Mount Pleasant, SCCIK 19726532 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
307 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 24.5K | $1.97M | 9.2% | +5.4K | Added |
| 2 | Blackrock ETF Trust | 23.9K | $1.46M | 6.8% | +2.3K | Added |
| 3 | Vanguard Index Fds | 2.0K | $1.26M | 5.9% | −899 | Reduced |
| 4 | Nvidia Corporation |
| 5.8K |
| $1.08M |
| 5.0% |
| −3.5K |
| Reduced |
| 5 | Spdr Dow Jones Indl Average | 2.2K | $1.07M | 5.0% | 0 | Held |
| 6 | Apple Inc | 3.5K | $938.7K | 4.4% | −3.0K | Reduced |
| 7 | Ishares Tr | 1.9K | $652.0K | 3.0% | +344 | Added |
| 8 | Alphabet Inc | 1.7K | $526.5K | 2.5% | −1.5K | Reduced |
| 9 | Meta Platforms Inc | 762 | $503.0K | 2.4% | −623 | Reduced |
| 10 | Ishares Tr | 2.4K | $485.2K | 2.3% | −2.6K | Reduced |
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