Orca Investment Management, LLC Diversified Active

CIK: 0001511229 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 31, 2019

Total Value ($000): $78,140 (100.0% shares, 0.0% debt)

Holdings (64)

MSFT MICROSOFT CORP 6.0%
Value ($000) $4,688 Shares 46,156 Est. Cost $46.79 Unrealized +113.7%
WALGREENS BOOTS ALLI 4.9%
Value ($000) $3,853 Shares 56,391 Est. Cost $72.91 Unrealized
EASTSIDE DISTILLING 4.9%
Value ($000) $3,839 Shares 621,171 Est. Cost $6.25 Unrealized
GOOG ALPHABET INC CAP STK CL C 3.4%
Value ($000) $2,650 Shares 2,559 Est. Cost $38.66 Unrealized +37.4%
KINDER MORGAN INC 3.4%
Value ($000) $2,628 Shares 170,863 Est. Cost $16.84 Unrealized
WMT WAL-MART STORES 3.2%
Value ($000) $2,522 Shares 27,077 Est. Cost $25.25 Unrealized +13.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 3.1%
Value ($000) $2,457 Shares 12,035 Est. Cost $123.35 Unrealized +69.3%
ALIBABA GROUP HOLDING F SPONSO 3.1%
Value ($000) $2,422 Shares 17,668 Est. Cost $152.49 Unrealized
CENTURYLINK INC 3.0%
Value ($000) $2,375 Shares 156,765 Est. Cost $16.48 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $2,324 Shares 14,734 Est. Cost $23.75 Unrealized +93.8%
PRU PRUDENTIAL FINL 2.9%
Value ($000) $2,243 Shares 27,510 Est. Cost $64.69 Unrealized 0.0%
SELECT STR FINANCIAL SELECT SP 2.7%
Value ($000) $2,081 Shares 87,345 Est. Cost $25.15 Unrealized
WDC WESTERN DIGITAL CORP 2.7%
Value ($000) $2,077 Shares 56,187 Est. Cost $32.59 Unrealized +1.5%
ROYAL DUTCH SHELL F SPONSORED 2.7%
Value ($000) $2,072 Shares 34,574 Est. Cost $57.35 Unrealized
CARDINAL HEALTH INC 2.5%
Value ($000) $1,922 Shares 43,099 Est. Cost $44.59 Unrealized
IBM IBM CORP 2.3%
Value ($000) $1,792 Shares 15,765 Est. Cost $97.04 Unrealized -9.4%
CMI CUMMINS INC 2.2%
Value ($000) $1,733 Shares 12,965 Est. Cost $122.60 Unrealized -4.2%
DOWDUPONT INC 2.1%
Value ($000) $1,678 Shares 31,370 Est. Cost $71.22 Unrealized
SNA SNAP ON INC 2.1%
Value ($000) $1,646 Shares 11,330 Est. Cost $121.59 Unrealized +8.0%
VERIZON COMMUNICATN 2.0%
Value ($000) $1,542 Shares 27,425 Est. Cost $49.00 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.0%
Value ($000) $1,540 Shares 11,504 Est. Cost $149.10 Unrealized
HD HOME DEPOT INC 1.7%
Value ($000) $1,330 Shares 7,738 Est. Cost $69.57 Unrealized +116.2%
SCHNITZER STL INDS CLASS A 1.7%
Value ($000) $1,321 Shares 61,281 Est. Cost $22.50 Unrealized
KHC KRAFT HEINZ CO 1.7%
Value ($000) $1,300 Shares 30,201 Est. Cost $41.08 Unrealized -10.8%
INTC INTEL CORP 1.6%
Value ($000) $1,276 Shares 27,196 Est. Cost $20.88 Unrealized +92.5%
VTI VANGUARD TOTAL STOCK MARKET ET 1.6%
Value ($000) $1,263 Shares 9,898 Est. Cost $103.47 Unrealized
J P MORGAN CHASE & CO 1.5%
Value ($000) $1,154 Shares 11,826 Est. Cost $61.89 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $1,021 Shares 23,399 Est. Cost $18.27 Unrealized +64.4%
SPDR S&P 500 ETF @ 1.3%
Value ($000) $1,006 Shares 4,024 Est. Cost $267.15 Unrealized
SCHM CHARLES SCHWAB US MC ETF 1.3%
Value ($000) $1,004 Shares 20,955 Est. Cost $53.37 Unrealized
WFC WELLS FARGO BK N A 1.3%
Value ($000) $999 Shares 21,682 Est. Cost $41.48 Unrealized +1.3%
ALPHABET INC. CLASS A 1.2%
Value ($000) $964 Shares 923 Est. Cost $778.08 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $964 Shares 7,469 Est. Cost $71.74 Unrealized +59.1%
PIXELWORKS INC 1.1%
Value ($000) $885 Shares 305,244 Est. Cost $3.73 Unrealized
FLIR SYSTEMS INC 1.1%
Value ($000) $836 Shares 19,210 Est. Cost $29.35 Unrealized
THE MOSAIC CO 1.0%
Value ($000) $787 Shares 26,943 Est. Cost $25.65 Unrealized
ALTRIA GROUP INC 1.0%
Value ($000) $768 Shares 15,552 Est. Cost $39.53 Unrealized
VANECK VECTORS ETF OIL SVCS ET 1.0%
Value ($000) $756 Shares 53,891 Est. Cost $26.07 Unrealized
SPDR FUND MATERIALS SELECT SEC 1.0%
Value ($000) $755 Shares 14,943 Est. Cost $60.53 Unrealized
AMZN AMAZON.COM INC 0.9%
Value ($000) $715 Shares 476 Est. Cost $79.37 Unrealized +4.7%
PEP PEPSICO INC 0.8%
Value ($000) $631 Shares 5,714 Est. Cost $79.36 Unrealized +14.3%
BHP GROUP PLC F SPONSORED ADR 0.8%
Value ($000) $616 Shares 14,709 Est. Cost $39.74 Unrealized
ABBVIE INC 0.7%
Value ($000) $584 Shares 6,334 Est. Cost $58.71 Unrealized
ADP AUTO DATA PROCESSING 0.7%
Value ($000) $545 Shares 4,155 Est. Cost $60.45 Unrealized +100.4%
SCHW CHARLES SCHWAB CORP 0.6%
Value ($000) $476 Shares 11,456 Est. Cost $20.66 Unrealized +97.9%
MS MORGAN STANLEY 0.6%
Value ($000) $467 Shares 11,782 Est. Cost $28.35 Unrealized +23.5%
DIS WALT DISNEY CO 0.6%
Value ($000) $450 Shares 4,103 Est. Cost $93.45 Unrealized +16.8%
C CITIGROUP INC 0.6%
Value ($000) $449 Shares 8,616 Est. Cost $40.66 Unrealized +21.4%
A T & T INC 0.5%
Value ($000) $412 Shares 14,435 Est. Cost $28.54 Unrealized
GOLDMAN SACHS GROUP 0.5%
Value ($000) $410 Shares 2,456 Est. Cost $208.78 Unrealized
PG PROCTER & GAMBLE 0.5%
Value ($000) $383 Shares 4,169 Est. Cost $58.95 Unrealized +26.8%
GPC GENUINE PARTS CO 0.5%
Value ($000) $366 Shares 3,810 Est. Cost $59.70 Unrealized +34.8%
PROSHRES ULTRASHT 20 PLS YR TR 0.5%
Value ($000) $356 Shares 10,125 Est. Cost $67.59 Unrealized
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $349 Shares 3,066 Est. Cost $69.21 Unrealized +24.8%
ORACLE CORP 0.4%
Value ($000) $348 Shares 7,718 Est. Cost $38.42 Unrealized
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $342 Shares 3,350 Est. Cost $85.27 Unrealized +6.0%
EMR EMERSON ELECTRIC CO 0.4%
Value ($000) $340 Shares 5,692 Est. Cost $48.84 Unrealized +16.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.4%
Value ($000) $306 Shares 1 Est. Cost $173485.66 Unrealized +80.5%
IP INTERNTNL PAPER 0.4%
Value ($000) $285 Shares 7,071 Est. Cost $29.58 Unrealized +3.0%
EXXON MOBIL CORP 0.4%
Value ($000) $282 Shares 4,139 Est. Cost $94.40 Unrealized
WY WEYERHAEUSER CO 0.3%
Value ($000) $255 Shares 11,658 Est. Cost $19.02 Unrealized +5.8%
CLF CLEVELAND-CLIFFS INC NEW COM 0.2%
Value ($000) $163 Shares 21,198 Est. Cost $7.07 Unrealized +34.0%
TEMPLETON GLOBAL INCOME FUND I 0.1%
Value ($000) $71 Shares 11,700 Est. Cost $7.94 Unrealized
CHARLES & COLVARD LTD COM 0.1%
Value ($000) $66 Shares 77,530 Est. Cost $5.05 Unrealized