Orca Investment Management, LLC

Q4 2024 13F Holdings

  • Location
    roseburg, OR
  • Num holdings

    57

  • Value ($000)

    $106,330

  • Date Filed
    02/13/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
$12.52M
12 %

29,711

AAPL
AAPL

APPLE INC

COM
$9.39M
9 %

37,513

GOOG
GOOG

ALPHABET INC CLASS C

COM
$7.73M
7 %

40,571

SPY
SPY

SPDR S&P 500 ETF IV

ETF - EQUITY
$5.72M
5 %

9,756

AVGO
AVGO

BROADCOM INC

COM
$4.88M
5 %

21,048

CAH
CAH

CARDINAL HEALTH INC

COM
$3.41M
3 %

28,797

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
$3.22M
3 %

17,031

PRU
PRU

PRUDENTIAL FINL INC

COM
$3.21M
3 %

27,123

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL

COM
$3.11M
3 %

6,868

XLF
XLF

SELECT STR FINANCIAL SELECT SP

ETF - EQUITY
$2.85M
3 %

59,073

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 57