RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 535.54K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
535.54K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 49.37K | SH | $12.5K 11.69% | 0.00 | 0.00 | 49.37K |
WALMART INCSOLE | COM | 46.87K | SH | $5.8K 5.43% | 0.00 | 0.00 | 46.87K |
ALPHABET INCSOLE | CAP STK CL A | 19.31K | SH | $5.6K 5.18% | 0.00 | 0.00 | 19.31K |
NVIDIA CORPORATIONSOLE | COM | 29.71K | SH | $5.2K 4.83% | 0.00 | 0.00 | 29.71K |
AMAZON COM INCSOLE | COM | 21.47K | SH | $4.5K 4.17% | 0.00 | 0.00 | 21.47K |
CATERPILLAR INCSOLE | COM | 5.63K | SH | $4.0K 3.72% | 0.00 | 0.00 | 5.63K |
MICROSOFT CORPSOLE | COM | 10.51K | SH | $3.9K 3.63% | 0.00 | 0.00 | 10.51K |
CHEVRON CORP NEWSOLE | COM | 17.95K | SH | $3.7K 3.46% | 0.00 | 0.00 | 17.95K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 25.57K | SH | $3.3K 3.12% | 0.00 | 0.00 | 25.57K |
META PLATFORMS INCSOLE | CL A | 4.45K | SH | $2.5K 2.37% | 0.00 | 0.00 | 4.45K |
MASTERCARD INCORPORATEDSOLE | CL A | 4.93K | SH | $2.5K 2.30% | 0.00 | 0.00 | 4.93K |
COSTCO WHSL CORP NEWSOLE | COM | 2.20K | SH | $2.2K 2.04% | 0.00 | 0.00 | 2.20K |
MCDONALDS CORPSOLE | COM | 6.35K | SH | $2.0K 1.84% | 0.00 | 0.00 | 6.35K |
PARKER HANNIFINSOLE | COM | 2.15K | SH | $1.9K 1.79% | 0.00 | 0.00 | 2.15K |
CUMMINS INCSOLE | COM | 3.41K | SH | $1.8K 1.71% | 0.00 | 0.00 | 3.41K |
PROCTER AND GAMBLE COSOLE | COM | 12.04K | SH | $1.7K 1.62% | 0.00 | 0.00 | 12.04K |
HOME DEPOT INCSOLE | COM | 4.94K | SH | $1.6K 1.51% | 0.00 | 0.00 | 4.94K |
ELI LILLY & COSOLE | COM | 1.64K | SH | $1.5K 1.41% | 0.00 | 0.00 | 1.64K |
AMGEN INCSOLE | COM | 4.27K | SH | $1.5K 1.40% | 0.00 | 0.00 | 4.27K |
COCA COLA COSOLE | COM | 19.43K | SH | $1.5K 1.38% | 0.00 | 0.00 | 19.43K |
BROADCOM INCSOLE | COM | 4.70K | SH | $1.5K 1.36% | 0.00 | 0.00 | 4.70K |
LOCKHEED MARTIN CORPSOLE | COM | 2.31K | SH | $1.4K 1.31% | 0.00 | 0.00 | 2.31K |
LAM RESEARCH CORPSOLE | COM NEW | 6.35K | SH | $1.4K 1.27% | 0.00 | 0.00 | 6.35K |
GE VERNOVA INCSOLE | COM | 1.54K | SH | $1.3K 1.26% | 0.00 | 0.00 | 1.54K |
JPMORGAN CHASE & COSOLE | COM | 4.55K | SH | $1.3K 1.25% | 0.00 | 0.00 | 4.55K |