Charlotte, NCCIK 17669294 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 100.5K | $50.49M | 16.4% | +100.5K | New |
| 2 | Palantir Technologies Inc | 242.7K | $43.13M | 14.0% | +242.7K | New |
| 3 | Danaher Corporation | 156.0K | $35.72M | 11.6% | +156.0K | New |
| 4 | Axon Enterprise Inc |
| 41.8K |
| $23.76M |
| 7.7% |
| +41.8K |
| New |
| 5 | Veralto Corp | 203.1K | $20.27M | 6.6% | +203.1K | New |
| 6 | Monster Beverage Corp New | 246.5K | $18.90M | 6.1% | +246.5K | New |
| 7 | Teledyne Technologies Inc | 33.8K | $17.25M | 5.6% | +33.8K | New |
| 8 | Staar Surgical Co | 668.2K | $15.43M | 5.0% | +668.2K | New |
| 9 | Tesla Inc | 27.1K | $12.20M | 4.0% | +27.1K | New |
| 10 | Lineage Cell Therapeutics In | 6.83M | $11.41M | 3.7% | +6.83M | New |
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