Location: Greenville, SC
CIK: 0000062061 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Feb 9, 2026
Total Value: $99.14M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 224,679 | $41.9M | 42.3% | $125.82 | +47.9% | COM | 67066G104 |
| AAPL | APPLE INC | 35,358 | $9.613M | 9.7% | $225.58 | +19.0% | COM | 037833100 |
| VMC | VULCAN MATLS CO | 11,651 | $3.323M | 3.4% | $256.83 | +14.1% | COM | 929160109 |
| FDX | FEDEX CORP | 8,621 | $2.49M | 2.5% | $215.22 | +21.5% | COM | 31428X106 |
| ABT | ABBOTT LABS | 18,859 | $2.363M | 2.4% | $130.61 | -2.5% | COM | 002824100 |
| NUE | NUCOR CORP | 14,094 | $2.299M | 2.3% | $115.51 | +29.7% | COM | 670346105 |
| GEV | GE VERNOVA INC | 3,366 | $2.2M | 2.2% | $415.97 | +46.4% | COM | 36828A101 |
| DUK | DUKE ENERGY CORP NEW | 17,192 | $2.015M | 2.0% | $115.43 | +5.3% | COM NEW | 26441C204 |
| BA | BOEING CO | 8,687 | $1.886M | 1.9% | $225.47 | -8.8% | COM | 097023105 |
| SPY | SPDR S&P 500 ETF TR | 2,747 | $1.873M | 1.9% | $644.49 | — | TR UNIT | 78462F103 |
| HON | HONEYWELL INTL INC | 9,354 | $1.825M | 1.8% | $199.66 | -2.3% | COM | 438516106 |
| MRK | MERCK & CO INC | 14,022 | $1.476M | 1.5% | $77.39 | +20.5% | COM | 58933Y105 |
| AMZN | AMAZON COM INC | 5,550 | $1.369M | 1.4% | $226.35 | +1.1% | COM | 023135106 |
| TXT | TEXTRON INC | 15,694 | $1.368M | 1.4% | $72.30 | +15.7% | COM | 883203101 |
| FCX | FREEPORT-MCMORAN INC | 26,580 | $1.35M | 1.4% | $37.82 | +14.5% | CL B | 35671D857 |
| DIS | DISNEY WALT CO | 11,618 | $1.322M | 1.3% | $102.81 | +6.5% | COM | 254687106 |
| LLY | ELI LILLY & CO | 1,190 | $1.279M | 1.3% | $773.40 | +23.6% | COM | 532457108 |
| CSCO | CISCO SYS INC | 16,069 | $1.238M | 1.2% | $60.59 | +21.8% | COM | 17275R102 |
| TGT | TARGET CORP | 12,007 | $1.174M | 1.2% | $93.31 | -1.8% | COM | 87612E106 |
| MSFT | MICROSOFT CORP | 2,375 | $1.149M | 1.2% | $432.38 | +15.8% | COM | 594918104 |
| STZ | CONSTELLATION BRANDS INC | 6,813 | $940K | 0.9% | $176.63 | -22.5% | CL A | 21036P108 |
| OLN | OLIN CORP | 45,074 | $939K | 0.9% | $20.30 | +5.6% | COM PAR $1 | 680665205 |
| GOOGL | ALPHABET INC | 2,989 | $936K | 0.9% | $163.29 | +74.9% | CAP STK CL A | 02079K305 |
| DE | DEERE & CO | 1,994 | $928K | 0.9% | $484.68 | -3.5% | COM | 244199105 |
| KMB | KIMBERLY-CLARK CORP | 7,826 | $790K | 0.8% | $131.73 | -17.7% | COM | 494368103 |
| IBM | INTERNATIONAL BUSINESS MACHS | 2,598 | $769K | 0.8% | $253.82 | +17.7% | COM | 459200101 |
| GLD | SPDR GOLD TR | 1,812 | $718K | 0.7% | $317.14 | — | GOLD SHS | 78463V107 |
| SCHD | SCHWAB STRATEGIC TR | 25,586 | $702K | 0.7% | $27.88 | — | US DIVIDEND EQ | 808524797 |
| PLTR | PALANTIR TECHNOLOGIES INC | 3,749 | $666K | 0.7% | $117.28 | +54.4% | CL A | 69608A108 |
| PG | PROCTER AND GAMBLE CO | 4,214 | $604K | 0.6% | $160.77 | -8.5% | COM | 742718109 |
| QQQ | INVESCO QQQ TR | 979 | $601K | 0.6% | $614.37 | — | UNIT SER 1 | 46090E103 |
| CVX | CHEVRON CORP NEW | 3,613 | $551K | 0.6% | $137.00 | +10.5% | COM | 166764100 |
| KO | COCA COLA CO | 6,926 | $484K | 0.5% | $69.79 | -0.6% | COM | 191216100 |
| JNJ | JOHNSON & JOHNSON | 2,046 | $423K | 0.4% | $150.84 | +30.6% | COM | 478160104 |
| SCHB | SCHWAB STRATEGIC TR | 14,361 | $377K | 0.4% | $24.92 | — | US BRD MKT ETF | 808524102 |
| JPM | JPMORGAN CHASE & CO. | 1,128 | $364K | 0.4% | $252.67 | +22.5% | COM | 46625H100 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 722 | $363K | 0.4% | $484.36 | +2.7% | CL B NEW | 084670702 |
| COST | COSTCO WHSL CORP NEW | 386 | $333K | 0.3% | $990.72 | -8.6% | COM | 22160K105 |
| KGC | KINROSS GOLD CORP | 11,784 | $332K | 0.3% | $14.56 | +78.5% | COM | 496902404 |
| PSLV | SPROTT ASSET MANAGEMENT LP | 13,588 | $321K | 0.3% | $13.50 | — | PHYSICAL SILVER | 85207K107 |
| IWM | ISHARES TR | 1,301 | $320K | 0.3% | $235.22 | — | RUSSELL 2000 ETF | 464287655 |
| ITW | ILLINOIS TOOL WKS INC | 1,200 | $296K | 0.3% | $237.16 | +4.4% | COM | 452308109 |
| CAT | CATERPILLAR INC | 485 | $278K | 0.3% | $555.50 | 0.0% | COM | 149123101 |
| BE | BLOOM ENERGY CORP | 3,100 | $269K | 0.3% | $105.07 | 0.0% | COM CL A | 093712107 |
| MUB | ISHARES TR | 2,500 | $268K | 0.3% | $107.11 | — | NATIONAL MUN ETF | 464288414 |
| INTC | INTEL CORP | 6,550 | $242K | 0.2% | $20.72 | +82.2% | COM | 458140100 |
| EMR | EMERSON ELEC CO | 1,816 | $241K | 0.2% | $113.54 | +16.6% | COM | 291011104 |
| GE | GE AEROSPACE | 768 | $237K | 0.2% | $218.59 | +37.6% | COM NEW | 369604301 |
| GDX | VANECK ETF TRUST | 2,730 | $234K | 0.2% | $62.97 | — | GOLD MINERS ETF | 92189F106 |
| META | META PLATFORMS INC | 352 | $232K | 0.2% | $616.61 | +8.2% | CL A | 30303M102 |
| SO | SOUTHERN CO | 2,633 | $230K | 0.2% | $87.99 | +3.3% | COM | 842587107 |
| BAC | BANK AMERICA CORP | 4,069 | $224K | 0.2% | $48.34 | +8.9% | COM | 060505104 |
| RTX | RTX CORPORATION | 1,168 | $214K | 0.2% | $173.32 | 0.0% | COM | 75513E101 |
| VTI | VANGUARD INDEX FDS | 602 | $202K | 0.2% | $335.52 | — | TOTAL STK MKT | 922908769 |