Fund HoldingsOld North State Trust, LLC

Total Portfolio Value
$146.3K
Total Bought
$19.4K
Total Sold
$28.4K
Net Transaction
-$9.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corp(MSFT)14,00814,537+529674.94%+1
NVIDIA Corp(NVDA)45,64146,963+1,322675.07%+1
META Platforms, Inc(META)2,0022,785+783121.41%+1
International Business Machine(IBM)6,1097,173+1,064121.44%+1
iShares Russell Mid-Cap ETF08,225+8,225010.52%+1
Netflix Inc(NFLX)7861,025+239110.94%+1
Taiwan Semiconductor(TSM)07,058+7,058021.09%+2
Trane Technologies Plc(TT)01,172+1,172010.35%+1
iShares Core S&P 500 ETF4,0124,519+507231.92%0
iShares Russell 1000 Value ETF02,229+2,229000.30%0
Costco Wholesale Corp(COST)2,5222,762+240231.87%0
Oracle Corp(ORCL)01,841+1,841000.27%0
SPDR S&P 500 ETF(SPY)016,073+16,0730106.79%+10
Shell Plc ADR (Representing - Ordinary Shares)(SHEL)05,282+5,282000.25%0
Quanta Services Inc02,320+2,320010.60%+1
Southern Co/The(SO)025,756+25,756021.62%+2
Fidelity National Information(FIS)03,768+3,768000.21%0
JPMorgan Chase & Co(JPM)4,2194,515+296110.89%0
Mastercard Inc(MA)1,8842,276+392110.87%0
Duke Energy Corp(DUK)26,86826,923+55332.17%0
Dicks Sporting Goods, Inc. Ordinary Shares(DKS)01,416+1,416000.19%0
Kroger Co/The(KR)03,872+3,872000.19%0
CSX Corp(CSX)08,351+8,351000.19%0
Ge Healthcare Technologies Inc Ordinary Shares(GEHC)03,661+3,661000.19%0
Eli Lilly & Co(LLY)7,1257,394+269663.94%0
Cisco Systems Inc(CSCO)24,38324,534+151121.16%0
Arthur J Gallagher & Co(AJG)9,5999,295-304332.03%0
Bank of America Corp05,279+5,279000.17%0
T-Mobile US INC(TMUS)04,704+4,704010.77%+1
Visa Inc(V)0679+679000.16%0
Ameriprise Financial Inc(AMP)2,4552,859+404121.04%0
Texas Instruments Inc(TXN)01,039+1,039000.15%0
Eaton Corp PLC(ETN)0603+603000.15%0
Seagate Technology Holdings Plc Ordinary Shares
ORD SHS
01,430+1,430000.14%0
American Express Co(AXP)9431,517+574000.33%0
Broadcom inc(AVGO)2,9933,239+246110.61%0
Amazon.com Inc(AMZN)7,0507,915+865221.19%0
iShares Edge MSCI Min Vol USA ETF
MSCI USA MIN ETF
9,40510,864+1,459110.70%0
Phillips 66(PSX)3,4544,760+1,306010.39%0
iShares S&P 500 Growth ETF4,0155,050+1,035010.38%0
AT&T Inc(T)22,34422,352+8110.44%0
Royal Bank of Canada(RY)08,827+8,827010.79%+1
Truist Financial Corp(TFC)027,426+27,426010.81%+1
Chevron Corp(CVX)2,6523,549+897010.35%0
McKesson Corp(MCK)1,1071,026-81110.51%0
Chipotle Mexican Grill INC(CMG)23,62027,422+3,802121.05%0
Amgen Inc(AMGN)1,5631,866+303010.36%0
Citigroup Inc(C)4,7945,223+429000.30%0
Mondelez International Inc(MDLZ)9,77510,198+423110.47%0
Coca-Cola Co/The(KO)18,30617,527-779110.85%0
Toll Brothers INC(TOL)06,580+6,580010.51%+1
Wells Fargo & Co(WFC)09,534+9,534010.52%+1
Zoetis Inc(ZTS)02,112+2,112000.22%0
Abbott Laboratories2,8673,045+178000.28%0
Verizon Communications Inc(VZ)025,253+25,253010.75%+1
Jacobs Solutions Inc Ordinary Shares(J)3,0403,688+648000.33%0
Waste Management Inc(WM)02,043+2,043000.32%0
Advanced Micro Devices Inc(AMD)2,9383,037+99000.29%0
iShares Core S&P Small-Cap ETF11,18812,484+1,296110.93%0
Procter & Gamble Co/The(PG)11,21412,263+1,049221.34%0
3M Co(MMM)03,632+3,632010.38%+1
NXP Semiconductors NV
COM
01,749+1,749000.26%0
Invesco S&P 500 Low Volatility ETF24,28124,174-107221.20%0
Invesco QQQ Trust1,4371,429-8110.54%0
Blackstone Group(BX)8,1249,715+1,591110.99%0
Walmart Inc(WMT)013,435+13,435010.90%+1
Caterpillar Inc(CAT)883955+72000.25%0
Financial Select Sector SPDR ETF
ST STR FINL ETF
012,000+12,000010.43%+1
AbbVie Inc(ABBV)7,5627,484-78110.95%0
Alphabet Inc Class C(GOOG)4,0404,590+550110.56%0
Kinder Morgan Inc/DE(KMI)22,14322,1430110.44%0
DuPont de Nemours Inc(DD)4,7905,931+1,141000.28%0
Vanguard Mid-Cap ETF02,536+2,536010.49%+1
iShares Russell Mid-Cap Growth ETF3,1953,1950000.30%0
Unilever PLC(UL)010,517+10,517010.44%+1
Morgan Stanley(MS)2,2742,2740000.22%0
Intel Corp(INTC)12,25812,453+195000.19%0
Technology Select Sector SPDR ETF
ST STR TECHN ETF
01,597+1,597000.28%0
Genuine Parts Co(GPC)6,1696,181+12110.51%0
Norfolk Southern Corp(NSC)1,1511,1510000.20%0
Berkshire Hathaway Inc Class B1,8641,789-75110.59%0
AllianceBernstein Holding LP(AB)6,0356,0350000.17%0
Valero Energy Corp(VLO)02,685+2,685000.25%0
Automatic Data Processing Inc1,7301,703-27110.36%0
Northrop Grumman Corp(NOC)5255250000.18%0
Deere & Co(DE)668587-81000.20%0
MetLife Inc(MET)5,8596,148+289000.34%0
Archer-Daniels-Midland Co5,7745,744-30000.21%0
First Bancorp/Southern Pines NC(FBNC)72,92172,9210332.20%0
iShares S&P 500 Value ETF1,7591,7590000.24%0
M&T Bank Corp(MTB)1,4181,4180000.19%0
Bank of Nova Scotia/The4,8724,8720000.18%0
Pembina Pipeline Corp(PBA)5,7905,7900000.15%0
Invesco Variable Rate Preferred ETF
VAR RATE PFD
9,0879,0870000.15%0
Goldman Sachs Bank Usa Goldsaca 4.25 12/10/2025 Fix USD Corporate160,000160,0000000.11%0
Kimberly-Clark Corp(KMB)2,7852,834+49000.25%0
Lowe's Cos Inc(LOW)1,1131,238+125000.19%0
Vanguard Real Estate ETF02,645+2,645000.16%0
Dominion Energy Inc(D)4,2063,990-216000.15%-0
Blackrock Inc(BLK)200193-7000.14%-0
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