Mt. Pleasant, SCCIK 20566375 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
68 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 115.6K | $78.84M | 21.9% | +417 | Added |
| 2 | Progressive Corp | 199.7K | $45.47M | 12.7% | +400 | Added |
| 3 | Spdr Index Shs Fds | 567.9K | $25.22M | 7.0% | +6.1K | Added |
| 4 | Ishares Tr |
| 29.4K |
| $20.15M |
| 5.6% |
| +138 |
| Added |
| 5 | Invesco Exch Trd Slf Idx Fd | 1.15M | $19.19M | 5.3% | +51.8K | Added |
| 6 | Ge Vernova Inc | 27.4K | $17.88M | 5.0% | −907 | Reduced |
| 7 | Invesco Exch Trd Slf Idx Fd | 940.0K | $17.70M | 4.9% | +17.0K | Added |
| 8 | Wisdomtree Tr | 279.3K | $14.05M | 3.9% | +5.6K | Added |
| 9 | Taiwan Semiconductor Mfg Ltd | 44.0K | $13.36M | 3.7% | −881 | Reduced |
| 10 | Invesco Exchange Traded Fd T | 151.0K | $11.33M | 3.2% | +769 | Added |
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