Charlotte, NCCIK 20425161 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Putnam ETF Trust | 956.5K | $43.59M | 40.2% | +956.5K | New Position |
| 2 | Harbor Long | 1.34M | $41.68M | 38.4% | +1.34M | New Position |
| 3 | Apple Inc | 43.0K | $11.69M | 10.8% | +43.0K | New Position |
| 4 | Microsoft Corp |
| 2.4K |
| $1.16M |
| 1.1% |
| +2.4K |
| New Position |
| 5 | Spdr Gold Tr | 2.4K | $937.7K | 0.9% | +2.4K | New Position |
| 6 | Alphabet Inc | 3.0K | $926.7K | 0.9% | +3.0K | New Position |
| 7 | Colgate Palmolive Co | 10.0K | $790.2K | 0.7% | +10.0K | New Position |
| 8 | Berkshire Hathaway Inc Del | 1.5K | $737.4K | 0.7% | +1.5K | New Position |
| 9 | Jpmorgan Chase & Co. | 2.0K | $635.4K | 0.6% | +2.0K | New Position |
| 10 | Nvidia Corporation | 3.1K | $578.0K | 0.5% | +3.1K | New Position |
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