Orca Investment Management, LLC - Portfolio overview

Orca Investment Management, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 13.82%
2. AAPL - APPLE INC, 13.09%
3. JNJ - JOHNSON & JOHNSON, 5.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.