Fund HoldingsTrust Investment Advisors

Total Portfolio Value
$116.27M
Total Bought
$6.08M
Total Sold
$15.13M
Net Transaction
-$9.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ELI LILLY & CO(LLY)18,70818,111-5978,7749,7288.37%+954
JOHNSON & JOHNSON(JNJ)02,235+2,23503480.30%+348
PIONEER NAT RES CO6,0916,938+8471,2621,5931.37%+331
CARRIER GLOBAL CORPORATION(CARR)04,692+4,69202590.22%+259
OLD DOMINION FREIGHT LINE IN(ODFL)9221,461+5393415980.51%+257
TJX COS INC NEW(TJX)21,28023,180+1,9001,8042,0601.77%+256
COSTCO WHSL CORP NEW(COST)0423+42302390.21%+239
OLLIES BARGAIN OUTLET HLDGS(OLLI)03,079+3,07902380.20%+238
MARATHON PETE CORP(MPC)01,502+1,50202270.20%+227
FLEETCOR TECHNOLOGIES INC0867+86702210.19%+221
MARSH & MCLENNAN COS INC(MRSH)01,160+1,16002210.19%+221
RYDER SYS INC(R)02,059+2,05902200.19%+220
DIGITAL RLTY TR INC(DLR)01,805+1,80502180.19%+218
SYNOPSYS INC(SNPS)0475+47502180.19%+218
AFLAC INC(AFL)02,795+2,79502150.18%+215
TEXTRON INC(TXT)02,689+2,68902100.18%+210
FORTIVE CORP(FTV)02,810+2,81002080.18%+208
HESS CORP01,355+1,35502070.18%+207
NEWS CORP NEW(NWS)010,242+10,24202050.18%+205
CME GROUP INC(CME)01,025+1,02502050.18%+205
SCHLUMBERGER LTD(SLB)03,518+3,51802050.18%+205
WALMART INC(WMT)01,257+1,25702010.17%+201
ONEOK INC NEW(OKE)22,89425,199+2,3051,4131,5981.37%+185
CATERPILLAR INC(CAT)8,0897,723-3661,9902,1081.81%+118
ACADEMY SPORTS & OUTDOORS IN(ASO)11,00114,620+3,6195956910.59%+96
ALPHABET INC(GOOG)12,76612,410-3561,5441,6361.41%+92
TRANE TECHNOLOGIES PLC(TT)8,6098,520-891,6471,7291.49%+82
UNITEDHEALTH GROUP INC(UNH)03,461+3,46101,7451.50%+1,745
ALPHABET INC(GOOG)1,7712,060+2892122700.23%+58
EOG RES INC(EOG)5,4895,313-1766286730.58%+45
WEBSTER FINL CORP(WBS)27,88727,192-6951,0531,0960.94%+43
CELSIUS HLDGS INC(CELH)2,3662,286-803533920.34%+39
PRUDENTIAL FINL INC(PFH)11,16010,760-4009851,0210.88%+36
CITIZENS FINL GROUP INC(CFG)45,74945,556-1931,1931,2211.05%+28
STELLANTIS N.V(STLA)14,00014,00002462680.23%+22
INTERNATIONAL BUSINESS MACHS(IBM)11,13010,723-4071,4891,5041.29%+15
CISCO SYS INC(CSCO)31,07230,147-9251,6081,6211.39%+13
EATON CORP PLC(ETN)7,1726,806-3661,4421,4521.25%+9
DANAHER CORPORATION(DHR)2,8502,762-886846850.59%+1
IRON MTN INC DEL(IRM)20,46619,572-8941,1631,1641.00%+1
SIRIUS XM HOLDINGS INC(SIRI)150,000150,00006806780.58%-1
HUNT J B TRANS SVCS INC(JBHT)4,7614,561-2008628600.74%-2
FIRST SOLAR INC(FSLR)3,2433,797+5546166140.53%-3
CONSTELLATION BRANDS INC(STZ)5,6855,543-1421,3991,3931.20%-6
THE CIGNA GROUP(CI)3,4693,379-909739670.83%-7
ARCHER DANIELS MIDLAND CO18,01117,860-1511,3611,3471.16%-14
SANOFI(SNY)27,41227,200-2121,4781,4591.25%-18
TYSON FOODS INC(TSN)17,08016,684-3968728420.72%-29
CVS HEALTH CORP(CVS)14,22413,660-5649839540.82%-30
KINDER MORGAN INC DEL(KMI)43,79543,528-2677547220.62%-32
LINDE PLC(LIN)2,0711,999-727897440.64%-45
AT&T INC(T)32,82931,727-1,1025244770.41%-47
RITHM CAPITAL CORP(RITM)92,31087,791-4,5198638160.70%-48
MASTERCARD INCORPORATED(MA)3,3123,170-1421,3031,2551.08%-48
TRUIST FINL CORP(TFC)18,45817,849-6095605110.44%-50
DEVON ENERGY CORP NEW(DVN)20,54519,702-8439939400.81%-53
HOME DEPOT INC(HD)5,7485,711-371,7861,7261.48%-60
RIO TINTO PLC(RIO)38,08237,237-8452,4312,3702.04%-61
JPMORGAN CHASE & CO(JPM)11,00910,596-4131,6011,5371.32%-65
DUKE ENERGY CORP NEW(DUK)13,42012,912-5081,2041,1400.98%-65
NXP SEMICONDUCTORS N V
COM
8,1247,980-1441,6631,5951.37%-67
MORGAN STANLEY(MS)17,44617,285-1611,4901,4121.21%-78
VISA INC(V)5,0864,899-1871,2081,1270.97%-81
LINCOLN NATL CORP IND(LNC)41,05239,246-1,8061,0589690.83%-89
DEERE & CO(DE)3,3343,336+21,3511,2591.08%-92
DISNEY WALT CO(DIS)13,06213,120+581,1661,0630.91%-103
LOWES COS INC(LOW)4,4564,334-1221,0069010.77%-105
MOTOROLA SOLUTIONS INC(MSI)5,4665,484+181,6031,4931.28%-110
TRACTOR SUPPLY CO(TSCO)06,835+6,83501,3881.19%+1,388
LABORATORY CORP AMER HLDGS2,6072,521-866295070.44%-122
ULTA BEAUTY INC(ULTA)1,4801,437-436965740.49%-122
QUALCOMM INC(QCOM)11,39811,008-3901,3571,2231.05%-134
MARTIN MARIETTA MATLS INC(MLM)1,9501,856-949007620.66%-138
CHEVRON CORP NEW(CVX)11,99710,306-1,6911,8881,7381.49%-150
BOEING CO(BA)7,2067,131-751,5221,3671.18%-155
KEYSIGHT TECHNOLOGIES INC(KEYS)4,1794,097-827005420.47%-158
TARGET CORP(TGT)07,190+7,19007950.68%+795
NIKE INC(NKE)12,79112,690-1011,4121,2131.04%-198
ELEVANCE HEALTH INC(ELV)4520-4522010-201
LAM RESEARCH CORP(LRCX)3240-3242080-208
GRAINGER W W INC(GWW)2660-2662100-210
WEC ENERGY GROUP INC(WEC)2,4040-2,4042120-212
ALBEMARLE CORP(ALB)3,6213,495-1268085940.51%-214
UNITED PARCEL SERVICE INC(UPS)6,7566,359-3971,2119910.85%-220
CMS ENERGY CORP(CMS)3,7610-3,7612210-221
LENNAR CORP(LEN)1,7710-1,7712220-222
PTC INC(PTC)1,5600-1,5602220-222
D R HORTON INC(DHI)1,8520-1,8522250-225
ARROW ELECTRS INC1,6680-1,6682390-239
HCA HEALTHCARE INC(HCA)7960-7962420-242
KLA CORP(KLAC)1,6991,269-4308245820.50%-242
EAGLE MATLS INC(EXP)1,3020-1,3022430-243
WALGREENS BOOTS ALLIANCE INC34,72333,343-1,3809897420.64%-248
REALTY INCOME CORP(O)21,17720,390-7871,2661,0180.88%-248
EXXON MOBIL CORP(XOM)2,3670-2,3672540-254
BOSTON SCIENTIFIC CORP(BSX)4,7080-4,7082550-255
CADENCE DESIGN SYSTEM INC(CDNS)1,0920-1,0922560-256
ROYAL CARIBBEAN GROUP
COM
2,6070-2,6072700-270
NVIDIA CORPORATION(NVDA)4,5473,744-8031,9231,6291.40%-295
META PLATFORMS INC(META)1,0450-1,0453000-300
Page 1 of 1