Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Old North State Wealth Management, LLC (CIK 2041262) reported $216.2M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($12.8M, 5.90%), LYB ($9.6M, 4.45%), AAPL ($8.1M, 3.75%), AMZN ($7.0M, 3.25%), NVDA ($6.9M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.8M | 5.90% | 26,627 | Trimmed |
| 2 | LYB | LYONDELLBASELL INDUSTRIES NV | $9.6M | 4.45% | 119,374 | Added |
| 3 | AAPL | APPLE INC | $8.1M | 3.75% | 31,857 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $7.0M | 3.25% | 33,691 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $6.9M | 3.18% | 39,450 | Added |
| 6 | BA | BOEING CO | $6.8M | 3.13% | 33,965 | Added |
| 7 | ET | ENERGY TRANSFER L P | $6.0M | 2.77% | 310,572 | Added |
| 8 | GLW | CORNING INC | $5.5M | 2.56% | 40,659 | Added |
| 9 | MHO | M/I HOMES INC | $5.4M | 2.50% | 44,121 | Added |
| 10 | ENB | ENBRIDGE INC | $5.0M | 2.32% | 92,726 | Trimmed |
| 11 | BDX | BECTON DICKINSON & CO | $5.0M | 2.32% | 31,813 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 2.31% | 14,790 | Added |
| 13 | SWK | STANLEY BLACK & DECKER INC | $4.9M | 2.26% | 68,721 | Trimmed |
| 14 | ALB | ALBEMARLE CORP | $4.5M | 2.10% | 25,273 | Added |
| 15 | BIIB | BIOGEN INC | $4.5M | 2.09% | 24,595 | Added |
| 16 | VEEV | VEEVA SYS INC | $4.5M | 2.07% | 25,525 | Added |
| 17 | ADBE | ADOBE INC | $4.3M | 1.98% | 17,625 | Added |
| 18 | PYPL | PAYPAL HLDGS INC | $4.1M | 1.90% | 90,838 | Added |
| 19 | MDT | MEDTRONIC PLC | $4.1M | 1.88% | 46,922 | Added |
| 20 | VTV | VANGUARD INDEX FDS | $4.0M | 1.84% | 20,307 | Trimmed |
| 21 | DUK | DUKE ENERGY CORP NEW | $3.9M | 1.80% | 29,624 | Added |
| 22 | GOOGL | ALPHABET INC | $3.7M | 1.71% | 12,842 | Trimmed |
| 23 | GILD | GILEAD SCIENCES INC | $3.7M | 1.69% | 26,245 | Trimmed |
| 24 | VTR | VENTAS INC | $3.5M | 1.64% | 43,384 | New |
| 25 | SW | SMURFIT WESTROCK PLC | $3.4M | 1.59% | 86,383 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31