Location: Columbia, SC
CIK: 0000931097 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Jan 12, 2026
Total Value: $1.045B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| — | Alphabet Inc. Class A | 136,768 | $42.81M | 4.1% | $128.54 | — | COM | 02079k305 |
| — | NVIDIA Corp. | 212,982 | $39.72M | 3.8% | $127.32 | — | COM | 67066g104 |
| AVGO | Broadcom Inc | 100,655 | $34.84M | 3.3% | $144.98 | +146.2% | COM | 11135F101 |
| AAPL | Apple Inc. | 125,892 | $34.23M | 3.3% | $85.73 | +213.0% | COM | 037833100 |
| AMZN | Amazon.Com Inc. | 147,399 | $34.02M | 3.3% | $123.62 | +85.1% | COM | 023135106 |
| MSFT | Microsoft Corp. | 63,992 | $30.95M | 3.0% | $78.27 | +539.6% | COM | 594918104 |
| JBL | Jabil Circuit, Inc. | 131,470 | $29.98M | 2.9% | $47.89 | +345.4% | COM | 466313103 |
| CAT | Caterpillar Inc Del | 51,365 | $29.43M | 2.8% | $81.67 | +580.2% | COM | 149123101 |
| — | Seagate Technology Holdings | 102,281 | $28.17M | 2.7% | $94.29 | — | COM | G7997r103 |
| META | Meta Platforms Inc. | 38,987 | $25.74M | 2.5% | $332.84 | +100.5% | COM | 30303M102 |
| JPM | J. P. Morgan | 75,942 | $24.47M | 2.3% | $76.18 | +306.3% | COM | 46625H100 |
| AMAT | Applied Materials Inc. | 92,338 | $23.73M | 2.3% | $120.29 | +99.1% | COM | 038222105 |
| CSCO | Cisco Systems | 295,448 | $22.76M | 2.2% | $27.50 | +168.4% | COM | 17275R102 |
| WMT | Wal Mart Stores | 202,966 | $22.61M | 2.2% | $51.29 | +109.0% | COM | 931142103 |
| BKNG | Booking Holdings Inc. | 4,087 | $21.89M | 2.1% | $2051.85 | +150.4% | COM | 09857L108 |
| HD | Home Depot Inc. | 59,440 | $20.45M | 2.0% | $136.56 | +167.0% | COM | 437076102 |
| — | Netflix Inc | 217,007 | $20.35M | 1.9% | $133.27 | — | COM | 64110l106 |
| ETN | Eaton Corp. | 61,547 | $19.6M | 1.9% | $83.89 | +322.4% | COM | G29183103 |
| — | Evercore Inc. | 55,862 | $19.01M | 1.8% | $90.29 | — | COM | 29977a105 |
| LLY | Eli Lilly & Co | 17,114 | $18.39M | 1.8% | $704.76 | +35.6% | COM | 532457108 |
| BRK/B | Berkshire Hathaway Inc. Cl B | 36,136 | $18.16M | 1.7% | $343.64 | +44.8% | COM | 084670702 |
| — | Capital One Financial | 74,896 | $18.15M | 1.7% | $64.87 | — | COM | 14040h105 |
| CRWD | Crowdstrike Hldgs | 37,629 | $17.64M | 1.7% | $307.51 | +65.6% | COM | 22788C105 |
| DAL | Delta Air Lines | 247,128 | $17.15M | 1.6% | $36.20 | +72.5% | COM | 247361702 |
| BAC | Bank Of America Corp. | 305,583 | $16.81M | 1.6% | $27.68 | +90.3% | COM | 060505104 |
| — | Visa Inc. | 47,483 | $16.65M | 1.6% | $108.16 | — | COM | 92826c839 |
| — | AbbVie Inc. | 72,711 | $16.61M | 1.6% | $103.93 | — | COM | 00287y109 |
| — | Merck & Co. | 152,740 | $16.08M | 1.5% | $73.51 | — | COM | 58933y105 |
| TMO | Thermo Fisher Scientific | 27,724 | $16.06M | 1.5% | $327.13 | +72.8% | COM | 883556102 |
| — | Chubb Limited | 51,338 | $16.02M | 1.5% | $164.44 | — | COM | h1467j104 |
| — | General Motors | 193,211 | $15.71M | 1.5% | $45.44 | — | COM | 37045v100 |
| PEP | Pepsico Inc. | 107,464 | $15.42M | 1.5% | $112.53 | +29.7% | COM | 713448108 |
| FCX | Freeport McMoran Copper & Gold | 300,592 | $15.27M | 1.5% | $41.70 | +3.9% | COM | 35671D857 |
| AMD | Advanced Micro Devices | 70,521 | $15.1M | 1.4% | $162.90 | +37.9% | COM | 007903107 |
| PG | Procter & Gamble | 103,609 | $14.85M | 1.4% | $108.19 | +36.0% | COM | 742718109 |
| KLAC | KLA-Tencor Corp. | 12,210 | $14.84M | 1.4% | $950.55 | +23.3% | COM | 482480100 |
| SO | Southern Company | 163,407 | $14.25M | 1.4% | $66.72 | +36.2% | COM | 842587107 |
| FE | First Energy Corp. | 304,484 | $13.63M | 1.3% | $33.82 | +35.2% | COM | 337932107 |
| LMT | Lockheed Martin Corp. | 27,495 | $13.3M | 1.3% | $459.00 | +3.7% | COM | 539830109 |
| SHW | Sherwin-Williams Co. | 40,257 | $13.04M | 1.2% | $221.50 | +50.8% | COM | 824348106 |
| ABT | Abbott Laboratories | 102,601 | $12.85M | 1.2% | $100.92 | +26.1% | COM | 002824100 |
| — | Marathon Pete Corp. | 76,304 | $12.41M | 1.2% | $92.87 | — | COM | 56585a102 |
| PSX | Phillips 66 | 94,574 | $12.2M | 1.2% | $86.90 | +54.2% | COM | 718546104 |
| — | Duke Energy Corp. | 103,702 | $12.15M | 1.2% | $111.59 | — | COM | 26441c204 |
| — | Vertex Pharmctls Inc. | 26,249 | $11.9M | 1.1% | $432.69 | — | COM | 92532f100 |
| SNPS | Synopsys Corp. | 25,128 | $11.8M | 1.1% | $537.33 | -17.3% | COM | 871607107 |
| MDT | Medtronic PLC | 121,422 | $11.66M | 1.1% | $85.44 | +13.7% | COM | G5960L103 |
| DIS | Walt Disney Co. | 101,656 | $11.57M | 1.1% | $82.85 | +32.2% | COM | 254687106 |
| — | Prologis Inc | 89,591 | $11.44M | 1.1% | $120.23 | — | COM | 74340w103 |
| CVX | Chevron Corp. | 73,982 | $11.28M | 1.1% | $95.31 | +58.8% | COM | 166764100 |
| STT | State Street Corp. | 76,879 | $9.918M | 0.9% | $118.97 | 0.0% | COM | 857477103 |
| — | Equinix Inc | 12,041 | $9.226M | 0.9% | $832.41 | — | COM | 29444u700 |
| ORCL | Oracle Systems Corp. | 38,998 | $7.601M | 0.7% | $254.17 | -6.3% | COM | 68389X105 |
| LRCX | Lam Research | 43,920 | $7.518M | 0.7% | $76.06 | +104.3% | COM | 512807306 |
| MPWR | Monolithic Power Systems | 7,061 | $6.4M | 0.6% | $854.53 | +12.4% | COM | 609839105 |
| TJX | TJX Cos. Inc. | 33,442 | $5.137M | 0.5% | $41.27 | +257.9% | COM | 872540109 |
| CRM | SalesForce Inc. | 16,705 | $4.425M | 0.4% | $148.93 | +66.6% | COM | 79466L302 |
| — | Emcor Group Inc. | 5,686 | $3.479M | 0.3% | $427.77 | — | COM | 29084q100 |
| SPG | Simon PPTY Group | 12,120 | $2.244M | 0.2% | $108.32 | +66.2% | COM | 828806109 |
| ORLY | O'Reilly Automotive Inc. | 11,795 | $1.076M | 0.1% | $86.91 | +12.4% | COM | 67103H107 |
| QCOM | Qualcomm Inc. | 5,698 | $975K | 0.1% | $154.10 | +10.8% | COM | 747525103 |
| GOOG | Alphabet Class-C Share | 2,567 | $806K | 0.1% | $194.01 | +47.6% | COM | 02079K107 |
| IBIT | iShares Bitcoin Trust ETF | 13,885 | $689K | 0.1% | $43.83 | — | COM | 46438F101 |
| USPRX | Victory 500 Index Reward Fd | 8,004 | $662K | 0.1% | $83.56 | — | MMF | 903288769 |
| IVV | IShares S&P 500 Index | 873 | $598K | 0.1% | $671.54 | — | COM | 464287200 |
| LOW | Lowe's Companies Inc. | 2,425 | $585K | 0.1% | $83.57 | +187.0% | COM | 548661107 |
| AMT | American Tower Corp. | 2,900 | $509K | 0.0% | $175.15 | +2.9% | COM | 03027X100 |
| FISV | Fiserv Inc. | 7,347 | $494K | 0.0% | $71.54 | +17.2% | COM | 337738108 |
| VIG | Vanguard Div. Appreciation | 2,200 | $484K | 0.0% | $215.79 | — | COM | 921908844 |
| UNH | UnitedHealth Group Inc. | 1,420 | $469K | 0.0% | $211.17 | +59.7% | COM | 91324P102 |
| SPY | Standard & Poors Depository Re | 674 | $460K | 0.0% | $518.88 | — | COM | 78462F103 |
| — | Mastercard Inc. | 487 | $278K | 0.0% | $568.93 | — | COM | 57636q104 |
| KO | Coca-Cola Co. | 3,973 | $278K | 0.0% | $67.92 | +2.2% | COM | 191216100 |
| AZN | Astrazeneca Plc Adr | 2,988 | $275K | 0.0% | $76.72 | — | COM | 046353108 |
| VTI | Vanguard Total Etf | 779 | $261K | 0.0% | $328.17 | — | COM | 922908769 |
| — | Exxon Mobil Corp. | 2,098 | $253K | 0.0% | $116.36 | — | COM | 30231g102 |
| MCD | McDonald's Corp. | 772 | $236K | 0.0% | $301.40 | +1.2% | COM | 580135101 |
| — | Public Storage Pfd | 12,000 | $224K | 0.0% | $22.00 | — | PFD | 74460w594 |
| ISRG | Intuitive Surgical Inc | 388 | $220K | 0.0% | $532.37 | 0.0% | COM | 46120E602 |
| FCNCA | First Citizens BancShares Inc | 100 | $215K | 0.0% | $1883.58 | 0.0% | COM | 31946M103 |
| — | Apollo Pfd | 8,000 | $211K | 0.0% | $25.93 | — | PFD | 03769M205 |
| GD | General Dynamics | 625 | $210K | 0.0% | $313.76 | +8.6% | COM | 369550108 |
| ALL | Allstate | 1,000 | $208K | 0.0% | $58.31 | +250.0% | COM | 020002101 |
| AMGN | Amgen | 631 | $207K | 0.0% | $315.95 | 0.0% | COM | 031162100 |
| — | JP Morgan PFD | 8,000 | $201K | 0.0% | $25.02 | — | PFD | 48125e207 |
| — | US Bancorp Pfd | 12,000 | $196K | 0.0% | $24.75 | — | PFD | 902973718 |
| — | Bank of America Pfd | 10,000 | $181K | 0.0% | $26.30 | — | PFD | 06055H400 |
| SNVXX | Schwab Government Money Inv Fd | 159,740 | $160K | 0.0% | $1.00 | — | MMF | 808515613 |
| SWVXX | Schwab Value Adv MMF | 15,013 | $15,013 | 0.0% | $1.00 | — | MMF | 808515605 |