Asheville, NCCIK 17754464 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
158 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 778.7K | $211.70M | 7.0% | 0 | Held |
| 2 | Nvidia Corporation | 1.08M | $201.48M | 6.7% | 0 | Held |
| 3 | Alphabet Inc | 620.2K | $194.62M | 6.5% | 0 | Held |
| 4 | Microsoft Corp |
| 331.9K |
| $160.51M |
| 5.3% |
| 0 |
| Held |
| 5 | Amazon Com Inc | 535.9K | $123.70M | 4.1% | 0 | Held |
| 6 | Broadcom Inc | 230.9K | $79.90M | 2.7% | +60.7K | Added |
| 7 | Select Sector Spdr Tr | 1.43M | $63.92M | 2.1% | +1.39M | Added |
| 8 | Meta Platforms Inc | 90.9K | $60.00M | 2.0% | +600 | Added |
| 9 | Eli Lilly & Co | 53.5K | $57.50M | 1.9% | +100 | Added |
| 10 | Jpmorgan Chase & Co. | 172.2K | $55.49M | 1.8% | 0 | Held |
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