Long-term investor
Old North State Trust, LLC @oldnorthstatetrustllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001760444).
Record
- Tracked since 2025-06-30 (449 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +17.4% · 1 year n/a · all +13.8%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.1% · long · since 2025-06-30
- 78462F103 · 6.4% · long · since 2025-06-30
- NVDA · 5.1% · long · since 2025-06-30
- LLY · 4.6% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- TSM · 2.4% · long · since 2025-06-30
- 464287200 · 2.1% · long · since 2025-06-30
- DUK · 2.1% · long · since 2025-06-30
- COST · 2.0% · long · since 2025-06-30
- AMD · 1.8% · long · since 2025-06-30
- IBM · 1.5% · long · since 2025-06-30
- 040413205 · 1.5% · long · since 2025-09-30