Orca Investment Management as of Sept. 30, 2021
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 63 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.3 | $11M | 38k | 281.92 | |
Alphabet Inc Class C cs (GOOG) | 5.5 | $6.3M | 2.4k | 2665.12 | |
Apple (AAPL) | 5.2 | $5.9M | 42k | 141.51 | |
Invesco Variable Rate Investme Etf - Fxd Inc (VRIG) | 5.1 | $5.8M | 233k | 25.12 | |
Spdr Blmbrg Brcly Inv Gr Fltn Etf - Fxd Inc (FLRN) | 5.1 | $5.8M | 190k | 30.66 | |
Spdr S&p 500 Etf Etf - Equity (SPY) | 3.9 | $4.4M | 10k | 429.10 | |
Ammo (POWW) | 3.4 | $3.9M | 629k | 6.15 | |
Prudential Financial (PRU) | 2.9 | $3.4M | 32k | 105.20 | |
Kinder Morgan (KMI) | 2.8 | $3.2M | 191k | 16.73 | |
Berkshire Hathaway (BRK.B) | 2.5 | $2.8M | 10k | 272.90 | |
L3harris Technologies (LHX) | 2.3 | $2.7M | 12k | 220.20 | |
Ii-vi | 2.3 | $2.6M | 45k | 59.37 | |
Bristol Myers Squibb (BMY) | 2.2 | $2.5M | 42k | 59.18 | |
Alphabet Inc Class A cs (GOOGL) | 2.1 | $2.5M | 918.00 | 2673.20 | |
Vanguard Ftse All World Ex Us Etf - Equity (VEU) | 2.1 | $2.4M | 40k | 60.96 | |
Defiance Next Gen Connectivity Etf - Equity (SIXG) | 2.1 | $2.4M | 67k | 36.33 | |
Select Str Financial Select S Etf - Equity (XLF) | 2.1 | $2.4M | 64k | 37.53 | |
Abb Adr (ABBNY) | 2.0 | $2.3M | 69k | 33.36 | |
Wisdomtree Tr Cloud Computing Etf - Equity (WCLD) | 2.0 | $2.3M | 39k | 57.62 | |
Northrop Grumman Corporation (NOC) | 1.9 | $2.2M | 6.1k | 360.09 | |
International Flavors & Fragrances (IFF) | 1.9 | $2.2M | 16k | 133.73 | |
Sensata Technolo (ST) | 1.8 | $2.1M | 38k | 54.71 | |
International Business Machines (IBM) | 1.8 | $2.0M | 15k | 138.94 | |
Vanguard Total Stock Market E Etf - Equity (VTI) | 1.7 | $1.9M | 8.7k | 222.02 | |
Home Depot (HD) | 1.6 | $1.8M | 5.5k | 328.27 | |
Ishares Russell 2000 Etf Etf - Equity (IWM) | 1.6 | $1.8M | 8.2k | 218.70 | |
Cardinal Health (CAH) | 1.4 | $1.6M | 32k | 49.46 | |
Ss&c Technologies Holding (SSNC) | 1.3 | $1.5M | 22k | 69.41 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $1.5M | 9.0k | 163.72 | |
Verizon Communications (VZ) | 1.1 | $1.2M | 23k | 54.01 | |
Intel Corporation (INTC) | 1.1 | $1.2M | 23k | 53.28 | |
Amazon (AMZN) | 1.1 | $1.2M | 369.00 | 3284.55 | |
Johnson & Johnson (JNJ) | 1.0 | $1.2M | 7.3k | 161.56 | |
Charles Schwab Us Mc Etf Etf - Equity (SCHM) | 1.0 | $1.1M | 15k | 76.67 | |
Broadcom (AVGO) | 0.9 | $1.1M | 2.2k | 484.86 | |
Boeing Company (BA) | 0.9 | $993k | 4.5k | 219.93 | |
Spdr Fund Materials Select Sec Etf - Equity (XLB) | 0.7 | $854k | 11k | 79.13 | |
Snap-on Incorporated (SNA) | 0.7 | $848k | 4.1k | 209.07 | |
Starbucks Corporation (SBUX) | 0.7 | $844k | 7.7k | 110.28 | |
Walt Disney Company (DIS) | 0.7 | $839k | 5.0k | 169.19 | |
Morgan Stanley (MS) | 0.6 | $731k | 7.5k | 97.29 | |
Pfizer (PFE) | 0.6 | $720k | 17k | 42.99 | |
Automatic Data Processing (ADP) | 0.6 | $654k | 3.3k | 200.00 | |
Pepsi (PEP) | 0.5 | $616k | 4.1k | 150.35 | |
Goldman Sachs (GS) | 0.5 | $589k | 1.6k | 377.81 | |
Charles Schwab Corporation (SCHW) | 0.5 | $550k | 7.5k | 72.86 | |
Abbvie (ABBV) | 0.5 | $526k | 4.9k | 107.94 | |
Altria (MO) | 0.4 | $498k | 11k | 45.50 | |
Procter & Gamble Company (PG) | 0.4 | $464k | 3.3k | 139.72 | |
Invesco Exchange-traded Fd Tr Etf - Equity (SPHD) | 0.4 | $438k | 10k | 42.38 | |
Oracle Corporation (ORCL) | 0.4 | $430k | 4.9k | 87.17 | |
Emerson Electric (EMR) | 0.4 | $414k | 4.4k | 94.13 | |
Citigroup (C) | 0.3 | $388k | 5.5k | 70.26 | |
PPG Industries (PPG) | 0.3 | $366k | 2.6k | 143.08 | |
Genuine Parts Company (GPC) | 0.3 | $353k | 2.9k | 121.18 | |
Flexshares Morningstar Us Idx Etf - Equity (TILT) | 0.3 | $345k | 2.0k | 168.95 | |
Dow (DOW) | 0.3 | $327k | 5.7k | 57.54 | |
At&t (T) | 0.3 | $327k | 12k | 26.99 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $309k | 2.3k | 132.50 | |
Paypal Holdings (PYPL) | 0.2 | $277k | 1.1k | 260.58 | |
International Paper Company (IP) | 0.2 | $253k | 4.5k | 55.85 | |
NVIDIA Corporation (NVDA) | 0.2 | $248k | 1.2k | 207.18 | |
Exxon Mobil Corporation (XOM) | 0.2 | $237k | 4.0k | 58.93 |