Winston-Salem, NCCIK 11574364 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
393 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 74.6K | $46.81M | 5.1% | +3.5K | Added |
| 2 | Ishares Tr | 55.9K | $38.29M | 4.2% | −508 | Reduced |
| 3 | Alphabet Inc | 104.5K | $32.80M | 3.6% | −765 | Reduced |
| 4 | Coca Cola Co |
| 330.8K |
| $23.12M |
| 2.5% |
| +265 |
| Added |
| 5 | Amazon Com Inc | 91.9K | $21.21M | 2.3% | +661 | Added |
| 6 | Schwab Strategic Tr | 705.1K | $18.97M | 2.1% | +38.5K | Added |
| 7 | Visa Inc | 52.1K | $18.27M | 2.0% | −999 | Reduced |
| 8 | Invesco Qqq Tr | 27.7K | $17.04M | 1.9% | +3.3K | Added |
| 9 | Eli Lilly & Co | 15.0K | $16.12M | 1.8% | +579 | Added |
| 10 | Nvidia Corporation | 77.6K | $14.47M | 1.6% | +1.6K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio