Mt. Pleasant, SCCIK 18029554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
101 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 1.41M | $35.98M | 10.1% | +49.1K | Added |
| 2 | Vanguard Specialized Funds | 102.2K | $22.46M | 6.3% | +1.2K | Added |
| 3 | Apple Inc | 81.6K | $22.19M | 6.2% | −359 | Reduced |
| 4 | Lam Research Corp |
| 95.0K |
| $16.26M |
| 4.6% |
| −1.6K |
| Reduced |
| 5 | Ishares Tr | 23.5K | $16.09M | 4.5% | +277 | Added |
| 6 | Vanguard Index Fds | 29.8K | $14.52M | 4.1% | +453 | Added |
| 7 | Caterpillar Inc | 23.2K | $13.31M | 3.7% | −256 | Reduced |
| 8 | Janus Detroit Str Tr | 261.8K | $13.24M | 3.7% | +75.3K | Added |
| 9 | Vanguard Scottsdale Fds | 126.3K | $12.57M | 3.5% | +7.0K | Added |
| 10 | Jpmorgan Chase & Co. | 38.5K | $12.41M | 3.5% | −785 | Reduced |
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