Fund HoldingsTrust Investment Advisors

Total Portfolio Value
$128.29M
Total Bought
$11.25M
Total Sold
$13.39M
Net Transaction
-$2.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)023,595+23,59508,8736.92%+8,873
APPLE INC(AAPL)055,061+55,061010,6018.26%+10,601
BROADCOM INC(AVGO)02,749+2,74903,0682.39%+3,068
ADVANCED MICRO DEVICES INC(AMD)015,476+15,47602,2811.78%+2,281
PALO ALTO NETWORKS INC(PANW)08,100+8,10002,3891.86%+2,389
ELI LILLY & CO(LLY)18,11117,582-5299,72810,2497.99%+521
CELSIUS HLDGS INC(CELH)2,28615,891+13,6053928660.68%+474
BOEING CO(BA)7,1317,042-891,3671,8361.43%+469
INTERNATIONAL BUSINESS MACHS(IBM)10,72311,963+1,2401,5041,9571.53%+452
MOTOROLA SOLUTIONS INC(MSI)5,4846,017+5331,4931,8841.47%+391
RIO TINTO PLC(RIO)37,23737,042-1952,3702,7582.15%+388
QUALCOMM INC(QCOM)11,00811,050+421,2231,5981.25%+376
TAIWAN SEMICONDUCTOR MFG LTD(TSM)021,274+21,27402,2121.72%+2,212
TRANE TECHNOLOGIES PLC(TT)8,5208,403-1171,7292,0491.60%+321
DISCOVER FINL SVCS012,150+12,15001,3661.06%+1,366
WEBSTER FINL CORP(WBS)27,19227,286+941,0961,3851.08%+289
ACADEMY SPORTS & OUTDOORS IN(ASO)14,62014,792+1726919760.76%+285
MCKESSON CORP(MCK)0590+59002730.21%+273
JPMORGAN CHASE & CO(JPM)10,59610,618+221,5371,8061.41%+269
CROWDSTRIKE HLDGS INC(CRWD)01,005+1,00502570.20%+257
NRG ENERGY INC(NRG)04,639+4,63902400.19%+240
ARISTA NETWORKS INC0976+97602300.18%+230
BLACKSTONE INC(BX)01,750+1,75002290.18%+229
HOME DEPOT INC(HD)5,7115,629-821,7261,9511.52%+225
UBER TECHNOLOGIES INC(UBER)03,581+3,58102200.17%+220
CADENCE DESIGN SYSTEM INC(CDNS)0804+80402190.17%+219
GAP INC(GAP)010,353+10,35302160.17%+216
NXP SEMICONDUCTORS N V
COM
7,9807,885-951,5951,8111.41%+216
NEWS CORP NEW(NWS)08,367+8,36702150.17%+215
NVIDIA CORPORATION(NVDA)3,7443,723-211,6291,8441.44%+215
HILTON WORLDWIDE HLDGS INC(HLT)01,180+1,18002150.17%+215
ROYAL CARIBBEAN GROUP
COM
01,649+1,64902140.17%+214
ELEVANCE HEALTH INC(ELV)0452+45202130.17%+213
AMAZON COM INC(AMZN)01,400+1,40002130.17%+213
REPUBLIC SVCS INC(RSG)01,276+1,27602100.16%+210
AKAMAI TECHNOLOGIES INC(AKAM)01,736+1,73602050.16%+205
ADTALEM GLOBAL ED INC(CVSA)03,470+3,47002050.16%+205
TARGET CORP(TGT)7,1907,016-1747959990.78%+204
CELANESE CORP DEL(CE)01,314+1,31402040.16%+204
IRON MTN INC DEL(IRM)19,57219,539-331,1641,3671.07%+204
DOLLAR GEN CORP NEW(DG)06,689+6,68909090.71%+909
EATON CORP PLC(ETN)6,8066,836+301,4521,6461.28%+195
TRUIST FINL CORP(TFC)17,84919,077+1,2285117040.55%+194
CITIZENS FINL GROUP INC(CFG)45,55642,615-2,9411,2211,4121.10%+191
MORGAN STANLEY(MS)17,28517,108-1771,4121,5951.24%+184
CATERPILLAR INC(CAT)7,7237,735+122,1082,2871.78%+178
RTX CORPORATION(RTX)015,274+15,27401,2851.00%+1,285
VULCAN MATLS CO(VMC)06,955+6,95501,5791.23%+1,579
MARTIN MARIETTA MATLS INC(MLM)1,8561,85607629260.72%+164
KLA CORP(KLAC)1,2691,26905827380.57%+156
NIKE INC(NKE)12,69012,606-841,2131,3691.07%+155
SIRIUS XM HOLDINGS INC(SIRI)150,000150,00006788210.64%+143
ULTA BEAUTY INC(ULTA)1,4371,456+195747130.56%+139
VISA INC(V)4,8994,829-701,1271,2570.98%+130
CVS HEALTH CORP(CVS)13,66013,705+459541,0820.84%+128
KEYSIGHT TECHNOLOGIES INC(KEYS)4,0974,172+755426640.52%+122
DUKE ENERGY CORP NEW(DUK)12,91212,940+281,1401,2560.98%+116
RITHM CAPITAL CORP(RITM)87,79187,178-6138169310.73%+115
PRUDENTIAL FINL INC(PFH)10,76010,794+341,0211,1190.87%+98
ALPHABET INC(GOOG)12,41012,263-1471,6361,7281.35%+92
EDWARDS LIFESCIENCES CORP011,601+11,60108850.69%+885
LINDE PLC(LIN)1,9992,009+107448250.64%+81
LABORATORY CORP AMER HLDGS2,5212,567+465075830.45%+77
LOWES COS INC(LOW)4,3344,376+429019740.76%+73
TRACTOR SUPPLY CO(TSCO)6,8356,760-751,3881,4541.13%+66
MASTERCARD INCORPORATED(MA)3,1703,081-891,2551,3141.02%+59
STELLANTIS N.V(STLA)14,00014,00002683260.25%+59
DEERE & CO(DE)3,3363,292-441,2591,3161.03%+57
HUNT J B TRANS SVCS INC(JBHT)4,5614,588+278609160.71%+57
UNITEDHEALTH GROUP INC(UNH)3,4613,409-521,7451,7951.40%+50
WALGREENS BOOTS ALLIANCE INC33,34330,291-3,0527427910.62%+49
THE CIGNA GROUP(CI)3,3793,388+99671,0150.79%+48
AT&T INC(T)31,72730,355-1,3724775090.40%+33
KINDER MORGAN INC DEL(KMI)43,52842,623-9057227520.59%+30
FIRST SOLAR INC(FSLR)3,7973,729-686146420.50%+29
COSTCO WHSL CORP NEW(COST)423393-302392590.20%+20
UNITED PARCEL SERVICE INC(UPS)6,3596,382+239911,0030.78%+12
SYNOPSYS INC(SNPS)475431-442182220.17%+4
CME GROUP INC(CME)1,025992-332052090.16%+4
NEWS CORP NEW(NWS)10,2428,387-1,8552052060.16%0
AFLAC INC(AFL)2,7952,554-2412152110.16%-4
TYSON FOODS INC(TSN)16,68415,436-1,2488428300.65%-13
DANAHER CORPORATION(DHR)2,7622,811+496856500.51%-35
EOG RES INC(EOG)5,3135,279-346736380.50%-35
ONEOK INC NEW(OKE)25,19922,083-3,1161,5981,5511.21%-48
CONSTELLATION BRANDS INC(STZ)5,5435,488-551,3931,3271.03%-66
CISCO SYS INC(CSCO)30,14730,122-251,6211,5221.19%-99
REALTY INCOME CORP(O)20,39015,964-4,4261,0189170.71%-102
TJX COS INC NEW(TJX)23,18020,592-2,5882,0601,9321.51%-129
SANOFI(SNY)27,20025,698-1,5021,4591,2781.00%-181
CHEVRON CORP NEW(CVX)10,30610,314+81,7381,5381.20%-199
WALMART INC(WMT)1,2570-1,2572010-201
LINCOLN NATL CORP IND(LNC)39,24628,460-10,7869697680.60%-201
SCHLUMBERGER LTD(SLB)3,5180-3,5182050-205
HESS CORP1,3550-1,3552070-207
FORTIVE CORP(FTV)2,8100-2,8102080-208
TEXTRON INC(TXT)2,6890-2,6892100-210
OLD DOMINION FREIGHT LINE IN(ODFL)1,461945-5165983830.30%-215
DIGITAL RLTY TR INC(DLR)1,8050-1,8052180-218
RYDER SYS INC(R)2,0590-2,0592200-220
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