Raleigh, NCCIK 16655185 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
107 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 210.8K | $57.3K | 15.4% | −3.9K | Reduced |
| 2 | Nvidia Corporation | 134.7K | $25.1K | 6.7% | −5.4K | Reduced |
| 3 | Alphabet Inc | 76.8K | $24.1K | 6.5% | −1.6K | Reduced |
| 4 | Amazon Com Inc |
| 99.0K |
| $22.8K |
| 6.1% |
| −942 |
| Reduced |
| 5 | Microsoft Corp | 41.3K | $20.0K | 5.4% | −635 | Reduced |
| 6 | Walmart Inc | 157.3K | $17.5K | 4.7% | −2.0K | Reduced |
| 7 | Caterpillar Inc | 18.9K | $10.9K | 2.9% | −345 | Reduced |
| 8 | Mastercard Incorporated | 18.0K | $10.3K | 2.8% | −225 | Reduced |
| 9 | Meta Platforms Inc | 13.1K | $8.6K | 2.3% | −117 | Reduced |
| 10 | Cummins Inc | 12.2K | $6.2K | 1.7% | −310 | Reduced |
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