Raleigh, NCCIK 20139883 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
84 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 49.1K | $13.3K | 13.0% | −1.9K | Reduced |
| 2 | Alphabet Inc | 18.9K | $5.9K | 5.8% | −825 | Reduced |
| 3 | Nvidia Corporation | 29.5K | $5.5K | 5.4% | −3.1K | Reduced |
| 4 | Walmart Inc |
| 45.8K |
| $5.1K |
| 5.0% |
| −79 |
| Reduced |
| 5 | Microsoft Corp | 10.2K | $4.9K | 4.8% | −3.4K | Reduced |
| 6 | Amazon Com Inc | 20.6K | $4.8K | 4.6% | −651 | Reduced |
| 7 | Caterpillar Inc | 5.6K | $3.2K | 3.1% | −181 | Reduced |
| 8 | Mastercard Incorporated | 4.9K | $2.8K | 2.7% | −107 | Reduced |
| 9 | Duke Energy Corp New | 23.7K | $2.8K | 2.7% | −206 | Reduced |
| 10 | Meta Platforms Inc | 4.1K | $2.7K | 2.6% | −178 | Reduced |
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