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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VO VANGUARD INDEX FDS 3,104.0 $250K 0.11% +2K +302.6% $80.63 +2.0%
102 ABBV ABBVIE INC Healthcare 958.0 $242K 0.10% NEW $252.49 +1.5%
103 GOOG ALPHABET INC 668.0 $237K 0.10% NEW $354.31
104 RS RELIANCE INC Basic Materials 622.0 $233K 0.10% NEW $374.29 +7.0%
105 USMV ISHARES TR 2,355.0 $227K 0.10% NEW $96.51 +4.4%
106 EOG EOG RES INC Energy 1,737.0 $226K 0.10% +25.0 +1.5% $130.09 +11.6%
107 NFLX NETFLIX INC. Communication Services 3,052.0 $218K 0.09% -58.0 -1.9% $71.42 +9.6%
108 VONG VANGUARD SCOTTSDALE FDS 1,700.0 $217K 0.09% -1K -39.6% $127.81 -0.6%
109 ADI ANALOG DEVICES INC Technology 542.0 $216K 0.09% NEW $397.72 -8.9%
110 SDY SPDR SERIES TRUST 1,408.0 $215K 0.09% -388.0 -21.6% $152.50 +2.2%
111 MA MASTERCARD INCORPORATED Financial Services 407.0 $210K 0.09% -62.0 -13.2% $516.04 +12.2%
112 INGERSOLL RAND INC 2,452.0 $201K 0.09% -50.0 -2.0% $82.02
Page 6 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%