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Portfolio (Quarterly) Guide ↗

ORSER CAPITAL MANAGEMENT, LLC

· CIK 0001785717
13F Portfolio $202M AUM 65 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 13 Added 15 Reduced 4 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHK SCHWAB STRATEGIC TR 83,747.0 $3.0M 1.50% +2K +2.4% $36.06 +1.7%
22 HD HOME DEPOT INC Consumer Cyclical 7,619.0 $2.7M 1.33% -1K -15.1% $352.68 -9.2%
23 WMT WALMART INC Consumer Defensive 23,144.0 $2.6M 1.30% -330.0 -1.4% $113.26 -6.4%
24 STRL STERLING INFRASTRUCTURE INC Industrials 3,097.0 $2.6M 1.29% NEW $839.36 -45.5%
25 EW EDWARDS LIFESCIENCES CORP Healthcare 25,675.0 $2.3M 1.15% NEW $90.46 +0.2%
26 WM WASTE MGMT INC DEL Industrials 10,282.0 $2.3M 1.14% -418.0 -3.9% $222.88 -1.5%
27 WMB WILLIAMS COS INC Energy 29,682.0 $2.2M 1.09% NEW $74.34 +0.9%
28 ESLT ELBIT SYS LTD Industrials 2,903.0 $2.2M 1.09% NEW $758.72 -6.2%
29 VV VANGUARD INDEX FDS 5,820.0 $2.0M 0.99% +405.0 +7.5% $343.91 +1.9%
30 RS RELIANCE INC Basic Materials 5,280.0 $2.0M 0.98% $373.60 +4.4%
31 PWR QUANTA SVCS INC Industrials 2,704.0 $1.9M 0.97% NEW $720.04 -15.6%
32 UNP UNION PAC CORP Industrials 7,015.0 $1.9M 0.95% $272.00 +6.7%
33 CAT CATERPILLAR INC Industrials 1,729.0 $1.8M 0.91% $1064.90 -27.1%
34 ADI ANALOG DEVICES INC Technology 4,452.0 $1.8M 0.88% +100.0 +2.3% $397.17 -11.1%
35 RRC RANGE RES CORP Energy 46,567.0 $1.7M 0.86% -1K -2.5% $37.19 +13.9%
36 CSCO CISCO SYS INC Technology 13,570.0 $1.6M 0.79% NEW $117.46 -6.8%
37 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,143.0 $1.5M 0.74% NEW $477.57 -13.5%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,577.0 $1.5M 0.73% NEW $935.47 +0.5%
39 JNJ JOHNSON & JOHNSON Healthcare 5,712.0 $1.5M 0.72% +195.0 +3.5% $253.97 +6.4%
40 GE GE AEROSPACE Industrials 3,844.0 $1.4M 0.71% +352.0 +10.1% $373.73 -11.2%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Industrials 25.0%
Communication Services 11.1%
Consumer Cyclical 9.7%
Healthcare 4.6%
Financial Services 4.5%
Consumer Defensive 4.2%
Energy 3.3%
Basic Materials 2.6%