Fund HoldingsTrust Investment Advisors

Total Portfolio Value
$138.57M
Total Bought
$5.35M
Total Sold
$21.98M
Net Transaction
-$16.62M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)17,58217,386-19610,24913,5259.76%+3,276
NVIDIA CORPORATION(NVDA)3,7233,674-491,8443,3202.40%+1,476
BLUE OWL CAPITAL CORPORATION(OBDC)060,263+60,26309270.67%+927
TAIWAN SEMICONDUCTOR MFG LTD(TSM)21,27421,179-952,2122,8812.08%+669
MICROSOFT CORP(MSFT)23,59522,599-9968,8739,5086.86%+635
BROADCOM INC(AVGO)2,7492,729-203,0683,6172.61%+549
CATERPILLAR INC(CAT)7,7357,687-482,2872,8172.03%+530
EATON CORP PLC(ETN)6,8366,796-401,6462,1251.53%+479
LINCOLN NATL CORP IND(LNC)28,46038,913+10,4537681,2420.90%+475
ADVANCED MICRO DEVICES INC(AMD)15,47615,254-2222,2812,7531.99%+472
CELSIUS HLDGS INC(CELH)15,89115,863-288661,3150.95%+449
FORD MTR CO DEL(F)099,509+99,50901,3210.95%+1,321
TRANE TECHNOLOGIES PLC(TT)8,4038,261-1422,0492,4801.79%+430
NEXTRACKER INC07,434+7,43404180.30%+418
JPMORGAN CHASE & CO(JPM)10,61810,578-401,8062,1191.53%+313
VULCAN MATLS CO(VMC)6,9556,823-1321,5791,8621.34%+283
DEVON ENERGY CORP NEW(DVN)019,875+19,87509970.72%+997
TRACTOR SUPPLY CO(TSCO)6,7606,606-1541,4541,7291.25%+275
QUALCOMM INC(QCOM)11,05011,005-451,5981,8631.34%+265
DISNEY WALT CO(DIS)08,837+8,83701,0810.78%+1,081
RALPH LAUREN CORP(RL)01,337+1,33702510.18%+251
PROGRESSIVE CORP(PGR)01,168+1,16802420.17%+242
TARGET CORP(TGT)7,0166,991-259991,2390.89%+240
PARKER-HANNIFIN CORP(PH)0409+40902270.16%+227
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,405+2,40502240.16%+224
EDWARDS LIFESCIENCES CORP11,60111,580-218851,1070.80%+222
CINTAS CORP(CTAS)0319+31902190.16%+219
MARRIOTT INTL INC NEW(MAR)0857+85702160.16%+216
THE CIGNA GROUP(CI)3,3883,383-51,0151,2290.89%+214
ONEOK INC NEW(OKE)22,08322,010-731,5511,7651.27%+214
AMERIPRISE FINL INC(AMP)0487+48702140.15%+214
CHUBB LIMITED
COM
0822+82202130.15%+213
MARTIN MARIETTA MATLS INC(MLM)1,8561,851-59261,1360.82%+210
REALTY INCOME CORP(O)15,96420,606+4,6429171,1150.80%+198
IRON MTN INC DEL(IRM)19,53919,373-1661,3671,5541.12%+187
DISCOVER FINL SVCS12,15011,819-3311,3661,5491.12%+184
PIONEER NAT RES CO05,581+5,58101,4651.06%+1,465
RTX CORPORATION(RTX)15,27414,950-3241,2851,4581.05%+173
MASTERCARD INCORPORATED(MA)3,0813,076-51,3141,4811.07%+167
KLA CORP(KLAC)1,2691,266-37388840.64%+147
HOME DEPOT INC(HD)5,6295,460-1691,9512,0941.51%+144
PRUDENTIAL FINL INC(PFH)10,79410,754-401,1191,2630.91%+143
LOWES COS INC(LOW)4,3764,368-89741,1130.80%+139
ALPHABET INC(GOOG)12,26312,243-201,7281,8641.35%+136
CONSTELLATION BRANDS INC(STZ)5,4885,322-1661,3271,4461.04%+120
LINDE PLC(LIN)2,0092,004-58259300.67%+105
TJX COS INC NEW(TJX)20,59220,016-5761,9322,0301.46%+98
CHEVRON CORP NEW(CVX)10,31410,367+531,5381,6351.18%+97
CITIZENS FINL GROUP INC(CFG)42,61541,416-1,1991,4121,5031.08%+91
VISA INC(V)4,8294,822-71,2571,3460.97%+88
INTERNATIONAL BUSINESS MACHS(IBM)11,96310,705-1,2581,9572,0441.48%+88
NXP SEMICONDUCTORS N V
COM
7,8857,619-2661,8111,8881.36%+77
STELLANTIS N.V(STLA)14,00014,00003263960.29%+70
AT&T INC(T)30,35532,271+1,9165095680.41%+59
DANAHER CORPORATION(DHR)2,8112,805-66507000.51%+50
MCKESSON CORP(MCK)590599+92733210.23%+48
TYSON FOODS INC(TSN)15,43614,930-5068308770.63%+47
ULTA BEAUTY INC(ULTA)1,4561,454-27137600.55%+47
RITHM CAPITAL CORP(RITM)87,17887,334+1569319750.70%+44
AMAZON COM INC(AMZN)1,4001,40002132530.18%+40
TRUIST FINL CORP(TFC)19,07719,031-467047420.54%+38
EOG RES INC(EOG)5,2795,261-186386730.49%+34
HILTON WORLDWIDE HLDGS INC(HLT)1,1801,138-422152430.18%+28
REPUBLIC SVCS INC(RSG)1,2761,233-432102360.17%+26
CADENCE DESIGN SYSTEM INC(CDNS)804777-272192420.17%+23
ELEVANCE HEALTH INC(ELV)45245202132340.17%+21
ACADEMY SPORTS & OUTDOORS IN(ASO)14,79214,764-289769970.72%+21
CELANESE CORP DEL(CE)1,3141,267-472042180.16%+14
KINDER MORGAN INC DEL(KMI)42,62341,705-9187527650.55%+13
CVS HEALTH CORP(CVS)13,70513,675-301,0821,0910.79%+9
NEWS CORP NEW(NWS)8,3878,091-2962062120.15%+6
BLACKSTONE INC(BX)1,7501,75002292300.17%+1
DEERE & CO(DE)3,2923,198-941,3161,3140.95%-3
HUNT J B TRANS SVCS INC(JBHT)4,5884,576-129169120.66%-5
DUKE ENERGY CORP NEW(DUK)12,94012,924-161,2561,2500.90%-6
WEBSTER FINL CORP(WBS)27,28627,133-1531,3851,3780.99%-7
FIRST SOLAR INC(FSLR)3,7293,721-86426280.45%-14
CISCO SYS INC(CSCO)30,12230,183+611,5221,5061.09%-15
KEYSIGHT TECHNOLOGIES INC(KEYS)4,1724,095-776646400.46%-23
LABORATORY CORP AMER HLDGS2,5672,558-95835590.40%-25
MOTOROLA SOLUTIONS INC(MSI)6,0175,211-8061,8841,8501.33%-34
MORGAN STANLEY(MS)17,10816,559-5491,5951,5591.13%-36
UNITED PARCEL SERVICE INC(UPS)6,3826,428+461,0039550.69%-48
WALGREENS BOOTS ALLIANCE INC30,29133,866+3,5757917350.53%-56
SANOFI(SNY)25,69824,972-7261,2781,2140.88%-64
UNITEDHEALTH GROUP INC(UNH)3,4093,339-701,7951,6521.19%-143
OLD DOMINION FREIGHT LINE IN(ODFL)945922-233832020.15%-181
ADTALEM GLOBAL ED INC(CVSA)3,4700-3,4702050-205
AKAMAI TECHNOLOGIES INC(AKAM)1,7360-1,7362050-205
CME GROUP INC(CME)9920-9922090-209
AFLAC INC(AFL)2,5540-2,5542110-211
ROYAL CARIBBEAN GROUP
COM
1,6490-1,6492140-214
NEWS CORP NEW(NWS)8,3670-8,3672150-215
GAP INC(GAP)10,3530-10,3532160-216
NIKE INC(NKE)12,60612,229-3771,3691,1490.83%-219
UBER TECHNOLOGIES INC(UBER)3,5810-3,5812200-220
SYNOPSYS INC(SNPS)4310-4312220-222
ARISTA NETWORKS INC9760-9762300-230
SIRIUS XM HOLDINGS INC(SIRI)150,000150,00008215820.42%-238
NRG ENERGY INC(NRG)4,6390-4,6392400-240
Page 1 of 1