Orca Wealth Management, LLC DD — DUPONT DE NEMOURS INC

Ownership history in Orca Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Orca Wealth Management, LLC reported DUPONT DE NEMOURS INC (DD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2024 Q4. The latest visible filing shows DD at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orca Wealth Management, LLC's position in DUPONT DE NEMOURS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DD was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DD stock page Orca Wealth Management, LLC fund profile Orca Wealth Management, LLC full holdings
How Orca Wealth Management, LLC held DD — position size vs. price
% of Fund (quarterly)    DD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,301 -2 -0.0% 0.24% $334K 2026-04-24 $138.44
2025 Q4 REDUCED — — — 7,303 -11 -0.2% 0.24% $332K 2026-02-06 $139.08
2025 Q3 REDUCED — — — 7,314 -37 -0.5% 0.43% $570K 2025-11-13 $120.22
2025 Q2 REDUCED — — — 7,351 -164 -2.2% 0.42% $504K 2025-07-22 $95.56
2025 Q1 ADDED — — — 7,515 +46 +0.6% 0.50% $561K 2025-05-08 $81.16
2024 Q4 INITIATED — — — 7,469 — — 0.51% $569K 2025-01-22 $94.61

🏢 Other funds also holding DD

As of 2026 Q2 — sorted by position size

Providence Wealth Advisors, LLC 3Y 7Y 0.42% Bull Street Advisors, LLC 3Y 0.41% 1620 INVESTMENT ADVISORS, INC. 3Y 0.31% Crescent Sterling, Ltd. 3Y 0.26% MOUNT VERNON ASSOCIATES INC /MD/ 3Y 7Y 0.22% Fruth Investment Management 3Y 7Y 0.19% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.18% Mengis Capital Management, Inc. 3Y 7Y 0.15% Parcion Private Wealth LLC 3Y 0.08% IFP Advisors, Inc 3Y 7Y 0.08%

FAQ About Orca Wealth Management, LLC and DD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Orca Wealth Management, LLC reported owning DD?

Orca Wealth Management, LLC reported DD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DD position in Orca Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DD was 0.51% in 2024 Q4.

What is the latest reported DD position on this page?

The most recent filing on this page is 2026 Q1, when Orca Wealth Management, LLC reported 7,301 shares, equal to 0.24% of portfolio, with an estimated market value of $334K.

What does the chart on this DD ownership page compare?

The chart compares Orca Wealth Management, LLC's quarterly DD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Orca Wealth Management, LLC time their DD position?

Based on 13F filing dates vs. subsequent DD price moves, Orca Wealth Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DD relative to SPY over the holding period was +17.6%.

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