Orca Investment Management as of Sept. 30, 2016
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 68 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
VASCO Data Security International | 6.0 | $5.8M | 329k | 17.61 | |
Home Depot (HD) | 4.5 | $4.3M | 33k | 128.69 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 4.3 | $4.1M | 91k | 45.43 | |
Pfizer (PFE) | 3.9 | $3.8M | 112k | 33.87 | |
Walt Disney Company (DIS) | 3.8 | $3.6M | 39k | 92.85 | |
Nautilus (BFXXQ) | 3.8 | $3.6M | 161k | 22.72 | |
Tri Pointe Homes (TPH) | 3.8 | $3.6M | 276k | 13.18 | |
Western Digital (WDC) | 3.8 | $3.6M | 62k | 58.47 | |
Microsoft Corporation (MSFT) | 3.3 | $3.2M | 56k | 57.61 | |
J.C. Penney Company | 3.1 | $2.9M | 318k | 9.22 | |
Kraft Heinz (KHC) | 3.0 | $2.9M | 32k | 89.52 | |
Weyerhaeuser Company (WY) | 2.8 | $2.7M | 84k | 31.94 | |
FLIR Systems | 2.6 | $2.5M | 81k | 31.42 | |
GlaxoSmithKline | 2.5 | $2.4M | 56k | 43.13 | |
Anheuser-Busch InBev NV (BUD) | 2.5 | $2.4M | 18k | 131.43 | |
Novo Nordisk A/S (NVO) | 2.2 | $2.1M | 52k | 41.60 | |
Berkshire Hathaway (BRK.B) | 2.2 | $2.1M | 15k | 144.44 | |
Royal Dutch Shell | 2.1 | $2.0M | 39k | 52.84 | |
Via | 2.0 | $1.9M | 51k | 38.09 | |
Alphabet Inc Class A cs (GOOGL) | 2.0 | $1.9M | 2.4k | 804.05 | |
Allergan | 1.9 | $1.9M | 8.1k | 230.32 | |
Verizon Communications (VZ) | 1.8 | $1.7M | 32k | 51.97 | |
Apple (AAPL) | 1.7 | $1.6M | 14k | 113.08 | |
Paypal Holdings (PYPL) | 1.6 | $1.6M | 38k | 40.97 | |
Marathon Petroleum Corp (MPC) | 1.4 | $1.4M | 34k | 40.59 | |
Lockheed Martin Corporation (LMT) | 1.4 | $1.3M | 5.6k | 239.67 | |
Altria (MO) | 1.4 | $1.3M | 21k | 63.21 | |
Vanguard Total Stock Market ETF (VTI) | 1.4 | $1.3M | 12k | 111.34 | |
Dollar General (DG) | 1.3 | $1.2M | 18k | 70.00 | |
Wells Fargo & Company (WFC) | 1.2 | $1.1M | 26k | 44.29 | |
Rio Tinto (RIO) | 1.2 | $1.1M | 34k | 33.40 | |
JPMorgan Chase & Co. (JPM) | 1.1 | $1.1M | 16k | 66.61 | |
Intel Corporation (INTC) | 1.1 | $1.1M | 28k | 37.74 | |
Financial Select Sector SPDR (XLF) | 1.0 | $982k | 51k | 19.31 | |
Johnson & Johnson (JNJ) | 0.9 | $853k | 7.2k | 118.06 | |
Pixelworks (PXLW) | 0.8 | $806k | 289k | 2.79 | |
iShares Russell 2000 Index (IWM) | 0.8 | $720k | 5.8k | 124.16 | |
Citigroup (C) | 0.7 | $669k | 14k | 47.23 | |
Berkshire Hathaway (BRK.A) | 0.7 | $649k | 3.00 | 216333.33 | |
Morgan Stanley (MS) | 0.7 | $638k | 20k | 32.05 | |
Goldman Sachs (GS) | 0.6 | $592k | 3.7k | 161.18 | |
At&t (T) | 0.6 | $583k | 14k | 40.58 | |
Realty Income (O) | 0.6 | $581k | 8.7k | 66.92 | |
Charles Schwab Corporation (SCHW) | 0.6 | $573k | 18k | 31.55 | |
Bg Staffing | 0.5 | $522k | 34k | 15.47 | |
Toyota Motor Corporation (TM) | 0.5 | $506k | 4.4k | 116.06 | |
Anthem Inc conv p | 0.5 | $501k | 12k | 43.44 | |
International Paper Company (IP) | 0.5 | $486k | 10k | 48.00 | |
Express Scripts Holding | 0.5 | $485k | 6.9k | 70.56 | |
Nextera Energy (NEE) | 0.5 | $479k | 3.9k | 122.19 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.5 | $470k | 10k | 46.71 | |
Genuine Parts Company (GPC) | 0.5 | $447k | 4.4k | 100.56 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.5 | $449k | 14k | 31.59 | |
Abbvie (ABBV) | 0.5 | $454k | 7.2k | 63.01 | |
Oracle Corporation (ORCL) | 0.5 | $441k | 11k | 39.25 | |
Kimberly-Clark Corporation (KMB) | 0.5 | $430k | 3.4k | 126.14 | |
Automatic Data Processing (ADP) | 0.5 | $432k | 4.9k | 88.20 | |
Procter & Gamble Company (PG) | 0.5 | $434k | 4.8k | 89.80 | |
PPG Industries (PPG) | 0.4 | $402k | 3.9k | 103.45 | |
Emerson Electric (EMR) | 0.3 | $335k | 6.1k | 54.57 | |
Charles & Colvard | 0.3 | $340k | 293k | 1.16 | |
Exxon Mobil Corporation (XOM) | 0.3 | $329k | 3.8k | 87.24 | |
Total (TTE) | 0.3 | $319k | 6.7k | 47.71 | |
Real Estate Select Sect Spdr (XLRE) | 0.2 | $232k | 7.1k | 32.82 | |
Cliffs Natural Resources | 0.2 | $160k | 27k | 5.87 | |
Gamco Global Gold Natural Reso (GGN) | 0.2 | $160k | 25k | 6.39 | |
Templeton Global Income Fund | 0.1 | $79k | 13k | 6.22 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $78k | 15k | 5.10 |