Raleigh, NCCIK 18321904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
607 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 132.0K | $35.90M | 6.8% | +3.7K | Added |
| 2 | Nvidia Corporation | 137.2K | $25.58M | 4.8% | −20.6K | Reduced |
| 3 | Microsoft Corp | 34.1K | $16.51M | 3.1% | +195 | Added |
| 4 | Amazon Com Inc |
| 50.0K |
| $11.54M |
| 2.2% |
| +4.4K |
| Added |
| 5 | Jpmorgan Chase & Co. | 30.9K | $9.94M | 1.9% | +2.6K | Added |
| 6 | Ishares Tr | 13.7K | $9.41M | 1.8% | −606 | Reduced |
| 7 | Pgim ETF Tr | 185.1K | $9.18M | 1.7% | +7.2K | Added |
| 8 | Alphabet Inc | 28.7K | $8.98M | 1.7% | +525 | Added |
| 9 | Wisdomtree Tr | 93.1K | $8.33M | 1.6% | +5.4K | Added |
| 10 | Broadcom Inc | 23.9K | $8.26M | 1.6% | −374 | Reduced |
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