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Portfolio (Quarterly) Guide ↗

Old North State Wealth Management, LLC

· CIK 0002041262
13F Portfolio $216M AUM 112 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 49 Added 37 Reduced 12 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXN TEXAS INSTRS INC Technology 2,289.0 $445K 0.21% +14.0 +0.6% $194.25 +63.4%
42 FE FIRSTENERGY CORP Utilities 8,612.0 $436K 0.20% +136.0 +1.6% $50.68 -7.7%
43 ORCL ORACLE CORP Technology 2,817.0 $415K 0.19% +252.0 +9.8% $147.20 +29.7%
44 VUG VANGUARD INDEX FDS 853.0 $373K 0.17% +77.0 +9.9% $437.34 -79.8%
45 TD TORONTO DOMINION BK ONT Financial Services 3,573.0 $333K 0.15% +22.0 +0.6% $93.33 +20.2%
46 WMT WALMART INC Consumer Defensive 2,487.0 $310K 0.14% +74.0 +3.1% $124.48 -4.8%
47 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,151.0 $304K 0.14% +451.0 +16.7% $96.49 +3.8%
48 WHR WHIRLPOOL CORP Consumer Cyclical 4,847.0 $262K 0.12% +2K +67.8% $53.97 -20.9%
49 VOOV VANGUARD ADMIRAL FDS INC 1,182.0 $241K 0.11% +18.0 +1.6% $203.96 +8.0%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.8%
Healthcare 17.3%
Energy 10.9%
Industrials 10.7%
Consumer Cyclical 9.7%
Basic Materials 8.8%
Communication Services 5.5%
Utilities 4.7%
Financial Services 4.6%
Consumer Defensive 4.3%