Orca Investment Management, LLC Reduced Holdings in Q1 2025

Orca Investment Management, LLC

  • $98.4 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-467
- 2.22%
$167.43 - $244.7 $78.2K - $114K
20.6K $3.45M
MSFT
Microsoft Corp

Technology
-135
- 0.45%
$375.39 - $447.2 $50.7K - $60.4K
29.6K $11.1M
GOOG
Alphabet Inc.

Communication Services
-140
- 0.35%
$156.06 - $207.71 $21.8K - $29.1K
40.4K $6.32M
AAPL
Apple Inc.

Technology
-295
- 0.79%
$209.68 - $247.1 $61.9K - $72.9K
37.2K $8.27M
GOOGL
Alphabet Inc.

Communication Services
-280
- 1.64%
$154.33 - $206.19 $43.2K - $57.7K
16.8K $2.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
-162
- 1.66%
$551.42 - $612.93 $89.3K - $99.3K
9.59K $5.37M
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.91K
- 9.37%
$76.48 - $87.72 $146K - $168K
18.5K $1.44M
UPS
United Parcel Service Inc

Industrials
-310
- 2.05%
$109.66 - $136.26 $34K - $42.2K
14.8K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-173
- 2.2%
$190.26 - $242.06 $32.9K - $41.9K
7.7K $1.47M
PRU
Prudential Financial Inc

Financial Services
-414
- 1.53%
$105.04 - $122.33 $43.5K - $50.6K
26.7K $2.98M
IWM
Ishares Russell 2000 ETF

ETFs
-135
- 1.87%
$198.1 - $229.79 $26.7K - $31K
7.09K $1.41M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-82
- 0.22%
$67.03 - $74.61 $5.5K - $6.12K
36.7K $2.49M
DIS
Walt Disney CO

Communication Services
-96
- 2.13%
$96.87 - $114.0 $9.3K - $10.9K
4.4K $434K
TILT
Flexshares Tr

ETFs
-180
- 9.4%
$202.06 - $225.8 $36.4K - $40.6K
1.74K $356K
SNA
Snap On Inc

Industrials
-93
- 2.34%
$324.09 - $358.62 $30.1K - $33.4K
3.89K $1.31M
PEP
Pepsico Inc

Consumer Defensive
-86
- 2.18%
$142.64 - $156.42 $12.3K - $13.5K
3.87K $579K
XLB
Select Sector Spdr Fd Material

ETFs
-247
- 2.35%
$83.19 - $90.99 $20.5K - $22.5K
10.3K $883K
Coherent Corp
-319
- 1.28%
N/A
24.5K $0
SBUX
Starbucks Corp

Consumer Cyclical
-162
- 2.26%
$91.75 - $115.81 $14.9K - $18.8K
7.01K $687K
XLF
Financial Sector Spdr

ETFs
-641
- 1.09%
$47.32 - $52.19 $30.3K - $33.5K
58.4K $2.91M
BROS
Dutch Bros Inc.

Consumer Cyclical
-378
- 2.09%
$55.77 - $85.37 $21.1K - $32.3K
17.7K $1.1M
INTC
Intel Corp

Technology
-200
- 0.35%
$19.1 - $27.39 $3.82K - $5.48K
56.8K $1.29M
CAH
Cardinal Health Inc

Healthcare
-296
- 1.03%
$118.02 - $137.77 $34.9K - $40.8K
28.5K $3.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.1%
$442.66 - $534.52 $3.1K - $3.74K
6.86K $3.65M
CVS
Cvs Health Corp

Healthcare
-629
- 1.6%
$44.22 - $68.64 $27.8K - $43.2K
38.8K $2.63M
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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