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Portfolio (Quarterly) Guide ↗

Old North State Wealth Management, LLC

· CIK 0002041262
13F Portfolio $234M AUM 112 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 53 Added 37 Reduced 8 Exited
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THO THOR INDS INC Consumer Cyclical 18,220.0 $1.4M 0.59% +3K +20.3% $75.23 +2.3%
42 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 36,284.0 $1.3M 0.56% +994.0 +2.8% $36.24 +3.8%
43 IYW ISHARES TR 5,177.0 $1.3M 0.56% +482.0 +10.3% $252.69 +0.2%
44 VXUS VANGUARD STAR FDS 14,726.0 $1.3M 0.54% +412.0 +2.9% $85.52 +3.4%
45 HSY HERSHEY CO Consumer Defensive 7,092.0 $1.2M 0.53% +2K +33.6% $175.86 -1.5%
46 XOM EXXON MOBIL CORP Energy 9,028.0 $1.2M 0.53% -289.0 -3.1% $136.80 +16.6%
47 GD GENERAL DYNAMICS CORP Industrials 3,432.0 $1.2M 0.52% +70.0 +2.1% $355.79 +1.0%
48 GIS GENERAL MILLS INC Consumer Defensive 32,654.0 $1.1M 0.49% +6K +23.2% $34.82 +10.0%
49 JNJ JOHNSON & JOHNSON Healthcare 4,447.0 $1.1M 0.48% -207.0 -4.5% $254.30 +8.2%
50 JPM JPMORGAN CHASE & CO Financial Services 3,437.0 $1.1M 0.48% +43.0 +1.3% $328.37 +9.2%
51 ICSH ISHARES TR 22,226.0 $1.1M 0.48% +4K +25.1% $50.60 -0.4%
52 GSLC GOLDMAN SACHS ETF TR 6,803.0 $966K 0.41% $141.95 +3.6%
53 HII HUNTINGTON INGALLS INDS INC Industrials 3,429.0 $963K 0.41% +762.0 +28.6% $280.75 +1.8%
54 AVGO BROADCOM INC Technology 2,513.0 $953K 0.41% +78.0 +3.2% $379.26 -5.6%
55 IWB ISHARES TR 2,285.0 $936K 0.40% $409.67 +2.9%
56 NXPI NXP SEMICONDUCTORS N V Technology 3,245.0 $914K 0.39% +133.0 +4.3% $281.74 -19.1%
57 TSLA TESLA INC Consumer Cyclical 2,145.0 $903K 0.39% +42.0 +2.0% $420.97 -15.9%
58 CTVA CORTEVA INC Basic Materials 10,169.0 $862K 0.37% -137.0 -1.3% $84.79 +3.6%
59 RY ROYAL BK CDA Financial Services 4,051.0 $838K 0.36% -99.0 -2.4% $206.97 +1.7%
60 GE GE AEROSPACE Industrials 2,182.0 $818K 0.35% +95.0 +4.5% $374.75 -10.0%
Page 3 of 6  ·  112 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
Technology 24.6%
Healthcare 16.9%
Industrials 11.8%
Consumer Cyclical 10.3%
Energy 8.7%
Basic Materials 6.1%
Utilities 5.1%
Financial Services 4.7%
Consumer Defensive 4.4%
Communication Services 4.3%