Raleigh, NCCIK 17182514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
219 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 265.3K | $47.15M | 15.5% | +5.4K | Added |
| 2 | Nvidia Corporation | 93.4K | $17.42M | 5.7% | +6.6K | Added |
| 3 | Capital Group Dividend Value | 335.7K | $14.65M | 4.8% | −40.6K | Reduced |
| 4 | Apple Inc |
| 52.8K |
| $14.36M |
| 4.7% |
| +2.9K |
| Added |
| 5 | Microsoft Corp | 19.2K | $9.27M | 3.1% | +2.2K | Added |
| 6 | Spdr Gold Tr | 19.1K | $7.58M | 2.5% | +2.9K | Added |
| 7 | Ea Series Trust | 56.1K | $6.46M | 2.1% | +23.7K | Added |
| 8 | Vanguard Index Fds | 9.6K | $6.04M | 2.0% | +2.3K | Added |
| 9 | Coca Cola Cons Inc | 31.0K | $4.76M | 1.6% | +933 | Added |
| 10 | Rigetti Computing Inc | 211.0K | $4.67M | 1.5% | +6.0K | Added |
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