Orca Investment Management, LLC Diversified Active

CIK: 0001511229 · Show all filings

Period: Q4 2013 (Next →)

Filing Date: Jan 27, 2014

Total Value ($000): $122,950 (100.0% shares, 0.0% debt)

Holdings (87)

URI UNITED RENTALS INC 4.0%
Value ($000) $4,928 Shares 63,222 Est. Cost $64.88 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CP 3.6%
Value ($000) $4,378 Shares 797,389 Est. Cost $5.49 Unrealized
GBX GREENBRIER CO 3.4%
Value ($000) $4,139 Shares 126,038 Est. Cost $21.58 Unrealized 0.0%
PROSHS ULTRASHRT ETF NEW ULTRA 3.3%
Value ($000) $4,107 Shares 51,862 Est. Cost $79.19 Unrealized
VTI VANGUARD TOTAL STOCK MKT 3.2%
Value ($000) $3,936 Shares 41,030 Est. Cost $95.93 Unrealized
HERTZ GLOBAL HLDGS INC 2.9%
Value ($000) $3,533 Shares 123,430 Est. Cost $28.62 Unrealized
PRECISION CASTPARTS CORP 2.8%
Value ($000) $3,468 Shares 12,877 Est. Cost $269.32 Unrealized
CONOCOPHILLIPS 2.6%
Value ($000) $3,249 Shares 45,992 Est. Cost $70.64 Unrealized
WALGREEN CO 2.6%
Value ($000) $3,193 Shares 55,580 Est. Cost $57.45 Unrealized
QCOM QUALCOMM INC 2.6%
Value ($000) $3,186 Shares 42,904 Est. Cost $50.36 Unrealized 0.0%
CMI CUMMINS INC 2.4%
Value ($000) $3,008 Shares 21,335 Est. Cost $96.30 Unrealized 0.0%
PFE PFIZER INCORPORATED 2.4%
Value ($000) $2,966 Shares 96,849 Est. Cost $17.62 Unrealized 0.0%
INTC INTEL CORP 2.4%
Value ($000) $2,937 Shares 113,142 Est. Cost $17.92 Unrealized 0.0%
TRIQUINT SEMICONDUCTOR 2.4%
Value ($000) $2,913 Shares 349,234 Est. Cost $8.34 Unrealized
GOOGLE INC CLASS A 2.3%
Value ($000) $2,886 Shares 2,575 Est. Cost $1120.78 Unrealized
ROYAL DUTCH SHELL PLC SPONSORE 2.2%
Value ($000) $2,763 Shares 36,785 Est. Cost $75.11 Unrealized
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $2,747 Shares 29,993 Est. Cost $65.75 Unrealized 0.0%
HD HOME DEPOT INC 2.1%
Value ($000) $2,564 Shares 31,140 Est. Cost $58.72 Unrealized 0.0%
YAHOO INC 2.0%
Value ($000) $2,506 Shares 61,958 Est. Cost $40.45 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.0%
Value ($000) $2,489 Shares 20,997 Est. Cost $115.63 Unrealized 0.0%
PLUM CREEK TIMBER CO REIT 2.0%
Value ($000) $2,410 Shares 51,809 Est. Cost $46.52 Unrealized
PG PROCTER & GAMBLE 1.9%
Value ($000) $2,369 Shares 29,103 Est. Cost $58.01 Unrealized 0.0%
AIVI WISDOMTREE TR INTL DIVID EX-FI 1.9%
Value ($000) $2,285 Shares 47,979 Est. Cost $47.63 Unrealized
CHICAGO BRIDGE & IRON CO N V I 1.8%
Value ($000) $2,222 Shares 26,725 Est. Cost $83.14 Unrealized
CHARLES & COLVARD LTD 1.7%
Value ($000) $2,113 Shares 418,444 Est. Cost $5.05 Unrealized
MDLZ MONDELEZ INTL INC CL A 1.7%
Value ($000) $2,065 Shares 58,505 Est. Cost $25.52 Unrealized 0.0%
ABBVIE INC 1.4%
Value ($000) $1,761 Shares 33,348 Est. Cost $52.81 Unrealized
VANGUARD NATURAL RES LLC 1.4%
Value ($000) $1,742 Shares 58,995 Est. Cost $29.53 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $1,701 Shares 3,032 Est. Cost $16.37 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDUSTRIES 1.3%
Value ($000) $1,583 Shares 39,490 Est. Cost $40.09 Unrealized
WMT WAL MART STORES INC COM 1.3%
Value ($000) $1,581 Shares 20,093 Est. Cost $20.35 Unrealized 0.0%
ULTRA PETROLEUM CORP F 1.3%
Value ($000) $1,561 Shares 72,107 Est. Cost $21.65 Unrealized
CHESAPEAKE ENERGY CORP 1.2%
Value ($000) $1,505 Shares 55,464 Est. Cost $27.13 Unrealized
GLAXOSMITHKLINE PLC ADRF SPONS 1.2%
Value ($000) $1,476 Shares 27,648 Est. Cost $53.39 Unrealized
SECTOR SPDR FINCL SELECT SHARE 1.2%
Value ($000) $1,465 Shares 67,007 Est. Cost $21.86 Unrealized
CLIFFS NATURAL RES INC 1.1%
Value ($000) $1,337 Shares 51,005 Est. Cost $26.21 Unrealized
NUVERRA ENVIRONMENTL NEW 1.1%
Value ($000) $1,323 Shares 78,809 Est. Cost $16.79 Unrealized
AGL RES INC COM 1.1%
Value ($000) $1,308 Shares 27,689 Est. Cost $47.24 Unrealized
LIFELOCK INC 1.1%
Value ($000) $1,291 Shares 78,659 Est. Cost $16.41 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $1,288 Shares 14,786 Est. Cost $47.83 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 1.0%
Value ($000) $1,245 Shares 7 Est. Cost $173485.66 Unrealized 0.0%
ALTRIA GROUP INC 0.9%
Value ($000) $1,072 Shares 27,911 Est. Cost $38.41 Unrealized
NEM NEWMONT MNG CORP COM 0.8%
Value ($000) $943 Shares 40,960 Est. Cost $19.74 Unrealized 0.0%
JPMORGAN CHASE & CO 0.7%
Value ($000) $835 Shares 14,279 Est. Cost $58.48 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $828 Shares 53,161 Est. Cost $11.68 Unrealized 0.0%
FIRST TR ENERGY INFRASTRUCTURE 0.7%
Value ($000) $828 Shares 39,755 Est. Cost $20.83 Unrealized
ENCANA CORP COM SHS ISIN#CA292 0.7%
Value ($000) $811 Shares 44,950 Est. Cost $18.04 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.6%
Value ($000) $754 Shares 6,533 Est. Cost $115.41 Unrealized
A T & T INC NEW 0.6%
Value ($000) $702 Shares 19,964 Est. Cost $35.16 Unrealized
EGSHARES ETF EMERGING MARKETS 0.6%
Value ($000) $692 Shares 25,760 Est. Cost $26.86 Unrealized
KO COCA COLA COMPANY 0.5%
Value ($000) $636 Shares 15,387 Est. Cost $26.95 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 0.5%
Value ($000) $593 Shares 8,448 Est. Cost $70.19 Unrealized
SCHW THE CHARLES SCHWAB CORP 0.4%
Value ($000) $528 Shares 20,305 Est. Cost $20.66 Unrealized 0.0%
WINDSTREAM HLDGS INC 0.4%
Value ($000) $502 Shares 62,943 Est. Cost $7.98 Unrealized
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $485 Shares 6,005 Est. Cost $51.46 Unrealized 0.0%
MCD MC DONALDS CORP 0.4%
Value ($000) $483 Shares 4,975 Est. Cost $70.01 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $470 Shares 4,498 Est. Cost $66.36 Unrealized 0.0%
CHUBB CORPORATION 0.4%
Value ($000) $466 Shares 4,823 Est. Cost $96.62 Unrealized
GPC GENUINE PARTS CO 0.4%
Value ($000) $461 Shares 5,547 Est. Cost $57.23 Unrealized 0.0%
AVD AMERICAN VANGUARD CORP 0.4%
Value ($000) $461 Shares 18,979 Est. Cost $25.46 Unrealized 0.0%
NEXTERA ENERGY INC 0.4%
Value ($000) $459 Shares 5,356 Est. Cost $85.70 Unrealized
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $458 Shares 16,335 Est. Cost $28.04 Unrealized
TOTAL S A ADR F 1 ADR REP 1 OR 0.4%
Value ($000) $441 Shares 7,190 Est. Cost $61.34 Unrealized
WEYERHAEUSER CO 6 375% PREF CO 0.4%
Value ($000) $440 Shares 7,854 Est. Cost $56.02 Unrealized
ORACLE CORPORATION 0.4%
Value ($000) $435 Shares 11,357 Est. Cost $38.30 Unrealized
PPG P P G INDUSTRIES INC 0.3%
Value ($000) $425 Shares 2,243 Est. Cost $73.04 Unrealized 0.0%
FREEPORT MCMORAN COPPER 0.3%
Value ($000) $424 Shares 11,238 Est. Cost $37.73 Unrealized
STAPLES INC 0.3%
Value ($000) $421 Shares 26,522 Est. Cost $15.87 Unrealized
TM TOYOTA MOTOR CP ADR NEWF SPONS 0.3%
Value ($000) $419 Shares 3,433 Est. Cost $122.05 Unrealized
GAMCO GLOBAL GOLD NAT RES & IN 0.3%
Value ($000) $409 Shares 45,290 Est. Cost $9.03 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $401 Shares 5,718 Est. Cost $48.18 Unrealized 0.0%
O REALTY INCOME CORP REIT 0.3%
Value ($000) $395 Shares 10,588 Est. Cost $21.68 Unrealized 0.0%
SCHA SCHW US SCAP ETF 0.3%
Value ($000) $391 Shares 7,440 Est. Cost $52.55 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $386 Shares 7,875 Est. Cost $26.03 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $377 Shares 3,315 Est. Cost $113.73 Unrealized
SCHM SCH US MID-CAP ETF 0.3%
Value ($000) $368 Shares 9,822 Est. Cost $37.47 Unrealized
EXXON MOBIL CORPORATION 0.3%
Value ($000) $358 Shares 3,538 Est. Cost $101.19 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.3%
Value ($000) $326 Shares 5,485 Est. Cost $59.43 Unrealized
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $305 Shares 6,216 Est. Cost $31.09 Unrealized 0.0%
SANDRIDGE PERMIAN TR COM UNIT 0.2%
Value ($000) $304 Shares 25,615 Est. Cost $11.87 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $267 Shares 7,136 Est. Cost $30.02 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.2%
Value ($000) $236 Shares 3,970 Est. Cost $59.45 Unrealized
TEMPLETON GLOBAL INCOME FUND I 0.1%
Value ($000) $143 Shares 18,000 Est. Cost $7.94 Unrealized
QUALSTAR CORPORATION 0.1%
Value ($000) $136 Shares 120,000 Est. Cost $1.13 Unrealized
ABERDEEN ASIA-PACIFIC INCOME F 0.1%
Value ($000) $101 Shares 17,475 Est. Cost $5.78 Unrealized
HL HECLA MINING COMPANY 0.0%
Value ($000) $31 Shares 10,200 Est. Cost $2.86 Unrealized 0.0%
PRD ENERGY INC COM ISIN#CA6935 0.0%
Value ($000) $17 Shares 18,000 Est. Cost $0.94 Unrealized