Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orca Investment Management, LLC (CIK 1511229) reported $117.6M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($10.1M, 8.56%), MSFT ($9.8M, 8.29%), AAPL ($9.2M, 7.86%), AVGO ($6.3M, 5.38%), SPY ($6.2M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CLASS CLASS C | $10.1M | 8.56% | 35,090 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $9.8M | 8.29% | 26,340 | Trimmed |
| 3 | AAPL | APPLE INC | $9.2M | 7.86% | 36,406 | Trimmed |
| 4 | AVGO | BROADCOM INC | $6.3M | 5.38% | 20,437 | Trimmed |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF | $6.2M | 5.29% | 9,571 | Trimmed |
| 6 | CAH | CARDINAL HEALTH INC | $6.0M | 5.11% | 28,419 | Trimmed |
| 7 | GOOGL | ALPHABET INC CLASS CLASS A | $4.7M | 3.97% | 16,221 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $4.2M | 3.57% | 17,175 | Trimmed |
| 9 | AMZN | AMAZON.COM INC | $3.0M | 2.51% | 14,180 | Trimmed |
| 10 | XLF | STATE STREET FINANCIAL SELECT | $2.9M | 2.42% | 57,746 | Trimmed |
| 11 | ADM | ARCHER-DANIELS MIDLAND CO COM | $2.6M | 2.23% | 36,043 | Trimmed |
| 12 | CVS | CVS HEALTH CORP | $2.5M | 2.14% | 35,023 | Trimmed |
| 13 | COHR | COHERENT CORP COM | $2.5M | 2.14% | 10,554 | Trimmed |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET IN | $2.5M | 2.12% | 7,762 | Trimmed |
| 15 | PRU | PRUDENTIAL FINL INC | $2.4M | 2.05% | 24,653 | Trimmed |
| 16 | BHP | BHP GROUP LTD SPONSORED ADR IS | $2.3M | 1.96% | 31,690 | New |
| 17 | TSM | TAIWAN SEMICONDUCTOR M F SPONS | $2.3M | 1.95% | 6,799 | Trimmed |
| 18 | INTC | INTEL CORP | $2.2M | 1.91% | 50,969 | Added |
| 19 | SPTM | SPDR SER TR STATE STREET SPDR | $2.2M | 1.86% | 27,624 | Added |
| 20 | MRK | MERCK & CO. INC. | $2.2M | 1.86% | 18,196 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $2.0M | 1.70% | 6,808 | Trimmed |
| 22 | SPMO | INVESCO EXCHANGE-TRADED FD TR | $1.9M | 1.61% | 16,939 | Trimmed |
| 23 | IWM | ISHARES RUSSELL 2000 ETF | $1.8M | 1.49% | 7,068 | Trimmed |
| 24 | LLY | ELI LILLY AND CO | $1.7M | 1.42% | 1,819 | Trimmed |
| 25 | UPS | UNITED PARCEL SVC INC CLASS CL | $1.6M | 1.33% | 15,881 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31