2026 Q1 Portfolio Activity
In 2026 Q1, ORLEANS CAPITAL MANAGEMENT CORP/LA maintained a portfolio of 128 distinct positions. The most significant new addition was KIMBERLY-CLARK CORP, now representing 0.69% of the total fund value. They heavily accumulated shares in VALERO ENERGY CORP, increasing the position by 8.6%. Conversely, ORLEANS CAPITAL MANAGEMENT CORP/LA completely exited their position in ISHARES TR.
Position History
hover any row below to update
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Total Positions
128
Quarter
2026 Q1
Top Holding
AAPL (5.7%)
Top 10 Concentration
32.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 128
ORLEANS CAPITAL MANAGEMENT CORP/LA Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 5.72% | 5.67% |
#1
Prev: #1
|
4.8 |
—
|
-225 | -0.7% |
P
S
|
33,331 | $8,459,075 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 3.93% | 4.37% |
#2
1
Prev: #3
|
3.6 |
—
|
-5,140 | -10.5% |
P
S
|
43,760 | $5,815,704 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.80% | 4.58% |
#3
1
Prev: #2
|
3.0 |
—
|
-50 | -0.3% |
P
S
|
15,194 | $5,624,363 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.28% | 3.28% |
#4
Prev: #4
|
2.3 |
—
|
-10 | -0.1% |
P
S
|
16,855 | $4,846,824 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 2.84% | 3.13% |
#5
Prev: #5
|
2.1 |
—
|
-4,850 | -11.3% |
P
S
|
37,930 | $4,204,920 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 2.75% | 2.62% |
#6
2
Prev: #8
|
1.6 |
—
|
17 | 0.4% |
P
S
|
4,810 | $4,069,212 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 2.75% | 2.76% |
#7
1
Prev: #6
|
1.6 |
—
|
-1,750 | -14.2% |
P
S
|
10,591 | $4,060,589 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.65% | 2.62% |
#8
1
Prev: #7
|
1.6 |
—
|
-160 | -2.6% |
P
S
|
6,035 | $3,924,802 | 2002 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.50% | 2.37% |
#9
Prev: #9
|
3.0 |
—
|
765 | 6.5% |
P
S
|
12,591 | $3,703,769 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.34% | 1.74% |
#10
7
Prev: #17
|
1.4 |
—
|
-10 | -0.2% |
P
S
|
4,878 | $3,455,868 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.31% | 2.23% |
#11
Prev: #11
|
1.9 |
—
|
no change | no change |
P
S
|
15,683 | $3,410,896 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 2.20% | 1.75% |
#12
4
Prev: #16
|
1.4 |
—
|
-100 | -0.3% |
P
S
|
35,019 | $3,252,565 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 2.01% | 2.01% |
#13
1
Prev: #12
|
1.3 |
—
|
-346 | -3.7% |
P
S
|
9,056 | $2,978,428 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VLO
VALERO ENERGY C...
|
Energy | 2.01% | 1.12% |
#14
14
Prev: #28
|
2.8 |
—
|
950 | 8.6% |
P
S
|
12,034 | $2,973,361 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.91% | 1.77% |
#15
Prev: #15
|
1.3 |
—
|
-893 | -5.7% |
P
S
|
14,655 | $2,826,950 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.89% | 1.28% |
#16
7
Prev: #23
|
1.8 |
—
|
no change | no change |
P
S
|
13,489 | $2,790,874 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.87% | 1.71% |
#17
1
Prev: #18
|
2.7 |
—
|
1,310 | 11.0% |
P
S
|
13,249 | $2,759,369 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.81% | 1.33% |
#18
4
Prev: #22
|
1.2 |
—
|
5 | 0.1% |
P
S
|
4,427 | $2,675,635 | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PPA
INVESCO EXCHANG...
|
Unknown | 1.80% | 1.80% |
#19
5
Prev: #14
|
1.2 |
—
|
-2,425 | -13.1% |
P
S
|
16,076 | $2,663,793 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 1.77% | 1.82% |
#20
7
Prev: #13
|
1.2 |
—
|
-500 | -2.0% |
P
S
|
24,002 | $2,615,738 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.61% | 1.64% |
#21
2
Prev: #19
|
1.1 |
—
|
150 | 3.3% |
P
S
|
4,763 | $2,379,881 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.54% | 1.03% |
#22
12
Prev: #34
|
3.6 |
—
|
1,460 | 58.2% |
P
S
|
3,970 | $2,271,356 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.49% | 1.13% |
#23
3
Prev: #26
|
2.6 |
—
|
540 | 9.0% |
P
S
|
6,519 | $2,202,101 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.44% | 1.18% |
#24
1
Prev: #25
|
1.1 |
—
|
61 | 0.4% |
P
S
|
16,299 | $2,134,191 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.43% | 1.55% |
#25
5
Prev: #20
|
1.6 |
—
|
no change | no change |
P
S
|
4,305 | $2,116,037 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.34% | 0.61% |
#26
26
Prev: #52
|
3.5 |
—
|
3,576 | 125.6% |
P
S
|
6,424 | $1,988,292 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.34% | 1.10% |
#27
3
Prev: #30
|
2.5 |
—
|
500 | 6.5% |
P
S
|
8,183 | $1,985,359 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 1.30% | 1.06% |
#28
3
Prev: #31
|
1.5 |
—
|
no change | no change |
P
S
|
9,880 | $1,918,103 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HSBC
HSBC HLDGS PLC
|
Financial Services | 1.26% | 1.05% |
#29
4
Prev: #33
|
1.0 |
—
|
965 | 4.5% |
P
S
|
22,528 | $1,858,335 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.22% | 1.12% |
#30
1
Prev: #29
|
1.5 |
—
|
no change | no change |
P
S
|
12,529 | $1,809,689 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 1.13% | 0.88% |
#31
7
Prev: #38
|
1.5 |
—
|
no change | no change |
P
S
|
44,170 | $1,671,393 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.11% | 1.21% |
#32
8
Prev: #24
|
0.9 |
—
|
340 | 2.2% |
P
S
|
15,941 | $1,636,662 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NLR
VANECK ETF TRUS...
|
ETF | 1.10% | 0.95% |
#33
3
Prev: #36
|
1.4 |
—
|
no change | no change |
P
S
|
12,266 | $1,633,709 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.05% | 0.19% |
#34
62
Prev: #96
|
3.4 |
—
|
4,877 | 325.4% |
P
S
|
6,376 | $1,558,549 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLW
CORNING INC
|
Technology | 1.03% | 0.34% |
#35
35
Prev: #70
|
3.4 |
—
|
5,045 | 81.7% |
P
S
|
11,218 | $1,525,311 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.03% | 2.28% |
#36
26
Prev: #10
|
0.4 |
—
|
-2,730 | -64.2% |
P
S
|
1,524 | $1,518,559 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 1.02% | 0.81% |
#37
2
Prev: #39
|
0.9 |
—
|
248 | 2.3% |
P
S
|
10,852 | $1,512,443 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.00% | 0.99% |
#38
3
Prev: #35
|
1.4 |
—
|
no change | no change |
P
S
|
2,123 | $1,481,260 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 1.00% | 1.06% |
#39
7
Prev: #32
|
0.4 |
—
|
-7,040 | -38.6% |
P
S
|
11,175 | $1,475,100 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.97% | 0.94% |
#40
3
Prev: #37
|
1.4 |
—
|
no change | no change |
P
S
|
2 | $1,436,280 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IHI
ISHARES TR
|
ETF | 0.97% | 1.13% |
#41
14
Prev: #27
|
0.9 |
—
|
-2,260 | -7.8% |
P
S
|
26,900 | $1,435,115 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.92% | 0.62% |
#42
8
Prev: #50
|
3.4 |
—
|
496 | 53.6% |
P
S
|
1,422 | $1,367,552 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.86% | 0.70% |
#43
Prev: #43
|
1.3 |
—
|
no change | no change |
P
S
|
2,936 | $1,274,136 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEFA
ISHARES TR
|
ETF | 0.79% | 0.72% |
#44
2
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
12,956 | $1,172,907 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.74% | 0.63% |
#45
3
Prev: #48
|
1.3 |
—
|
no change | no change |
P
S
|
2,550 | $1,097,240 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.69% | — |
#46
Prev: #—
|
3.8 |
—
|
10,553 | — |
NEW
|
10,553 | $1,018,048 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.67% | 0.61% |
#47
6
Prev: #53
|
0.8 |
—
|
100 | 2.1% |
P
S
|
4,795 | $997,792 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.67% | 0.65% |
#48
1
Prev: #47
|
1.3 |
—
|
no change | no change |
P
S
|
2,080 | $996,736 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.66% | 0.49% |
#49
13
Prev: #62
|
1.3 |
—
|
no change | no change |
P
S
|
19,420 | $974,884 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.61% | 0.47% |
#50
13
Prev: #63
|
0.7 |
—
|
19 | 1.1% |
P
S
|
1,809 | $896,830 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 128 holdings