Orca Investment Management, LLC Sells in Q4 2025

Orca Investment Management, LLC

  • $121 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.39K
- 80.56%
$475.68 - $513.11 $2.56M - $2.76M
1.3K $661K
MSFT
Microsoft Corp

Technology
-346
- 1.24%
$496.82 - $542.07 $172K - $188K
27.5K $14M
ORCL
Oracle Corp

Technology
-45
- 1.41%
$217.57 - $313.0 $9.79K - $14.1K
3.15K $692K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.39K
- 3.71%
$56.0 - $63.38 $77.9K - $88.2K
36.2K $2.12M
VZ
Verizon Communications Inc

Communication Services
-1.25K
- 5.99%
$38.4 - $43.83 $48K - $54.8K
19.6K $805K
XLF
Financial Sector Spdr

ETFs
-475
- 0.81%
$51.76 - $53.77 $24.6K - $25.5K
58.2K $3.05M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-363
- 2.0%
$117.68 - $124.18 $42.7K - $45.1K
17.8K $2.1M
XOM
Exxon Mobil Corp

Energy
-873
- 21.17%
$110.64 - $119.78 $96.6K - $105K
3.25K $382K
SNA
Snap On Inc

Industrials
-3
- 0.08%
$327.33 - $349.13 $982 - $1.05K
3.89K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 0.42%
$236.79 - $250.33 $7.1K - $7.51K
7.07K $1.68M
UTG
Reaves Utility Income Fund

Financial Services
-275
- 2.81%
$36.92 - $41.42 $10.2K - $11.4K
9.5K $350K
GS
Goldman Sachs Group Inc

Financial Services
-14
- 1.4%
$744.6 - $838.97 $10.4K - $11.7K
985 $763K
PFE
Pfizer Inc

Healthcare
-786
- 3.03%
$24.23 - $27.37 $19K - $21.5K
25.1K $630K
SCHW
Schwab Charles Corp

Financial Services
-72
- 1.55%
$91.91 - $97.71 $6.62K - $7.04K
4.57K $419K
C
Citigroup Inc

Financial Services
-53
- 1.53%
$93.93 - $102.87 $4.98K - $5.45K
3.42K $335K
VTI
Vanguard Total Stock Market Et

ETFs
-66
- 0.83%
$321.8 - $337.95 $21.2K - $22.3K
7.92K $2.61M
MS
Morgan Stanley

Financial Services
-73
- 1.52%
$151.86 - $169.92 $11.1K - $12.4K
4.72K $752K
CVX
Chevron Corp

Energy
-35
- 1.89%
$148.9 - $157.72 $5.21K - $5.52K
1.81K $280K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.02%
$653.02 - $687.39 $1.31K - $1.37K
9.61K $6.4M
TILT
Flexshares Tr

ETFs
-21
- 1.54%
$236.49 - $248.44 $4.97K - $5.22K
1.34K $325K
IWL
Ishares Tr Russell 200 ETF

ETFs
-30
- 2.41%
$163.11 - $172.47 $4.89K - $5.17K
1.21K $204K
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 0.14%
$78.46 - $87.26 $785 - $873
7.01K $594K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-60
- 0.22%
$78.97 - $83.03 $4.74K - $4.98K
26.8K $2.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-31
- 0.45%
$280.66 - $305.09 $8.7K - $9.46K
6.89K $1.94M
BROS
Dutch Bros Inc.

Consumer Cyclical
-80
- 0.45%
$47.66 - $59.87 $3.81K - $4.79K
17.8K $953K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-764
- 1.2%
$29.01 - $32.17 $22.2K - $24.6K
62.8K $1.85M
UPS
United Parcel Service Inc

Industrials
-626
- 3.56%
$82.87 - $97.4 $51.9K - $61K
17K $1.6M
JNJ
Johnson & Johnson

Healthcare
-11
- 0.06%
$185.98 - $199.58 $2.05K - $2.2K
17.6K $3.51M
AVGO
Broadcom Inc.

Technology
-16
- 0.08%
$324.63 - $385.98 $5.19K - $6.18K
20.6K $7.07M
AAPL
Apple Inc.

Technology
-147
- 0.39%
$245.27 - $275.25 $36.1K - $40.5K
37.3K $9.97M
GOOGL
Alphabet Inc.

Communication Services
-62
- 0.37%
$236.57 - $291.31 $14.7K - $18.1K
16.7K $4.62M
GOOG
Alphabet Inc.

Communication Services
-523
- 1.42%
$237.49 - $291.74 $124K - $153K
36.4K $10.4M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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