Fund Holdings

Old North State Trust, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Costco Wholesale Corp(COST)4,0074,118+1113,4554,1032.44%+648
Quanta Services Inc2,8693,136+2671,2111,7221.02%+511
Exxon Mobil Corp(XOM)13,13012,251-8791,5802,0791.23%+499
Taiwan Semiconductor(TSM)9,0859,600+5152,7613,2441.93%+483
Alphabet Inc Class C(GOOG)4,5146,574+2,0601,4161,8861.12%+470
Duke Energy Corp(DUK)30,73430,541-1933,6023,9992.37%+397
Phillips 66(PSX)5,6646,087+4237311,1090.66%+378
Netflix Inc(NFLX)14,08217,374+3,2921,3201,6710.99%+351
Astrazeneca Plc Ordinary Shares(AZN)01,642+1,64203180.19%+318
Verizon Communications Inc(VZ)46,96244,415-2,5471,9132,2301.32%+317
Southern Co/The(SO)28,34828,662+3142,4722,7661.64%+294
Altria Group Inc(MO)04,199+4,19902770.16%+277
ConocoPhillips(COP)02,062+2,06202720.16%+272
Edwards Lifesciences Corp03,068+3,06802460.15%+246
Qnity Electronics Inc Ordinary Shares(Q)01,939+1,93902240.13%+224
Micron Technologies(MU)0661+66102230.13%+223
Shell Plc ADR (Representing - Ordinary Shares)(SHEL)7,8578,603+7465778000.48%+223
Ishares Trust Core S&p Total U.S. Stock Market Etf01,534+1,53402180.13%+218
Eaton Corp PLC(ETN)0603+60302160.13%+216
Rio Tinto Plc ADR(RIO)02,303+2,30302150.13%+215
Johnson & Johnson(JNJ)5,8635,834-291,2131,4260.85%+213
ONEOK, Inc.(OKE)02,334+2,33402110.13%+211
FirstEnergy Corp(FE)03,956+3,95602000.12%+200
Dell Technologies Inc(DELL)5,0055,00506308210.49%+191
Valero Energy Corp(VLO)2,5152,425-904095990.36%+190
Chevron Corp(CVX)3,4333,436+35237110.42%+188
Marvell Technology Inc Ordinary Shares(MRVL)5,7026,789+1,0874856720.40%+187
Trane Technologies Plc(TT)1,7101,999+2896668330.49%+167
CSX Corp(CSX)16,03018,157+2,1275817450.44%+164
Walmart Inc(WMT)12,64612,64601,4091,5720.93%+163
Amgen Inc(AMGN)2,5682,849+2818411,0020.60%+161
Seagate Technology Holdings Plc Ordinary Shares1,4131,397-163895470.32%+158
Kroger Co/The(KR)6,5317,595+1,0644085500.33%+142
Kinder Morgan Inc/DE(KMI)22,14322,14306097420.44%+133
Ge Vernova Inc. Ordinary Shares(GEV)58758703845120.30%+128
Bank of America Corp12,37716,520+4,1436818050.48%+124
T-Mobile US INC(TMUS)5,4695,847+3781,1101,2280.73%+118
Texas Instruments Inc(TXN)2,3732,704+3314125250.31%+113
Archer-Daniels-Midland Co7,7197,641-784445550.33%+111
Merck & Co Inc(MRK)8,6298,463-1669081,0180.60%+110
Caterpillar Inc(CAT)882864-185056120.36%+107
AT&T Inc(T)18,22619,226+1,0004535570.33%+104
Kimco Realty Corporation Ordinary Shares(KIM)16,16119,139+2,9783284300.26%+102
Quest Diagnostics Inc(DGX)1,5551,853+2982703630.22%+93
Bristol-Myers Squibb Co(BMY)12,86612,86606947800.46%+86
Coca-Cola Co/The(KO)16,83916,536-3031,1771,2580.75%+81
Lockheed Martin Corp(LMT)66966903244040.24%+80
Applied Materials Inc93293202403190.19%+79
DuPont de Nemours Inc(DD)7,1367,939+8032873640.22%+77
iShares Select Dividend ETF8,3058,228-771,1721,2460.74%+74
Advanced Micro Devices Inc(AMD)5,2605,871+6111,1261,1940.71%+68
Enterprise Products Partners LP(EPD)9,3409,511+1712993600.21%+61
Enbridge Inc(ENB)10,50310,361-1425025610.33%+59
Deere & Co(DE)57557502683240.19%+56
Toll Brothers INC(TOL)7,4387,784+3461,0061,0620.63%+56
Northrop Grumman Corp(NOC)43243202462950.18%+49
Honeywell International Inc(HON)2,0121,951-613934410.26%+48
iShares Core S&P Small-Cap ETF11,95911,941-181,4371,4840.88%+47
Home Depot Inc/The(HD)3,4803,771+2911,1971,2400.74%+43
PepsiCo Inc(PEP)4,0484,014-345816230.37%+42
Invesco S&P 500 Low Volatility ETF24,15524,15501,7251,7671.05%+42
Target Corp(TGT)2,0652,004-612022430.14%+41
McKesson Corp(MCK)1,004997-78248630.51%+39
Pembina Pipeline Corp(PBA)5,7905,79002202590.15%+39
Vanguard Mid-Cap ETF2,7872,949+1628098470.50%+38
Pfizer Inc(PFE)14,73014,130-6003673970.24%+30
Intel Corp(INTC)18,25815,933-2,3256747030.42%+29
NextEra Energy Inc(NEE)2,7632,702-612222510.15%+29
Energy Transfer LP(ET)10,24010,24001691980.12%+29
Mondelez International Inc(MDLZ)10,1509,955-1955465740.34%+28
Mastercard Inc(MA)3,7254,308+5832,1272,1531.28%+26
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)1,6481,64809941,0160.60%+22
Cummins Inc(CMI)66866803413590.21%+18
Union Pacific Corp(UNP)2,0672,040-274784950.29%+17
Arista Networks Inc Ordinary Shares(ANET)14,28115,360+1,0791,8711,8861.12%+15
iShares Core S&P Mid-Cap ETF9,4439,44306236380.38%+15
Rtx Corp Ordinary Shares(RTX)1,2951,284-112382480.15%+10
Dominion Energy Inc(D)3,8443,767-772252330.14%+8
Marriott International Inc/MD(MAR)931904-272892960.18%+7
M&T Bank Corp(MTB)1,4181,41802862930.17%+7
McDonald's Corp(MCD)2,5802,555-257897940.47%+5
iShares Russell 1000 Value ETF1,2661,26602662710.16%+5
Cisco Systems Inc(CSCO)24,10323,969-1341,8571,8601.10%+3
Invesco S&P 500 Equal Weight ETF4,9854,98509559570.57%+2
Invesco QQQ Trust1,5461,650+1049509520.57%+2
Weyerhaeuser Co(WY)9,9899,704-2852372370.14%0
iShares Russell 2000 ETF5,2405,198-421,2901,2890.77%-1
iShares S&P 500 Value ETF1,7841,78403783770.22%-1
Norfolk Southern Corp(NSC)96996902802780.17%-2
Sanofi(SNY)5,0105,01002432410.14%-2
AllianceBernstein Holding LP(AB)6,0356,03502322260.13%-6
Sysco Corp(SYY)2,9702,97002192120.13%-7
iShares Edge MSCI Min Vol USA ETF5,1925,19204894820.29%-7
Electronic Arts Inc(EA)1,1621,120-422372280.14%-9
Vanguard Total Stock Market ETF77377302592480.15%-11
Kimberly-Clark Corp(KMB)2,5792,544-352602450.15%-15
Ford Motor Co(F)11,75711,75701541360.08%-18
Boeing Co/The(BA)1,1891,202+132582390.14%-19
American Express Co(AXP)2,0502,439+3897587380.44%-20
Bank of Nova Scotia/The4,8724,87203593380.20%-21
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