Orca Investment Management as of Sept. 30, 2015
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 72 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ja Solar Holdings Co Ltd spon adr rep5ord | 5.5 | $4.5M | 579k | 7.80 | |
Pfizer (PFE) | 4.5 | $3.7M | 118k | 31.41 | |
Home Depot (HD) | 4.3 | $3.5M | 30k | 115.50 | |
Tri Pointe Homes (TPH) | 3.9 | $3.1M | 240k | 13.09 | |
Umpqua Holdings Corporation | 3.7 | $3.0M | 183k | 16.30 | |
Microsoft Corporation (MSFT) | 3.2 | $2.6M | 58k | 44.25 | |
VASCO Data Security International | 2.8 | $2.3M | 135k | 17.04 | |
Berkshire Hathaway (BRK.B) | 2.8 | $2.3M | 17k | 130.42 | |
Via | 2.8 | $2.3M | 52k | 43.14 | |
Applied Industrial Technologies (AIT) | 2.7 | $2.2M | 59k | 38.16 | |
GlaxoSmithKline | 2.7 | $2.2M | 57k | 38.45 | |
United Rentals (URI) | 2.4 | $2.0M | 33k | 60.04 | |
Royal Dutch Shell | 2.3 | $1.9M | 40k | 47.47 | |
Freshpet (FRPT) | 2.3 | $1.9M | 181k | 10.50 | |
Arris | 2.3 | $1.9M | 73k | 25.97 | |
Plum Creek Timber | 2.3 | $1.9M | 48k | 39.50 | |
Air Lease Corp (AL) | 2.2 | $1.8M | 59k | 30.92 | |
Thermo Fisher Scientific (TMO) | 2.1 | $1.8M | 14k | 122.27 | |
2.1 | $1.7M | 2.7k | 638.39 | ||
SYNNEX Corporation (SNX) | 2.0 | $1.6M | 19k | 85.05 | |
Banner Corp (BANR) | 1.9 | $1.5M | 33k | 47.76 | |
Apple (AAPL) | 1.9 | $1.5M | 14k | 110.27 | |
Verizon Communications (VZ) | 1.7 | $1.4M | 32k | 43.51 | |
Bank of America Corporation (BAC) | 1.7 | $1.4M | 88k | 15.58 | |
Walt Disney Company (DIS) | 1.6 | $1.3M | 13k | 102.22 | |
Wells Fargo & Company (WFC) | 1.6 | $1.3M | 26k | 51.36 | |
Technology SPDR (XLK) | 1.6 | $1.3M | 34k | 39.50 | |
Michaels Cos Inc/the | 1.6 | $1.3M | 58k | 23.09 | |
Pentair cs (PNR) | 1.4 | $1.2M | 23k | 51.03 | |
Vanguard Total Stock Market ETF (VTI) | 1.4 | $1.2M | 12k | 98.73 | |
Altria (MO) | 1.4 | $1.2M | 21k | 54.42 | |
Financial Select Sector SPDR (XLF) | 1.4 | $1.1M | 49k | 22.67 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $1.0M | 17k | 60.96 | |
Intel Corporation (INTC) | 1.0 | $833k | 28k | 30.15 | |
Bg Staffing | 1.0 | $824k | 68k | 12.21 | |
Citigroup (C) | 0.9 | $702k | 14k | 49.60 | |
Johnson & Johnson (JNJ) | 0.8 | $670k | 7.2k | 93.35 | |
iShares Russell 2000 Index (IWM) | 0.8 | $655k | 6.0k | 109.24 | |
Goldman Sachs (GS) | 0.8 | $637k | 3.7k | 173.76 | |
Morgan Stanley (MS) | 0.8 | $626k | 20k | 31.51 | |
Berkshire Hathaway (BRK.A) | 0.7 | $586k | 3.00 | 195333.33 | |
Express Scripts Holding | 0.7 | $557k | 6.9k | 80.95 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.7 | $554k | 13k | 43.39 | |
Charles Schwab Corporation (SCHW) | 0.7 | $539k | 19k | 28.58 | |
Toyota Motor Corporation (TM) | 0.6 | $511k | 4.4k | 117.17 | |
Charles & Colvard | 0.6 | $455k | 345k | 1.32 | |
Welltower Inc Com reit (WELL) | 0.5 | $438k | 6.5k | 67.67 | |
Newmont Mining Corporation (NEM) | 0.5 | $430k | 27k | 16.08 | |
General Electric Company | 0.5 | $426k | 17k | 25.20 | |
At&t (T) | 0.5 | $424k | 13k | 32.58 | |
Realty Income (O) | 0.5 | $414k | 8.7k | 47.36 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.5 | $420k | 9.6k | 43.61 | |
Oracle Corporation (ORCL) | 0.5 | $405k | 11k | 36.10 | |
Automatic Data Processing (ADP) | 0.5 | $396k | 4.9k | 80.32 | |
Abbvie (ABBV) | 0.5 | $394k | 7.2k | 54.37 | |
International Paper Company (IP) | 0.5 | $383k | 10k | 37.82 | |
Nextera Energy (NEE) | 0.5 | $385k | 3.9k | 97.57 | |
Weyerhaeuser C conv prf | 0.5 | $384k | 8.1k | 47.67 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $374k | 3.4k | 108.91 | |
Genuine Parts Company (GPC) | 0.5 | $371k | 4.5k | 82.91 | |
Procter & Gamble Company (PG) | 0.4 | $350k | 4.9k | 71.90 | |
Powershares S&p 500 | 0.4 | $353k | 11k | 31.45 | |
PPG Industries (PPG) | 0.4 | $343k | 3.9k | 87.72 | |
Total (TTE) | 0.4 | $297k | 6.7k | 44.66 | |
Exxon Mobil Corporation (XOM) | 0.3 | $280k | 3.8k | 74.41 | |
Emerson Electric (EMR) | 0.3 | $266k | 6.0k | 44.16 | |
Philip Morris International (PM) | 0.3 | $253k | 3.2k | 79.26 | |
WisdomTree International Dvd. Top 100 (AIVI) | 0.3 | $237k | 6.2k | 38.06 | |
Gamco Global Gold Natural Reso (GGN) | 0.2 | $150k | 30k | 5.00 | |
Cliffs Natural Resources | 0.1 | $76k | 31k | 2.45 | |
Templeton Global Income Fund | 0.1 | $77k | 13k | 6.06 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $69k | 15k | 4.51 |