Orca Investment Management as of June 30, 2017
Portfolio Holdings for Orca Investment Management
Orca Investment Management holds 68 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Western Digital (WDC) | 4.9 | $5.3M | 60k | 88.59 | |
Microsoft Corporation (MSFT) | 4.6 | $5.0M | 72k | 68.93 | |
Home Depot (HD) | 4.3 | $4.6M | 30k | 153.39 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 4.0 | $4.3M | 86k | 50.03 | |
Financial Select Sector SPDR (XLF) | 3.8 | $4.0M | 163k | 24.67 | |
Walt Disney Company (DIS) | 3.5 | $3.8M | 36k | 106.25 | |
Schnitzer Steel Industries (RDUS) | 3.5 | $3.7M | 148k | 25.20 | |
Pfizer (PFE) | 3.4 | $3.7M | 110k | 33.59 | |
Apple (AAPL) | 3.2 | $3.4M | 24k | 144.03 | |
Novo Nordisk A/S (NVO) | 2.5 | $2.7M | 63k | 42.88 | |
Kraft Heinz (KHC) | 2.5 | $2.7M | 31k | 85.63 | |
Alphabet Inc Class C cs (GOOG) | 2.4 | $2.5M | 2.8k | 908.86 | |
FLIR Systems | 2.3 | $2.5M | 71k | 34.67 | |
Berkshire Hathaway (BRK.B) | 2.2 | $2.3M | 14k | 169.40 | |
Anheuser-Busch InBev NV (BUD) | 2.1 | $2.3M | 20k | 110.36 | |
Alibaba Group Holding (BABA) | 2.1 | $2.2M | 16k | 140.92 | |
Emcore Corp | 2.0 | $2.2M | 205k | 10.65 | |
Dow Chemical Company | 2.0 | $2.1M | 34k | 63.06 | |
Royal Dutch Shell | 1.9 | $2.0M | 38k | 54.43 | |
Alphabet Inc Class A cs (GOOGL) | 1.9 | $2.1M | 2.2k | 929.71 | |
Paypal Holdings (PYPL) | 1.9 | $2.0M | 37k | 53.68 | |
Nike (NKE) | 1.8 | $2.0M | 34k | 59.00 | |
ProShares Ultra Russell2000 (UWM) | 1.8 | $2.0M | 16k | 120.29 | |
Micron Technology (MU) | 1.7 | $1.9M | 62k | 29.86 | |
Pixelworks (PXLW) | 1.6 | $1.8M | 384k | 4.59 | |
ProShares Ultra S&P500 (SSO) | 1.5 | $1.6M | 18k | 89.47 | |
Wells Fargo & Company (WFC) | 1.4 | $1.5M | 27k | 55.40 | |
Verizon Communications (VZ) | 1.4 | $1.5M | 33k | 44.66 | |
Altria (MO) | 1.4 | $1.5M | 20k | 74.46 | |
Vanguard Total Stock Market ETF (VTI) | 1.4 | $1.4M | 12k | 124.43 | |
Kinder Morgan (KMI) | 1.3 | $1.4M | 74k | 19.16 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $1.3M | 15k | 91.38 | |
Dbx Etf Tr dbxtr har cs 300 (ASHR) | 1.2 | $1.3M | 48k | 27.26 | |
J.C. Penney Company | 1.2 | $1.3M | 277k | 4.65 | |
Pepsi (PEP) | 1.1 | $1.2M | 10k | 115.50 | |
WisdomTree India Earnings Fund (EPI) | 1.1 | $1.1M | 46k | 24.50 | |
iShares Russell Microcap Index (IWC) | 1.0 | $1.1M | 12k | 88.97 | |
Johnson & Johnson (JNJ) | 0.9 | $976k | 7.4k | 132.34 | |
Intel Corporation (INTC) | 0.9 | $969k | 29k | 33.75 | |
Citigroup (C) | 0.9 | $967k | 15k | 66.88 | |
AECOM Technology Corporation (ACM) | 0.9 | $937k | 29k | 32.33 | |
Chipotle Mexican Grill (CMG) | 0.9 | $935k | 2.2k | 415.93 | |
Morgan Stanley (MS) | 0.8 | $912k | 21k | 44.55 | |
Goldman Sachs (GS) | 0.8 | $833k | 3.8k | 221.84 | |
iShares Russell 2000 Index (IWM) | 0.8 | $824k | 5.8k | 140.98 | |
iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.8 | $817k | 15k | 53.94 | |
Charles Schwab Corporation (SCHW) | 0.7 | $749k | 17k | 42.95 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.6 | $644k | 18k | 35.87 | |
Oracle Corporation (ORCL) | 0.6 | $609k | 12k | 50.15 | |
International Paper Company (IP) | 0.6 | $587k | 10k | 56.57 | |
Bg Staffing | 0.6 | $587k | 34k | 17.39 | |
Weyerhaeuser Company (WY) | 0.5 | $559k | 17k | 33.49 | |
At&t (T) | 0.5 | $536k | 14k | 37.73 | |
Abbvie (ABBV) | 0.5 | $530k | 7.3k | 72.51 | |
Berkshire Hathaway (BRK.A) | 0.5 | $509k | 2.00 | 254500.00 | |
Automatic Data Processing (ADP) | 0.5 | $508k | 5.0k | 102.46 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $474k | 3.7k | 129.23 | |
PPG Industries (PPG) | 0.4 | $475k | 4.3k | 109.90 | |
Procter & Gamble Company (PG) | 0.4 | $447k | 5.1k | 87.22 | |
Express Scripts Holding | 0.4 | $450k | 7.1k | 63.78 | |
Emerson Electric (EMR) | 0.4 | $441k | 7.4k | 59.55 | |
Genuine Parts Company (GPC) | 0.4 | $424k | 4.6k | 92.86 | |
Great Plains Energy Incorporated conv prf | 0.4 | $402k | 7.6k | 53.00 | |
Exxon Mobil Corporation (XOM) | 0.3 | $365k | 4.5k | 80.63 | |
Cliffs Natural Resources | 0.2 | $169k | 24k | 6.93 | |
Charles & Colvard | 0.1 | $124k | 135k | 0.92 | |
Templeton Global Income Fund | 0.1 | $85k | 13k | 6.69 | |
Advaxis | 0.1 | $65k | 10k | 6.50 |