Ownership history in Orca Wealth Management, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Orca Wealth Management, LLC reported a position in RTX CORPORATION (RTX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Orca Wealth Management, LLC outperformed the S&P 500 by +33.7% annually on this RTX position. Timing score: 50% (2/4 decisions correct). Average cost basis: $113.53. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 33.7% per year on this position.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $113.23 (2024 Q4) Β· Worst: $182.79 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
π Orca Wealth Management, LLC has been actively increasing its RTX allocation β a bullish signal from insiders.
Currently 4.78% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size