Fund HoldingsEstabrook Capital Management

Total Portfolio Value
$612.22M
Total Bought
$2.40M
Total Sold
$61.14M
Net Transaction
-$58.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORPORATION(MSFT)0190,482+190,482071,62911.70%+71,629
J.P. MORGAN CHASE & CO(JPM)0198,158+198,158033,7075.51%+33,707
APPLE COMPUTER INC(AAPL)0221,674+221,674042,6796.97%+42,679
COSTCO WHOLESALE CORP(COST)43,77342,796-97724,73028,2494.61%+3,519
UNION PAC CORP(UNP)071,119+71,119017,4682.85%+17,468
PNC FINANCIAL GROUP(PNC)080,754+80,754012,5052.04%+12,505
BANK OF AMERICA0333,603+333,603011,2321.83%+11,232
INTERNATIONAL BUSINESS MACHINE(IBM)78,82677,642-1,18411,05912,6982.07%+1,639
HONEYWELL INTERNATIONAL INC.(HON)078,042+78,042016,3662.67%+16,366
INTEL CORPORATION(INTC)92,44291,675-7673,2864,6070.75%+1,320
FRP HLDGS INC COM0148,816+148,81609,3581.53%+9,358
WELLS FARGO NEW(WFC)0135,433+135,43306,6661.09%+6,666
NORFOLK SOUTHN CORP(NSC)025,778+25,77806,0931.00%+6,093
CITIGROUP INC(C)0150,320+150,32007,7321.26%+7,732
TARGET CORP(TGT)027,009+27,00903,8470.63%+3,847
HOME DEPOT INC(HD)018,379+18,37906,3691.04%+6,369
BOEING CO(BA)011,962+11,96203,1180.51%+3,118
QUALCOMM INC(QCOM)024,604+24,60403,5580.58%+3,558
CHUBB LIMITED COM
COM
47,90347,131-7729,97210,6521.74%+679
U S BANCORP(USB)65,81565,81502,1762,8480.47%+673
GENERAL ELECTRIC CO COM NEW(GE)38,79738,837+404,2894,9570.81%+668
AMAZON COM INC(AMZN)026,455+26,45504,0200.66%+4,020
BANK OF NEW YORK MELLON CORPOR067,100+67,10003,4930.57%+3,493
MERCK & COMPANY(MRK)0103,123+103,123011,2421.84%+11,242
EATON CORP PLC SHS(ETN)36,11834,336-1,7827,7038,2691.35%+566
ALPHABET CLASS A(GOOG)81,11779,790-1,32710,61511,1461.82%+531
NXP SEMICONDUCTORS N V COM
COM
018,600+18,60004,2720.70%+4,272
DUKE ENERGY CORPORATION COM NE(DUK)054,644+54,64405,3030.87%+5,303
CANADIAN PACIFIC KANSAS CITY C(CP)098,310+98,31007,7721.27%+7,772
AMGEN INC(AMGN)21,57021,398-1725,7976,1631.01%+366
MEDTRONIC PLC(MDT)0104,070+104,07008,5731.40%+8,573
NIKE INC CLASS B(NKE)026,201+26,20102,8450.46%+2,845
RAYTHEON TECHNOLOGIES CORP COM(RTX)024,193+24,19302,0360.33%+2,036
AFLAC INC(AFL)79,07777,337-1,7406,0696,3801.04%+311
UNITEDHEALTH GROUP INC(UNH)18,62818,392-2369,3929,6831.58%+291
ALLSTATE CORP(ALL)12,57412,074-5001,4011,6900.28%+289
CVS CORPORATION(CVS)044,065+44,06503,4790.57%+3,479
DOVER CORP(DOV)021,092+21,09203,2440.53%+3,244
ANALOG DEVICES INC(ADI)09,500+9,50001,8860.31%+1,886
CANADIAN NATL RY CO(CNI)012,132+12,13201,5240.25%+1,524
STRYKER CORP(SYK)07,559+7,55902,2640.37%+2,264
ALPHABET CLASS C(GOOG)19,57519,525-502,5812,7520.45%+171
WILLIAMS CO(WMB)202,674200,624-2,0506,8286,9881.14%+160
AMERICAN EXPRESS COMPANY(AXP)04,014+4,01407520.12%+752
HUNTINGTON INGALLS INDS INC CO(HII)02,484+2,48406450.11%+645
A T & T INC(T)0163,603+163,60302,7450.45%+2,745
AMETEK INC NEW07,810+7,81001,2880.21%+1,288
TEXAS INSTRUMENTS INC(TXN)020,152+20,15203,4350.56%+3,435
VISA INC COM CL A(V)04,349+4,34901,1320.18%+1,132
GE HEALTHCARE TECHNOLOGIES ICO(GEHC)013,769+13,76901,0650.17%+1,065
BANCO LATINOAMER EXPORT S A CL041,600+41,60001,0290.17%+1,029
NORTHROP GRUMMAN CORP(NOC)010,236+10,23604,7920.78%+4,792
LILLY ELI & CO(LLY)8,1367,666-4704,3704,4690.73%+99
LINDE PLC SHS(LIN)03,007+3,00701,2350.20%+1,235
ADVANCED MICRO DEVICES(AMD)02,030+2,03002990.05%+299
MCDONALDS CORP(MCD)02,293+2,29306800.11%+680
DOW INC COM(DOW)057,714+57,71403,1650.52%+3,165
META PLATFORMS, INC(META)1,5301,540+104595450.09%+86
GRAINGER W W INC(GWW)0600+60004970.08%+497
NEXTERA ENERGY INC COM(NEE)047,621+47,62102,8930.47%+2,893
OMNICOM GROUP(OMC)05,866+5,86605070.08%+507
NAVIGATOR HOLDINGS LTD SHS(NVGS)124,748131,448+6,7001,8431,9130.31%+70
FIDELITY NATIONAL FINANCIAL FN(FNF)7,1077,10702943630.06%+69
AMERIPRISE FINL INC COM(AMP)01,300+1,30004940.08%+494
M & T BK CORP(MTB)03,909+3,90905360.09%+536
PHILLIPS 66 COM(PSX)4,3044,30405175730.09%+56
NVIDIA CORP COM(NVDA)02,137+2,13701,0580.17%+1,058
IRON MTN INC NEW COM(IRM)06,377+6,37704460.07%+446
L3 HARRIS TECHNOLOGIES INC COM(LHX)01,323+1,32302790.05%+279
EDISON INTERNATIONAL(EIX)05,689+5,68904070.07%+407
DEERE & CO.(DE)01,982+1,98207930.13%+793
WASTE MANAGEMENT INC(WM)01,729+1,72903100.05%+310
ABBOTT LABS010,605+10,60501,1670.19%+1,167
VULCAN MATERIALS CO(VMC)01,661+1,66103770.06%+377
HP INC COM(HPQ)09,400+9,40002830.05%+283
CSX CORP(CSX)09,875+9,87503420.06%+342
PPG INDS INC(PPG)01,956+1,95602930.05%+293
FIRST HORIZON NATL CORP DP SHS(FHN)028,031+28,03106580.11%+658
SCHWAB S&P 500 INDEX FD04,855+4,85503550.06%+355
ZIMMER HLDGS INC(ZBH)03,680+3,68004480.07%+448
COCA COLA CO(KO)014,738+14,73808690.14%+869
CARRIER GLOBAL CORPORATION COM(CARR)14,93714,93708258580.14%+34
AGILENT TECHNOLOGIES INC.(A)01,200+1,20001670.03%+167
MONDELEZ INTL INC COM(MDLZ)063,524+63,52404,6010.75%+4,601
ILLINOIS TOOL WORKS INC(ITW)0850+85002230.04%+223
SCHWAB CHARLES CORP NEW(SCHW)01,895+1,89501300.02%+130
MICRON TECHNOLOGY INC(MU)1,5001,50001021280.02%+26
ROCKWELL INTL CORP NEW(ROK)01,000+1,00003100.05%+310
TE CONNECTIVITY LTD(TEL)01,444+1,44402030.03%+203
T ROWE PRICE NEW HORIZON FD04,741+4,74102670.04%+267
MANULIFE FINL CORP(MFC)06,000+6,00001330.02%+133
ABBVIE INC COM(ABBV)15,99015,523-4672,3832,4060.39%+22
TIDEWATER INC NEW WT EXP 11144(TDW)0745+7450580.01%+58
SALESFORCE COM INC COM(CRM)0331+3310870.01%+87
KEYSIGHT TECHNOLOGIES INC COM(KEYS)0700+70001110.02%+111
DISNEY (WALT) PRODUCTIONS(DIS)015,222+15,22201,3740.22%+1,374
FACTSET RESH SYS INC COM(FDS)45545501992170.04%+18
FORTUNE BRANDS HOME & SEC INCO(FBIN)01,292+1,2920980.02%+98
IMPERIAL PETE INC COM NEW
COM NEW
016,331+16,3310430.01%+43
PARK HOTELS & RESORTS INC COM(PK)05,500+5,5000840.01%+84
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