Orca Investment Management, LLC Diversified Active

CIK: 0001511229 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 31, 2018

Total Value ($000): $114,380 (100.0% shares, 0.0% debt)

Holdings (73)

MSFT MICROSOFT CORP 5.3%
Value ($000) $6,082 Shares 71,101 Est. Cost $40.79 Unrealized +84.5%
VEU VANGUARD INTL EQUITY INDEX FD 3.9%
Value ($000) $4,517 Shares 82,554 Est. Cost $45.43 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $3,933 Shares 23,239 Est. Cost $23.75 Unrealized +64.6%
SCHNITZER STL INDS CLASS A 3.3%
Value ($000) $3,770 Shares 112,544 Est. Cost $22.50 Unrealized
GWW GRAINGER WW INC 3.1%
Value ($000) $3,552 Shares 15,034 Est. Cost $149.54 Unrealized +23.5%
SNA SNAP ON INC 3.1%
Value ($000) $3,529 Shares 20,247 Est. Cost $121.59 Unrealized +8.1%
PIXELWORKS INC 3.0%
Value ($000) $3,390 Shares 535,467 Est. Cost $3.73 Unrealized
FLIR SYSTEMS INC 2.9%
Value ($000) $3,285 Shares 70,462 Est. Cost $29.35 Unrealized
NVO NOVO NORDISK A.S. ADR FORMERLY 2.8%
Value ($000) $3,184 Shares 59,319 Est. Cost $48.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.5%
Value ($000) $2,837 Shares 14,314 Est. Cost $123.35 Unrealized +53.9%
GOOG ALPHABET INC CAP STK CL C 2.5%
Value ($000) $2,805 Shares 2,681 Est. Cost $38.66 Unrealized +30.7%
ALIBABA GROUP HLDG F SPONSORED 2.4%
Value ($000) $2,701 Shares 15,666 Est. Cost $140.92 Unrealized
VANECK VECTORS ETF OIL SVCS ET 2.3%
Value ($000) $2,615 Shares 100,370 Est. Cost $26.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS C 2.3%
Value ($000) $2,613 Shares 17,034 Est. Cost $96.87 Unrealized +5.4%
ROYAL DUTCH SHELL PLC SPONSORE 2.2%
Value ($000) $2,467 Shares 36,131 Est. Cost $57.35 Unrealized
PROSHARES ULTRA FINANCIALS ETF 2.0%
Value ($000) $2,321 Shares 18,143 Est. Cost $119.17 Unrealized
DOWDUPONT INC 2.0%
Value ($000) $2,312 Shares 32,461 Est. Cost $71.22 Unrealized
PROSHARES ULTRA RUSSELL 2000 E 2.0%
Value ($000) $2,302 Shares 32,586 Est. Cost $89.16 Unrealized
NUTRI SYSTEM INC 1.9%
Value ($000) $2,224 Shares 42,284 Est. Cost $54.24 Unrealized
WDC WESTERN DIGITAL CORP 1.9%
Value ($000) $2,215 Shares 27,852 Est. Cost $30.76 Unrealized +90.1%
BUD ANHEUSER BUSCH INBEV SA NV SPO 1.8%
Value ($000) $2,031 Shares 18,205 Est. Cost $122.69 Unrealized
NKE NIKE INC CLASS B 1.8%
Value ($000) $2,030 Shares 32,461 Est. Cost $45.58 Unrealized +13.6%
HD HOME DEPOT INC 1.6%
Value ($000) $1,867 Shares 9,851 Est. Cost $64.69 Unrealized +119.0%
VERIZON COMMUNICATN 1.6%
Value ($000) $1,774 Shares 33,508 Est. Cost $48.95 Unrealized
WFC WELLS FARGO BK N A 1.5%
Value ($000) $1,686 Shares 27,785 Est. Cost $41.36 Unrealized +9.0%
SPDR FUND MATERIALS SELECT SEC 1.5%
Value ($000) $1,684 Shares 27,820 Est. Cost $60.53 Unrealized
GBX GREENBRIER CO 1.4%
Value ($000) $1,599 Shares 30,001 Est. Cost $39.33 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ET 1.4%
Value ($000) $1,593 Shares 11,605 Est. Cost $95.93 Unrealized
JPMORGAN CHASE & CO 1.4%
Value ($000) $1,566 Shares 14,642 Est. Cost $58.42 Unrealized
ALPHABET INC. CLASS A 1.3%
Value ($000) $1,498 Shares 1,422 Est. Cost $778.08 Unrealized
SELECT STR FINANCIAL SELECT SP 1.3%
Value ($000) $1,453 Shares 52,050 Est. Cost $23.21 Unrealized
ASHR DBX ETF TR X-TRACKERS HARVEST 1.2%
Value ($000) $1,424 Shares 45,888 Est. Cost $25.13 Unrealized
ALTRIA GROUP INC 1.2%
Value ($000) $1,418 Shares 19,862 Est. Cost $38.41 Unrealized
SCHM CHARLES SCHWAB US MC ETF 1.2%
Value ($000) $1,377 Shares 25,845 Est. Cost $53.28 Unrealized
INTC INTEL CORPORATION 1.2%
Value ($000) $1,374 Shares 29,770 Est. Cost $19.36 Unrealized +88.8%
SPDR S&P 500 ETF 1.2%
Value ($000) $1,358 Shares 5,088 Est. Cost $266.90 Unrealized
EPI WISDOMTREE TR INDIA EARNINGS F 1.1%
Value ($000) $1,222 Shares 43,876 Est. Cost $24.13 Unrealized
MOSAIC CO 1.1%
Value ($000) $1,220 Shares 47,555 Est. Cost $25.65 Unrealized
PEP PEPSICO INCORPORATED 1.1%
Value ($000) $1,209 Shares 10,079 Est. Cost $79.36 Unrealized +12.1%
CYPRESS SEMICONDUCTR 1.0%
Value ($000) $1,188 Shares 77,982 Est. Cost $15.23 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET 1.0%
Value ($000) $1,130 Shares 19,273 Est. Cost $56.93 Unrealized
PFE PFIZER INCORPORATED 1.0%
Value ($000) $1,101 Shares 30,403 Est. Cost $17.60 Unrealized +35.3%
C CITIGROUP INC 0.9%
Value ($000) $1,076 Shares 14,458 Est. Cost $40.54 Unrealized +39.3%
MS MORGAN STANLEY 0.9%
Value ($000) $1,074 Shares 20,473 Est. Cost $28.35 Unrealized +40.2%
AECOM 0.9%
Value ($000) $1,070 Shares 28,811 Est. Cost $35.15 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,058 Shares 7,575 Est. Cost $67.43 Unrealized +64.6%
EASTSIDE DISTILLING 0.9%
Value ($000) $1,007 Shares 248,688 Est. Cost $3.99 Unrealized
GOLDMAN SACHS GROUP 0.8%
Value ($000) $957 Shares 3,755 Est. Cost $208.78 Unrealized
KINDER MORGAN INC 0.8%
Value ($000) $951 Shares 52,636 Est. Cost $20.71 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.8%
Value ($000) $891 Shares 5,845 Est. Cost $115.19 Unrealized
SCHW CHARLES SCHWAB CORP 0.8%
Value ($000) $880 Shares 17,139 Est. Cost $20.66 Unrealized +103.9%
DIS WALT DISNEY CO 0.7%
Value ($000) $761 Shares 7,077 Est. Cost $93.45 Unrealized +4.1%
EWW ISHARES INC MSCI MEXICO ETF 0.6%
Value ($000) $693 Shares 14,060 Est. Cost $51.18 Unrealized
ABBVIE INC 0.6%
Value ($000) $692 Shares 7,159 Est. Cost $52.95 Unrealized
IP INTERNATIONAL PAPER 0.5%
Value ($000) $601 Shares 10,376 Est. Cost $29.56 Unrealized +27.2%
WY WEYERHAEUSER CO 0.5%
Value ($000) $588 Shares 16,690 Est. Cost $19.02 Unrealized +35.4%
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $581 Shares 4,958 Est. Cost $51.76 Unrealized +85.8%
ORACLE CORPORATION 0.5%
Value ($000) $574 Shares 12,144 Est. Cost $38.42 Unrealized
T AT&T INC COM 0.5%
Value ($000) $552 Shares 14,205 Est. Cost $12.02 Unrealized +26.9%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $505 Shares 4,322 Est. Cost $83.47 Unrealized +18.6%
AIR INDS GROUP INC COM NEW 0.4%
Value ($000) $497 Shares 293,916 Est. Cost $1.69 Unrealized
PROSHRES ULTRASHT 20 PLS YR TR 0.4%
Value ($000) $491 Shares 14,538 Est. Cost $67.59 Unrealized
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $487 Shares 6,995 Est. Cost $47.07 Unrealized +13.2%
PG PROCTER & GAMBLE 0.4%
Value ($000) $471 Shares 5,125 Est. Cost $58.51 Unrealized +24.2%
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $443 Shares 3,668 Est. Cost $67.64 Unrealized +29.5%
GPC GENUINE PARTS CO 0.4%
Value ($000) $434 Shares 4,566 Est. Cost $57.65 Unrealized +25.1%
KINDER MORGAN INC DEL DEPOSITA 0.4%
Value ($000) $434 Shares 11,440 Est. Cost $42.58 Unrealized
EXXON MOBIL CORP 0.3%
Value ($000) $379 Shares 4,527 Est. Cost $99.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $298 Shares 1 Est. Cost $173485.66 Unrealized +64.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.1%
Value ($000) $161 Shares 22,398 Est. Cost $7.07 Unrealized -10.9%
CHARLES & COLVARD 0.1%
Value ($000) $127 Shares 94,080 Est. Cost $5.05 Unrealized
EASTSIDE DISTILLI 20 WTS WARRA 0.1%
Value ($000) $109 Shares 222,220 Est. Cost $0.26 Unrealized
TEMPLETON GLOBAL INCOME FUND I 0.1%
Value ($000) $82 Shares 12,700 Est. Cost $7.94 Unrealized