Mooresville, NCCIK 20237445 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
187 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 122.6K | $11.20M | 6.0% | +15.2K | Added |
| 2 | Ishares Tr | 119.0K | $9.86M | 5.3% | +13.6K | Added |
| 3 | Ishares Tr | 80.7K | $9.64M | 5.2% | +14.5K | Added |
| 4 | Vanguard Index Fds |
| 11.2K |
| $3.77M |
| 2.0% |
| −76 |
| Reduced |
| 5 | Invesco Exchange Traded Fd T | 62.9K | $3.24M | 1.7% | +6.0K | Added |
| 6 | Ishares Tr | 33.5K | $3.15M | 1.7% | +6.1K | Added |
| 7 | Select Sector Spdr Tr | 21.3K | $3.06M | 1.6% | +10.4K | Added |
| 8 | Select Sector Spdr Tr | 19.1K | $2.96M | 1.6% | +1.5K | Added |
| 9 | Select Sector Spdr Tr | 51.9K | $2.84M | 1.5% | −599 | Reduced |
| 10 | Select Sector Spdr Tr | 23.2K | $2.73M | 1.5% | +6.6K | Added |
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