Fund HoldingsTreasurer of the State of North Carolina

Total Portfolio Value
$20.67M
Total Bought
$2.09M
Total Sold
$712.9K
Net Transaction
+$1.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)03,372,278+3,372,27801,2686.13%+1,268
APPLE INC(AAPL)06,694,967+6,694,96701,2896.24%+1,289
AMAZON COM INC(AMZN)04,112,787+4,112,78706253.02%+625
NVIDIA CORPORATION(NVDA)1,079,7971,099,294+19,4974705442.63%+75
BROADCOM INC(AVGO)0200,032+200,03202231.08%+223
META PLATFORMS INC(META)1,029,3191,037,011+7,6923093671.78%+58
JPMORGAN CHASE & CO(JPM)01,281,719+1,281,71902181.05%+218
ADVANCED MICRO DEVICES INC(AMD)0722,725+722,72501070.52%+107
INTEL CORP(INTC)1,983,0552,007,399+24,344701010.49%+30
SALESFORCE INC(CRM)0444,030+444,03001170.57%+117
ALPHABET INC(GOOG)2,720,7892,750,411+29,6223563841.86%+28
VISA INC(V)0741,139+741,13901930.93%+193
NETFLIX INC(NFLX)0203,374+203,3740990.48%+99
BANK AMERICA CORP03,245,187+3,245,18701090.53%+109
ALPHABET INC(GOOG)2,333,7942,329,055-4,7393083281.59%+21
HOME DEPOT INC(HD)0450,926+450,92601560.76%+156
ELI LILLY & CO(LLY)397,523400,775+3,2522142341.13%+20
COSTCO WHSL CORP NEW(COST)194,792196,722+1,9301101300.63%+20
ADOBE INC(ADBE)211,816213,442+1,6261081270.62%+19
QUALCOMM INC(QCOM)0525,490+525,4900760.37%+76
BOEING CO(BA)0247,588+247,5880650.31%+65
ISHARES TR035,027+35,0270170.08%+17
VERIZON COMMUNICATIONS INC(VZ)02,169,335+2,169,3350820.40%+82
INTUIT(INTU)127,735128,960+1,22565810.39%+15
UBER TECHNOLOGIES INC(UBER)877,589898,869+21,28040550.27%+15
WELLS FARGO CO NEW(WFC)01,675,600+1,675,6000820.40%+82
SERVICENOW INC(NOW)090,395+90,3950640.31%+64
ACCENTURE PLC IRELAND
SHS CLASS A
0289,475+289,47501020.49%+102
S&P GLOBAL INC(SPGI)0144,270+144,2700640.31%+64
UNION PAC CORP(UNP)0270,644+270,6440660.32%+66
UNITEDHEALTH GROUP INC(UNH)435,833439,926+4,0932202321.12%+12
BERKSHIRE HATHAWAY INC DEL820,496838,954+18,4582872991.45%+12
MCDONALDS CORP(MCD)0341,482+341,48201010.49%+101
AMERICAN TOWER CORP NEW(AMT)0212,598+212,5980460.22%+46
BLACKROCK INC(BLK)067,508+67,5080550.27%+55
AMERICAN EXPRESS CO(AXP)0283,351+283,3510530.26%+53
KLA CORP(KLAC)068,357+68,3570400.19%+40
SCHWAB CHARLES CORP(SCHW)0676,267+676,2670470.23%+47
APPLIED MATLS INC0399,540+399,5400650.31%+65
ABBOTT LABS0815,002+815,0020900.43%+90
PROLOGIS INC.(PLD)0421,326+421,3260560.27%+56
MASTERCARD INCORPORATED(MA)0384,684+384,68401640.79%+164
CROWDSTRIKE HLDGS INC(CRWD)95,27497,544+2,27016250.12%+9
NEWMONT CORP(NEM)0697,140+697,1400290.14%+29
CITIGROUP INC(C)0872,635+872,6350450.22%+45
GENERAL ELECTRIC CO(GE)0481,371+481,3710610.30%+61
PALO ALTO NETWORKS INC(PANW)0138,538+138,5380410.20%+41
MERCK & CO INC(MRK)01,249,641+1,249,64101360.66%+136
LAM RESEARCH CORP(LRCX)062,069+62,0690490.24%+49
CAPITAL ONE FINL CORP(COF)0198,620+198,6200260.13%+26
DISNEY WALT CO(DIS)0835,205+835,2050750.36%+75
ARISTA NETWORKS INC117,997127,641+9,64422300.15%+8
CARNIVAL CORP0440,966+440,966080.04%+8
LINDE PLC(LIN)0215,214+215,2140880.43%+88
BLOCK INC(XYZ)0240,606+240,6060190.09%+19
VERALTO CORP(VLTO)097,409+97,409080.04%+8
BLACKSTONE INC(BX)313,285316,905+3,62034410.20%+8
HONEYWELL INTL INC(HON)0295,618+295,6180620.30%+62
ANALOG DEVICES INC(ADI)0245,657+245,6570490.24%+49
US BANCORP DEL(USB)0710,848+710,8480310.15%+31
PROGRESSIVE CORP(PGR)294,081306,421+12,34041490.24%+8
COINBASE GLOBAL INC(COIN)077,150+77,1500130.06%+13
INTUITIVE SURGICAL INC0159,942+159,9420540.26%+54
MICRON TECHNOLOGY INC(MU)524,717506,593-18,12436430.21%+8
VERTEX PHARMACEUTICALS INC(VRTX)0131,606+131,6060540.26%+54
D R HORTON INC(DHI)0166,342+166,3420250.12%+25
RTX CORPORATION(RTX)0638,516+638,5160540.26%+54
NIKE INC(NKE)0540,733+540,7330590.28%+59
SHERWIN WILLIAMS CO(SHW)0111,782+111,7820350.17%+35
SNOWFLAKE INC(SNOW)0143,228+143,2280290.14%+29
INTERNATIONAL BUSINESS MACHS(IBM)456,667434,469-22,19864710.34%+7
KKR & CO INC(KKR)283,825294,445+10,62017240.12%+7
BUNGE GLOBAL SA(BG)068,323+68,323070.03%+7
TARGET CORP(TGT)0210,698+210,6980300.15%+30
LULULEMON ATHLETICA INC(LULU)052,415+52,4150270.13%+27
GOLDMAN SACHS GROUP INC(GS)152,788145,701-7,08749560.27%+7
SIMON PPTY GROUP INC NEW(SPG)0168,843+168,8430240.12%+24
ABBVIE INC(ABBV)855,590865,517+9,9271281340.65%+7
BOOKING HOLDINGS INC(BKNG)17,82717,352-47555620.30%+7
MORGAN STANLEY(MS)0538,524+538,5240500.24%+50
MOODYS CORP(MCO)072,689+72,6890280.14%+28
CVS HEALTH CORP(CVS)606,884616,049+9,16542490.24%+6
COCA COLA CO(KO)01,791,021+1,791,02101060.51%+106
AT&T INC(T)03,633,844+3,633,8440610.29%+61
INTERCONTINENTAL EXCHANGE IN(ICE)0266,514+266,5140340.17%+34
WORKDAY INC(WDAY)091,672+91,6720250.12%+25
PNC FINL SVCS GROUP INC(PNC)0181,818+181,8180280.14%+28
TRUIST FINL CORP(TFC)0624,320+624,3200230.11%+23
WASTE MGMT INC DEL(WM)0193,468+193,4680350.17%+35
TEXAS INSTRS INC(TXN)0432,538+432,5380740.36%+74
ONEOK INC NEW(OKE)0258,190+258,1900180.09%+18
LIBERTY MEDIA CORP DEL(FWONA)088,626+88,626060.03%+6
CINTAS CORP(CTAS)039,671+39,6710240.12%+24
DEXCOM INC(DXCM)0176,520+176,5200220.11%+22
T-MOBILE US INC(TMUS)0239,201+239,2010380.19%+38
AMGEN INC(AMGN)256,786258,884+2,09869750.36%+6
ZOETIS INC(ZTS)0217,455+217,4550430.21%+43
EATON CORP PLC(ETN)180,686182,438+1,75239440.21%+5
CHIPOTLE MEXICAN GRILL INC(CMG)012,542+12,5420290.14%+29
CATERPILLAR INC(CAT)234,368233,891-47764690.33%+5
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