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  Name: Orion Capital Management LLC
  City: CORONADO
  State: CA
  Zip: 92118
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,718,000
  Total Value Change : $17,527,000
  Securities Held Change : -4
   
All Securities Held : 496
  New Positions : 22
  Closed Positions : 26
  Increased Positions : 58
  Unchanged Positions : 326
  Decreased Positions : 90

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FOUR)1 Year Chart         FOUR Shift4 Payments, Inc. 86 New $65.73 $319,000 4,825 0.17% 319,000 4,825 0.008    N/A
   (DSMC)1 Year Chart         DSMC Distillate Small/mid Cash F... 164 New $0.00 $99,000 2,681 0.05% 99,000 2,681 0.03    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 197 New $0.00 $69,000 1,400 0.04% 69,000 1,400 0.001    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 295 New $132.41 $26,000 200 0.01% 26,000 200 0    Drug Manufacturers - ...
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 306 New $0.00 $23,000 301 0.01% 23,000 301 0    N/A
   (NULV)1 Year Chart         NULV Nushares Esg Large Cap Valu... 329 New $0.00 $18,000 470 0.01% 18,000 470 0    N/A
   (NUDM)1 Year Chart         NUDM Nushares Esg International ... 334 New $0.00 $17,000 561 0.01% 17,000 561 0    N/A
   (SMTC)1 Year Chart         SMTC Semtech Corp 348 New $38.64 $14,000 500 0.01% 14,000 500 0    Semiconductor - Integ...
   (ZALT)1 Year Chart         ZALT Innovator Us Equity 10 Buff... 346 New $0.00 $14,000 521 0.01% 14,000 521 0    N/A
   (NUBD)1 Year Chart         NUBD Nushares Esg Us Aggregate B... 353 New $0.00 $13,000 593 0.01% 13,000 593 0    N/A
   (PAYO)1 Year Chart         PAYO Payoneer Global Inc. 373 New $5.75 $8,000 1,550 0% 8,000 1,550 0    N/A
   (NUEM)1 Year Chart         NUEM Nushares Esg Emerging Marke... 379 New $0.00 $7,000 248 0% 7,000 248 0    N/A
   (AVSC)1 Year Chart         AVSC Avantis Us Small Cap Equity... 402 New $0.00 $5,000 97 0% 5,000 97 0    N/A
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 416 New $69.58 $4,000 52 0% 4,000 52 0    Closed - End Fund - Debt
   (NUHY)1 Year Chart         NUHY Nuveen Esg High Yield Corpo... 415 New $0.00 $4,000 206 0% 4,000 206 0    N/A
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 441 New $0.00 $3,000 64 0% 3,000 64 0    N/A
   (VGSR)1 Year Chart         VGSR Vert Global Sustainable Rea... 457 New $0.00 $2,000 178 0% 2,000 178 0    N/A
   (TBIL)1 Year Chart         TBIL Us Treasury 3 Month Bill Etf 478 New $0.00 $1,000 23 0% 1,000 23 0    N/A
      18 Records Found
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