Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $16,931,072 | 84,617 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,008,857 | 11,661 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $7,880,308 | 62,256 | SH | None |
| TRUIST FINL CORP | TFC | COM | $7,389,751 | 148,329 | SH | None |
| APPLE INC | AAPL | COM | $5,837,374 | 20,173 | SH | None |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $4,727,491 | 16,554 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,715,834 | 3,098 | SH | None |
| KLA CORP | KLAC | COM NEW | $3,657,027 | 12,121 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $3,489,076 | 4,572 | SH | None |
| LOWES COS INC | LOW | COM | $3,038,040 | 13,779 | SH | None |
| APPLOVIN CORP | APP | COM CL A | $2,876,529 | 5,583 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $2,859,128 | 9,437 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,853,722 | 7,650 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,800,495 | 11,750 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $2,340,727 | 6,991 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $2,166,832 | 26,894 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,143,644 | 2,013 | SH | None |
| FIRST TR EXCHANGE TRADED FD | FTXL | NASDQ SEMCNDTR | $1,981,257 | 6,953 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,919,584 | 1,663 | SH | None |
| ABBVIE INC | ABBV | COM | $1,775,823 | 7,057 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,723,237 | 12,604 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $1,637,046 | 10,134 | SH | None |
| CSX CORP | CSX | COM | $1,595,392 | 33,566 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,582,715 | 2,149 | SH | None |
| FIRST TR EXCHANGE TRADED FD | TDIV | NASD TECH DIV | $1,413,374 | 12,303 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,252,977 | 2,504 | SH | None |
| CISCO SYS INC | CSCO | COM | $1,250,055 | 10,642 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,132,423 | 3,205 | SH | None |
| MERCK & CO INC | MRK | COM | $1,130,798 | 8,800 | SH | None |
| CONSTRUCTION PARTNERS INC | ROAD | COM CL A | $1,128,909 | 9,505 | SH | None |
| MASTEC INC | MTZ | COM | $1,095,486 | 2,633 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,068,418 | 4,207 | SH | None |
| TESLA INC | TSLA | COM | $1,066,221 | 2,535 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,032,938 | 2,804 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $993,822 | 3,905 | SH | None |
| US FOODS HLDG CORP | USFD | COM | $992,336 | 9,705 | SH | None |
| GE AEROSPACE | GE | COM NEW | $973,414 | 2,605 | SH | None |
| SPDR SERIES TRUST | SPYM | STATE STREET SPD | $922,213 | 10,494 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $875,688 | 1,705 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $835,810 | 4,920 | SH | None |
| BROADCOM INC | AVGO | COM | $831,428 | 2,201 | SH | None |
| PARKER-HANNIFIN CORP | PH | COM | $814,774 | 833 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMHQ | S&P MDCP QUALITY | $808,672 | 7,164 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $769,019 | 1,204 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $766,266 | 18,098 | SH | None |
| GE VERNOVA INC | GEV | COM | $753,197 | 641 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $748,840 | 776 | SH | None |
| MIRUM PHARMACEUTICALS INC | MIRM | COM | $699,493 | 5,975 | SH | None |
| PFIZER INC | PFE | COM | $685,004 | 28,447 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $684,485 | 914 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.