Charlotte, NCCIK 16968994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
999 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 2.24M | $417.78M | 10.1% | +408.9K | Added |
| 2 | Apple Inc | 928.0K | $252.28M | 6.1% | +8.2K | Added |
| 3 | Ameris Bancorp | 2.49M | $184.96M | 4.5% | 0 | Held |
| 4 | Microsoft Corp |
| 337.5K |
| $163.23M |
| 4.0% |
| +7.1K |
| Added |
| 5 | Amazon Com Inc | 595.5K | $137.45M | 3.3% | +7.0K | Added |
| 6 | Alphabet Inc | 283.4K | $88.93M | 2.2% | +1.1K | Added |
| 7 | Alphabet Inc | 279.8K | $87.59M | 2.1% | +75 | Added |
| 8 | Spdr Gold Tr | 202.9K | $80.40M | 2.0% | +66.5K | Added |
| 9 | Broadcom Inc | 205.4K | $71.09M | 1.7% | −5.7K | Reduced |
| 10 | Meta Platforms Inc | 97.7K | $64.48M | 1.6% | +6.5K | Added |
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