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ORCA INVESTMENT MANAGEMENT, LLC 13F portfolio summary

ORCA INVESTMENT MANAGEMENT, LLC of ORCA INVESTMENT MANAGEMENT, LLC has 57 current stock holdings with a reported portfolio value of $117.6M. The portfolio 1 year return is +26.81%. Top holdings include GOOG (8.56%), MSFT (8.29%), AAPL (7.86%), AVGO (5.38%), SPY (5.29%).

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ORCA INVESTMENT MANAGEMENT, LLC

ORCA INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-03-31

ORCA INVESTMENT MANAGEMENT, LLC runs ORCA INVESTMENT MANAGEMENT, LLC and currently holds 57 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $117.59M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ORCA INVESTMENT MANAGEMENT, LLC ranks #626 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ORCA INVESTMENT MANAGEMENT, LLC's portfolio at ORCA INVESTMENT MANAGEMENT, LLC has delivered returns of +26.81%. Their 3-year annualized return is +62.53%. Looking at the 5-year horizon, ORCA INVESTMENT MANAGEMENT, LLC has achieved +64.12% annualized returns at ORCA INVESTMENT MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+26.81%
#438/1000
3 Year
+62.53%
#612/1000
5 Year
+64.12%
#622/1000

Portfolio Value

$117.59M

Alpha Score

49.4

#626 of 1000

Holdings

57

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change