Fund HoldingsBONNESS ENTERPRISES INC

Total Portfolio Value
$239.06M
Total Bought
$1.77M
Total Sold
$7.07M
Net Transaction
-$5.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PROGRESSIVE CORP(PGR)567,757567,757079,08990,43237.83%+11,344
MICROSOFT CORP(MSFT)40,90040,900012,91415,3806.43%+2,466
INTEL CORP(INTC)129,950129,050-9004,6206,4852.71%+1,865
STRYKER CORPORATION(SYK)67,13065,894-1,23618,34519,7338.25%+1,388
APPLE INC(AAPL)54,94054,440-5009,40610,4814.38%+1,075
CORNING INC(GLW)56,40086,300+29,9001,7192,6281.10%+909
INTERNATIONAL BUSINESS MACHS(IBM)29,56429,56404,1484,8352.02%+687
APPLIED MATLS INC31,30030,300-1,0004,3334,9112.05%+577
AGILENT TECHNOLOGIES INC(A)17,90017,90002,0022,4891.04%+487
NUCOR CORP(NUE)27,43527,43504,2894,7752.00%+485
ABBOTT LABS32,70032,70003,1673,5991.51%+432
MERCK & CO INC(MRK)69,50069,50007,1557,5773.17%+422
KONINKLIJKE PHILIPS N V(PHG)101,565101,56502,0252,3700.99%+344
VERIZON COMMUNICATIONS INC(VZ)47,58749,431+1,8441,5421,8640.78%+321
THERMO FISHER SCIENTIFIC INC(TMO)10,98510,98505,5605,8312.44%+270
GEN DIGITAL INC(GEN)51,50051,50009111,1750.49%+265
HP INC(HPQ)57,10057,10001,4671,7180.72%+251
ABBVIE INC(ABBV)36,90036,90005,5005,7182.39%+218
AT&T INC(T)86,20089,200+3,0001,2951,4970.63%+202
NORTHERN TR CORP(NTRS)12,70012,70008821,0720.45%+189
ING GROEP N.V.(ING)82,00082,00001,0811,2320.52%+151
COCA COLA CO(KO)29,60029,60001,6571,7440.73%+87
GSK PLC(GSK)52,96052,96001,9201,9630.82%+43
JOHNSON & JOHNSON(JNJ)38,83838,83806,0496,0872.55%+38
EMERSON ELEC CO(EMR)43,00043,00004,1534,1851.75%+33
UNITED PARCEL SERVICE INC(UPS)14,95014,95002,3302,3510.98%+20
PROCTER AND GAMBLE CO(PG)16,40016,40002,3922,4031.01%+11
BERKSHIRE HATHAWAY INC DEL1,3501,35004734810.20%+9
ORACLE CORP(ORCL)9,6609,66001,0231,0180.43%-5
MARSH & MCLENNAN COS INC(MRSH)25,50025,50004,8534,8312.02%-21
HEWLETT PACKARD ENTERPRISE C(HPE)57,10057,10009929700.41%-22
UNILEVER PLC(UL)76,04076,04003,7563,6861.54%-70
EXXON MOBIL CORP14,18514,18501,6681,4180.59%-250
WILEY JOHN & SONS INC(WLY)48,40048,40001,7991,5360.64%-263
CISCO SYS INC(CSCO)82,70082,70004,4464,1781.75%-268
GE HEALTHCARE TECHNOLOGIES I(GEHC)4,0280-4,0282740-274
PFIZER INC(PFE)109,708114,708+5,0003,6393,3021.38%-337
BRISTOL-MYERS SQUIBB CO(BMY)54,30054,30003,1522,7861.17%-365
ORGANON & CO(OGN)49,8600-49,8608660-866
GENERAL ELECTRIC CO(GE)12,0952,484-9,6111,3373170.13%-1,020
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