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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 Q4 2025 · Filed February 6, 2026 · Accession 0002085853-26-000215

Total Value
$139.6M
Positions
68
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL59,061$15.9M11.39%
2OLD REP INTL CORP680223104169,271$6.8M4.85%
3RTX CORPORATIONRTX32,943$6.7M4.78%
4CISCO SYS INCCSCO79,914$6.5M4.68%
5MICRON TECHNOLOGY INCMU13,015$5.5M3.91%
6PHILIP MORRIS INTL INC71817210929,307$5.3M3.79%
7BROADCOM INCAVGO16,435$5.2M3.75%
8QUALCOMM INCQCOM32,666$4.8M3.46%
9JPMORGAN CHASE & CO.VYLD14,032$4.4M3.16%
10EXXON MOBIL CORPXOM30,037$4.3M3.05%
11BRITISH AMERN TOB PLC11044810762,212$3.8M2.74%
12ALPHABET INCGOOG10,757$3.7M2.64%
13CHUBB LIMITEDCB11,681$3.7M2.63%
14PRUDENTIAL FINL INCPUKPF28,865$3.2M2.30%
15ALPHABET INCGOOG9,113$3.1M2.23%
16UBS GROUP AGUBS60,138$2.9M2.06%
17CUMMINS INCCMI4,537$2.8M1.97%
18CHEVRON CORP NEWCVX14,124$2.5M1.78%
19NVIDIA CORPORATIONNVDA13,783$2.5M1.77%
20CAPITAL GROUP DIVIDEND VALUE14020W10653,043$2.4M1.71%
21ABBVIE INCABBV10,316$2.3M1.68%
22CATERPILLAR INCCAT3,293$2.3M1.66%
23BLACKSTONE INCBX16,797$2.3M1.64%
24DOW INCDOW68,777$2.1M1.52%
25EXPAND ENERGY CORPORATIONEXE19,644$2.1M1.51%
26BANK AMERICA CORP06050510434,874$1.9M1.37%
27FIFTH THIRD BANCORPFITBM35,849$1.9M1.35%
28CSX CORPCSX43,899$1.7M1.23%
29HONEYWELL INTL INC4385161067,273$1.7M1.20%
30TOTALENERGIES SETTE22,462$1.6M1.16%
31LOCKHEED MARTIN CORPLMT2,534$1.6M1.16%
32DUKE ENERGY CORP NEWDUKB12,926$1.6M1.12%
33BERKSHIRE HATHAWAY INC DELBRK-A3,202$1.6M1.12%
34VERIZON COMMUNICATIONS INCVZ31,393$1.4M1.02%
35EOG RES INCEOG11,999$1.3M0.95%
36GENERAL DYNAMICS CORPGD3,411$1.2M0.86%
37HOME DEPOT INCHD2,740$1.1M0.77%
38MERCK & CO INCMRK7,912$924,9890.66%
39AT&T INCT-PC32,539$863,0950.62%
40MICROSOFT CORPMSFT2,078$857,9840.61%
41BANCO SANTANDER SABCDRF65,572$852,4320.61%
42BERKSHIRE HATHAWAY INC DELBRK-A1$732,2590.52%
43ALIBABA GROUP HLDG LTDBBAAY4,425$729,2270.52%
44DANAHER CORPORATION2358511022,771$615,5950.44%
45SEACOAST BKG CORP FLASE17,301$590,1370.42%
46CONSOLIDATED EDISON INCED5,147$550,3430.39%
47APPLIED MATLS INC0382221051,596$514,7350.37%
48KLA CORPKLAC341$459,4860.33%
49CAPITAL GROUP INTL FOCUS EQT14019W10914,089$446,4920.32%
50JOHNSON & JOHNSONJNJ1,852$433,5920.31%
51SOUTHERN COSOMN4,487$401,7240.29%
52DISNEY WALT CO2546871063,872$399,5180.29%
53ALBEMARLE CORPALB-PA2,174$374,4980.27%
54QNITY ELECTRONICS INCQ3,619$367,1840.26%
55FEDEX CORPFDX1,015$358,6570.26%
56AMERICAN EXPRESS COAXP1,005$357,0220.26%
57DUPONT DE NEMOURS INCDD7,303$331,7850.24%
58VANGUARD INTL EQUITY INDEX F9220428585,173$294,2510.21%
59INTERNATIONAL BUSINESS MACHSINTR975$284,7890.20%
60ALTRIA GROUP INCMO4,360$278,9540.20%
61ABBOTT LABSABLZF2,581$278,9050.20%
62AMAZON COM INCAMZN1,145$273,0250.20%
63NUVEEN MUN VALUE FD INCNU29,476$270,7330.19%
64CAPITAL GRP FIXED INCM ETF T14020Y5089,766$258,4530.19%
65GOLDMAN SACHS GROUP INCGSCE260$245,4950.18%
66GE AEROSPACE369604301727$223,3890.16%
67PALANTIR TECHNOLOGIES INCPLTR1,350$211,0040.15%
68ISHARES TR4642875561,143$200,3000.14%