Orca Investment Management as of Dec. 31, 2016
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 69 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.5 | $4.6M | 74k | 62.14 | |
Home Depot (HD) | 4.1 | $4.2M | 32k | 134.07 | |
Western Digital (WDC) | 4.0 | $4.1M | 61k | 67.95 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 3.9 | $4.0M | 90k | 44.18 | |
Walt Disney Company (DIS) | 3.8 | $3.9M | 38k | 104.22 | |
Financial Select Sector SPDR (XLF) | 3.7 | $3.8M | 165k | 23.25 | |
ProShares Ultra Russell2000 (UWM) | 3.7 | $3.8M | 34k | 111.44 | |
Pfizer (PFE) | 3.5 | $3.6M | 111k | 32.48 | |
Tri Pointe Homes (TPH) | 2.9 | $3.0M | 261k | 11.48 | |
Kraft Heinz (KHC) | 2.8 | $2.8M | 32k | 87.31 | |
Nautilus (BFXXQ) | 2.7 | $2.8M | 151k | 18.50 | |
FLIR Systems | 2.7 | $2.8M | 76k | 36.19 | |
J.C. Penney Company | 2.4 | $2.5M | 300k | 8.31 | |
Berkshire Hathaway (BRK.B) | 2.4 | $2.5M | 15k | 162.97 | |
Novo Nordisk A/S (NVO) | 2.2 | $2.3M | 64k | 35.86 | |
Royal Dutch Shell | 2.1 | $2.2M | 38k | 57.98 | |
VASCO Data Security International | 2.1 | $2.2M | 158k | 13.65 | |
Anheuser-Busch InBev NV (BUD) | 2.1 | $2.1M | 20k | 105.44 | |
Alphabet Inc Class C cs (GOOG) | 2.1 | $2.1M | 2.8k | 771.70 | |
Fastenal Company (FAST) | 1.9 | $1.9M | 40k | 46.98 | |
Emcore Corp | 1.8 | $1.9M | 217k | 8.70 | |
Alphabet Inc Class A cs (GOOGL) | 1.8 | $1.9M | 2.3k | 792.40 | |
Verizon Communications (VZ) | 1.7 | $1.8M | 33k | 53.37 | |
Nike (NKE) | 1.7 | $1.7M | 34k | 50.82 | |
Via | 1.7 | $1.7M | 49k | 35.09 | |
Apple (AAPL) | 1.6 | $1.6M | 14k | 115.83 | |
Marathon Petroleum Corp (MPC) | 1.6 | $1.6M | 32k | 50.34 | |
Kinder Morgan (KMI) | 1.5 | $1.5M | 74k | 20.71 | |
Wells Fargo & Company (WFC) | 1.5 | $1.5M | 27k | 55.11 | |
Paypal Holdings (PYPL) | 1.5 | $1.5M | 38k | 39.48 | |
Micron Technology (MU) | 1.4 | $1.4M | 66k | 21.92 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $1.4M | 16k | 86.31 | |
Altria (MO) | 1.3 | $1.4M | 20k | 67.62 | |
Vanguard Total Stock Market ETF (VTI) | 1.3 | $1.3M | 12k | 115.30 | |
Pepsi (PEP) | 1.1 | $1.1M | 11k | 104.62 | |
iShares Russell Microcap Index (IWC) | 1.1 | $1.1M | 13k | 85.82 | |
Intel Corporation (INTC) | 1.0 | $1.0M | 28k | 36.27 | |
Goldman Sachs (GS) | 0.9 | $899k | 3.8k | 239.41 | |
Citigroup (C) | 0.8 | $872k | 15k | 59.45 | |
Morgan Stanley (MS) | 0.8 | $865k | 21k | 42.25 | |
Johnson & Johnson (JNJ) | 0.8 | $842k | 7.3k | 115.22 | |
iShares Russell 2000 Index (IWM) | 0.8 | $788k | 5.8k | 134.82 | |
Pixelworks (PXLW) | 0.8 | $764k | 273k | 2.80 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.7 | $733k | 18k | 40.82 | |
Charles Schwab Corporation (SCHW) | 0.7 | $701k | 18k | 39.48 | |
At&t (T) | 0.6 | $592k | 14k | 42.50 | |
International Paper Company (IP) | 0.5 | $551k | 10k | 53.10 | |
Bg Staffing | 0.5 | $527k | 34k | 15.61 | |
Automatic Data Processing (ADP) | 0.5 | $510k | 5.0k | 102.86 | |
Anthem Inc conv p | 0.5 | $504k | 11k | 46.95 | |
Berkshire Hathaway (BRK.A) | 0.5 | $488k | 2.00 | 244000.00 | |
Weyerhaeuser Company (WY) | 0.5 | $477k | 16k | 30.10 | |
Express Scripts Holding | 0.5 | $485k | 7.1k | 68.74 | |
Oracle Corporation (ORCL) | 0.5 | $467k | 12k | 38.46 | |
Abbvie (ABBV) | 0.5 | $458k | 7.3k | 62.66 | |
Exelon Corp 6.5% 01-jun-2017 convprf | 0.5 | $463k | 9.6k | 48.42 | |
Genuine Parts Company (GPC) | 0.4 | $436k | 4.6k | 95.49 | |
Procter & Gamble Company (PG) | 0.4 | $431k | 5.1k | 84.10 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $419k | 3.7k | 114.23 | |
Exxon Mobil Corporation (XOM) | 0.4 | $409k | 4.5k | 90.35 | |
PPG Industries (PPG) | 0.4 | $410k | 4.3k | 94.86 | |
Emerson Electric (EMR) | 0.4 | $413k | 7.4k | 55.77 | |
Great Plains Energy Incorporated conv prf | 0.4 | $382k | 7.6k | 50.56 | |
Charles & Colvard | 0.3 | $320k | 291k | 1.10 | |
Cliffs Natural Resources | 0.2 | $228k | 27k | 8.41 | |
Netqin Mobile | 0.2 | $206k | 64k | 3.22 | |
Gamco Global Gold Natural Reso (GGN) | 0.1 | $125k | 24k | 5.29 | |
Templeton Global Income Fund | 0.1 | $82k | 13k | 6.46 | |
Advaxis | 0.1 | $72k | 10k | 7.20 |