NCP Inc. — 13F Holdings & Portfolio

CIK 2023709 · latest 13F-HR filed 2026-08-13

NCP Inc. manages $71.9M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (21.11%), AMZN (8.85%), GOOGL (7.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 14, added to 44, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1932 SANDWEDGE PLACE
WILMINGTON, NC 28405
Phone
(415) 203-3896
Filing Manager
NCP Inc.
WILMINGTON, NC
Signatory
Molly Wheeler
Compliance Consultant
Loading holdings…
AUM

$71.9M

Long-equity book

Holdings

78

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+16 / −14 / ↑44 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CROWDSTRIKE HOLDINGS$2.6M +132.6%
  • NVIDIA CORP$2.0M +15.0%
  • INVESCO QQQ$1.6M +124.0%
  • ALPHABET INC$1.1M +24.3%
  • AMAZON COM$823.7K +14.9%
Show all 44 →

Top Trims

  • UNITEDHEALTH GROUP-$215.9K -40.9%
  • INTUITIVE SURGICAL-$126.6K -13.7%
  • AT&T INC-$90.1K -77.7%
  • VERIZON COMMUNICATIONS-$70.4K -93.0%
  • META PLATFORMS-$69.2K -8.9%
Show all 10 →

New Positions

  • ARM HOLDINGS$1.2M
  • ASTERA LABS$627.9K
  • CREDO TECHNOLOGY$571.1K
  • ROCKET LAB$406.6K
  • HONEYWELL INTL$244.3K
Show all 16 →

Exited Positions

  • PALO ALTO$1.6M
  • PALANTIR TECHNOLOGIES$1.2M
  • HONEYWELL INTL$493.4K
  • FORD MOTOR$75.0K
  • WELLS FARGO$47.9K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $15.2M 21.11% 75,826 SH
2 AMAZON COM AMZN 023135106 $6.4M 8.85% 26,700 SH
3 ALPHABET INC GOOGL 02079K305 $5.5M 7.71% 15,500 SH
4 TESLA INC TSLA 88160R101 $4.8M 6.67% 11,400 SH
5 APPLE INC AAPL 037833100 $4.6M 6.36% 15,808 SH
6 CROWDSTRIKE HOLDINGS CRWD 22788C105 $4.5M 6.32% 5,950 SH
7 BROADCOM INC AVGO 11135F101 $4.3M 6.00% 11,425 SH
8 EQUINIX INC EQIX 29444U700 $3.3M 4.57% 3,150 SH
9 INVESCO QQQ QQQ 46090E103 $2.9M 4.05% 3,950 SH
10 COSTCO WHOLESALE COST 22160K105 $1.8M 2.50% 1,923 SH
11 BOEING COMPANY BA 097023105 $1.6M 2.23% 7,400 SH
12 GOLDMAN SACHS GS 38141G104 $1.5M 2.11% 1,500 SH
13 ARM HOLDINGS ARM 042068205 $1.2M 1.73% 3,500 SH
14 GE VERNOVA GEV 36828A101 $1.2M 1.71% 1,046 SH
15 JPMORGAN CHASE JPM 46625H100 $1.2M 1.69% 3,700 SH
16 WASTE MANAGEMENT WM 94106L109 $900.3K 1.25% 4,040 SH
17 GE AEROSPACE GE 369604301 $870.6K 1.21% 2,330 SH
18 INTUITIVE SURGICAL ISRG 46120E602 $795.4K 1.11% 2,000 SH
19 META PLATFORMS META 30303M102 $709.7K 0.99% 1,260 SH
20 JOHNSON & JOHNSON JNJ 478160104 $679.1K 0.94% 2,674 SH
21 ASTERA LABS ALAB 04626A103 $627.9K 0.87% 1,300 SH
22 UNITED AIRLINES UAL 910047109 $612.0K 0.85% 4,500 SH
23 CREDO TECHNOLOGY CRDO G25457105 $571.1K 0.79% 2,100 SH
24 MICROSOFT CORP MSFT 594918104 $543.1K 0.76% 1,456 SH
25 ROCKET LAB RKLB 773121108 $406.6K 0.57% 4,000 SH
26 BANK AMERICA BAC 060505104 $356.1K 0.50% 6,250 SH
27 UNITEDHEALTH GROUP UNH 91324P102 $311.7K 0.43% 750 SH
28 NETFLIX INC NFLX 64110L106 $267.8K 0.37% 3,750 SH
29 THERMO FISHER TMO 883556102 $250.7K 0.35% 500 SH
30 HONEYWELL INTL HON 438516205 $244.3K 0.34% 1,091 SH
31 MAXLINEAR INC MXL 57776J100 $243.3K 0.34% 1,900 SH
32 HONEYWELL AEROSPACE HONA 43849R105 $241.2K 0.34% 1,091 SH
33 STATE STREET XLF 81369Y605 $235.9K 0.33% 4,400 SH
34 OKLO INC OKLO 02156V109 $230.3K 0.32% 4,400 SH
35 3M COMPANY MMM 88579Y101 $226.7K 0.32% 1,400 SH
36 GENERAL MOTORS GM 37045V100 $200.4K 0.28% 2,600 SH
37 ALLEGRO MICROSYSTEMS ALGM 01749D105 $146.2K 0.20% 2,100 SH
38 ALPHABET INC GOOG 02079K107 $141.3K 0.20% 400 SH
39 INTL BUSINESS IBM 459200101 $126.5K 0.18% 450 SH
40 ALTRIA GROUP MO 02209S103 $122.3K 0.17% 1,700 SH
41 ADVANCED MICRO AMD 007903107 $116.2K 0.16% 200 SH
42 STATE STREET SPY 78462F103 $112.0K 0.16% 150 SH
43 GLOBAL X URA 37954Y871 $109.2K 0.15% 2,500 SH
44 VANGUARD FTSE VEU 922042775 $108.9K 0.15% 1,300 SH
45 VISA INC V 92826C839 $107.2K 0.15% 313 SH
46 HOME DEPOT HD 437076102 $105.8K 0.15% 300 SH
47 JOHNSON CONTROLS JCI G51502105 $100.2K 0.14% 686 SH
48 WALMART INC WMT 931142103 $90.6K 0.13% 800 SH
49 CISCO SYSTEMS CSCO 17275R102 $70.5K 0.10% 600 SH
50 O REILLY AUTOMOTIVE ORLY 67103H107 $69.1K 0.10% 750 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $71.9M 78 0002023709-26-000004
2026-03-31 2026-05-08 $60.1M 76 0002023709-26-000003
2025-12-31 2026-02-17 $124.0M 163 0002023709-26-000002