Huntersville, NCCIK 17748794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
389 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 133.6K | $91.10M | 6.2% | −4.6K | Reduced |
| 2 | Apple Inc | 269.7K | $73.31M | 5.0% | +37.3K | Added |
| 3 | Ishares Tr | 73.7K | $50.47M | 3.5% | −362 | Reduced |
| 4 | Microsoft Corp |
| 98.8K |
| $47.76M |
| 3.3% |
| +6.3K |
| Added |
| 5 | Nvidia Corporation | 233.0K | $43.45M | 3.0% | −399.6K | Reduced |
| 6 | Ishares Tr | 438.9K | $36.20M | 2.5% | +122.3K | Added |
| 7 | Schwab Strategic Tr | 1.27M | $34.22M | 2.3% | −48.0K | Reduced |
| 8 | Broadcom Inc | 91.0K | $31.51M | 2.2% | −846 | Reduced |
| 9 | Alphabet Inc | 96.8K | $30.29M | 2.1% | +883 | Added |
| 10 | Vanguard Index Fds | 37.9K | $23.80M | 1.6% | −666 | Reduced |
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