Fund HoldingsOrca Investment Management, LLC

Total Portfolio Value
$104.18M
Total Bought
$12.08M
Total Sold
$5.57M
Net Transaction
+$6.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR PORTFOLIO S P 1500 CMPST4,89865,657+60,7592573,8383.68%+3,581
MICROSOFT CORP(MSFT)32,40232,921+51910,23112,38011.88%+2,149
APPLE INC(AAPL)39,54540,945+1,4006,7707,8837.57%+1,113
INTEL CORP(INTC)58,41058,398-122,0762,9352.82%+858
BROADCOM INC(AVGO)1,9852,170+1851,6492,4222.33%+774
SPDR S&P 500 ETF9,77910,385+6064,1804,9364.74%+756
COHERENT CORP COM(COHR)56,35356,166-1871,8392,4452.35%+606
CARDINAL HEALTH INC(CAH)29,55830,977+1,4192,5663,1223.00%+556
ALPHABET INC. CLASS C44,75844,597-1615,9016,2856.03%+384
SELECT STR FINANCIAL SELECT SP60,79163,613+2,8222,0162,3922.30%+375
ALPHABET INC. CLASS A18,08619,273+1,1872,3672,6922.58%+326
BOEING CO(BA)3,5773,772+1956869830.94%+298
INTERNATIONAL FLAVORS & FRAGRA(IFF)22,44022,422-181,5301,8161.74%+286
AMAZON.COM INC(AMZN)7,5748,212+6389631,2481.20%+285
ISHARES RUSSELL 2000 ETF7,5678,039+4721,3371,6141.55%+276
3M CO16,64116,611-301,5581,8161.74%+258
PRUDENTIAL FINL(PFH)29,29629,286-102,7803,0372.92%+257
VERIZON COMMUNICATN47,91447,900-141,5531,8061.73%+253
HOME DEPOT INC(HD)5,3755,382+71,6241,8651.79%+241
SNAP ON INC(SNA)3,7634,106+3439601,1861.14%+226
GLOBAL PMTS INC COM(GPN)20,69620,456-2402,3882,5982.49%+210
JPMORGAN CHASE & CO(JPM)8,1148,125+111,1771,3821.33%+205
VANGUARD TOTAL STOCK MARKET ET8,0798,078-11,7161,9161.84%+200
DUTCH BROS INC CLASS A16,84418,569+1,7253925880.56%+196
CVS HEALTH CORP(CVS)19,85119,839-121,3861,5661.50%+180
SPDR FUND MATERIALS SELECT SEC9,94710,862+9157819290.89%+148
MERCK & CO. INC.(MRK)24,25424,234-202,4972,6422.54%+145
CHARLES SCHWAB US MC ETF14,32614,349+239701,0811.04%+111
CHARLES SCHWAB CORP(SCHW)6,7006,70003684610.44%+93
GOLDMAN SACHS GROUP(GS)1,4451,44504685570.54%+90
MORGAN STANLEY(MS)6,9226,92205656450.62%+80
STARBUCKS CORP(SBUX)7,0287,494+4666417190.69%+78
WALT DISNEY CO(DIS)4,2994,662+3633484210.40%+72
PEPSICO INC(PEP)3,7224,081+3596316930.67%+62
SELECT SECTOR SPDR TR CONSUMER
ST STR STAPL ETF
17,70517,70501,2181,2751.22%+57
PPG INDUSTRIES INC(PPG)2,5502,560+103313830.37%+52
CITIGROUP INC(C)5,0105,01002062580.25%+52
KINDER MORGAN INC39,06539,352+2876486940.67%+46
BERKSHIRE HATHAWAY INC DEL CL9,3509,291-593,2753,3143.18%+38
A M M O INC478,500478,50009671,0050.96%+38
FLEXSHARES MORNINGSTAR US IDX1,9441,915-293173490.34%+33
ABBVIE INC(ABBV)4,8654,874+97257550.72%+30
EMERSON ELECTRIC CO(EMR)4,1944,204+104054090.39%+4
KIMBERLY CLARK CORP(KMB)2,3262,331+52812830.27%+2
SPDR INDEX SHS FDS S&P GLOBAL
ST STR NAT ETF
38,84338,225-6182,1642,1652.08%+1
JOHNSON & JOHNSON(JNJ)15,85815,761-972,4702,4702.37%0
ORACLE CORP(ORCL)4,5984,59804874850.47%-2
PROCTER & GAMBLE(PG)3,3363,240-964874750.46%-12
ALTRIA GROUP INC(MO)10,50310,576+734424270.41%-15
GENUINE PARTS CO(GPC)2,9182,924+64214050.39%-16
AUTO DATA PROCESSING3,1103,118+87487260.70%-22
EXXON MOBIL CORP3,9463,983+374643980.38%-66
ARCHER-DANIELS MIDLAND CO COM23,09523,080-151,7421,6671.60%-75
PFIZER INC(PFE)21,21021,195-157046100.59%-93
INVESCO S&P 500 LOW VOLATILITY21,37412,918-8,4561,0918090.78%-281
BRISTOL-MYERS SQUIBB(BMY)38,30837,400-9082,2231,9191.84%-304
SENSATA TECHNOLOGIES HOLDING P
SHS
29,0320-29,0321,0980-1,098
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