Orca Wealth Management, LLC
Top Portfolio Positions
60 positions ·
$132,985,860 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
58,841 | $14,933,257 | 11.23% | |
| AZN |
Astrazeneca PLC
Healthcare
|
34,643 | $6,832,292 | 5.14% | |
| ORI |
Old Republic International Corp
Financial Services
|
169,684 | $6,770,391 | 5.09% | |
| RTX |
RTX Corp
Industrials
|
32,928 | $6,351,811 | 4.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
79,777 | $6,189,897 | 4.65% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
31,277 | $5,171,339 | 3.89% | |
| XOM |
Exxon Mobil Corp
Energy
|
29,931 | $5,078,093 | 3.82% | |
| AVGO |
Broadcom Inc.
Technology
|
16,223 | $5,021,180 | 3.78% | |
| MU |
Micron Technology Inc
Technology
|
13,014 | $4,396,649 | 3.31% | |
| QCOM |
Qualcomm Inc/De
Technology
|
32,825 | $4,227,203 | 3.18% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ORI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,770,391 | 169,684 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,725,528 | 169,271 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,500,118 | 153,052 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,932,368 | 154,328 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,035,055 | 153,877 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,209,043 | 143,936 | Shares | Sole | 2025-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||