Filer Name: ORCA INVESTMENT MANAGEMENT, LLC
CIK: 1511229
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 57
Portfolio Value: $0.11B

Orca Investment Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MSFT US MICROSOFT CORP 29,711 $13M 11.78% -4.0% -
AAPL US APPLE INC 37,513 $9M 8.83% -6.3% -
02079k107 - ALPHABET INC CAP STK CL C 40,571 $8M 7.27% -2.1% -
78462f103 - SPDR S&P 500 ETF TR 9,756 $6M 5.38% -4.2% -
11135f101 - BROADCOM LTD SHS 21,048 $5M 4.59% -2.4% -
14149y108 - CARDINAL HEALTH INC 28,797 $3M 3.20% -4.8% -
02079k305 - ALPHABET INC- A 17,031 $3M 3.03% -4.8% -
PRU US PRUDENTIAL FINANCIAL INC 27,123 $3M 3.02% -1.7% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 6,868 $3M 2.93% -1.7% -
81369y605 - SELECT SECTOR SPDR TR 59,073 $3M 2.69% -5.5% -
JNJ US JOHNSON & JOHNSON 18,887 $3M 2.57% -1.8% -
78464a805 - SPDR PORTFOLIO TOTAL STOCK MAR 36,734 $3M 2.47% -3.4% -
19247g107 - COHERENT CORP 24,833 $2M 2.21% -52.7% -
VTI US VANGUARD TOTAL STOCK MKT ETF 7,902 $2M 2.15% -7.7% -
ADM US ARCHER-DANIELS-MIDLAND CO 41,342 $2M 1.96% -0.5% -
SPMO US INVESCO S&P 500 MOMENTUM ETF 20,840 $2M 1.86% 100.0% -
UPS US UNITED PARCEL SERVICE-CL B 15,124 $2M 1.79% -1.0% -
88579y101 - 3M CO 14,700 $2M 1.78% -2.1% -
92343v104 - VERIZON COMMUNICATIONS INC 45,145 $2M 1.70% -3.7% -
HD US HOME DEPOT INC 4,647 $2M 1.70% -9.2% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us