Raleigh, NCCIK 19323424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
214 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 127.7K | $23.81M | 5.7% | −22.3K | Reduced |
| 2 | Apple Inc | 77.8K | $21.15M | 5.0% | −2.2K | Reduced |
| 3 | Microsoft Corp | 38.5K | $18.63M | 4.4% | −857 | Reduced |
| 4 | Dimensional ETF Trust |
| 278.9K |
| $13.92M |
| 3.3% |
| +12.1K |
| Added |
| 5 | J P Morgan Exchange Traded F | 272.7K | $13.80M | 3.3% | +76.4K | Added |
| 6 | Amazon Com Inc | 56.5K | $13.04M | 3.1% | −1.5K | Reduced |
| 7 | Jpmorgan Chase & Co. | 37.3K | $12.02M | 2.9% | −3.7K | Reduced |
| 8 | Alphabet Inc | 36.8K | $11.54M | 2.8% | −8.3K | Reduced |
| 9 | Walmart Inc | 95.8K | $10.68M | 2.5% | −11.6K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 18.9K | $9.51M | 2.3% | +63 | Added |
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