Raleigh, NCCIK 19120404 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
277 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 56.8K | $35.61M | 8.5% | −497 | Reduced |
| 2 | Ishares Tr | 168.9K | $16.87M | 4.0% | −8.4K | Reduced |
| 3 | Vanguard Index Fds | 56.4K | $16.38M | 3.9% | +650 | Added |
| 4 | Apple Inc |
| 57.2K |
| $15.56M |
| 3.7% |
| −37 |
| Reduced |
| 5 | Ishares Tr | 117.4K | $10.50M | 2.5% | −3.3K | Reduced |
| 6 | Caterpillar Inc | 17.6K | $10.11M | 2.4% | −64 | Reduced |
| 7 | Lincoln Natl Corp Ind | 219.6K | $9.78M | 2.3% | −110 | Reduced |
| 8 | Schwab Strategic Tr | 353.9K | $9.71M | 2.3% | −2.6K | Reduced |
| 9 | Penumbra Inc | 30.3K | $9.42M | 2.3% | −2.5K | Reduced |
| 10 | Alphabet Inc | 27.1K | $8.51M | 2.0% | +112 | Added |
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