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Orca Wealth Management, LLC

Portfolio Manager
Orca Wealth Management, LLC
Performance
-1.13% (2026 Q1)
AUM (13F)
$140.53M
# of Holdings
67
Performance Rank
Allocation (Top 20)
64.84%

Orca Wealth Management, LLC Holdings Map

Top 50 Orca Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.63%58.8K$14.9M
-0.37%(-220)
2025-Q1: 59.3K shares2025-Q2: 57.9K shares2025-Q3: 59.1K shares2025-Q4: 59.1K shares2026-Q1: 58.8K shares
$232.39(+28.60%)
2026-03-31
ORI
OLD REP INTL CORP
4.82%169.7K$6.8M
+0.24%(+413)
2025-Q1: 153.9K shares2025-Q2: 154.3K shares2025-Q3: 153.1K shares2025-Q4: 169.3K shares2026-Q1: 169.7K shares
$36.73(+5.64%)
2026-03-31
RTX
RTX CORPORATION
4.52%32.9K$6.4M
-0.05%(-15)
2025-Q1: 33.1K shares2025-Q2: 33.0K shares2025-Q3: 32.8K shares2025-Q4: 32.9K shares2026-Q1: 32.9K shares
$118.67(+50.08%)
2026-03-31
CSCO
CISCO SYS INC
4.4%79.8K$6.2M
-0.17%(-137)
2025-Q1: 79.4K shares2025-Q2: 79.7K shares2025-Q3: 80.0K shares2025-Q4: 79.9K shares2026-Q1: 79.8K shares
$56.29(+80.96%)
2026-03-31
PM
PHILIP MORRIS INTL INC
3.68%31.3K$5.2M
+6.72%(+1.97K)
2025-Q1: 27.4K shares2025-Q2: 27.5K shares2025-Q3: 27.6K shares2025-Q4: 29.3K shares2026-Q1: 31.3K shares
$126.78(+48.22%)
2026-03-31
XOM
EXXON MOBIL CORP
3.61%29.9K$5.1M
-0.35%(-106)
2025-Q1: 31.0K shares2025-Q2: 31.3K shares2025-Q3: 29.9K shares2025-Q4: 30.0K shares2026-Q1: 29.9K shares
$112.42(+34.83%)
2026-03-31
AVGO
BROADCOM INC
3.57%16.2K$5.0M
-1.29%(-212)
2025-Q1: 17.1K shares2025-Q2: 16.8K shares2025-Q3: 16.5K shares2025-Q4: 16.4K shares2026-Q1: 16.2K shares
$202.17(+106.16%)
2026-03-31
MU
MICRON TECHNOLOGY INC
3.13%13.0K$4.4M
-0.01%(-1)
2025-Q1: 8.5K shares2025-Q2: 13.0K shares2025-Q3: 12.9K shares2025-Q4: 13.0K shares2026-Q1: 13.0K shares
$98.91(+773.51%)
2026-03-31
QCOM
QUALCOMM INC
3.01%32.8K$4.2M
+0.49%(+159)
2025-Q1: 33.0K shares2025-Q2: 32.7K shares2025-Q3: 32.5K shares2025-Q4: 32.7K shares2026-Q1: 32.8K shares
$161.80(+31.75%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.9%13.9K$4.1M
-1.27%(-178)
2025-Q1: 14.4K shares2025-Q2: 14.1K shares2025-Q3: 14.1K shares2025-Q4: 14.0K shares2026-Q1: 13.9K shares
$225.33(+33.25%)
2026-03-31

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