Old North State Trust, LLC

CIK: 0001760444SEC EDGAR →

Portfolio Value

$164.2M

Holdings

147

As of

Q3 2025

New Positions

10

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Apple Inc

55,925$14.2M
8.67%
2

SPDR S&P 500 ETF

16,553$11.0M
6.72%
3

NVIDIA Corp

47,146$8.8M
5.36%
4

Microsoft Corp

14,474$7.5M
4.57%
5

Eli Lilly & Co

7,387$5.6M
3.43%
6

First Bancorp/Southern Pines NC

72,921$3.9M
2.35%
7

Duke Energy Corp

26,729$3.3M
2.01%
8

iShares Core S&P 500 ETF

4,518$3.0M
1.84%
9

Costco Wholesale Corp

3,099$2.9M
1.75%
10

Arthur J Gallagher & Co

9,190$2.8M
1.73%

Quarterly Changes

Top Buys

AAPL↑ Increased
$2.8M
ANETNEW
$1.6M
NVDA↑ Increased
$1.4M
SPY↑ Increased
$1.1M
BAC↑ Increased
$937K

Top Sells

IWRCLOSED
$756K
LULUCLOSED
$392K
IUSB↓ Decreased
$392K
GOOG↓ Decreased
$296K
GEHCCLOSED
$271K

New Positions (10)

$1.6M · 11K shares
$586K · 1K shares
$312K · 10K shares
$257K · 12K shares
$247K · 1K shares
$233K · 1K shares
$217K · 1K shares
$216K · 3K shares
$201K · 6K shares
$172K · 21K shares

Closed Positions (4)

$756K · 8K shares
$392K · 2K shares
$271K · 4K shares
$160K · 160K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services46$53.3M32.5%
Technology17$43.6M26.6%
Healthcare12$13.2M8.1%
Consumer Defensive13$10.9M6.7%
Consumer Cyclical11$8.7M5.3%
Industrials17$7.9M4.8%
Communication Services7$7.5M4.6%
Utilities5$6.6M4.0%
Unknown7$5.8M3.5%
Energy9$5.6M3.4%
Real Estate2$505K0.3%
Basic Materials1$493K0.3%