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 Wealth Management, LLC (CIK 2043765) reported $140.5M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.9M, 10.63%), AZNCF ($6.8M, 4.86%), ORI ($6.8M, 4.82%), RTX ($6.4M, 4.52%), CSCO ($6.2M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.9M | 10.63% | 58,841 | Trimmed |
| 2 | AZNCF | ASTRAZENECA PLC | $6.8M | 4.86% | 34,643 | New |
| 3 | ORI | OLD REP INTL CORP | $6.8M | 4.82% | 169,684 | Added |
| 4 | RTX | RTX CORPORATION | $6.4M | 4.52% | 32,928 | Trimmed |
| 5 | CSCO | CISCO SYS INC | $6.2M | 4.40% | 79,777 | Trimmed |
| 6 | PM | PHILIP MORRIS INTL INC | $5.2M | 3.68% | 31,277 | Added |
| 7 | XOM | EXXON MOBIL CORP | $5.1M | 3.61% | 29,931 | Trimmed |
| 8 | AVGO | BROADCOM INC | $5.0M | 3.57% | 16,223 | Trimmed |
| 9 | MU | MICRON TECHNOLOGY INC | $4.4M | 3.13% | 13,014 | Trimmed |
| 10 | QCOM | QUALCOMM INC | $4.2M | 3.01% | 32,825 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $4.1M | 2.90% | 13,854 | Trimmed |
| 12 | BTI | BRITISH AMERN TOB PLC | $3.9M | 2.78% | 66,810 | Added |
| 13 | CB | CHUBB LTD SWITZ | $3.8M | 2.71% | 11,664 | Trimmed |
| 14 | GOOG | ALPHABET INC | $3.1M | 2.22% | 10,889 | Added |
| 15 | CVX | CHEVRON CORPORATION | $2.9M | 2.09% | 14,170 | Added |
| 16 | DOW | DOW HLDGS INC | $2.9M | 2.04% | 68,692 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.6M | 1.86% | 9,103 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.5M | 1.81% | 14,563 | Added |
| 19 | CMI | CUMMINS INC | $2.4M | 1.74% | 4,537 | Hold |
| 20 | CAT | CATERPILLAR INC | $2.3M | 1.66% | 3,288 | Trimmed |
| 21 | UBS | UBS GROUP AG | $2.3M | 1.66% | 59,800 | Trimmed |
| 22 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $2.2M | 1.59% | 52,384 | Trimmed |
| 23 | ABBV | ABBVIE INC | $2.2M | 1.59% | 10,299 | Trimmed |
| 24 | CHK | EXPAND ENERGY CORPORATION | $2.2M | 1.57% | 20,066 | Added |
| 25 | TTFNF | TOTALENERGIES SE | $2.0M | 1.45% | 22,339 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31