Rocky Mount, NCCIK 16151354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
76 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lowes Cos Inc | 449.1K | $108.31M | 27.5% | 0 | Held |
| 2 | Ishares Tr | 288.5K | $42.89M | 10.9% | −1.5K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 51.6K | $35.21M | 8.9% | +25 | Added |
| 4 | Ishares Tr |
| 342.7K |
| $30.66M |
| 7.8% |
| −32.1K |
| Reduced |
| 5 | Vanguard Index Fds | 29.5K | $18.50M | 4.7% | +45 | Added |
| 6 | Vanguard Index Fds | 45.5K | $15.26M | 3.9% | −20.2K | Reduced |
| 7 | Vanguard Index Fds | 26.6K | $12.96M | 3.3% | −50 | Reduced |
| 8 | Vanguard Index Fds | 43.1K | $12.52M | 3.2% | 0 | Held |
| 9 | Ishares Inc | 108.7K | $7.90M | 2.0% | +4.0K | Added |
| 10 | Ishares Tr | 39.7K | $7.88M | 2.0% | +6.5K | Added |
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