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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Orca Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002085853-25-000270

Total Value
$132.0M
Positions
69
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (69)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL59,066$15.0M11.39%
2OLD REP INTL CORP680223104153,052$6.5M4.92%
3RTX CORPORATIONRTX32,813$5.5M4.16%
4CISCO SYS INCCSCO79,994$5.5M4.15%
5BROADCOM INCAVGO16,546$5.5M4.13%
6QUALCOMM INCQCOM32,549$5.4M4.10%
7ASTRAZENECA PLCAZN68,978$5.3M4.01%
8PHILIP MORRIS INTL INC71817210927,642$4.5M3.40%
9JPMORGAN CHASE & CO.VYLD14,063$4.4M3.36%
10EXXON MOBIL CORPXOM29,917$3.4M2.55%
11CHUBB LIMITEDCB11,617$3.3M2.48%
12BRITISH AMERN TOB PLC11044810757,320$3.0M2.30%
13PRUDENTIAL FINL INCPUKPF28,833$3.0M2.27%
14BLACKSTONE INCBX16,817$2.9M2.18%
15NVIDIA CORPORATIONNVDA13,634$2.5M1.93%
16ALPHABET INCGOOG10,349$2.5M1.91%
17UBS GROUP AGUBS59,978$2.5M1.86%
18ABBVIE INCABBV10,248$2.4M1.80%
19CAPITAL GROUP DIVIDEND VALUE14020W10654,075$2.3M1.72%
20CSX CORPCSX63,565$2.3M1.71%
21ALPHABET INCGOOG9,109$2.2M1.68%
22CHEVRON CORP NEWCVX14,095$2.2M1.66%
23MICRON TECHNOLOGY INCMU12,920$2.2M1.64%
24EXPAND ENERGY CORPORATIONEXE19,029$2.0M1.53%
25CUMMINS INCCMI4,535$1.9M1.45%
26BANK AMERICA CORP06050510434,840$1.8M1.36%
27FIFTH THIRD BANCORPFITBM35,975$1.6M1.21%
28CATERPILLAR INCCAT3,296$1.6M1.19%
29DUKE ENERGY CORP NEWDUKB12,649$1.6M1.19%
30BERKSHIRE HATHAWAY INC DELBRK-A3,086$1.6M1.17%
31HONEYWELL INTL INC4385161067,365$1.6M1.17%
32DOW INCDOW66,276$1.5M1.15%
33VERIZON COMMUNICATIONS INCVZ31,270$1.4M1.04%
34TOTALENERGIES SETTE22,588$1.3M1.02%
35BUNGE GLOBAL SABG15,804$1.3M0.97%
36EOG RES INCEOG11,348$1.3M0.96%
37LOCKHEED MARTIN CORPLMT2,519$1.3M0.95%
38GENERAL DYNAMICS CORPGD3,387$1.2M0.87%
39HOME DEPOT INCHD2,741$1.1M0.84%
40BANK NOVA SCOTIA HALIFAX06414910716,820$1.1M0.82%
41MICROSOFT CORPMSFT2,045$1.1M0.80%
42AT&T INCT-PC32,788$925,9320.70%
43CONSOLIDATED EDISON INCED7,691$773,0700.59%
44ALIBABA GROUP HLDG LTDBBAAY4,311$770,4420.58%
45BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.57%
46BANCO SANTANDER S.A.BCDRF64,678$677,8250.51%
47MERCK & CO INCMRK7,904$663,3500.50%
48DUPONT DE NEMOURS INCDD7,314$569,7400.43%
49SEACOAST BKG CORP FLASE17,301$526,4690.40%
50DANAHER CORPORATION2358511022,462$488,1860.37%
51DISNEY WALT CO2546871064,081$467,2290.35%
52SOUTHERN COSOMN4,487$425,1930.32%
53CAPITAL GROUP INTL FOCUS EQT14019W10912,328$365,1520.28%
54ABBOTT LABSABLZF2,602$348,4680.26%
55JOHNSON & JOHNSONJNJ1,877$347,9830.26%
56APPLIED MATLS INC0382221051,686$345,1510.26%
57AMERICAN EXPRESS COAXP1,004$333,6020.25%
58KLA CORPKLAC301$324,5020.25%
59ALTRIA GROUP INCMO4,413$291,5390.22%
60VANGUARD INTL EQUITY INDEX F9220428585,173$280,2590.21%
61FEDEX CORPFDX1,134$267,4300.20%
62INTERNATIONAL BUSINESS MACHSINTR940$265,3510.20%
63CAPITAL GRP FIXED INCM ETF T14020Y5089,766$259,5760.20%
64PALANTIR TECHNOLOGIES INCPLTR1,404$256,1180.19%
65AMAZON COM INCAMZN1,130$248,1140.19%
66NUVEEN MUN VALUE FD INCNU26,418$237,2340.18%
67GE AEROSPACE369604301771$231,8770.18%
68GOLDMAN SACHS GROUP INCGSCE260$207,2170.16%
69EATON CORP PLCETN546$204,4980.15%