Charlestown, SCCIK 20359824 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
108 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 8.5K | $5.36M | 3.1% | −7.3K | Reduced |
| 2 | Perspective Therapeutics Inc | 1.62M | $4.45M | 2.6% | −300 | Reduced |
| 3 | Vanguard Index Fds | 11.2K | $3.77M | 2.2% | +245 | Added |
| 4 | Microsoft Corp |
| 7.5K |
| $3.61M |
| 2.1% |
| −3 |
| Reduced |
| 5 | Apple Inc | 10.9K | $2.97M | 1.7% | −273 | Reduced |
| 6 | United Bankshares Inc West V | 76.2K | $2.93M | 1.7% | 0 | Held |
| 7 | Eli Lilly & Co | 2.4K | $2.60M | 1.5% | −163 | Reduced |
| 8 | Pepsico Inc | 17.7K | $2.54M | 1.5% | +1.8K | Added |
| 9 | Procter And Gamble Co | 17.2K | $2.47M | 1.4% | +1.8K | Added |
| 10 | Walmart Inc | 21.1K | $2.35M | 1.4% | +357 | Added |
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