A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.
Most Recent 13F
Q1 2026
Location
CHARLOTTE, NC
Portfolio Value
Latest reported 13F value
Holdings
Distinct positions in last filing
Top Position
Latest disclosed holding
Top 4
Quick ticker snapshot
How this manager's portfolio splits across sectors.
Quarterly trend based on reported 13F portfolio value.
Q1 2026Top 5 largest positions by current portfolio value.
Shares: 301.4K
Shares: 296.4K
Shares: 170.4K
Shares: 314.6K
Shares: 314.6K
Quarter-by-quarter summary of this manager's 13F filings.
| Quarter | Holdings | Value | Form Type | Date Filed | Filing ID |
|---|