Long-term investor
Orca Wealth Management, LLC @orcawealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043765).
Record
- Tracked since 2025-06-30 (434 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months +14.0% · 1 year +24.9% · all +24.9%
- Max drawdown -3.5% · Sharpe 1.41 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.0% · long · since 2025-06-30
- MU · 9.0% · long · since 2025-06-30
- CSCO · 5.6% · long · since 2025-06-30
- 680223104 · 4.2% · long · since 2025-06-30
- G0593M107 · 4.0% · long · since 2026-03-31
- RTX · 3.7% · long · since 2025-06-30
- QCOM · 3.6% · long · since 2025-06-30
- AVGO · 3.6% · long · since 2025-06-30
- PM · 3.5% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- 110448107 · 2.6% · long · since 2025-06-30
- 30231G102 · 2.5% · long · since 2025-06-30
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