Old North State Trust, LLC - Portfolio overview

Old North State Trust, LLC has 163 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - Apple Inc, 8.35%
2. SPY - STATE STREET SPDR S&P 500 ETF TRUST, 6.44%
3. NVDA - NVIDIA Corp, 5.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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