Orca Investment Management, LLC: XLI position timeline

Orca Investment Management, LLC held 9,639 XLI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,639 shares

   Change vs previous 13F +186 shares

   1.3% of the 13F portfolio, value $1,785,432.

   13F-HR 0001104659-26-091712 filed by Orca Investment Management, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,453 shares

   Change vs previous 13F -39 shares

   1.3% of the 13F portfolio, value $1,528,834.

   13F-HR 0001104659-26-047339 filed by Orca Investment Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,492 shares

   Change vs previous 13F +23 shares

   1.16% of the 13F portfolio, value $1,472,399.

   13F-HR 0001104659-26-004940 filed by Orca Investment Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,469 shares

   Change vs previous 13F -144 shares

   1.2% of the 13F portfolio, value $1,460,404.

   13F-HR 0001104659-25-104091 filed by Orca Investment Management, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,613 shares

   Change vs previous 13F not available

   1.28% of the 13F portfolio, value $1,418,110.

   13F-HR 0001104659-25-070685 filed by Orca Investment Management, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).