Charleston, SCCIK 18212193 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 314.0K | $101.2K | 20.0% | −115.0K | Reduced |
| 2 | American Express Co | 233.2K | $86.3K | 17.0% | −14.0K | Reduced |
| 3 | Accenture PLC Ireland | 215.0K | $57.7K | 11.4% | +100.0K | Added |
| 4 | Progressive Corp |
| 182.0K |
| $41.4K |
| 8.2% |
| 0 |
| Held |
| 5 | Mastercard Incorporated | 68.0K | $38.8K | 7.7% | 0 | Held |
| 6 | Kkr & Co Inc | 271.0K | $34.5K | 6.8% | 0 | Held |
| 7 | Berkshire Hathaway Inc Del | 44 | $33.2K | 6.6% | 0 | Held |
| 8 | Us Bancorp Del | 558.0K | $29.8K | 5.9% | 0 | Held |
| 9 | Western Alliance Bancorp | 285.0K | $24.0K | 4.7% | 0 | Held |
| 10 | Aon PLC | 49.0K | $17.3K | 3.4% | 0 | Held |
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