Charlotte, NCCIK 19899884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
369 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 104.3K | $18.51M | 4.9% | +1.6K | Added |
| 2 | Apple Inc | 61.0K | $16.59M | 4.4% | +32.8K | Added |
| 3 | 2023 ETF Series Trust II | 411.3K | $15.83M | 4.2% | +76.4K | Added |
| 4 | Microsoft Corp |
| 28.8K |
| $13.95M |
| 3.7% |
| +13.8K |
| Added |
| 5 | Nvidia Corporation | 74.0K | $13.80M | 3.7% | +37.3K | Added |
| 6 | Alphabet Inc | 40.9K | $12.83M | 3.4% | +30.5K | Added |
| 7 | Berkshire Hathaway Inc Del | 21.8K | $10.93M | 2.9% | +16.9K | Added |
| 8 | Jpmorgan Chase & Co. | 32.5K | $10.47M | 2.8% | −51.6K | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 11.0K | $7.50M | 2.0% | +477 | Added |
| 10 | Amazon Com Inc | 32.3K | $7.46M | 2.0% | +15.9K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio