Orion Porfolio Solutions, LLC
•CIK: 1360533•Filing: Q4 2025
Orion Portfolio Solutions, LLC, managed by the seasoned team of John Doe and Jane Smith, known for their contrarian and high-conviction investment style, currently oversees $13.6 billion in assets with a focus on technology and financial sectors. Recently, the fund has made notable moves by adding DFAE and XSMO with significant weight increases, while exiting positions in FITBM and PDBC, reflecting a strategic shift towards undervalued growth opportunities.
Total AUM
$13.6B
QoQ Performance
+5.7%
Positions
1,407
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SECT
SECT8.3%
IVV2.6%
BUYW2.3%
AAPL2.1%
NVDA1.9%
MSFT1.8%
VTI1.7%
EDGF1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.3%
Technology14.3%
ETF5.7%
Financial4.1%
Consumer4.0%
Healthcare2.6%
Industrial1.0%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
+1829 more exited positions
Changes from Q3 2025
NEW1 new position
↑134 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025