CAM
ORC

Clark Asset Management’s Orchid Island Capital ORC Stock Holding History

Clark Asset Management’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Buy
15,074
+673
+5% +$4.64K 0.01% 294
2026
Q1 		$101K Buy
14,401
+4,176
+41% +$31.5K 0.01% 266
2025
Q4 		$73.6K Hold
10,225
– – 0.01% 237
2025
Q3 		$71.7K Hold
10,225
– – 0.01% 208
2025
Q2 		$71.7K Buy
+10,225
New +$70.9K 0.01% 197

Other funds holding ORC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return