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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHD SCHWAB STRATEGIC TR 13,992.0 $444K 0.19% +108.0 +0.8% $31.71 +9.7%
82 VUG VANGUARD INDEX FDS 5,128.0 $442K 0.19% +4K +501.2% $86.18 +2.6%
83 TD TORONTO DOMINION BK ONT Financial Services 3,593.0 $436K 0.19% +20.0 +0.6% $121.45 +0.1%
84 VBR VANGUARD INDEX FDS 1,763.0 $429K 0.18% -62.0 -3.4% $243.47 +1.5%
85 ORCL ORACLE CORP Technology 2,826.0 $414K 0.18% $146.58 +8.4%
86 OXY OCCIDENTAL PETE CORP Energy 8,432.0 $410K 0.17% -61.0 -0.7% $48.60 +23.5%
87 VOT VANGUARD INDEX FDS 1,312.0 $403K 0.17% -400.0 -23.4% $307.07 -2.2%
88 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,663.0 $402K 0.17% +512.0 +16.2% $109.81 -4.4%
89 COKE COCA COLA CONS INC Consumer Defensive 1,962.0 $375K 0.16% $191.02 -0.9%
90 DTE DTE ENERGY CO Utilities 2,446.0 $373K 0.16% +234.0 +10.6% $152.68 -10.9%
91 FE FIRSTENERGY CORP Utilities 7,744.0 $368K 0.16% -868.0 -10.1% $47.57 -1.7%
92 IVV ISHARES TR 484.0 $365K 0.16% -91.0 -15.8% $753.74 +2.7%
93 TMO THERMO FISHER SCIENTIFIC INC Healthcare 661.0 $333K 0.14% +60.0 +10.0% $503.24 +22.0%
94 AOR ISHARES TR 4,668.0 $325K 0.14% NEW $69.52 +0.8%
95 XHB SPDR SERIES TRUST 2,765.0 $320K 0.14% $115.57 -10.7%
96 BWA BORGWARNER INC Consumer Cyclical 4,738.0 $315K 0.13% -2K -28.6% $66.43 +1.7%
97 QQQ INVESCO QQQ TR Financial Services 391.0 $290K 0.12% +14.0 +3.7% $741.94 -3.1%
98 PLTR PALANTIR TECHNOLOGIES INC Technology 2,366.0 $276K 0.12% $116.69 +49.4%
99 LOW LOWES COS INC Consumer Cyclical 1,173.0 $259K 0.11% $221.02 -7.5%
100 VOOV VANGUARD ADMIRAL FDS INC 1,171.0 $257K 0.11% -11.0 -0.9% $219.39 +4.2%
Page 5 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%