Orion Investment Company’s Alliance Resource Partners ARLP Stock Holding History

Orion Investment Company’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	43,600 -600	-1%	-$15.2K	0.31%	46
2026 Q1	$1.22M	Buy	44,200 +9,725	+28%	+$252K	0.39%	44
2025 Q4	$801K	Buy	34,475 +6,000	+21%	+$146K	0.24%	47
2025 Q3	$720K	Sell	28,475 -725	-2%	-$18.1K	0.23%	47
2025 Q2	$763K	Buy	29,200 +4,400	+18%	+$116K	0.27%	44
2025 Q1	$677K	Buy	+24,800	New	+$662K	0.28%	45

Other funds holding ARLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Orion Investment Company's ARLP Position: Q2 2026 in Review

Orion Investment Company reduced its Alliance Resource Partners (ARLP) stake by 1.4% in Q2 2026, selling an estimated $15.2K and leaving 43,600 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #46.

Orion Investment Company first reported a position in ARLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Orion Investment Company held 43,600 shares of Alliance Resource Partners worth $1.05M as of Q2 2026.
Orion Investment Company sold 600 Alliance Resource Partners shares in Q2 2026, an estimated $15.2K.
Alliance Resource Partners made up 0.31% of Orion Investment Company's portfolio in Q2 2026, its #46 holding.
Orion Investment Company first reported a position in Alliance Resource Partners in Q1 2025 and has held it in 6 quarters since.
Orion Investment Company's Alliance Resource Partners position peaked at $1.22M in Q1 2026.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.