Fund HoldingsFoyston, Gordon, & Payne Inc

Total Portfolio Value
$366.76M
Total Bought
$89.09M
Total Sold
$96.13M
Net Transaction
-$7.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Medtronic PLC(MDT)0172,051+172,051013,4823.68%+13,482
Alphabet Inc. CL A(GOOG)097,079+97,079012,7043.46%+12,704
Kenvue Inc.(KVUE)0472,720+472,72009,4922.59%+9,492
Zebra Technologies Corp-CL A(ZBRA)026,905+26,90506,3641.74%+6,364
Berkshire Hathaway Inc. CL B016,323+16,32305,7181.56%+5,718
Allegion PLC(ALLE)054,750+54,75005,7051.56%+5,705
AON PLC(AON)016,671+16,67105,4051.47%+5,405
Sony Group Corp. - Spon ADR(SONY)040,761+40,76103,3590.92%+3,359
Henry Schein, Inc.(HSIC)037,988+37,98802,8210.77%+2,821
Visa Inc. Class A Shares(V)011,123+11,12302,5580.70%+2,558
Humana Inc.(HUM)9,72313,927+4,2044,3476,7761.85%+2,428
Sanofi - ADR(SNY)042,663+42,66302,2880.62%+2,288
Expedia Inc.(EXPE)021,922+21,92202,2600.62%+2,260
UnitedHealth Group Inc.(UNH)29,43930,859+1,42014,15015,5594.24%+1,409
CME Group Inc.(CME)12,84918,168+5,3192,3813,6380.99%+1,257
Unilever PLC - ADR(UL)023,140+23,14001,1430.31%+1,143
Novartis AG - ADR(NVS)010,290+10,29001,0480.29%+1,048
Fiserv Inc.(FISV)103,204123,263+20,05913,01913,9243.80%+905
Cisco Systems Inc.(CSCO)196,251205,022+8,77110,15411,0223.01%+868
Allison Transmission Holding(ALSN)191,377193,346+1,96910,80511,4193.11%+614
CDW Corp. of Delaware(CDW)17,89119,207+1,3163,2833,8751.06%+592
Marsh & McLennan Cos.(MRSH)54,53456,900+2,36610,25710,8282.95%+571
Philip Morris International Inc.(PM)184,119199,720+15,60117,97418,4905.04%+516
Ross Stores Inc.(ROST)61,54664,850+3,3046,9017,3252.00%+424
SEI Investments Company(SEIC)78,52584,489+5,9644,6825,0891.39%+407
WEX Inc.(WEX)01,410+1,41002650.07%+265
Becton Dickinson & Co.(BDX)37,11938,783+1,6649,80010,0272.73%+227
AbbVie Inc.(ABBV)12,24212,24201,6491,8250.50%+175
Willis Towers Watson Public Limited Company(WTW)17,87920,970+3,0914,2114,3821.19%+171
Pfizer Inc.(PFE)60,65268,765+8,1132,2252,2810.62%+56
Wal-Mart Stores Inc.(WMT)19,95019,95003,1363,1910.87%+55
L3Harris Technologies Inc.(LHX)21,82524,792+2,9674,2734,3171.18%+44
Exxon Mobil Corp.3,1833,18303413740.10%+33
Procter & Gamble Co.(PG)3,5323,53205365150.14%-21
Meta Platforms, Inc.(META)45,20543,118-2,08712,97312,9443.53%-28
Kraft Heinz Company(KHC)18,41818,41806546200.17%-34
International Money Express, Inc.15,41920,140+4,7213783410.09%-37
Insperity, Inc.(NSP)2,7472,74703272680.07%-59
Union Pacific Corp.(UNP)17,50216,962-5403,5813,4540.94%-127
Abbott Laboratories12,20012,20001,3301,1820.32%-148
Mondelez International Inc.(MDLZ)132,212135,671+3,4599,6449,4162.57%-228
InMode Ltd.(INMD)6,2040-6,2042320-232
Sapiens International Corporation N.V.12,3250-12,3253280-328
Gentex Corp.(GNTX)258,914222,006-36,9087,5767,2241.97%-352
Smith (A.O.) Corp.(AOS)75,48377,352+1,8695,4945,1151.39%-378
Coca Cola Co.(KO)93,72093,72005,6445,2461.43%-397
Otis Worldwide Corp.(OTIS)55,80955,823+144,9684,4831.22%-484
Booking Holdings Inc.(BKNG)3,2272,627-6008,7148,1022.21%-612
Ulta Beauty Inc.(ULTA)10,1319,573-5584,7683,8241.04%-944
PepsiCo Inc.(PEP)29,23125,623-3,6085,4144,3421.18%-1,073
Truist Financial Corp.(TFC)219,028194,266-24,7626,6485,5581.52%-1,090
W.W. Grainger Inc.(GWW)9,1778,729-4487,2376,0391.65%-1,198
Unilever PLC - ADR(UL)23,6400-23,6401,2320-1,232
Motorola Solutions Inc.(MSI)52,85952,384-47515,50214,2613.89%-1,241
Microsoft Corp.(MSFT)74,08675,811+1,72525,22923,9376.53%-1,292
Keysight Technologies Inc.(KEYS)60,53464,770+4,23610,1368,5702.34%-1,567
Sanofi - ADR(SNY)39,5780-39,5782,1330-2,133
Visa Inc. Class A Shares(V)9,8280-9,8282,3340-2,334
RTX Corporation(RTX)38,36816,615-21,7533,7591,1960.33%-2,563
American Express(AXP)70,23462,412-7,82212,2359,3112.54%-2,924
VMware, Inc.71,84943,513-28,33610,3247,2441.98%-3,080
Sony Group Corp. - Spon ADR(SONY)38,8550-38,8553,4990-3,499
Johnson & Johnson(JNJ)110,97493,845-17,12918,36814,6163.99%-3,752
Berkshire Hathaway Inc. CL B16,3230-16,3235,5660-5,566
AON PLC(AON)20,1090-20,1096,9420-6,942
Zebra Technologies Corp-CL A(ZBRA)25,2100-25,2107,4580-7,458
Univar Solutions Inc.253,0100-253,0109,0680-9,068
Alphabet Inc. CL A(GOOG)88,4630-88,46310,5890-10,589
Novartis AG - ADR(NVS)113,0420-113,04211,4070-11,407
Medtronic PLC(MDT)185,6890-185,68916,3590-16,359
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