# EDGAR Filing Document

**Accession Number:** 0001511229
**File Stem:** 0001104659-25-070685
**Filing Date:** 2025-7
**Character Count:** 9674
**Document Hash:** 36e7b50a37c6eb3d59b13fecd4306755
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-070685.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001104659-25-070685

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**EFFECTIVENESS DATE**: 20250725

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Orca Investment Management, LLC
- **CENTRAL INDEX KEY:** 0001511229

**ORGANIZATION NAME:**
- **EIN:** 271604764
- **STATE OF INCORPORATION:** OR
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15705
- **FILM NUMBER:** 251150449

**BUSINESS ADDRESS:**
- **STREET 1:** 6 CENTERPOINTE DR
- **STREET 2:** SUITE 300
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97035
- **BUSINESS PHONE:** 503.582.9500

**MAIL ADDRESS:**
- **STREET 1:** 6 CENTERPOINTE DR
- **STREET 2:** SUITE 300
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97035

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Orca Investment Management LLC<br>**Address:** 6 Centerpointe Dr<br>Suite 300<br>Lake Oswego, OR 97035

**Form 13F File Number:** 028-15705

**CRD Number (if applicable):** 000144377

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Harry Striplin<br>**Title:** Chief Compliance Officer<br>**Phone:** 503-836-3613

**Signature, Place, and Date of Signing:**

Harry Striplin  Lake Oswego, OR  06-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $110867550

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287y109 |  | 902856 | 4864 | SH |  | SOLE |  | 4830 | 0 | 34 |
| ALPHABET INC CLASS A | COM | 02079k305 |  | 2958902 | 16790 | SH |  | SOLE |  | 16694 | 0 | 96 |
| ALPHABET INC CLASS C | COM | 02079k107 |  | 6654608 | 37514 | SH |  | SOLE |  | 37514 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209s103 |  | 541155 | 9230 | SH |  | SOLE |  | 9186 | 0 | 44 |
| AMAZON.COM INC | COM | 023135106 |  | 1695665 | 7729 | SH |  | SOLE |  | 7679 | 0 | 50 |
| APPLE INC | COM | 037833100 |  | 7663920 | 37354 | SH |  | SOLE |  | 37129 | 0 | 225 |
| ARCHER-DANIELS MIDLAND CO COM | COM | 039483102 |  | 2010021 | 38083 | SH |  | SOLE |  | 38083 | 0 | 0 |
| AUTOMATIC DATA PROCESSIN | COM | 053015103 |  | 964058 | 3126 | SH |  | SOLE |  | 3104 | 0 | 22 |
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 |  | 3313437 | 6821 | SH |  | SOLE |  | 6821 | 0 | 0 |
| BROADCOM INC | COM | 11135f101 |  | 5694378 | 20658 | SH |  | SOLE |  | 20518 | 0 | 140 |
| CARDINAL HEALTH INC | COM | 14149y108 |  | 4829832 | 28749 | SH |  | SOLE |  | 28562 | 0 | 187 |
| CHARLES SCHWAB CORP | COM | 808513105 |  | 423445 | 4641 | SH |  | SOLE |  | 4641 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 254592 | 1778 | SH |  | SOLE |  | 1778 | 0 | 0 |
| CITIGROUP INC | COM | 172967424 |  | 295196 | 3468 | SH |  | SOLE |  | 3468 | 0 | 0 |
| COHERENT CORP | COM | 19247g107 |  | 2017217 | 22612 | SH |  | SOLE |  | 22612 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 2467691 | 35774 | SH |  | SOLE |  | 35774 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 551596 | 4448 | SH |  | SOLE |  | 4414 | 0 | 34 |
| DUTCH BROS INC CLASS A | COM | 26701l100 |  | 1217191 | 17803 | SH |  | SOLE |  | 17625 | 0 | 178 |
| ELI LILLY AND CO | COM | 532457108 |  | 1447587 | 1857 | SH |  | SOLE |  | 1857 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 558653 | 4190 | SH |  | SOLE |  | 4160 | 0 | 30 |
| EXXON MOBIL CORP | COM | 30231g102 |  | 448771 | 4163 | SH |  | SOLE |  | 4141 | 0 | 22 |
| GENUINE PARTS CO | COM | 372460105 |  | 354832 | 2925 | SH |  | SOLE |  | 2904 | 0 | 21 |
| GOLDMAN SACHS GROUP INC | COM | 38141g104 |  | 707042 | 999 | SH |  | SOLE |  | 999 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1730907 | 4721 | SH |  | SOLE |  | 4699 | 0 | 22 |
| INTEL CORP | COM | 458140100 |  | 1162045 | 51877 | SH |  | SOLE |  | 51812 | 0 | 65 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2711771 | 17753 | SH |  | SOLE |  | 17734 | 0 | 19 |
| JPMORGAN CHASE  CO | COM | 46625h100 |  | 2073146 | 7151 | SH |  | SOLE |  | 7118 | 0 | 33 |
| KIMBERLY CLARK CORP | COM | 494368103 |  | 299997 | 2327 | SH |  | SOLE |  | 2310 | 0 | 17 |
| KINDER MORGAN INC DEL | COM | 49456b101 |  | 1018828 | 34654 | SH |  | SOLE |  | 34485 | 0 | 169 |
| MERCK  CO. INC. | COM | 58933y105 |  | 1461769 | 18466 | SH |  | SOLE |  | 18466 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 14036910 | 28220 | SH |  | SOLE |  | 28135 | 0 | 85 |
| MORGAN STANLEY | COM | 617446448 |  | 675142 | 4793 | SH |  | SOLE |  | 4793 | 0 | 0 |
| ORACLE CORP | COM | 68389x105 |  | 698304 | 3194 | SH |  | SOLE |  | 3194 | 0 | 0 |
| OUTDOOR HLDG CO | COM | 00175j107 |  | 612480 | 478500 | SH |  | SOLE |  | 478500 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 512315 | 3880 | SH |  | SOLE |  | 3851 | 0 | 29 |
| PFIZER INC | COM | 717081103 |  | 630022 | 25991 | SH |  | SOLE |  | 25926 | 0 | 65 |
| PPG INDS INC | COM | 693506107 |  | 291541 | 2563 | SH |  | SOLE |  | 2545 | 0 | 18 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 515878 | 3238 | SH |  | SOLE |  | 3215 | 0 | 23 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 2671496 | 24865 | SH |  | SOLE |  | 24865 | 0 | 0 |
| SNAP ON INC | COM | 833034101 |  | 1213913 | 3901 | SH |  | SOLE |  | 3872 | 0 | 29 |
| SOUTHWEST GAS HLDGS INC COM | COM | 844895102 |  | 293766 | 3949 | SH |  | SOLE |  | 3949 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 644342 | 7032 | SH |  | SOLE |  | 6980 | 0 | 52 |
| UNITED PARCEL SVC INC CLASS B | COM | 911312106 |  | 1812681 | 17958 | SH |  | SOLE |  | 17958 | 0 | 0 |
| VERIZON COMMUNICATIONS I | COM | 92343v104 |  | 1906390 | 44058 | SH |  | SOLE |  | 44005 | 0 | 53 |
| TAIWAN SEMICONDUCTOR M F SPONS | ADR | 874039100 |  | 1580900 | 6980 | SH |  | SOLE |  | 6980 | 0 | 0 |
| CHARLES SCHWAB US MC ETF | ETF - EQUITY | 808524508 |  | 1060458 | 37806 | SH |  | SOLE |  | 37619 | 0 | 187 |
| FLEXSHARES MORNINGSTAR US IDX | ETF - EQUITY | 33939l100 |  | 349573 | 1561 | SH |  | SOLE |  | 1561 | 0 | 0 |
| INVESCO EXCHANGE-TRADED FD TR | ETF - EQUITY | 46138E339 |  | 2107238 | 18736 | SH |  | SOLE |  | 18736 | 0 | 0 |
| INVESCO S 500 LOW VOLATILITY | ETF - EQUITY | 46138e354 |  | 940689 | 12918 | SH |  | SOLE |  | 12918 | 0 | 0 |
| ISHARES RUSSELL 2000 ETF | ETF - EQUITY | 464287655 |  | 1532541 | 7102 | SH |  | SOLE |  | 7059 | 0 | 43 |
| SELECT SECTOR SPDR TR COMMUNIC | ETF - EQUITY | 81369Y852 |  | 203494 | 1875 | SH |  | SOLE |  | 1875 | 0 | 0 |
| SELECT SECTOR SPDR TR INDL | ETF - EQUITY | 81369Y704 |  | 1418110 | 9613 | SH |  | SOLE |  | 9613 | 0 | 0 |
| SELECT STR FINANCIAL SELECT SP | ETF - EQUITY | 81369y605 |  | 3084174 | 58892 | SH |  | SOLE |  | 58522 | 0 | 370 |
| SPDR FUND MATERIALS SELECT SEC | ETF - EQUITY | 81369y100 |  | 905321 | 10310 | SH |  | SOLE |  | 10232 | 0 | 78 |
| SPDR S 500 ETF | ETF - EQUITY | 78462f103 |  | 5960399 | 9647 | SH |  | SOLE |  | 9579 | 0 | 68 |
| SPDR SER TR PORTFOLIO S 1500 | ETF - EQUITY | 78464A805 |  | 2179374 | 29101 | SH |  | SOLE |  | 29101 | 0 | 0 |
| VANGUARD LARGE CAP ETF | ETF - EQUITY | 922908637 |  | 211922 | 743 | SH |  | SOLE |  | 743 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ET | ETF - EQUITY | 922908769 |  | 2458794 | 8090 | SH |  | SOLE |  | 8035 | 0 | 55 |
| WISDOMTREE TR ARTIFICIAL INTEL | ETF - EQUITY | 97717Y543 |  | 1574615 | 64113 | SH |  | SOLE |  | 64113 | 0 | 0 |
| REAVES UTILITY INCOME | CLSD END EQ FD | 756158101 |  | 353660 | 9775 | SH |  | SOLE |  | 9775 | 0 | 0 |

---