Orca Investment Management as of March 31, 2017
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 69 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Western Digital (WDC) | 4.5 | $5.0M | 60k | 82.53 | |
Microsoft Corporation (MSFT) | 4.4 | $4.8M | 74k | 65.86 | |
Home Depot (HD) | 4.2 | $4.6M | 31k | 146.83 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 3.9 | $4.3M | 89k | 47.83 | |
Walt Disney Company (DIS) | 3.8 | $4.2M | 37k | 113.39 | |
Financial Select Sector SPDR (XLF) | 3.5 | $3.9M | 164k | 23.73 | |
ProShares Ultra Russell2000 (UWM) | 3.5 | $3.8M | 33k | 115.64 | |
Pfizer (PFE) | 3.5 | $3.8M | 111k | 34.21 | |
Apple (AAPL) | 3.3 | $3.6M | 25k | 143.65 | |
Tri Pointe Homes (TPH) | 2.9 | $3.2M | 256k | 12.54 | |
Kraft Heinz (KHC) | 2.7 | $2.9M | 32k | 90.82 | |
FLIR Systems | 2.5 | $2.7M | 75k | 36.29 | |
Alphabet Inc Class C cs (GOOG) | 2.1 | $2.3M | 2.8k | 829.40 | |
Berkshire Hathaway (BRK.B) | 2.1 | $2.3M | 14k | 166.65 | |
Anheuser-Busch InBev NV (BUD) | 2.1 | $2.3M | 21k | 109.75 | |
Novo Nordisk A/S (NVO) | 2.0 | $2.2M | 64k | 34.28 | |
Dow Chemical Company | 2.0 | $2.2M | 34k | 63.53 | |
Royal Dutch Shell | 1.9 | $2.1M | 38k | 55.84 | |
Fastenal Company (FAST) | 1.9 | $2.1M | 40k | 51.50 | |
Alphabet Inc Class A cs (GOOGL) | 1.8 | $2.0M | 2.3k | 847.72 | |
Emcore Corp | 1.8 | $1.9M | 213k | 9.00 | |
Nike (NKE) | 1.7 | $1.9M | 34k | 55.73 | |
Micron Technology (MU) | 1.7 | $1.9M | 65k | 28.91 | |
J.C. Penney Company | 1.6 | $1.8M | 293k | 6.16 | |
Schnitzer Steel Industries (RDUS) | 1.6 | $1.8M | 88k | 20.66 | |
Paypal Holdings (PYPL) | 1.5 | $1.6M | 38k | 43.03 | |
Kinder Morgan (KMI) | 1.5 | $1.6M | 74k | 21.74 | |
Verizon Communications (VZ) | 1.4 | $1.6M | 33k | 48.74 | |
Marathon Petroleum Corp (MPC) | 1.4 | $1.6M | 31k | 50.53 | |
ProShares Ultra S&P500 (SSO) | 1.4 | $1.6M | 19k | 84.84 | |
Wells Fargo & Company (WFC) | 1.4 | $1.5M | 28k | 55.67 | |
Altria (MO) | 1.3 | $1.4M | 20k | 71.44 | |
Vanguard Total Stock Market ETF (VTI) | 1.3 | $1.4M | 12k | 121.33 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $1.4M | 16k | 87.84 | |
Pixelworks (PXLW) | 1.1 | $1.2M | 267k | 4.66 | |
Dbx Etf Tr dbxtr har cs 300 (ASHR) | 1.1 | $1.2M | 49k | 25.13 | |
Pepsi (PEP) | 1.1 | $1.2M | 11k | 111.90 | |
WisdomTree India Earnings Fund (EPI) | 1.0 | $1.1M | 47k | 24.13 | |
Intel Corporation (INTC) | 1.0 | $1.1M | 29k | 36.07 | |
iShares Russell Microcap Index (IWC) | 1.0 | $1.1M | 12k | 85.61 | |
Johnson & Johnson (JNJ) | 0.8 | $919k | 7.4k | 124.61 | |
AECOM Technology Corporation (ACM) | 0.8 | $888k | 25k | 35.61 | |
Morgan Stanley (MS) | 0.8 | $877k | 21k | 42.84 | |
Citigroup (C) | 0.8 | $877k | 15k | 59.79 | |
Goldman Sachs (GS) | 0.8 | $863k | 3.8k | 229.83 | |
iShares Russell 2000 Index (IWM) | 0.7 | $804k | 5.8k | 137.55 | |
iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.7 | $789k | 15k | 51.18 | |
Charles Schwab Corporation (SCHW) | 0.7 | $712k | 17k | 40.83 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.6 | $703k | 18k | 39.15 | |
At&t (T) | 0.5 | $586k | 14k | 41.55 | |
Weyerhaeuser Company (WY) | 0.5 | $567k | 17k | 33.97 | |
Oracle Corporation (ORCL) | 0.5 | $542k | 12k | 44.63 | |
International Paper Company (IP) | 0.5 | $527k | 10k | 50.79 | |
Automatic Data Processing (ADP) | 0.5 | $508k | 5.0k | 102.46 | |
Berkshire Hathaway (BRK.A) | 0.5 | $500k | 2.00 | 250000.00 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $483k | 3.7k | 131.68 | |
Bg Staffing | 0.4 | $483k | 34k | 14.31 | |
Abbvie (ABBV) | 0.4 | $476k | 7.3k | 65.13 | |
Procter & Gamble Company (PG) | 0.4 | $460k | 5.1k | 89.76 | |
Express Scripts Holding | 0.4 | $465k | 7.1k | 65.90 | |
PPG Industries (PPG) | 0.4 | $454k | 4.3k | 105.04 | |
Emerson Electric (EMR) | 0.4 | $443k | 7.4k | 59.82 | |
Genuine Parts Company (GPC) | 0.4 | $422k | 4.6k | 92.42 | |
Great Plains Energy Incorporated conv prf | 0.4 | $408k | 7.6k | 53.79 | |
Exxon Mobil Corporation (XOM) | 0.3 | $371k | 4.5k | 81.95 | |
Cliffs Natural Resources | 0.2 | $204k | 25k | 8.21 | |
Charles & Colvard | 0.1 | $132k | 138k | 0.96 | |
Templeton Global Income Fund | 0.1 | $84k | 13k | 6.61 | |
Advaxis | 0.1 | $82k | 10k | 8.20 |