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Kathmere Capital Management, LLC → ORXCF

Kathmere Capital Management, LLC ORXCF Position History

ORIX Corporation

Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$661K
Q4 2025$769K
Q1 2026$891K
Q2 2026$1.2M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M34.6K——
Q2 2026$1.2M32.3K——
Q1 2026$891K29.7K——
Q4 2025$769K26.3K——
Q3 2025$661K25.3K——

Other funds holding ORXCF

Other Kathmere Capital Management, LLC positions

ETHA

ISHARES TR

$91.1M
ETHA

ISHARES TR

$85.4M
VGES

VANGUARD TAX-MANAGED FDS

$81.6M
VGES

VANGUARD TAX-MANAGED FDS

$74.7M
VGES

VANGUARD INDEX FDS

$69.9M
ETHA

ISHARES TR

$65.4M
VGES

VANGUARD TAX-MANAGED FDS

$64.7M
ETHA

ISHARES TR

$63.5M