Orca Investment Management, LLC Diversified Active

CIK: 0001511229 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 28, 2017

Total Value ($000): $109,636 (100.0% shares, 0.0% debt)

Holdings (69)

WDC WESTERN DIGITAL CORP 4.5%
Value ($000) $4,960 Shares 60,098 Est. Cost $30.76 Unrealized +66.7%
MSFT MICROSOFT CORP 4.4%
Value ($000) $4,839 Shares 73,470 Est. Cost $40.79 Unrealized +41.8%
HD HOME DEPOT INC 4.2%
Value ($000) $4,574 Shares 31,152 Est. Cost $64.69 Unrealized +76.8%
VEU VANGUARD INTL EQUITY INDEX FD 3.9%
Value ($000) $4,265 Shares 89,164 Est. Cost $45.43 Unrealized
DIS WALT DISNEY CO 3.8%
Value ($000) $4,186 Shares 36,918 Est. Cost $93.45 Unrealized +10.2%
SELECT STR FINANCIAL SELECT SP 3.5%
Value ($000) $3,887 Shares 163,796 Est. Cost $23.21 Unrealized
PROSHARES ULTRA RUSSELL 2000 E 3.5%
Value ($000) $3,821 Shares 33,043 Est. Cost $111.44 Unrealized
PFE PFIZER INCORPORATED 3.5%
Value ($000) $3,798 Shares 111,031 Est. Cost $17.60 Unrealized +21.7%
AAPL APPLE INC 3.3%
Value ($000) $3,596 Shares 25,033 Est. Cost $23.75 Unrealized +28.2%
TRI POINTE GROUP INC 2.9%
Value ($000) $3,207 Shares 255,709 Est. Cost $13.05 Unrealized
KHC KRAFT HEINZ CO COM STK 2.7%
Value ($000) $2,911 Shares 32,054 Est. Cost $47.20 Unrealized +26.9%
FLIR SYSTEMS INC 2.5%
Value ($000) $2,705 Shares 74,548 Est. Cost $29.35 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.1%
Value ($000) $2,319 Shares 2,796 Est. Cost $38.66 Unrealized +5.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.1%
Value ($000) $2,301 Shares 13,807 Est. Cost $117.85 Unrealized +42.0%
BUD ANHEUSER BUSCH INBEV SA NV SPO 2.1%
Value ($000) $2,264 Shares 20,628 Est. Cost $122.69 Unrealized
NVO NOVO NORDISK A.S. ADR FORMERLY 2.0%
Value ($000) $2,185 Shares 63,733 Est. Cost $48.09 Unrealized
DOW CHEM CO COM 2.0%
Value ($000) $2,153 Shares 33,892 Est. Cost $63.53 Unrealized
ROYAL DUTCH SHELL PLC SPONSORE 1.9%
Value ($000) $2,108 Shares 37,751 Est. Cost $57.35 Unrealized
FAST FASTENAL CO 1.9%
Value ($000) $2,059 Shares 39,977 Est. Cost $8.65 Unrealized +14.9%
ALPHABET INC. CLASS A 1.8%
Value ($000) $1,954 Shares 2,305 Est. Cost $778.08 Unrealized
EMCORE CORP 1.7%
Value ($000) $1,917 Shares 213,048 Est. Cost $8.70 Unrealized
NKE NIKE INC CL B 1.7%
Value ($000) $1,892 Shares 33,952 Est. Cost $45.58 Unrealized +8.1%
MU MICRON TECHNOLOGY 1.7%
Value ($000) $1,866 Shares 64,556 Est. Cost $18.33 Unrealized +30.0%
SCHNITZER STL INDS CLASS A 1.6%
Value ($000) $1,808 Shares 87,533 Est. Cost $20.66 Unrealized
JC PENNEY CO INC 1.6%
Value ($000) $1,807 Shares 293,411 Est. Cost $8.88 Unrealized
PYPL PAYPAL HLDGS INC COM 1.5%
Value ($000) $1,635 Shares 37,998 Est. Cost $35.20 Unrealized +18.6%
KINDER MORGAN INC 1.5%
Value ($000) $1,602 Shares 73,698 Est. Cost $20.71 Unrealized
VERIZON COMMUNICATN 1.5%
Value ($000) $1,592 Shares 32,666 Est. Cost $48.94 Unrealized
MARATHON PETE CORP 1.4%
Value ($000) $1,586 Shares 31,389 Est. Cost $37.97 Unrealized
PROSHARES ULTRA S&P 500 ETF 1.4%
Value ($000) $1,577 Shares 18,587 Est. Cost $84.84 Unrealized
WFC WELLS FARGO BK N A 1.4%
Value ($000) $1,537 Shares 27,610 Est. Cost $41.29 Unrealized +7.4%
ALTRIA GROUP INC 1.3%
Value ($000) $1,419 Shares 19,862 Est. Cost $38.41 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.3%
Value ($000) $1,408 Shares 11,605 Est. Cost $95.93 Unrealized
JPMORGAN CHASE & CO 1.3%
Value ($000) $1,374 Shares 15,642 Est. Cost $58.42 Unrealized
PIXELWORKS INC 1.1%
Value ($000) $1,245 Shares 267,145 Est. Cost $2.79 Unrealized
ASHR DEUTSCHE X-TRACKERS HARVEST CS 1.1%
Value ($000) $1,225 Shares 48,747 Est. Cost $25.13 Unrealized
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $1,175 Shares 10,500 Est. Cost $79.36 Unrealized +3.2%
EPI WISDOMTREE TR INDIA EARNINGS F 1.0%
Value ($000) $1,128 Shares 46,753 Est. Cost $24.13 Unrealized
IWC ISHARES MICRO CAP ETF 1.0%
Value ($000) $1,061 Shares 12,393 Est. Cost $85.82 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $1,061 Shares 29,415 Est. Cost $18.73 Unrealized +58.5%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $919 Shares 7,375 Est. Cost $66.24 Unrealized +41.0%
AECOM 0.8%
Value ($000) $888 Shares 24,937 Est. Cost $35.61 Unrealized
C CITIGROUP INC 0.8%
Value ($000) $877 Shares 14,667 Est. Cost $40.54 Unrealized +10.2%
MS MORGAN STANLEY 0.8%
Value ($000) $877 Shares 20,473 Est. Cost $28.35 Unrealized +21.2%
GOLDMAN SACHS GROUP 0.8%
Value ($000) $863 Shares 3,755 Est. Cost $208.78 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.7%
Value ($000) $804 Shares 5,845 Est. Cost $115.19 Unrealized
EWW ISHARES INC MSCI MEXICO CAPPED 0.7%
Value ($000) $789 Shares 15,417 Est. Cost $51.18 Unrealized
SCHW CHARLES SCHWAB CORP 0.6%
Value ($000) $712 Shares 17,439 Est. Cost $20.66 Unrealized +78.2%
PROSHRES ULTRASHT 20 PLS YR TR 0.6%
Value ($000) $703 Shares 17,956 Est. Cost $67.59 Unrealized
T AT&T INC COM 0.5%
Value ($000) $586 Shares 14,105 Est. Cost $12.02 Unrealized +39.2%
WY WEYERHAEUSER CO 0.5%
Value ($000) $567 Shares 16,690 Est. Cost $19.02 Unrealized +21.1%
ORACLE CORPORATION 0.5%
Value ($000) $542 Shares 12,144 Est. Cost $38.42 Unrealized
IP INTERNATIONAL PAPER 0.5%
Value ($000) $527 Shares 10,376 Est. Cost $29.56 Unrealized +15.6%
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $508 Shares 4,958 Est. Cost $51.76 Unrealized +63.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.5%
Value ($000) $500 Shares 2 Est. Cost $173485.66 Unrealized +44.6%
BG STAFFING INC 0.4%
Value ($000) $483 Shares 33,750 Est. Cost $11.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $483 Shares 3,668 Est. Cost $67.64 Unrealized +36.9%
ABBVIE INC 0.4%
Value ($000) $476 Shares 7,309 Est. Cost $52.95 Unrealized
EXPRESS SCRIPTS HLDG 0.4%
Value ($000) $465 Shares 7,056 Est. Cost $70.40 Unrealized
PG PROCTER & GAMBLE 0.4%
Value ($000) $460 Shares 5,125 Est. Cost $58.51 Unrealized +19.7%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $454 Shares 4,322 Est. Cost $83.47 Unrealized +2.9%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $443 Shares 7,405 Est. Cost $47.07 Unrealized +1.8%
GPC GENUINE PARTS CO 0.4%
Value ($000) $422 Shares 4,566 Est. Cost $57.65 Unrealized +28.8%
GREAT PLAINS ENERGY INC DEP SH 0.4%
Value ($000) $408 Shares 7,585 Est. Cost $50.56 Unrealized
EXXON MOBIL CORP 0.3%
Value ($000) $371 Shares 4,527 Est. Cost $99.01 Unrealized
CLIFFS NAT RES INC COM 0.2%
Value ($000) $204 Shares 24,858 Est. Cost $14.51 Unrealized
CHARLES & COLVARD 0.1%
Value ($000) $132 Shares 137,540 Est. Cost $5.05 Unrealized
TEMPLETON GLOBAL INCOME FUND I 0.1%
Value ($000) $84 Shares 12,700 Est. Cost $7.94 Unrealized
ADVAXIS INC 0.1%
Value ($000) $82 Shares 10,000 Est. Cost $7.20 Unrealized