Winston-Salem, NCCIK 20219824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
94 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 14.0K | $4.50M | 3.4% | +501 | Added |
| 2 | Wells Fargo Co New | 43.9K | $4.09M | 3.1% | +238 | Added |
| 3 | Philip Morris Intl Inc | 24.9K | $4.02M | 3.0% | +951 | Added |
| 4 | Microsoft Corp |
| 7.6K |
| $3.67M |
| 2.8% |
| +357 |
| Added |
| 5 | Meta Platforms Inc | 5.1K | $3.39M | 2.6% | +527 | Added |
| 6 | Amazon Com Inc | 14.6K | $3.36M | 2.5% | +467 | Added |
| 7 | Alphabet Inc | 10.7K | $3.34M | 2.5% | +1.3K | Added |
| 8 | Schwab Charles Corp | 33.3K | $3.33M | 2.5% | +1.7K | Added |
| 9 | Booking Holdings Inc | 582 | $3.12M | 2.4% | +27 | Added |
| 10 | Becton Dickinson & Co | 15.3K | $2.96M | 2.2% | −359 | Reduced |
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