Fund HoldingsTrust Investment Advisors

Total Portfolio Value
$156.95M
Total Bought
$12.90M
Total Sold
$17.46M
Net Transaction
-$4.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PEPSICO INC(PEP)08,235+8,23501,4000.89%+1,400
FIDELITY MERRIMACK STR TR015,592+15,59207290.46%+729
RTX CORPORATION(RTX)14,90016,439+1,5391,4961,9921.27%+496
LOCKHEED MARTIN CORP(LMT)0664+66403880.25%+388
NEXTERA ENERGY INC(NEE)04,351+4,35103680.23%+368
SIRIUSXM HOLDINGS INC(SIRI)015,000+15,00003550.23%+355
TRANE TECHNOLOGIES PLC(TT)05,016+5,01601,9501.24%+1,950
MOTOROLA SOLUTIONS INC(MSI)5,1865,116-702,0022,3001.47%+298
PALANTIR TECHNOLOGIES INC(PLTR)07,871+7,87102930.19%+293
TRUIST FINL CORP(TFC)19,90324,898+4,9957731,0650.68%+292
INTERNATIONAL BUSINESS MACHS(IBM)11,1479,989-1,1581,9282,2081.41%+281
AMERICAN ELEC PWR CO INC02,655+2,65502720.17%+272
LOWES COS INC(LOW)4,4224,522+1009751,2250.78%+250
VORNADO RLTY TR(VNO)06,295+6,29502480.16%+248
IRON MTN INC DEL(IRM)18,90916,303-2,6061,6951,9371.23%+243
BRADY CORP(BRC)03,149+3,14902410.15%+241
UNITEDHEALTH GROUP INC(UNH)3,3303,311-191,6961,9361.23%+240
PUBLIC STORAGE OPER CO(PSA)0655+65502380.15%+238
PROGRESSIVE CORP(PGR)0939+93902380.15%+238
CBRE GROUP INC(CBRE)01,883+1,88302340.15%+234
T-MOBILE US INC(TMUS)01,121+1,12102310.15%+231
DAVITA INC(DVA)01,393+1,39302280.15%+228
RYDER SYS INC(R)01,552+1,55202260.14%+226
DTE ENERGY CO(DTB)01,758+1,75802260.14%+226
MONOLITHIC PWR SYS INC(MPWR)0244+24402260.14%+226
OGE ENERGY CORP(OGE)05,472+5,47202240.14%+224
PACKAGING CORP AMER(PKG)01,037+1,03702230.14%+223
NASDAQ INC(NDAQ)03,056+3,05602230.14%+223
TRINITY INDS INC(TRN)06,361+6,36102220.14%+222
INTERNATIONAL PAPER CO(IP)04,534+4,53402210.14%+221
UNIVERSAL HLTH SVCS INC(UHS)0962+96202200.14%+220
INTERCONTINENTAL EXCHANGE IN(ICE)01,368+1,36802200.14%+220
EDISON INTL(EIX)02,519+2,51902190.14%+219
PINNACLE WEST CAP CORP(PNW)02,449+2,44902170.14%+217
REGIONS FINANCIAL CORP NEW(RF)09,278+9,27802160.14%+216
AMERICAN TOWER CORP NEW(AMT)0929+92902160.14%+216
COCA-COLA EUROPACIFIC PARTNE
SHS
02,716+2,71602140.14%+214
EQUIFAX INC(EFX)0693+69302040.13%+204
CATERPILLAR INC(CAT)06,692+6,69202,6181.67%+2,618
STELLANTIS N.V(STLA)014,000+14,00001970.13%+197
MASTERCARD INCORPORATED(MA)3,0933,126+331,3651,5440.98%+179
CITIZENS FINL GROUP INC(CFG)41,14040,441-6991,4821,6611.06%+179
APPLE INC(AAPL)54,34349,830-4,51311,44611,6107.40%+165
HOME DEPOT INC(HD)6,2035,628-5752,1352,2801.45%+145
AT&T INC(T)48,85648,952+969341,0770.69%+143
TJX COS INC NEW(TJX)21,96121,680-2812,4182,5481.62%+130
CAVA GROUP INC(CAVA)3,7873,843+563514760.30%+125
KEYSIGHT TECHNOLOGIES INC(KEYS)4,2124,404+1925767000.45%+124
FIRST SOLAR INC(FSLR)3,7563,880+1248479680.62%+121
MORGAN STANLEY(MS)16,53816,516-221,6071,7221.10%+114
CHEWY INC(CHWY)64,77364,080-6931,7641,8771.20%+112
REALTY INCOME CORP(O)21,76619,854-1,9121,1501,2590.80%+109
DANAHER CORPORATION(DHR)2,8812,979+987208280.53%+108
ACADEMY SPORTS & OUTDOORS IN(ASO)015,545+15,54509070.58%+907
LINDE PLC(LIN)2,0072,052+458819790.62%+98
RIO TINTO PLC(RIO)36,71035,359-1,3512,4202,5171.60%+96
GE HEALTHCARE TECHNOLOGIES I(GEHC)5,2365,371+1354085040.32%+96
KINDER MORGAN INC DEL(KMI)41,55541,522-338269170.58%+92
DISCOVER FINL SVCS11,77911,630-1491,5411,6321.04%+91
DUKE ENERGY CORP NEW(DUK)13,02412,074-9501,3051,3920.89%+87
HUNT J B TRANS SVCS INC(JBHT)04,772+4,77208220.52%+822
THE CIGNA GROUP(CI)3,3693,436+671,1141,1900.76%+77
CISCO SYS INC(CSCO)30,36828,461-1,9071,4431,5150.97%+72
VISA INC(V)4,9584,948-101,3011,3600.87%+59
ADVANCED MICRO DEVICES INC(AMD)015,401+15,40102,5271.61%+2,527
BLACKSTONE INC(BX)1,7501,75002172680.17%+51
EBAY INC.(EBAY)4,0384,064+262172650.17%+48
WALMART INC(WMT)3,2613,26102212630.17%+43
COCA COLA CO(KO)4,8994,912+133123530.22%+41
OLD DOMINION FREIGHT LINE IN(ODFL)1,8441,84403263660.23%+41
PRUDENTIAL FINL INC(PFH)10,83710,821-161,2701,3100.83%+40
ULTA BEAUTY INC(ULTA)01,578+1,57806140.39%+614
PALO ALTO NETWORKS INC(PANW)7,2817,333+522,4682,5061.60%+38
PFIZER INC(PFE)45,00444,717-2871,2591,2940.82%+35
ARISTA NETWORKS INC613624+112152400.15%+25
INTERNATIONAL FLAVORS&FRAGRA(IFF)2,3892,401+122272520.16%+24
INTUITIVE SURGICAL INC483487+42152390.15%+24
MARTIN MARIETTA MATLS INC(MLM)1,8471,899+521,0011,0220.65%+21
EXXON MOBIL CORP13,63413,553-811,5701,5891.01%+19
TYSON FOODS INC(TSN)15,04214,728-3148608770.56%+18
ONEOK INC NEW(OKE)21,77819,610-2,1681,7761,7871.14%+11
EOG RES INC(EOG)5,2285,429+2016586670.43%+9
ATI INC(ATI)4,0703,250-8202262170.14%-8
MCDONALDS CORP(MCD)1,2871,042-2453283170.20%-11
CONSTELLATION BRANDS INC(STZ)5,3025,252-501,3641,3530.86%-11
ELEVANCE HEALTH INC(ELV)50950902762650.17%-11
VULCAN MATLS CO(VMC)06,664+6,66401,6691.06%+1,669
JOHNSON & JOHNSON(JNJ)1,9891,606-3832912600.17%-30
JPMORGAN CHASE & CO.(JPM)10,4989,892-6062,1232,0861.33%-37
WEBSTER FINL CORP(WBS)023,979+23,97901,1180.71%+1,118
UNITED PARCEL SERVICE INC(UPS)6,6156,242-3739058510.54%-54
RITHM CAPITAL CORP(RITM)87,56178,838-8,7239558950.57%-60
LINCOLN NATL CORP IND(LNC)39,20936,716-2,4931,2191,1570.74%-62
NEXTRACKER INC8,6979,196+4994083450.22%-63
DISNEY WALT CO(DIS)08,671+8,67108340.53%+834
NEUBERGER BERMAN REAL ESTATE
COM
25,1890-25,189850-85
TRACTOR SUPPLY CO(TSCO)7,3396,461-8781,9821,8801.20%-102
EATON CORP PLC(ETN)6,6275,951-6762,0781,9721.26%-105
WALGREENS BOOTS ALLIANCE INC037,036+37,03603320.21%+332
TARGET CORP(TGT)06,034+6,03409400.60%+940
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