The Analysis of Orca Investment Management, LLC's Holdings
Currently, Orca Investment Management, LLC holds 61 types of securities in its portfolio with a total value $122.1M. In the most recent quarter, they have increased their positions in AMZN (+6.6K shares, valued at $1.5M), IWL (+1.2K shares, valued at $206.7K), AAPL (+73 shares, valued at $18.6K); decreased their positions in N/A (-23.2K shares, valued at $1.0M), SPTM (-2.3K shares, valued at $184.4K), MSFT (-329 shares, valued at $170.4K); initiated new positions in IWL (+1.2K shares, valued at $206.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP27.9K shares-1.17%2025-09-302025-10-30
AAPL APPLE INC37.4K shares0.20%2025-09-302025-10-30 BROADCOM INC BROADCOM INC20.6K shares-0.06%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL CL6.7K shares-1.95%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON17.6K shares-0.79%2025-09-302025-10-30 AMZN AMAZON.COM INC14.4K shares85.83%2025-09-302025-10-30 CVS CVS HEALTH CORP35.0K shares-2.29%2025-09-302025-10-30 VTI VANGUARD TOTAL STOCK MARKET ET8.0K shares-1.24%2025-09-302025-10-30 PRU PRUDENTIAL FINL INC24.7K shares-0.53%2025-09-302025-10-30 COHERENT CORP COHERENT CORP21.7K shares-4.08%2025-09-302025-10-30 ADM ARCHER-DANIELS MIDLAND CO COM37.5K shares-1.42%2025-09-302025-10-30 SPMO INVESCO EXCHANGE-TRADED FD TR18.2K shares-2.90%2025-09-302025-10-30 SPTM SPDR SER TR PORTFOLIO S&P 150026.8K shares-7.86%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR M F SPONS6.9K shares-0.86%2025-09-302025-10-30 HD HOME DEPOT INC4.7K shares-0.89%2025-09-302025-10-30 WTAI WISDOMTREE TR ARTIFICIAL INTEL63.6K shares-0.86%2025-09-302025-10-30 IWM ISHARES RUSSELL 2000 ETF7.1K shares-0.03%2025-09-302025-10-30 INTC INTEL CORP50.5K shares-2.72%2025-09-302025-10-30 UPS UNITED PARCEL SVC INC CLASS B17.6K shares-1.94%2025-09-302025-10-30 XLI SELECT SECTOR SPDR TR INDL9.5K shares-1.50%2025-09-302025-10-30 LLY ELI LILLY AND CO1.9K shares1.02%2025-09-302025-10-30 SNA SNAP ON INC3.9K shares-0.10%2025-09-302025-10-30 ABBVIE INC ABBVIE INC4.8K shares-1.32%2025-09-302025-10-30 SCHM CHARLES SCHWAB US MC ETF37.5K shares-0.90%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSIN3.1K shares-1.34%2025-09-302025-10-30 ORACLE CORP ORACLE CORP3.2K shares0.00%2025-09-302025-10-30 MS MORGAN STANLEY4.8K shares0.00%2025-09-302025-10-30 PFE PFIZER INC25.9K shares-0.27%2025-09-302025-10-30 SBUX STARBUCKS CORP7.0K shares-0.20%2025-09-302025-10-30 PEP PEPSICO INC3.9K shares-0.21%2025-09-302025-10-30 EMR EMERSON ELEC CO4.1K shares-1.34%2025-09-302025-10-30 DIS DISNEY WALT CO4.4K shares-0.13%2025-09-302025-10-30 PG PROCTER & GAMBLE CO3.2K shares-1.27%2025-09-302025-10-30 SCHW CHARLES SCHWAB CORP4.6K shares0.00%2025-09-302025-10-30 GPC GENUINE PARTS CO2.9K shares-1.30%2025-09-302025-10-30 UTG REAVES UTILITY INCOME9.8K shares0.00%2025-09-302025-10-30 C CITIGROUP INC3.5K shares0.00%2025-09-302025-10-30 SWX SOUTHWEST GAS HLDGS INC COM3.9K shares-0.03%2025-09-302025-10-30 CVX CHEVRON CORP NEW1.8K shares3.99%2025-09-302025-10-30 KMB KIMBERLY CLARK CORP2.3K shares-1.38%2025-09-302025-10-30 PPG PPG INDS INC2.5K shares-1.33%2025-09-302025-10-30 VV VANGUARD LARGE CAP ETF743 shares0.00%2025-09-302025-10-30 XLC SELECT SECTOR SPDR TR COMMUNIC1.9K shares0.00%2025-09-302025-10-30 IWL ISHARES RUSSELL TOP 200 ETF1.2K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available