Fund HoldingsTrust Investment Advisors

Total Portfolio Value
$156.69M
Total Bought
$21.64M
Total Sold
$20.82M
Net Transaction
+$824.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)49,83070,751+20,92111,61017,71711.31%+6,107
INGREDION INC(INGR)011,631+11,63101,6001.02%+1,600
BROADCOM INC(AVGO)023,490+23,49005,4463.48%+5,446
DELL TECHNOLOGIES INC(DELL)010,695+10,69501,2320.79%+1,232
TAIWAN SEMICONDUCTOR MFG LTD(TSM)021,018+21,01804,1512.65%+4,151
CELESTICA INC(CLS)021,467+21,46701,9811.26%+1,981
JPMORGAN CHASE & CO.(JPM)9,89210,331+4392,0862,4761.58%+390
WEBSTER FINL CORP(WBS)23,97926,999+3,0201,1181,4910.95%+373
ONEOK INC NEW(OKE)19,61021,500+1,8901,7872,1591.38%+372
DISCOVER FINL SVCS11,63011,440-1901,6321,9821.26%+350
AMAZON COM INC(AMZN)02,460+2,46005400.34%+540
GOLDMAN SACHS GROUP INC(GS)0486+48602780.18%+278
CISCO SYS INC(CSCO)28,46130,101+1,6401,5151,7821.14%+267
ARISTA NETWORKS INC(ANET)02,342+2,34202590.17%+259
TAPESTRY INC(TPR)03,797+3,79702480.16%+248
LIVE NATION ENTERTAINMENT IN(LYV)01,894+1,89402450.16%+245
BLACKSTONE INC(BX)1,7502,968+1,2182685120.33%+244
WYNDHAM HOTELS & RESORTS INC(WH)02,396+2,39602410.15%+241
ADTALEM GLOBAL ED INC(CVSA)02,604+2,60402370.15%+237
LEMONADE INC(LMND)06,426+6,42602360.15%+236
STATE STR CORP(STT)02,383+2,38302340.15%+234
PALANTIR TECHNOLOGIES INC(PLTR)7,8716,944-9272935250.34%+232
RALPH LAUREN CORP(RL)0988+98802280.15%+228
DARDEN RESTAURANTS INC(DRI)01,196+1,19602230.14%+223
FEDERATED HERMES INC(FHI)05,359+5,35902200.14%+220
WILLIS TOWERS WATSON PLC LTD(WTW)0697+69702180.14%+218
OLLIES BARGAIN OUTLET HLDGS(OLLI)01,978+1,97802170.14%+217
INSULET CORP(PODD)0820+82002140.14%+214
ZIONS BANCORPORATION N A(ZION)03,901+3,90102120.14%+212
MORGAN STANLEY(MS)16,51615,377-1,1391,7221,9331.23%+212
NORTHERN TR CORP(NTRS)02,062+2,06202110.13%+211
EATON CORP PLC(ETN)5,9516,579+6281,9722,1831.39%+211
NVIDIA CORPORATION(NVDA)032,616+32,61604,3802.80%+4,380
HILTON WORLDWIDE HLDGS INC(HLT)0825+82502040.13%+204
EVERGY INC(EVRG)03,306+3,30602030.13%+203
ALPHABET INC(GOOG)011,946+11,94602,2751.45%+2,275
KINDER MORGAN INC DEL(KMI)41,52239,891-1,6319171,0930.70%+176
PALO ALTO NETWORKS INC(PANW)7,33314,621+7,2882,5062,6601.70%+154
GE HEALTHCARE TECHNOLOGIES I(GEHC)5,3718,350+2,9795046530.42%+149
CAVA GROUP INC(CAVA)3,8435,490+1,6474766190.40%+143
VISA INC(V)4,9484,757-1911,3601,5030.96%+143
RITHM CAPITAL CORP(RITM)78,83894,673+15,8358951,0250.65%+130
BOEING CO(BA)06,569+6,56901,1630.74%+1,163
LINCOLN NATL CORP IND(LNC)36,71639,707+2,9911,1571,2590.80%+102
INTERNATIONAL BUSINESS MACHS(IBM)9,98910,496+5072,2082,3071.47%+99
BLUE OWL CAPITAL CORPORATION(OBDC)057,048+57,04808630.55%+863
DUKE ENERGY CORP NEW(DUK)12,07413,637+1,5631,3921,4690.94%+77
ULTA BEAUTY INC(ULTA)1,5781,550-286146740.43%+60
EDWARDS LIFESCIENCES CORP011,683+11,68308650.55%+865
UNITED PARCEL SERVICE INC(UPS)6,2427,119+8778518980.57%+47
DISNEY WALT CO(DIS)8,6717,888-7838348780.56%+44
MASTERCARD INCORPORATED(MA)3,1262,996-1301,5441,5781.01%+34
CHEVRON CORP NEW(CVX)09,984+9,98401,4460.92%+1,446
AT&T INC(T)48,95247,936-1,0161,0771,0920.70%+15
INTERNATIONAL PAPER CO(IP)4,5344,336-1982212330.15%+12
T-MOBILE US INC(TMUS)1,1211,074-472312370.15%+6
VORNADO RLTY TR(VNO)6,2956,013-2822482530.16%+5
CATERPILLAR INC(CAT)6,6927,221+5292,6182,6201.67%+2
CBRE GROUP INC(CBRE)1,8831,784-992342340.15%-0
INTUITIVE SURGICAL INC487458-292392390.15%-0
PRUDENTIAL FINL INC(PFH)10,82111,051+2301,3101,3100.84%-1
NEXTRACKER INC9,1969,351+1553453420.22%-3
EOG RES INC(EOG)5,4295,413-166676640.42%-4
MCDONALDS CORP(MCD)1,0421,060+183173070.20%-10
KEYSIGHT TECHNOLOGIES INC(KEYS)4,4044,294-1107006900.44%-10
SIRIUSXM HOLDINGS INC(SIRI)15,00015,00003553420.22%-13
CHEWY INC(CHWY)64,08055,645-8,4351,8771,8641.19%-13
STELLANTIS N.V(STLA)14,00014,00001971830.12%-14
PINNACLE WEST CAP CORP(PNW)2,4492,372-772172010.13%-16
PROGRESSIVE CORP(PGR)939910-292382180.14%-20
JOHNSON & JOHNSON(JNJ)1,6061,611+52602330.15%-27
IRON MTN INC DEL(IRM)16,30318,163+1,8601,9371,9091.22%-28
FIDELITY MERRIMACK STR TR15,59215,59207297000.45%-29
ACADEMY SPORTS & OUTDOORS IN(ASO)15,54515,172-3739078730.56%-34
TYSON FOODS INC(TSN)14,72814,629-998778400.54%-37
HUNT J B TRANS SVCS INC(JBHT)4,7724,593-1798227840.50%-39
OLD DOMINION FREIGHT LINE IN(ODFL)1,8441,84403663250.21%-41
COCA COLA CO(KO)4,9124,937+253533070.20%-46
CITIZENS FINL GROUP INC(CFG)40,44136,502-3,9391,6611,5971.02%-64
QUALCOMM INC(QCOM)010,849+10,84901,6671.06%+1,667
MARTIN MARIETTA MATLS INC(MLM)1,8991,817-821,0229380.60%-84
REALTY INCOME CORP(O)19,85421,925+2,0711,2591,1710.75%-88
VULCAN MATLS CO(VMC)6,6646,086-5781,6691,5661.00%-103
TARGET CORP(TGT)6,0346,175+1419408350.53%-106
MOTOROLA SOLUTIONS INC(MSI)5,1164,720-3962,3002,1821.39%-119
LOWES COS INC(LOW)4,5224,435-871,2251,0950.70%-130
LINDE PLC(LIN)2,0521,997-559798360.53%-142
DANAHER CORPORATION(DHR)2,9792,971-88286820.44%-146
HOME DEPOT INC(HD)5,6285,388-2402,2802,0961.34%-185
EQUIFAX INC(EFX)6930-6932040-204
COCA-COLA EUROPACIFIC PARTNE
SHS
2,7160-2,7162140-214
AMERICAN TOWER CORP NEW(AMT)9290-9292160-216
REGIONS FINANCIAL CORP NEW(RF)9,2780-9,2782160-216
ATI INC(ATI)3,2500-3,2502170-217
TRANE TECHNOLOGIES PLC(TT)5,0164,687-3291,9501,7311.10%-219
EDISON INTL(EIX)2,5190-2,5192190-219
INTERCONTINENTAL EXCHANGE IN(ICE)1,3680-1,3682200-220
UNIVERSAL HLTH SVCS INC(UHS)9620-9622200-220
TRINITY INDS INC(TRN)6,3610-6,3612220-222
NASDAQ INC(NDAQ)3,0560-3,0562230-223
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