Orca Wealth Management, LLC
•CIK: 2043765•Filing: Q4 2025
**Orca Wealth Management, LLC** manages $140M across a portfolio of 68 distinct positions. The firm exhibits a technology and industrials tilt, with top holdings including AAPL at $15.9M and a concentration in semiconductor names such as AVGO ($5.2M) and QCOM ($4.8M). Significant allocations are also maintained in established industrial names like RTX ($6.7M) and CSCO ($6.5M). This positioning suggests a focus on high-quality, sector-specific growth opportunities within the current market cycle.
Total AUM
$139.6M
QoQ Performance
+5.8%
Positions
66
Top 10 Concentration
46.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL11.4%
ORI4.9%
RTX4.8%
CSCO4.7%
MU3.9%
4I13.8%
AVGO3.7%
QCOM3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.0%
Technology30.7%
Financial13.9%
Industrial9.2%
Energy4.0%
Healthcare3.3%
Utilities1.8%
Consumer1.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑36 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024