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Portfolio (Quarterly) Guide ↗

Old North State Wealth Management, LLC

· CIK 0002041262
13F Portfolio $213M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT TRANE TECHNOLOGIES PLC Industrials 1,095.0 $428K 0.20% NEW $390.74 +16.4%
82 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 6,562.0 $421K 0.20% NEW $64.08 +29.0%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 2,365.0 $420K 0.20% NEW $177.78 -20.8%
84 IVV ISHARES TR 606.0 $417K 0.20% NEW $688.68 +10.0%
85 ADBE ADOBE INC Technology 1,169.0 $409K 0.19% NEW $349.99 -30.9%
86 TXN TEXAS INSTRS INC Technology 2,275.0 $395K 0.19% NEW $173.56 +83.3%
87 VBR VANGUARD INDEX FDS 1,831.0 $389K 0.18% NEW $212.35 +11.0%
88 SCHD SCHWAB STRATEGIC TR 13,919.0 $382K 0.18% NEW $27.43 +19.1%
89 VUG VANGUARD INDEX FDS 776.0 $380K 0.18% NEW $489.60 -81.8%
90 FE FIRSTENERGY CORP Utilities 8,476.0 $380K 0.18% NEW $44.81 +3.9%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 611.0 $355K 0.17% NEW $581.12 -16.4%
92 VONG VANGUARD SCOTTSDALE FDS 2,814.0 $343K 0.16% NEW $121.77 +7.2%
93 TD TORONTO DOMINION BK ONT Financial Services 3,551.0 $335K 0.16% NEW $94.22 +18.9%
94 SLB SLB LIMITED Energy 8,654.0 $332K 0.16% NEW $38.40 +44.0%
95 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,182.0 $326K 0.15% NEW $275.72 +223.9%
96 COKE COCA COLA CONS INC Consumer Defensive 2,113.0 $324K 0.15% NEW $153.35 +13.6%
97 DTE DTE ENERGY CO Utilities 2,402.0 $310K 0.15% NEW $129.25 +11.9%
98 NFLX NETFLIX INC Communication Services 3,160.0 $296K 0.14% NEW $93.76 -8.3%
99 XHB SPDR SERIES TRUST 2,755.0 $284K 0.13% NEW $102.97 -0.2%
100 LOW LOWES COS INC Consumer Cyclical 1,170.0 $283K 0.13% NEW $241.52 -9.8%
Page 5 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 19.4%
Technology 18.1%
Industrials 14.0%
Consumer Cyclical 13.2%
Energy 9.3%
Basic Materials 7.7%
Communication Services 5.7%
Utilities 4.8%
Consumer Defensive 3.9%
Financial Services 3.8%