Orca Investment Management as of March 31, 2016
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 69 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Home Depot (HD) | 5.2 | $4.6M | 34k | 133.44 | |
VASCO Data Security International | 5.2 | $4.6M | 296k | 15.40 | |
SPDR Gold Trust (GLD) | 4.9 | $4.3M | 37k | 117.63 | |
Pfizer (PFE) | 3.8 | $3.4M | 114k | 29.64 | |
Microsoft Corporation (MSFT) | 3.5 | $3.1M | 56k | 55.24 | |
Western Digital (WDC) | 3.3 | $2.9M | 62k | 47.24 | |
Walt Disney Company (DIS) | 3.1 | $2.7M | 27k | 99.30 | |
Tri Pointe Homes (TPH) | 3.0 | $2.6M | 222k | 11.78 | |
Kraft Heinz (KHC) | 2.9 | $2.5M | 32k | 78.55 | |
Applied Industrial Technologies (AIT) | 2.7 | $2.4M | 56k | 43.40 | |
Berkshire Hathaway (BRK.B) | 2.6 | $2.3M | 16k | 141.88 | |
Weyerhaeuser Company (WY) | 2.6 | $2.3M | 74k | 30.98 | |
Anheuser-Busch InBev NV (BUD) | 2.6 | $2.3M | 18k | 124.65 | |
GlaxoSmithKline | 2.6 | $2.3M | 56k | 40.54 | |
Devon Energy Corporation (DVN) | 2.5 | $2.2M | 80k | 27.44 | |
Via | 2.4 | $2.1M | 51k | 41.28 | |
Thermo Fisher Scientific (TMO) | 2.2 | $2.0M | 14k | 141.58 | |
Royal Dutch Shell | 2.2 | $1.9M | 39k | 49.18 | |
Alphabet Inc Class A cs (GOOGL) | 2.2 | $1.9M | 2.5k | 763.06 | |
Verizon Communications (VZ) | 2.0 | $1.8M | 33k | 54.08 | |
Novo Nordisk A/S (NVO) | 1.8 | $1.6M | 30k | 54.20 | |
Apple (AAPL) | 1.8 | $1.6M | 15k | 108.99 | |
Paypal Holdings (PYPL) | 1.7 | $1.5M | 40k | 38.61 | |
Technology SPDR (XLK) | 1.7 | $1.5M | 34k | 44.35 | |
Michaels Cos Inc/the | 1.7 | $1.5M | 54k | 27.98 | |
FLIR Systems | 1.7 | $1.5M | 45k | 32.95 | |
Altria (MO) | 1.5 | $1.3M | 21k | 62.67 | |
Wells Fargo & Company (WFC) | 1.4 | $1.3M | 26k | 48.36 | |
Lockheed Martin Corporation (LMT) | 1.4 | $1.3M | 5.7k | 221.44 | |
SPDR S&P Metals and Mining (XME) | 1.4 | $1.2M | 61k | 20.46 | |
Vanguard Total Stock Market ETF (VTI) | 1.4 | $1.2M | 12k | 104.78 | |
Financial Select Sector SPDR (XLF) | 1.3 | $1.2M | 51k | 22.50 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $955k | 16k | 59.22 | |
Intel Corporation (INTC) | 1.0 | $898k | 28k | 32.35 | |
Bg Staffing | 1.0 | $891k | 68k | 13.20 | |
Johnson & Johnson (JNJ) | 0.9 | $774k | 7.2k | 108.25 | |
iShares Russell 2000 Index (IWM) | 0.7 | $652k | 5.9k | 110.58 | |
Berkshire Hathaway (BRK.A) | 0.7 | $640k | 3.00 | 213333.33 | |
Citigroup (C) | 0.7 | $602k | 14k | 41.74 | |
General Electric Company | 0.7 | $597k | 19k | 31.78 | |
Goldman Sachs (GS) | 0.7 | $587k | 3.7k | 156.87 | |
At&t (T) | 0.6 | $559k | 14k | 39.18 | |
Realty Income (O) | 0.6 | $543k | 8.7k | 62.54 | |
Charles Schwab Corporation (SCHW) | 0.6 | $516k | 18k | 28.01 | |
Morgan Stanley (MS) | 0.6 | $508k | 20k | 25.03 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.6 | $483k | 13k | 36.89 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.6 | $491k | 10k | 49.25 | |
Express Scripts Holding | 0.5 | $480k | 7.0k | 68.74 | |
Oracle Corporation (ORCL) | 0.5 | $468k | 11k | 40.88 | |
Toyota Motor Corporation (TM) | 0.5 | $471k | 4.4k | 106.30 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $459k | 3.4k | 134.64 | |
Nextera Energy (NEE) | 0.5 | $464k | 3.9k | 118.37 | |
Welltower Inc Com reit (WELL) | 0.5 | $451k | 6.5k | 69.30 | |
Genuine Parts Company (GPC) | 0.5 | $442k | 4.4k | 99.44 | |
Automatic Data Processing (ADP) | 0.5 | $439k | 4.9k | 89.63 | |
PPG Industries (PPG) | 0.5 | $433k | 3.9k | 111.43 | |
Powershares S&p 500 | 0.5 | $433k | 12k | 37.11 | |
International Paper Company (IP) | 0.5 | $423k | 10k | 40.99 | |
Weyerhaeuser C conv prf | 0.5 | $426k | 8.3k | 51.08 | |
Abbvie (ABBV) | 0.5 | $412k | 7.2k | 57.18 | |
Procter & Gamble Company (PG) | 0.5 | $398k | 4.8k | 82.35 | |
Charles & Colvard | 0.4 | $351k | 305k | 1.15 | |
Emerson Electric (EMR) | 0.4 | $334k | 6.1k | 54.41 | |
Exxon Mobil Corporation (XOM) | 0.4 | $318k | 3.8k | 83.66 | |
Total (TTE) | 0.3 | $310k | 6.8k | 45.35 | |
Gamco Global Gold Natural Reso (GGN) | 0.2 | $148k | 26k | 5.62 | |
Cliffs Natural Resources | 0.1 | $85k | 28k | 3.00 | |
Templeton Global Income Fund | 0.1 | $83k | 13k | 6.54 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $77k | 15k | 5.03 |