Orca Investment Management, LLC

Q1 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    58

  • Value ($000)

    $100,050

  • Date Filed
    05/07/2025
  • Form type
    13F-HR
  • CIK
    0001511229
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.10M
11 %

29,576

AAPL
AAPL

APPLE INC

COM
037833100
$8.27M
8 %

37,218

GOOG
GOOG

ALPHABET INC CLASS C

COM
02079K107
$6.32M
6 %

40,431

SPY
SPY

SPDR S&P 500 ETF

ETF - EQUITY
78462F103
$5.37M
5 %

9,594

CAH
CAH

CARDINAL HEALTH INC

COM
14149Y108
$3.93M
4 %

28,501

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL

COM
084670702
$3.65M
4 %

6,861

AVGO
AVGO

BROADCOM INC

COM
11135F101
$3.45M
3 %

20,581

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$3.13M
3 %

18,902

PRU
PRU

PRUDENTIAL FINL INC

COM
744320102
$2.98M
3 %

26,709

XLF
XLF

SELECT STR FINANCIAL SELECT SP

ETF - EQUITY
81369Y605
$2.91M
3 %

58,432

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