Orca Investment Management as of March 31, 2015
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 78 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Qorvo (QRVO) | 6.1 | $6.8M | 85k | 79.70 | |
Pfizer (PFE) | 3.7 | $4.1M | 118k | 34.79 | |
Verizon Communications (VZ) | 3.3 | $3.7M | 76k | 48.63 | |
Home Depot (HD) | 3.2 | $3.6M | 32k | 113.60 | |
Intel Corporation (INTC) | 3.1 | $3.5M | 112k | 31.27 | |
ProShares Ultra Russell2000 (UWM) | 3.1 | $3.4M | 36k | 96.95 | |
Umpqua Holdings Corporation | 3.0 | $3.4M | 196k | 17.18 | |
VASCO Data Security International | 2.9 | $3.3M | 153k | 21.54 | |
United Rentals (URI) | 2.9 | $3.2M | 35k | 91.16 | |
Plum Creek Timber | 2.8 | $3.1M | 72k | 43.45 | |
Berkshire Hathaway (BRK.B) | 2.5 | $2.8M | 20k | 144.34 | |
Johnson & Johnson (JNJ) | 2.5 | $2.8M | 28k | 100.60 | |
GlaxoSmithKline | 2.3 | $2.5M | 55k | 46.14 | |
International Paper Company (IP) | 2.2 | $2.5M | 45k | 55.48 | |
Microsoft Corporation (MSFT) | 2.1 | $2.4M | 59k | 40.66 | |
Bank of America Corporation (BAC) | 2.1 | $2.4M | 153k | 15.39 | |
Air Lease Corp (AL) | 2.1 | $2.4M | 63k | 37.74 | |
Lattice Semiconductor (LSCC) | 2.1 | $2.3M | 366k | 6.34 | |
Skyworks Solutions (SWKS) | 2.0 | $2.3M | 23k | 98.29 | |
Alerian Mlp Etf | 2.0 | $2.3M | 137k | 16.57 | |
Arris | 1.9 | $2.2M | 75k | 28.89 | |
Twenty-first Century Fox | 1.9 | $2.1M | 62k | 33.84 | |
Cummins (CMI) | 1.9 | $2.1M | 15k | 138.65 | |
Delta Air Lines (DAL) | 1.7 | $2.0M | 43k | 44.96 | |
Tri Pointe Homes (TPH) | 1.7 | $2.0M | 126k | 15.43 | |
Thermo Fisher Scientific (TMO) | 1.7 | $1.9M | 14k | 134.32 | |
Walgreen Boots Alliance (WBA) | 1.7 | $1.9M | 22k | 84.66 | |
Apple (AAPL) | 1.6 | $1.8M | 15k | 124.42 | |
Cerner Corporation | 1.6 | $1.8M | 24k | 73.26 | |
Janus Capital | 1.6 | $1.8M | 103k | 17.19 | |
1.5 | $1.7M | 3.0k | 554.59 | ||
Lannett Company | 1.5 | $1.6M | 24k | 67.72 | |
Applied Industrial Technologies (AIT) | 1.3 | $1.5M | 33k | 45.34 | |
Pentair cs (PNR) | 1.3 | $1.4M | 23k | 62.89 | |
Technology SPDR (XLK) | 1.3 | $1.4M | 34k | 41.45 | |
Vanguard Total Stock Market ETF (VTI) | 1.1 | $1.3M | 12k | 107.25 | |
Altria (MO) | 0.9 | $1.1M | 21k | 50.03 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $999k | 17k | 60.57 | |
Philip Morris International (PM) | 0.9 | $997k | 13k | 75.35 | |
Google Inc Class C | 0.9 | $987k | 1.8k | 547.72 | |
General Electric Company | 0.8 | $858k | 35k | 24.80 | |
WisdomTree International Dvd. Top 100 (AIVI) | 0.7 | $763k | 17k | 43.87 | |
iShares Russell 2000 Index (IWM) | 0.7 | $746k | 6.0k | 124.42 | |
Financial Select Sector SPDR (XLF) | 0.6 | $708k | 29k | 24.13 | |
Berkshire Hathaway (BRK.A) | 0.6 | $653k | 3.00 | 217666.67 | |
Newmont Mining Corporation (NEM) | 0.5 | $609k | 28k | 21.71 | |
Toyota Motor Corporation (TM) | 0.5 | $610k | 4.4k | 139.88 | |
Ega Emerging Global Shs Tr emrg gl dj | 0.5 | $608k | 23k | 26.43 | |
Express Scripts Holding | 0.5 | $597k | 6.9k | 86.76 | |
Charles Schwab Corporation (SCHW) | 0.5 | $574k | 19k | 30.43 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.5 | $555k | 13k | 41.84 | |
Coca-Cola Company (KO) | 0.4 | $499k | 12k | 40.59 | |
Oracle Corporation (ORCL) | 0.4 | $484k | 11k | 43.14 | |
Realty Income (O) | 0.4 | $448k | 8.7k | 51.60 | |
PPG Industries (PPG) | 0.4 | $438k | 1.9k | 225.42 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.4 | $437k | 9.0k | 48.66 | |
Chubb Corporation | 0.4 | $422k | 4.2k | 101.01 | |
Abbvie (ABBV) | 0.4 | $422k | 7.2k | 58.57 | |
Weyerhaeuser C conv prf | 0.4 | $426k | 7.8k | 54.76 | |
Genuine Parts Company (GPC) | 0.4 | $414k | 4.4k | 93.14 | |
Automatic Data Processing (ADP) | 0.4 | $419k | 4.9k | 85.55 | |
Qualcomm (QCOM) | 0.4 | $417k | 6.0k | 69.30 | |
At&t (T) | 0.4 | $403k | 12k | 32.62 | |
Nextera Energy (NEE) | 0.4 | $408k | 3.9k | 104.08 | |
United Technologies Corporation | 0.4 | $409k | 3.5k | 117.33 | |
Charles & Colvard | 0.4 | $407k | 348k | 1.17 | |
Procter & Gamble Company (PG) | 0.3 | $396k | 4.8k | 81.94 | |
McDonald's Corporation (MCD) | 0.3 | $370k | 3.8k | 97.39 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $365k | 3.4k | 107.07 | |
Powershares S&p 500 | 0.3 | $365k | 11k | 32.93 | |
Emerson Electric (EMR) | 0.3 | $339k | 6.0k | 56.70 | |
Total (TTE) | 0.3 | $330k | 6.7k | 49.62 | |
Exxon Mobil Corporation (XOM) | 0.3 | $317k | 3.7k | 84.96 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $256k | 14k | 18.93 | |
Gamco Global Gold Natural Reso (GGN) | 0.2 | $244k | 35k | 6.96 | |
Cliffs Natural Resources | 0.1 | $143k | 30k | 4.80 | |
Templeton Global Income Fund | 0.1 | $102k | 14k | 7.18 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $82k | 15k | 5.36 |