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Home > Institutional Investor > Orca Wealth Management, Llc > Profile

Instuitional Investor - Orca Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Orca Wealth Management, Llc
Portfolio Value $111,762,330
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 59,312 $13,174,966 11.79%
2.
Old Republic International Corp
 ORI 153,877 $6,035,062 5.4%
3.
Astrazeneca Plc
 AZN 70,134 $5,154,815 4.61%
4.
Qualcomm Inc
 QCOM 32,962 $5,063,281 4.53%
5.
Cisco Systems Inc.
 CSCO 79,403 $4,899,971 4.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)