Fund HoldingsStrategic Global Advisors, LLC

Total Portfolio Value
$436.28M
Total Bought
$31.73M
Total Sold
$205.44M
Net Transaction
-$173.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FUTU HLDGS LTD(FUTU)4,006113,192+109,1862326,1841.42%+5,952
OREILLY AUTOMOTIVE INC(ORLY)04,680+4,68004,4461.02%+4,446
ICON PLC(ICLR)031,026+31,02608,7832.01%+8,783
WIX COM LTD
SHS
37,23551,968+14,7333,4186,3931.47%+2,975
CRH PLC
ORD
034,291+34,29102,3720.54%+2,372
FERGUSON PLC NEW011,148+11,14802,1520.49%+2,152
APA CORPORATION(APA)054,611+54,61101,9590.45%+1,959
CHECK POINT SOFTWARE TECH LT
ORD
96,34796,292-5512,84114,7123.37%+1,871
ZOOM VIDEO COMMUNICATIONS IN(ZM)023,188+23,18801,6670.38%+1,667
DOCUSIGN INC(DOCU)021,762+21,76201,2940.30%+1,294
MEDPACE HLDGS INC(MEDP)03,570+3,57001,0940.25%+1,094
FORTIVE CORP(FTV)013,939+13,93901,0260.24%+1,026
BANK OF NT BUTTERFIELD&SON L
SHS NEW
0163,161+163,16105,2231.20%+5,223
DOMINOS PIZZA INC(DPZ)01,236+1,23605100.12%+510
ITURAN LOCATION AND CONTROL
SHS
56,97078,394+21,4241,7032,1350.49%+432
COCA-COLA EUROPACIFIC PARTNE
SHS
89,80389,701-1025,6115,9871.37%+376
TEEKAY TANKERS LTD(TNK)55,02552,587-2,4382,2912,6280.60%+337
MAKEMYTRIP LIMITED MAURITIUS
SHS
06,970+6,97003270.08%+327
ALIBABA GROUP HLDG LTD(BABA)4,0268,424+4,3983496530.15%+304
RIO TINTO PLC(RIO)33,75732,894-8632,1482,4490.56%+301
HONDA MOTOR LTD(HMC)08,694+8,69402690.06%+269
LOGITECH INTL S A
SHS
02,500+2,50002380.05%+238
INTERCONTINENTAL HOTELS GROU(IHG)02,381+2,38102170.05%+217
ASML HOLDING N V
N Y REGISTRY SHS
1,3811,348-338131,0200.23%+207
DEUTSCHE BANK A G
NAMEN AKT
17,40226,306+8,9041913560.08%+165
BHP GROUP LTD14,20813,884-3248089480.22%+140
IBEX LTD056,214+56,21401,0690.24%+1,069
NOVO-NORDISK A S(NVO)12,22811,934-2941,1121,2350.28%+123
PDD HOLDINGS INC(PDD)2,1702,17002133170.07%+105
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,0836,08305296330.15%+104
ISHARES TR
MSCI INDIA ETF
6,0207,520+1,5002663670.08%+101
TERNIUM SA(TX)37,63937,63901,5021,5990.37%+97
METTLER TOLEDO INTERNATIONAL(MTD)02,061+2,06102,5000.57%+2,500
STELLANTIS N.V(STLA)18,51117,982-5293544190.10%+65
BP PLC(BP)22,54426,474+3,9308739370.21%+64
SANOFI(SNY)5,8497,345+1,4963143650.08%+52
ISHARES INC7,0617,06104164630.11%+47
NICE LTD(NICE)1,6061,547-592733090.07%+36
BANCO BILBAO VIZCAYA ARGENTA(BBVA)34,45833,665-7932773070.07%+29
ARDMORE SHIPPING CORP26,90026,90003503790.09%+29
VIPSHOP HLDGS LTD(VIPS)10,70910,70901711900.04%+19
TENARIS S A(TS)7,6977,463-2342432590.06%+16
HSBC HLDGS PLC(HSBC)12,28112,064-2174854890.11%+4
WOORI FINL GROUP INC(WF)20,16918,361-1,8085535550.13%+2
DOLE PLC(DOLE)315,501297,415-18,0863,6543,6550.84%+2
NATWEST GROUP PLC(NWG)57,53556,626-9093353190.07%-17
UNILEVER PLC(UL)11,07210,909-1635475290.12%-18
WEIBO CORP(WB)14,01014,01001761530.04%-22
SHELL PLC(SHEL)4,2703,665-6052752410.06%-34
NOVARTIS AG(NVS)11,09010,840-2501,1301,0950.25%-35
LYONDELLBASELL INDUSTRIES N
SHS - A -
53,17552,503-6725,0364,9921.14%-44
ERICSSON(ERIC)18,4310-18,431900-90
DIAGEO PLC(DEO)2,6091,888-7213892750.06%-114
DECKERS OUTDOOR CORP(DECK)5,1003,735-1,3652,6222,4970.57%-125
ORIX CORP(IX)7,0505,737-1,3136625360.12%-126
RELX PLC(RELX)17,70211,754-5,9485974660.11%-130
UNITED MICROELECTRONICS CORP(UMC)20,0200-20,0201410-141
CNH INDL N V
SHS
13,8040-13,8041670-167
SHINHAN FINANCIAL GROUP CO L(SHG)8,5300-8,5302260-226
HONDA MOTOR LTD(HMC)7,5250-7,5252530-253
TAPESTRY INC(TPR)023,941+23,94108810.20%+881
NVIDIA CORPORATION(NVDA)22,85919,544-3,3159,9439,6792.22%-265
UBER TECHNOLOGIES INC(UBER)33,93920,181-13,7581,5611,2430.28%-318
SONY GROUP CORP(SONY)4,0730-4,0733360-336
IDEXX LABS INC(IDXX)3,4522,059-1,3931,5091,1430.26%-367
TOLL BROTHERS INC(TOL)30,51918,375-12,1442,2571,8890.43%-368
INTERNATIONAL GAME TECHNOLOG(BRSL)13,7200-13,7204160-416
DEXCOM INC(DXCM)013,549+13,54901,6810.39%+1,681
CROCS INC(CROX)14,1598,564-5,5951,2498000.18%-449
ULTA BEAUTY INC(ULTA)02,595+2,59501,2720.29%+1,272
VISTRA CORP(VST)48,00128,688-19,3131,5931,1050.25%-488
ESSEX PPTY TR INC(ESS)04,786+4,78601,1870.27%+1,187
SHARKNINJA INC(SN)12,0000-12,0005560-556
BUILDERS FIRSTSOURCE INC(BLDR)22,58013,460-9,1202,8112,2470.52%-564
LEAR CORP(LEA)11,5626,937-4,6251,5529800.22%-572
REGIONS FINANCIAL CORP NEW(RF)056,336+56,33601,0920.25%+1,092
VICI PPTYS INC(VICI)60,82836,469-24,3591,7701,1630.27%-607
APPLOVIN CORP(APP)39,70323,638-16,0651,5879420.22%-645
ALBERTSONS COS INC046,876+46,87601,0780.25%+1,078
POPULAR INC(BPOP)39,76622,175-17,5912,5061,8200.42%-686
ZILLOW GROUP INC(Z)58,67734,854-23,8232,7092,0170.46%-692
GATES INDL CORP PLC
ORD SHS
196,522117,069-79,4532,2821,5710.36%-711
HUBBELL INC(HUBB)6,2523,738-2,5141,9591,2300.28%-730
GODADDY INC(GDDY)62,70236,902-25,8004,6703,9180.90%-753
BOYD GAMING CORP(BYD)26,86114,001-12,8601,6348770.20%-757
SIMON PPTY GROUP INC NEW(SPG)019,919+19,91902,8410.65%+2,841
PAYPAL HLDGS INC(PYPL)36,13521,463-14,6722,1121,3180.30%-794
HOLOGIC INC018,428+18,42801,3170.30%+1,317
AON PLC(AON)03,324+3,32409670.22%+967
ZIMMER BIOMET HOLDINGS INC(ZBH)012,336+12,33601,5010.34%+1,501
LOWES COS INC(LOW)06,647+6,64701,4790.34%+1,479
DOVER CORP(DOV)08,598+8,59801,3220.30%+1,322
PPG INDS INC(PPG)23,66314,131-9,5323,0712,1130.48%-958
GLOBE LIFE INC26,77215,836-10,9362,9111,9280.44%-983
HUMANA INC(HUM)4,7242,825-1,8992,2981,2930.30%-1,005
LIVE NATION ENTERTAINMENT IN(LYV)022,767+22,76702,1310.49%+2,131
WALMART INC(WMT)10,6444,161-6,4831,7026560.15%-1,046
SHERWIN WILLIAMS CO(SHW)15,1208,916-6,2043,8562,7810.64%-1,075
HARTFORD FINL SVCS GROUP INC(HIG)025,030+25,03002,0120.46%+2,012
INMODE LTD(INMD)0110,186+110,18602,4510.56%+2,451
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