Orca Investment Management, LLC Reduced Holdings in Q3 2025

Orca Investment Management, LLC

  • $120 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-23.2K
- 52.59%
$40.84 - $45.06 $946K - $1.04M
20.9K $918K
UPS
United Parcel Service Inc

Industrials
-349
- 1.94%
$82.58 - $105.54 $28.8K - $36.8K
17.6K $1.47M
CAH
Cardinal Health Inc

Healthcare
-134
- 0.47%
$146.04 - $167.63 $19.6K - $22.5K
28.6K $4.49M
PRU
Prudential Financial Inc

Financial Services
-132
- 0.53%
$100.68 - $109.89 $13.3K - $14.5K
24.7K $2.57M
ADP
Automatic Data Processing Inc

Industrials
-42
- 1.34%
$288.69 - $310.94 $12.1K - $13.1K
3.08K $905K
SBUX
Starbucks Corp

Consumer Cyclical
-14
- 0.2%
$81.9 - $96.86 $1.15K - $1.36K
7.02K $593K
KMI
Kinder Morgan, Inc.

Energy
-296
- 0.85%
$26.23 - $28.5 $7.76K - $8.44K
34.4K $972K
DIS
Walt Disney CO

Communication Services
-6
- 0.13%
$112.25 - $124.0 $674 - $744
4.44K $508K
PPG
Ppg Industries Inc

Basic Materials
-34
- 1.33%
$103.65 - $119.07 $3.52K - $4.05K
2.53K $265K
PG
Procter & Gamble CO

Consumer Defensive
-41
- 1.27%
$150.47 - $161.22 $6.17K - $6.61K
3.2K $491K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.29K
- 7.86%
$74.93 - $80.73 $171K - $185K
26.8K $2.16M
EMR
Emerson Electric CO

Industrials
-56
- 1.34%
$128.6 - $149.63 $7.2K - $8.38K
4.13K $542K
KMB
Kimberly Clark Corp

Consumer Defensive
-32
- 1.38%
$121.72 - $136.77 $3.9K - $4.38K
2.3K $285K
Coherent Corp
-922
- 4.08%
N/A
21.7K $0
SWX
Southwest Gas Holdings, Inc.

Utilities
-1
- 0.03%
$72.88 - $79.93 $72.9 - $79.9
3.95K $309K
XOM
Exxon Mobil Corp

Energy
-39
- 0.94%
$105.83 - $117.22 $4.13K - $4.57K
4.12K $464K
XLB
Select Sector Spdr Fd Material

ETFs
-12
- 0.12%
$86.72 - $92.61 $1.04K - $1.11K
10.3K $922K
PFE
Pfizer Inc

Healthcare
-70
- 0.27%
$23.29 - $25.88 $1.63K - $1.81K
25.9K $660K
PEP
Pepsico Inc

Consumer Defensive
-8
- 0.21%
$133.81 - $152.16 $1.07K - $1.22K
3.87K $543K
XLI
Industrial Sector Spdr

ETFs
-144
- 1.5%
$147.94 - $154.99 $21.3K - $22.3K
9.47K $1.46M
GPC
Genuine Parts CO

Consumer Cyclical
-38
- 1.3%
$122.23 - $142.77 $4.64K - $5.43K
2.89K $400K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-133
- 1.95%
$459.11 - $506.91 $61.1K - $67.4K
6.69K $3.36M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-342
- 0.9%
$28.15 - $30.13 $9.63K - $10.3K
37.5K $1.11M
MO
Altria Group, Inc.

Consumer Defensive
-80
- 0.87%
$57.75 - $67.68 $4.62K - $5.41K
9.15K $604K
MRK
Merck & Co., Inc.

Healthcare
-179
- 0.97%
$77.6 - $87.37 $13.9K - $15.6K
18.3K $1.53M
XLF
Financial Sector Spdr

ETFs
-266
- 0.45%
$51.37 - $54.25 $13.7K - $14.4K
58.6K $3.16M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-544
- 2.9%
$110.74 - $122.12 $60.2K - $66.4K
18.2K $2.2M
SNA
Snap On Inc

Industrials
-4
- 0.1%
$313.01 - $346.53 $1.25K - $1.39K
3.9K $1.35M
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 1.24%
$303.93 - $329.86 $30.4K - $33K
7.99K $2.62M
JPM
Jpmorgan Chase & CO

Financial Services
-58
- 0.81%
$282.78 - $316.06 $16.4K - $18.3K
7.09K $2.24M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 0.89%
$357.4 - $423.42 $15K - $17.8K
4.68K $1.9M
CVS
Cvs Health Corp

Healthcare
-818
- 2.29%
$58.75 - $76.5 $48.1K - $62.6K
35K $2.64M
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 0.03%
$214.92 - $244.84 $430 - $490
7.1K $1.72M
ABBV
Abb Vie Inc.

Healthcare
-64
- 1.32%
$184.85 - $231.54 $11.8K - $14.8K
4.8K $1.11M
ADM
Archer Daniels Midland CO

Consumer Defensive
-540
- 1.42%
$53.54 - $64.21 $28.9K - $34.7K
37.5K $2.24M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-553
- 0.86%
$24.13 - $29.07 $13.3K - $16.1K
63.6K $1.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-60
- 0.86%
$224.68 - $282.71 $13.5K - $17K
6.92K $1.93M
MSFT
Microsoft Corp

Technology
-329
- 1.17%
$491.09 - $535.64 $162K - $176K
27.9K $14.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 0.39%
$617.65 - $666.84 $23.5K - $25.3K
9.61K $6.4M
INTC
Intel Corp

Technology
-1.41K
- 2.72%
$19.31 - $35.5 $27.2K - $50K
50.5K $1.69M
JNJ
Johnson & Johnson

Healthcare
-140
- 0.79%
$155.17 - $185.42 $21.7K - $26K
17.6K $3.27M
AVGO
Broadcom Inc.

Technology
-13
- 0.06%
$264.74 - $369.57 $3.44K - $4.8K
20.6K $6.81M
GOOGL
Alphabet Inc.

Communication Services
-23
- 0.14%
$174.36 - $254.72 $4.01K - $5.86K
16.8K $4.08M
GOOG
Alphabet Inc.

Communication Services
-621
- 1.66%
$175.16 - $255.24 $109K - $159K
36.9K $8.99M
Activity Summary
Buys All Purchases 6 New Holdings 1 Increased Positions 5 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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