Wilmington, NCCIK 17998774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
198 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 65.5K | $32.91M | 4.5% | −807 | Reduced |
| 2 | Alphabet Inc | 80.0K | $25.10M | 3.4% | −12.8K | Reduced |
| 3 | Schwab Charles Corp | 216.1K | $21.59M | 2.9% | −2.6K | Reduced |
| 4 | Apple Inc |
| 76.7K |
| $20.86M |
| 2.8% |
| −1.6K |
| Reduced |
| 5 | Alphabet Inc | 66.0K | $20.66M | 2.8% | −6.1K | Reduced |
| 6 | Bank America Corp | 371.5K | $20.43M | 2.8% | −4.5K | Reduced |
| 7 | Microsoft Corp | 40.9K | $19.79M | 2.7% | −1.0K | Reduced |
| 8 | Dollar Tree Inc | 155.3K | $19.10M | 2.6% | −4.2K | Reduced |
| 9 | Jpmorgan Chase & Co. | 51.3K | $16.53M | 2.3% | −625 | Reduced |
| 10 | Hca Healthcare Inc | 35.3K | $16.47M | 2.2% | −458 | Reduced |
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