shares | |
Home Improvement Consumer Cyclical | $4.1M | 2.68% | -$1.8M Sold | 0.00% 10.2K shares | |
Banks - Diversified Financial Services | $3.7M | 2.42% | -$1.2M Sold | 0.00% 11.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ORLEANS CAPITAL MANAGEMENT CORP/LA's latest filing
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ORLEANS CAPITAL MANAGEMENT CORP/LA
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