Raleigh, NCCIK 14348454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 27.4K | $29.44M | 3.9% | −604 | Reduced |
| 2 | Johnson & Johnson | 117.1K | $24.24M | 3.2% | −152 | Reduced |
| 3 | Microsoft Corp | 49.6K | $23.98M | 3.2% | −604 | Reduced |
| 4 | Apple Inc |
| 87.2K |
| $23.70M |
| 3.1% |
| −435 |
| Reduced |
| 5 | Alphabet Inc | 65.7K | $20.57M | 2.7% | −960 | Reduced |
| 6 | Jpmorgan Chase & Co. | 59.2K | $19.07M | 2.5% | +18 | Added |
| 7 | Costco Whsl Corp New | 20.8K | $17.96M | 2.4% | −89 | Reduced |
| 8 | Walmart Inc | 156.2K | $17.40M | 2.3% | −808 | Reduced |
| 9 | Bank New York Mellon Corp | 139.1K | $16.15M | 2.1% | −1.2K | Reduced |
| 10 | Exxon Mobil Corp | 115.7K | $13.92M | 1.8% | +480 | Added |
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