Orca Investment Management, LLC
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 137,776
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 60 | 137,776 | 13F-HR | Orca Investment Management, LLC |
| Q1 2026 | 4/23/2026 | 57 | 117,589 | 13F-HR | Orca Investment Management, LLC |
| Q4 2025 | 1/20/2026 | 58 | 126,948 | 13F-HR | Orca Investment Management, LLC |
| Q3 2025 | 10/30/2025 | 61 | 122,103 | 13F-HR | Orca Investment Management, LLC |
| Q2 2025 | 7/25/2025 | 60 | 110,868 | 13F-HR | Orca Investment Management, LLC |
| Q2 2014 | 8/5/2014 | 84 | 126,667 | 13F-HR | Orca Investment Management, LLC |
| Q1 2014 | 4/30/2014 | 85 | 120,296 | 13F-HR | Orca Investment Management, LLC |
| Q4 2013 | 1/27/2014 | 87 | 122,950 | 13F-HR | Orca Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110 K | 79.8% | 14.72 K | 0 | 14.72 K |
| ETFs | 27.82 K | 20.2% | 5.468 K | 0 | 5.468 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
137,776
Holdings
60
QoQ value change ($000)
20,187
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.