Orca Wealth Management, LLC — 13F holdings

Orca Wealth Management, LLC reported 84 holdings worth $168M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. AAPL APPLE INC — $19.2M (11.4%)
2. MU MICRON TECHNOLOGY INC — $13.6M (8.1%)
3. CSCO CISCO SYS INC — $8.56M (5.1%)
4. ORI OLD REP INTL CORP — $6.41M (3.8%)
5. PM PHILIP MORRIS INTL INC — $6.33M (3.8%)
6. RTX RTX CORPORATION — $6.15M (3.7%)
7. AZN ASTRAZENECA PLC — $6.04M (3.6%)
8. QCOM QUALCOMM INC — $5.93M (3.5%)
9. AVGO BROADCOM INC — $5.60M (3.3%)
10. XOM ExxonMobil Holdings Corp — $4.88M (2.9%)