Lake Wylie, SCCIK 18433034 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Gold Tr | 72.8K | $28.83M | 12.8% | −1.6K | Reduced |
| 2 | Construction Partners Inc | 223.5K | $24.26M | 10.8% | −4.1K | Reduced |
| 3 | Regeneron Pharmaceuticals | 29.3K | $22.65M | 10.1% | −401 | Reduced |
| 4 | Qxo Inc |
| 1.13M |
| $21.77M |
| 9.7% |
| +10.3K |
| Added |
| 5 | Cadre Hldgs Inc | 459.3K | $18.76M | 8.3% | −5.3K | Reduced |
| 6 | Perimeter Solutions Inc | 600.9K | $16.54M | 7.4% | −14.6K | Reduced |
| 7 | Heico Corp New | 53.3K | $13.45M | 6.0% | −334 | Reduced |
| 8 | Fidelity Merrimack Str Tr | 241.5K | $11.12M | 4.9% | −236 | Reduced |
| 9 | Danaher Corporation | 40.2K | $9.21M | 4.1% | +144 | Added |
| 10 | Service Corp Intl | 112.6K | $8.78M | 3.9% | +711 | Added |
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