Charlotte, NCCIK 18053704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
83 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 13.6K | $9.36M | 6.6% | −774 | Reduced |
| 2 | Invesco Qqq Tr | 15.0K | $9.28M | 6.5% | −1.2K | Reduced |
| 3 | Alphabet Inc | 24.9K | $8.35M | 5.9% | −2.1K | Reduced |
| 4 | Spdr Series Trust |
| 228.3K |
| $7.03M |
| 5.0% |
| −55.9K |
| Reduced |
| 5 | Nvidia Corporation | 34.3K | $6.28M | 4.4% | −2.2K | Reduced |
| 6 | Apple Inc | 23.0K | $5.98M | 4.2% | −335 | Reduced |
| 7 | Cummins Inc | 8.9K | $5.03M | 3.5% | −818 | Reduced |
| 8 | Caterpillar Inc | 7.7K | $4.89M | 3.4% | −924 | Reduced |
| 9 | Invesco Exchange Traded Fd T | 23.0K | $4.56M | 3.2% | −1.6K | Reduced |
| 10 | Vaneck ETF Trust | 10.2K | $3.98M | 2.8% | −899 | Reduced |
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