Orca Investment Management, LLC

Q3 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    61

  • Value ($000)

    $122,103

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001511229
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$14.45 M
12 %

27,891

AAPL
AAPL

APPLE INC

COM
037833100
$9.53 M
8 %

37,427

GOOG
GOOG

ALPHABET INC CLASS C

COM
02079K107
$8.99 M
7 %

36,893

AVGO
AVGO

BROADCOM INC

COM
11135F101
$6.81 M
6 %

20,645

SPY
SPY

SPDR S&P 500 ETF

ETF - EQUITY
78462F103
$6.40 M
5 %

9,609

CAH
CAH

CARDINAL HEALTH INC

COM
14149Y108
$4.49 M
4 %

28,615

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
02079K305
$4.08 M
3 %

16,767

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL

COM
084670702
$3.36 M
3 %

6,688

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$3.27 M
3 %

17,613

XLF
XLF

SELECT STR FINANCIAL SELECT SP

ETF - EQUITY
81369Y605
$3.16 M
3 %

58,626

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