Charlotte, NCCIK 21108341 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
135 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 18.4K | $5.00M | 4.5% | +18.4K | New Position |
| 2 | Jpmorgan Chase & Co. | 15.0K | $4.82M | 4.3% | +15.0K | New Position |
| 3 | Vanguard Index Fds | 5.9K | $3.69M | 3.3% | +5.9K | New Position |
| 4 | Nvidia Corporation |
| 19.1K |
| $3.56M |
| 3.2% |
| +19.1K |
| New Position |
| 5 | Alphabet Inc | 11.3K | $3.54M | 3.2% | +11.3K | New Position |
| 6 | Goldman Sachs Group Inc | 3.1K | $2.74M | 2.5% | +3.1K | New Position |
| 7 | Vanguard Index Fds | 5.5K | $2.70M | 2.4% | +5.5K | New Position |
| 8 | Microsoft Corp | 5.4K | $2.62M | 2.3% | +5.4K | New Position |
| 9 | Abbvie Inc | 11.3K | $2.59M | 2.3% | +11.3K | New Position |
| 10 | Spdr S&P 500 ETF Tr | 3.5K | $2.38M | 2.1% | +3.5K | New Position |
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