Institutional manager
Orion Porfolio Solutions, LLC
Holds positions in 446 of the S&P 500, worth $4.03bn as reported for the quarter ended 31-mar-2026.
Positions held446of 488 index companies covered
Reported value$4.03bnS&P 500 positions only
Top ten weight35%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 446 held. The rest are smaller than every one of these.
State Street CorporationSTT3.2m$230mFinancialsApple Inc.AAPL893,554$227mInformation TechnologyNvidiaNVDA1.3m$223mInformation TechnologyAlphabet Inc. (Class A)GOOGL612,081$176mCommunication ServicesMicrosoftMSFT412,231$153mInformation TechnologyAmazonAMZN493,792$103mConsumer DiscretionaryGoldman SachsGS778,138$88mFinancialsBroadcomAVGO278,487$86mInformation TechnologyWalmartWMT551,237$69mConsumer StaplesMeta PlatformsMETA119,508$68mCommunication ServicesJPMorgan ChaseJPM201,029$59mFinancialsJohnson & JohnsonJNJ226,615$55mHealth CareLilly (Eli)LLY51,627$47mHealth CareBerkshire HathawayBRK.B96,415$47mFinancialsExxonMobilXOM266,109$45mEnergyTesla, Inc.TSLA112,896$42mConsumer DiscretionaryVisa Inc.V123,729$37mFinancialsChevron CorporationCVX159,803$33mEnergyNetflixNFLX327,725$32mCommunication ServicesMastercardMA61,336$31mFinancialsAbbVieABBV138,202$30mHealth CareCaterpillar Inc.CAT40,286$29mIndustrialsInvescoIVZ59,909$28mFinancialsCostcoCOST26,749$27mConsumer StaplesPhilip Morris InternationalPM154,272$26mConsumer StaplesOracle CorporationORCL171,122$25mInformation TechnologyMicron TechnologyMU73,602$25mInformation TechnologyCoca-Cola Company (The)KO321,150$24mConsumer StaplesHome Depot (The)HD67,579$22mConsumer DiscretionaryRTX CorporationRTX113,747$22mIndustrialsPepsiCoPEP140,789$22mConsumer StaplesApplied MaterialsAMAT61,177$21mInformation TechnologyWells FargoWFC259,566$21mFinancialsAmerican ExpressAXP68,198$21mFinancialsGE AerospaceGE71,565$20mIndustrialsCiscoCSCO260,499$20mInformation TechnologyDuke EnergyDUK153,564$20mUtilitiesChubb LimitedCB60,785$20mFinancialsProcter & GamblePG133,936$19mConsumer StaplesSouthern CompanySO195,825$19mUtilitiesMcDonald'sMCD59,909$19mConsumer DiscretionaryAdvanced Micro DevicesAMD90,163$18mInformation TechnologyUnitedHealth GroupUNH67,682$18mHealth CareMcKesson CorporationMCK20,634$18mHealth CareKLA CorporationKLAC12,090$18mInformation TechnologyWaste ManagementWM77,168$18mIndustrialsLam ResearchLRCX78,466$17mInformation TechnologyCardinal HealthCAH75,441$16mHealth CareAT&TT539,527$16mCommunication ServicesBank of AmericaBAC319,930$16mFinancialsUnion Pacific CorporationUNP64,024$16mIndustrialsBlackRockBLK15,877$15mFinancialsMerck & Co.MRK124,118$15mHealth CareProgressive CorporationPGR74,808$15mFinancialsLinde plcLIN29,214$14mMaterialsMorgan StanleyMS87,343$14mFinancialsNorthrop GrummanNOC21,024$14mIndustrialsGE VernovaGEV16,336$14mIndustrialsDominion EnergyD230,064$14mUtilitiesTexas InstrumentsTXN72,821$14mInformation Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.