Wilmington, NCCIK 19102104 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
115 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 123.7K | $11.31M | 6.2% | +18.1K | Added |
| 2 | Apple Inc | 30.1K | $8.19M | 4.5% | +255 | Added |
| 3 | Alphabet Inc | 20.7K | $6.49M | 3.6% | −133 | Reduced |
| 4 | Microsoft Corp |
| 12.7K |
| $6.13M |
| 3.4% |
| +77 |
| Added |
| 5 | Berkshire Hathaway Inc Del | 8.8K | $4.44M | 2.4% | +76 | Added |
| 6 | Mckesson Corp | 5.1K | $4.19M | 2.3% | +38 | Added |
| 7 | Visa Inc | 11.9K | $4.18M | 2.3% | +225 | Added |
| 8 | Advanced Micro Devices Inc | 19.4K | $4.15M | 2.3% | −654 | Reduced |
| 9 | Kla Corp | 3.3K | $4.07M | 2.2% | +29 | Added |
| 10 | Walmart Inc | 36.2K | $4.03M | 2.2% | −198 | Reduced |
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