Orca Investment Management, LLC has disclosed its latest holdings in a recent SEC filing, indicating a total value of $129,247,313 as of September 30, 2026. This filing is crucial as it provides insights into the firm's investment strategies and positions across various sectors.
Orca Investment Management is based in Lake Oswego, Oregon, and operates under the SEC Act of 1934. The firm primarily engages in investment management and advisory services, focusing on a diverse portfolio that includes significant stakes in major companies.
The filing highlights a total of 56 different holdings, emphasizing Orca's strategic investments in high-profile companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The firm’s Chief Compliance Officer, Harry Striplin, signed off on the filing, which was made public on October 29, 2026.
Among the notable entries in the filing, Orca holds 35,579 shares of Apple Inc., valued at approximately $11,848,519. Additionally, the firm has invested significantly in Alphabet Inc. Class A and Class C shares, with values of $5,431,991 and $9,370,691, respectively. Other noteworthy investments include Amazon.com Inc. and Microsoft Corp., showcasing Orca's focus on technology-driven companies.
The filing may impact various stakeholders, including investors, analysts, and competitors in the investment management industry. Observers will likely analyze Orca's choices to gauge market trends and competitive strategies.
Looking ahead, further updates from Orca Investment Management are anticipated, as the firm continues to adapt its investment strategies in response to market conditions. The filing does not specify what actions will follow this report.
Read Next
Bullseye Investment Management reports $202M in holdings
Hendley & Co Inc. Reports 48 Holdings in Latest 13F-HR Filing
Kozak & Associates Reports $552M in Latest 13F Holdings
Bernzott Capital Advisors reveals Q3 2026 holdings report
Prudential Sector Funds reports $1.55 billion in assets
Strategic Wealth Investment Group reports over $806 million in assets









