StockDriftsStockDriftsTop 50 Orca Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.99% | 57.5K | $16.6M | -2.21%(-1.30K) | $232.39(+31.96%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 8.96% | 12.9K | $14.9M | -0.61%(-80) | $98.91(+771.50%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INC | 5.62% | 79.8K | $9.4M | -0.00%(-2) | $56.29(+115.06%) | 2026-06-30 | |
| ORI | OLD REPUBLIC INTL CORP | 4.22% | 171.9K | $7.0M | +1.33%(+2.25K) | $36.78(+15.13%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 3.95% | 34.7K | $6.6M | +0.21%(+73) | $143.68(+12.75%) | 2026-06-30 | |
| RTX | RTX CORP | 3.75% | 32.9K | $6.2M | +0.00%(+0) | $118.67(+88.65%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 3.61% | 32.6K | $6.0M | -0.70%(-231) | $161.80(+1.15%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.61% | 15.9K | $6.0M | -1.84%(-298) | $202.17(+107.93%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTERNATIONAL INC | 3.52% | 32.5K | $5.9M | +3.75%(+1.17K) | $128.45(+44.81%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.68% | 13.7K | $4.5M | -1.44%(-199) | $225.33(+60.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.68% |
Orca Wealth Management, LLC reports $166.65M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.0%), MU (9.0%) and CSCO (5.6%). The top 20 holdings account for 70.63% of reported assets. Its disclosed equity book has returned +44.20% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orca Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043765). View Orca Wealth Management, LLC’s 13F filings on SEC