Charlotte, NCCIK 19088284 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 34.1K | $20.96M | 11.1% | −10.9K | Reduced |
| 2 | Eli Lilly & Co | 17.4K | $18.73M | 9.9% | −54 | Reduced |
| 3 | Alphabet Inc | 59.0K | $18.50M | 9.8% | −1.8K | Reduced |
| 4 | Visa Inc |
| 32.7K |
| $11.48M |
| 6.1% |
| +458 |
| Added |
| 5 | Costco Whsl Corp New | 13.0K | $11.19M | 5.9% | +217 | Added |
| 6 | Amazon Com Inc | 42.2K | $9.73M | 5.1% | +365 | Added |
| 7 | Caterpillar Inc | 16.3K | $9.32M | 4.9% | +121 | Added |
| 8 | Cboe Global Mkts Inc | 30.3K | $7.60M | 4.0% | +718 | Added |
| 9 | Stryker Corporation | 21.3K | $7.48M | 4.0% | +600 | Added |
| 10 | Deere & Co | 14.6K | $6.78M | 3.6% | +430 | Added |
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