Asheville, NCCIK 13879214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
32 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Okta Inc | 167.1K | $14.45M | 6.1% | +7.2K | Added |
| 2 | Visa Inc | 30.7K | $10.78M | 4.5% | −1.6K | Reduced |
| 3 | Fiserv Inc | 157.9K | $10.60M | 4.4% | +73.2K | Added |
| 4 | Amazon Com Inc |
| 42.7K |
| $9.85M |
| 4.1% |
| +20.7K |
| Added |
| 5 | Pegasystems Inc | 161.4K | $9.64M | 4.0% | −28.8K | Reduced |
| 6 | Unitedhealth Group Inc | 28.3K | $9.34M | 3.9% | −4.9K | Reduced |
| 7 | Dole PLC | 612.4K | $9.18M | 3.8% | −135.5K | Reduced |
| 8 | Nvidia Corporation | 48.8K | $9.10M | 3.8% | +1.9K | Added |
| 9 | Atlassian Corporation | 56.1K | $9.09M | 3.8% | +56.1K | New |
| 10 | D R Horton Inc | 62.1K | $8.95M | 3.8% | +5.1K | Added |
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