StockDriftsStockDriftsTop 50 Old North State Trust, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.35% | 55.4K | $14.1M | +1.31%(+715) | $160.40(+85.91%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 6.44% | 16.7K | $10.8M | +0.26%(+44) | $432.31(+73.06%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.17% | 49.9K | $8.7M | +1.22%(+601) | $33.28(+608.34%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 4.12% | 7.5K | $6.9M | +1.77%(+131) | $355.55(+183.14%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.09% | 14.1K | $5.2M | +1.17%(+163) | $279.50(+46.48%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 2.44% | 4.1K | $4.1M | +2.77%(+111) | $686.29(+51.72%) | 2026-03-31 | |
| DUK | Duke Energy Corp | 2.37% | 30.5K | $4.0M | -0.63%(-193) | $102.70(+21.04%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 2.09% | 5.4K | $3.5M | +0.00%(+0) | $580.88(+29.38%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor | 1.93% | 9.6K | $3.2M | +5.67%(+515) | $172.29(+142.45%) | 2026-03-31 | |
| SO | Southern Co/The | 1.64% | 28.7K | $2.8M | +1.11%(+314) | $74.29(+26.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.45% | +38.42% |
| Top 20 Holdings Unweighted | +9.73% | +32.12% |
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