Old North State Wealth Management, LLC: 13F holdings
CIK 20412622026Q2
| Positions | 112 |
|---|
| Reported value | $234.1m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 112 (+0 vs prior quarter) |
|---|
| Reported value | $234.1m (+8.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 26,186 | $13.1m | 5.6% |
| AAPL APPLE INC | 32,267 | $9.4m | 4.0% |
| GLW CORNING INC | 33,561 | $8.6m | 3.7% |
| BA BOEING CO | 37,790 | $8.2m | 3.5% |
| NVDA NVIDIA CORPORATION | 40,735 | $8.2m | 3.5% |
| MHO M/I HOMES INC | 45,526 | $7.3m | 3.1% |
| AMZN AMAZON COM INC | 30,219 | $7.2m | 3.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 14,393 | $6.9m | 2.9% |
| SWK STANLEY BLACK & DECKER INC | 72,496 | $6.8m | 2.9% |
| LYONDELLBASELL INDUSTRIES NV | 118,499 | $6.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041262")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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