account_balance
Investment manager · 13F filer · SEC CIK 1760444
Old North State Trust, LLC
Reported value$194Mas of Jun 30, 2026
Positions151 9 new, 8 sold out
Top 10 weight38.2%AAPL alone is 9%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.1%Added +11%
SPYSPDR S&P 500 ETF Trust
6.4%
NVDANVIDIA Corp
5.1%
LLYELI Lilly & Co
4.6%Trimmed −2%
MSFTMicrosoft Corp
2.7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.4%Added +3%
IVViShares Core S&P 500 ETF
2.1%
DUKDuke Energy CORP
2.1%Added +3%
COSTCostco Wholesale Corp
2.0%
AMDAdvanced Micro Devices Inc
1.8%
IBMInternational Business Machines Corp
1.5%+4%
ANETArista Networks, Inc.
1.5%
AAPLApple Inc.
9.1%Added +11%
SPYSPDR S&P 500 ETF Trust
6.4%
NVDANVIDIA Corp
5.1%
LLYELI Lilly & Co
4.6%−2%
MSFTMicrosoft Corp
2.7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.4%
IVV2.1%
DUK2.1%COSTAMD1.8%IBM1.5%ANETBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.1% Added +11%SPY SPDR S&P 500 ETF Trust 6.4% HeldNVDA NVIDIA Corp 5.1% HeldLLY ELI Lilly & Co 4.6% Trimmed −2%MSFT Microsoft Corp 2.7% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.4% Added +3%
IVV iShares Core S&P 500 ETF 2.1% Held
DUK Duke Energy CORP 2.1% Added +3%COST Costco Wholesale Corp 2.0% HeldAMD Advanced Micro Devices Inc 1.8% HeldIBM International Business Machines Corp 1.5% Added +4%ANET Arista Networks, Inc. 1.5% Added +10%What changed
Biggest moves since Mar 31, 2026
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