Orca Investment Management, LLC Diversified Active

CIK: 0001511229 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 19, 2018

Total Value ($000): $93,711 (100.0% shares, 0.0% debt)

Holdings (70)

MSFT MICROSOFT CORP 7.9%
Value ($000) $7,437 Shares 75,414 Est. Cost $46.79 Unrealized +91.8%
CENTURYLINK INC 3.2%
Value ($000) $2,988 Shares 160,277 Est. Cost $16.48 Unrealized
GWW GRAINGER WW INC 3.2%
Value ($000) $2,976 Shares 9,649 Est. Cost $149.54 Unrealized +80.2%
GOOG ALPHABET INC CAP STK CL C 3.2%
Value ($000) $2,962 Shares 2,655 Est. Cost $38.66 Unrealized +38.7%
KINDER MORGAN INC 3.1%
Value ($000) $2,946 Shares 166,708 Est. Cost $16.89 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $2,920 Shares 15,777 Est. Cost $23.75 Unrealized +80.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 2.9%
Value ($000) $2,677 Shares 14,345 Est. Cost $123.35 Unrealized +58.0%
VANECK VECTORS ETF OIL SVCS ET 2.8%
Value ($000) $2,622 Shares 99,793 Est. Cost $26.07 Unrealized
ROYAL DUTCH SHELL PLC SPONSORE 2.8%
Value ($000) $2,596 Shares 35,727 Est. Cost $57.35 Unrealized
SCHNITZER STL INDS CLASS A 2.7%
Value ($000) $2,554 Shares 75,799 Est. Cost $22.50 Unrealized
SELECT STR FINANCIAL SELECT SP 2.7%
Value ($000) $2,536 Shares 95,360 Est. Cost $25.15 Unrealized
WMT WAL-MART STORES 2.6%
Value ($000) $2,429 Shares 28,355 Est. Cost $25.25 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS C 2.5%
Value ($000) $2,366 Shares 16,934 Est. Cost $96.87 Unrealized +3.2%
FLIR SYSTEMS INC 2.5%
Value ($000) $2,311 Shares 44,460 Est. Cost $29.35 Unrealized
KHC KRAFT HEINZ CO 0050 2.3%
Value ($000) $2,185 Shares 34,788 Est. Cost $41.08 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX FD 2.3%
Value ($000) $2,146 Shares 41,406 Est. Cost $45.43 Unrealized
DOWDUPONT INC 2.3%
Value ($000) $2,116 Shares 32,106 Est. Cost $71.22 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.3%
Value ($000) $2,112 Shares 12,898 Est. Cost $149.10 Unrealized
SNA SNAP ON INC 2.2%
Value ($000) $2,076 Shares 12,919 Est. Cost $121.59 Unrealized +2.3%
CMI CUMMINS INC 2.2%
Value ($000) $2,023 Shares 15,209 Est. Cost $122.60 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 2.1%
Value ($000) $1,963 Shares 25,357 Est. Cost $31.73 Unrealized +84.3%
ALIBABA GROUP HOLDING F SPONSO 1.9%
Value ($000) $1,810 Shares 9,756 Est. Cost $140.92 Unrealized
EASTSIDE DISTILLING 1.9%
Value ($000) $1,808 Shares 212,743 Est. Cost $3.99 Unrealized
HD HOME DEPOT INC 1.6%
Value ($000) $1,528 Shares 7,830 Est. Cost $69.57 Unrealized +122.8%
VERIZON COMMUNICATN 1.5%
Value ($000) $1,389 Shares 27,605 Est. Cost $49.00 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 1.4%
Value ($000) $1,358 Shares 9,667 Est. Cost $102.05 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $1,338 Shares 26,907 Est. Cost $20.88 Unrealized +115.7%
PIXELWORKS INC 1.3%
Value ($000) $1,231 Shares 340,877 Est. Cost $3.73 Unrealized
J P MORGAN CHASE & CO 1.3%
Value ($000) $1,226 Shares 11,762 Est. Cost $60.98 Unrealized
WFC WELLS FARGO BK N A 1.3%
Value ($000) $1,208 Shares 21,784 Est. Cost $41.47 Unrealized +4.5%
SCHM CHARLES SCHWAB US MC ETF 1.3%
Value ($000) $1,178 Shares 21,467 Est. Cost $53.37 Unrealized
ALPHABET INC. CLASS A 1.2%
Value ($000) $1,150 Shares 1,018 Est. Cost $778.08 Unrealized
SPDR S&P 500 ETF 1.2%
Value ($000) $1,119 Shares 4,124 Est. Cost $267.15 Unrealized
IAG IAMGOLD CORP F 1.1%
Value ($000) $1,018 Shares 175,268 Est. Cost $5.59 Unrealized +2.8%
CYPRESS SEMICONDUCTR 1.1%
Value ($000) $1,013 Shares 65,034 Est. Cost $15.25 Unrealized
SPDR FUND MATERIALS SELECT SEC 1.1%
Value ($000) $999 Shares 17,198 Est. Cost $60.53 Unrealized
AMZN AMAZON.COM INC 1.0%
Value ($000) $901 Shares 530 Est. Cost $79.37 Unrealized 0.0%
ALTRIA GROUP INC 0.9%
Value ($000) $883 Shares 15,553 Est. Cost $39.33 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $871 Shares 24,016 Est. Cost $17.95 Unrealized +35.4%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $860 Shares 7,087 Est. Cost $69.59 Unrealized +44.7%
THE MOSAIC CO 0.9%
Value ($000) $859 Shares 30,627 Est. Cost $25.65 Unrealized
BHP BILLITON F SPONSORED ADR 1 0.8%
Value ($000) $747 Shares 16,617 Est. Cost $39.74 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET 0.8%
Value ($000) $718 Shares 12,050 Est. Cost $56.93 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $696 Shares 6,393 Est. Cost $79.36 Unrealized +3.0%
EWW ISHARES INC MSCI MEXICO ETF 0.7%
Value ($000) $673 Shares 14,284 Est. Cost $51.18 Unrealized
SCHW CHARLES SCHWAB CORP 0.7%
Value ($000) $616 Shares 12,050 Est. Cost $20.66 Unrealized +141.2%
WY WEYERHAEUSER CO 0.6%
Value ($000) $609 Shares 16,690 Est. Cost $19.02 Unrealized +42.3%
C CITIGROUP INC 0.6%
Value ($000) $598 Shares 8,934 Est. Cost $40.54 Unrealized +30.8%
MS MORGAN STANLEY 0.6%
Value ($000) $592 Shares 12,480 Est. Cost $28.35 Unrealized +46.2%
ABBVIE INC 0.6%
Value ($000) $575 Shares 6,208 Est. Cost $58.23 Unrealized
GOLDMAN SACHS GROUP 0.6%
Value ($000) $570 Shares 2,583 Est. Cost $208.78 Unrealized
ADP AUTO DATA PROCESSING 0.6%
Value ($000) $543 Shares 4,047 Est. Cost $59.20 Unrealized +82.1%
EASTSIDE DISTILLI 22 WTS WARRA 0.5%
Value ($000) $488 Shares 187,775 Est. Cost $0.26 Unrealized
DIS WALT DISNEY CO 0.5%
Value ($000) $472 Shares 4,508 Est. Cost $93.45 Unrealized +4.0%
T AT&T INC COM 0.5%
Value ($000) $453 Shares 14,105 Est. Cost $12.02 Unrealized +20.9%
PROSHRES ULTRASHT 20 PLS YR TR 0.5%
Value ($000) $433 Shares 12,031 Est. Cost $67.59 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE 0.4%
Value ($000) $414 Shares 5,082 Est. Cost $81.46 Unrealized
KINDER MORGAN INC DEL DEPOSITA 0.4%
Value ($000) $397 Shares 11,440 Est. Cost $42.58 Unrealized
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $380 Shares 5,502 Est. Cost $48.61 Unrealized +20.7%
IP INTERNTNL PAPER 0.4%
Value ($000) $379 Shares 7,281 Est. Cost $29.56 Unrealized +23.0%
ORACLE CORP 0.4%
Value ($000) $358 Shares 8,118 Est. Cost $38.42 Unrealized
GPC GENUINE PARTS CO 0.4%
Value ($000) $349 Shares 3,806 Est. Cost $59.70 Unrealized +22.5%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $347 Shares 3,344 Est. Cost $85.27 Unrealized +7.5%
PG PROCTER & GAMBLE 0.3%
Value ($000) $325 Shares 4,164 Est. Cost $58.95 Unrealized +4.8%
EXXON MOBIL CORP 0.3%
Value ($000) $325 Shares 3,925 Est. Cost $95.65 Unrealized
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $322 Shares 3,061 Est. Cost $69.21 Unrealized +14.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $282 Shares 1 Est. Cost $173485.66 Unrealized +68.8%
CLF CLEVELAND-CLIFFS INC NEW COM 0.2%
Value ($000) $189 Shares 22,398 Est. Cost $7.07 Unrealized +6.6%
CHARLES & COLVARD LTD COM 0.1%
Value ($000) $101 Shares 94,080 Est. Cost $5.05 Unrealized
TEMPLETON GLOBAL INCOME FUND I 0.1%
Value ($000) $72 Shares 11,700 Est. Cost $7.94 Unrealized