WILMINGTON, NC
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.19K | SH | $13.11M 5.60% | 0.00 | 0.00 | 26.19K |
APPLE INCSOLE | COM | 32.27K | SH | $9.35M 4.00% | 0.00 | 0.00 | 32.27K |
CORNING INCSOLE | COM | 33.56K | SH | $8.57M 3.66% | 0.00 | 0.00 | 33.56K |
BOEING COSOLE | COM | 37.79K | SH | $8.18M 3.49% | 0.00 | 0.00 | 37.79K |
NVIDIA CORPORATIONSOLE | COM | 40.73K | SH | $8.16M 3.49% | 0.00 | 0.00 | 40.73K |
M/I HOMES INCSOLE | COM | 45.53K | SH | $7.32M 3.13% | 0.00 | 0.00 | 45.53K |
AMAZON COM INCSOLE | COM | 30.22K | SH | $7.20M 3.08% | 0.00 | 0.00 | 30.22K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 14.39K | SH | $6.89M 2.94% | 0.00 | 0.00 | 14.39K |
STANLEY BLACK & DECKER INCSOLE | COM | 72.50K | SH | $6.83M 2.92% | 0.00 | 0.00 | 72.50K |
LYONDELLBASELL INDUSTRIES NVSOLE | SHS - A - | 118.50K | SH | $6.24M 2.67% | 0.00 | 0.00 | 118.50K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 311.66K | SH | $5.96M 2.55% | 0.00 | 0.00 | 311.66K |
BECTON DICKINSON & COSOLE | COM | 35.71K | SH | $5.41M 2.31% | 0.00 | 0.00 | 35.71K |
BIOGEN INCSOLE | COM | 24.72K | SH | $5.34M 2.28% | 0.00 | 0.00 | 24.72K |
VEEVA SYS INCSOLE | CL A COM | 28.55K | SH | $5.07M 2.16% | 0.00 | 0.00 | 28.55K |
ENBRIDGE INCSOLE | COM | 91.69K | SH | $4.97M 2.12% | 0.00 | 0.00 | 91.69K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.86K | SH | $4.55M 1.94% | 0.00 | 0.00 | 20.86K |
SMURFIT WESTROCK PLCSOLE | SHS | 94.50K | SH | $4.37M 1.87% | 0.00 | 0.00 | 94.50K |
ALPHABET INCSOLE | CAP STK CL A | 12.03K | SH | $4.31M 1.84% | 0.00 | 0.00 | 12.03K |
GE VERNOVA INCSOLE | COM | 3.66K | SH | $4.30M 1.84% | 0.00 | 0.00 | 3.66K |
ALBEMARLE CORPSOLE | COM | 30.48K | SH | $4.12M 1.76% | 0.00 | 0.00 | 30.48K |
ADOBE INCSOLE | COM | 20K | SH | $4.10M 1.75% | 0.00 | 0.00 | 20K |
MEDTRONIC PLCSOLE | SHS | 51.80K | SH | $4.06M 1.73% | 0.00 | 0.00 | 51.80K |
PAYPAL HLDGS INCSOLE | COM | 92.44K | SH | $3.99M 1.71% | 0.00 | 0.00 | 92.44K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.79K | SH | $3.99M 1.71% | 0.00 | 0.00 | 10.79K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 30.52K | SH | $3.87M 1.65% | 0.00 | 0.00 | 30.52K |