StockDriftsStockDriftsTop 50 Old North State Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.32% | 25.8K | $12.8M | -1.67%(-436) | $330.26(+65.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.92% | 41.3K | $9.4M | +1.42%(+580) | $108.64(+95.33%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.64% | 26.3K | $8.8M | -18.57%(-5.99K) | $194.84(+78.72%) | 2026-09-30 | |
| VEEV | VEEVA SYS INC | 3.31% | 27.9K | $8.0M | -2.14%(-611) | $195.05(+63.24%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.17% | 30.6K | $7.6M | +1.40%(+424) | $158.16(+58.31%) | 2026-09-30 | |
| BA | BOEING CO | 3.08% | 39.9K | $7.4M | +5.54%(+2.09K) | $201.06(-6.72%) | 2026-09-30 | |
| LYB | LYONDELLBASELL INDUSTRIES NV | 2.87% | 120.5K | $6.9M | +1.67%(+1.98K) | $64.50(+1.36%) | 2026-09-30 | |
| BDX | BECTON DICKINSON & CO | 2.73% | 36.8K | $6.6M | +2.94%(+1.05K) | $178.85(+12.06%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.65% | 14.0K | $6.4M | -2.72%(-392) | $109.32(+293.39%) | 2026-09-30 | |
| SWK | STANLEY BLACK & DECKER INC | 2.65% | 72.1K | $6.4M | -0.54%(-388) | $84.36(+17.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.40% | +45.85% | — | — | +41.24% |
| Top 20 Holdings Unweighted | +14.21% | +48.99% | — | — | +47.25% |
Old North State Wealth Management LLC reports $241.05M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (5.3%), NVDA (3.9%) and AAPL (3.6%). The top 20 holdings account for 55.15% of reported assets. Its disclosed equity book has returned +45.85% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Old North State Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041262). View Old North State Wealth Management LLC’s 13F filings on SEC