Fund HoldingsBridge Creek Capital Management LLC

Total Portfolio Value
$312.20M
Total Bought
$15.13M
Total Sold
$18.25M
Net Transaction
-$3.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)51,12050,534-5868,69610,1223.24%+1,426
GENERAL ELECTRIC CO(GE)29,18929,082-1073,7255,1051.64%+1,379
NVIDIA CORPORATION(NVDA)3,3943,328-661,6813,0070.96%+1,326
DISNEY WALT CO(DIS)43,40542,050-1,3553,9195,1451.65%+1,226
CATERPILLAR INC(CAT)18,43017,933-4975,4496,5712.10%+1,122
AMAZON COM INC(AMZN)35,78435,759-255,4376,4502.07%+1,013
MCCORMICK & CO INC(MKC)71,50276,510+5,0084,8925,8771.88%+985
CITIGROUP INC(C)64,06467,001+2,9373,2954,2371.36%+942
FASTENAL CO(FAST)81,27880,328-9505,2646,1971.98%+932
BANK AMERICA CORP194,891197,146+2,2556,5627,4762.39%+914
META PLATFORMS INC(META)7,0656,965-1002,5013,3821.08%+881
MICROSOFT CORP(MSFT)29,17928,136-1,04310,97211,8373.79%+865
AIR PRODS & CHEMS INC6,97211,112+4,1401,9092,6920.86%+783
NEXTERA ENERGY INC(NEE)87,12494,494+7,3705,2926,0391.93%+747
SALESFORCE INC(CRM)20,60320,374-2295,4216,1361.97%+715
EXXON MOBIL CORP35,04135,326+2853,5034,1061.32%+603
COLGATE PALMOLIVE CO(CL)59,42958,719-7104,7375,2881.69%+551
PROCTER AND GAMBLE CO(PG)33,78733,847+604,9515,4921.76%+540
APTARGROUP INC27,00826,822-1863,3393,8591.24%+521
ALPHABET INC(GOOG)53,83953,059-7807,5888,0792.59%+491
LOWES COS INC(LOW)16,81016,560-2503,7414,2181.35%+477
MERCK & CO INC(MRK)20,80320,718-852,2682,7340.88%+466
WALMART INC(WMT)21,14062,895+41,7553,3333,7841.21%+452
GENERAL MLS INC(GIS)70,48571,905+1,4204,5915,0311.61%+440
VERIZON COMMUNICATIONS INC(VZ)82,84684,411+1,5653,1233,5421.13%+419
ELI LILLY & CO(LLY)2,4502,325-1251,4281,8090.58%+381
MANULIFE FINL CORP(MFC)91,67596,175+4,5002,0262,4030.77%+377
CORNING INC(GLW)118,499120,699+2,2003,6083,9781.27%+370
DOMINION ENERGY INC(D)68,98373,275+4,2923,2423,6041.15%+362
ALBEMARLE CORP(ALB)15,97720,187+4,2102,3082,6590.85%+351
PEPSICO INC(PEP)36,34837,193+8456,1736,5092.08%+336
TRUIST FINL CORP(TFC)118,921120,876+1,9554,3914,7121.51%+321
ZIMMER BIOMET HOLDINGS INC(ZBH)24,89525,300+4053,0303,3391.07%+309
HOME DEPOT INC(HD)9,5069,394-1123,2943,6041.15%+309
DANAHER CORPORATION(DHR)10,24810,724+4762,3712,6780.86%+307
COCA COLA CO(KO)81,58682,975+1,3894,8085,0761.63%+269
CHEVRON CORP NEW(CVX)23,15423,518+3643,4543,7101.19%+256
ORACLE CORP(ORCL)13,20013,084-1161,3921,6430.53%+252
HONEYWELL INTL INC(HON)3,7074,995+1,2887771,0250.33%+248
MEDTRONIC PLC(MDT)39,13039,754+6243,2243,4651.11%+241
AMETEK INC14,48014,335-1452,3882,6220.84%+234
AT&T INC(T)148,331154,331+6,0002,4892,7160.87%+227
FORD MTR CO DEL(F)219,394218,229-1,1652,6742,8980.93%+224
FIRST HORIZON CORPORATION(FHN)184,716184,266-4502,6162,8380.91%+222
PNC FINL SVCS GROUP INC(PNC)30,83030,907+774,7744,9951.60%+221
THERMO FISHER SCIENTIFIC INC(TMO)4,0364,051+152,1422,3540.75%+212
HERSHEY CO(HSY)01,060+1,06002060.07%+206
PHILLIPS 66(PSX)7,6917,509-1821,0241,2270.39%+203
CORTEVA INC(CTVA)20,55820,526-329851,1840.38%+199
COSTCO WHSL CORP NEW(COST)3,1333,067-662,0682,2470.72%+179
AMERICAN WTR WKS CO INC NEW18,87221,822+2,9502,4912,6670.85%+176
NORFOLK SOUTHN CORP(NSC)10,54910,419-1302,4942,6550.85%+162
TEXAS INSTRS INC(TXN)17,30417,779+4752,9503,0970.99%+148
GE HEALTHCARE TECHNOLOGIES I(GEHC)10,07610,051-257799140.29%+135
DOW INC(DOW)36,32036,513+1931,9922,1150.68%+123
SOUTHERN CO(SO)59,94659,913-334,2034,2981.38%+95
JOHNSON & JOHNSON(JNJ)35,80136,055+2545,6125,7041.83%+92
CONOCOPHILLIPS(COP)8,3778,361-169721,0640.34%+92
CVS HEALTH CORP(CVS)54,28054,822+5424,2864,3731.40%+87
SHELL PLC(SHEL)54,98855,243+2553,6183,7031.19%+85
BERKSHIRE HATHAWAY INC DEL1,3321,33204755600.18%+85
BP PLC(BP)6,5008,325+1,8252303140.10%+84
WELLS FARGO CO NEW(WFC)7,4007,40003644290.14%+65
VANGUARD SPECIALIZED FUNDS2,9383,033+955015540.18%+53
ALPHABET INC(GOOG)5,4005,350-507548070.26%+53
VANGUARD WORLD FD
UTILITIES ETF
1,6901,978+2882322820.09%+50
EMERSON ELEC CO(EMR)3,3563,306-503273750.12%+48
VANGUARD INDEX FDS2,2862,251-355425850.19%+43
SCHLUMBERGER LTD(SLB)19,25018,900-3501,0021,0360.33%+34
SHERWIN WILLIAMS CO(SHW)921915-62873180.10%+31
STATE STR CORP(STT)47,79448,234+4403,7023,7291.19%+27
BRISTOL-MYERS SQUIBB CO(BMY)6,0356,156+1213103340.11%+24
CLOROX CO DEL(CLX)1,9151,91502732930.09%+20
HENRY SCHEIN INC(HSIC)37,72038,070+3502,8562,8750.92%+19
VANGUARD STAR FDS5,6135,633+203253400.11%+14
ABBOTT LABS4,1354,110-254554670.15%+12
INVESCO QQQ TR638609-292612700.09%+9
KELLANOVA4,3004,30002402460.08%+6
SNAP ON INC(SNA)70070002022070.07%+5
BLACKSTONE INC(BX)60,62260,420-2027,9377,9372.54%+1
DUKE ENERGY CORP NEW(DUK)2,3072,30702242230.07%-1
DUPONT DE NEMOURS INC(DD)20,34420,341-31,5651,5600.50%-6
ANALOG DEVICES INC(ADI)6,3556,350-51,2621,2560.40%-6
VODAFONE GROUP PLC NEW(VOD)112,865109,222-3,6439829720.31%-10
COMCAST CORP NEW(CCZ)86,14486,557+4133,7773,7521.20%-25
CISCO SYS INC(CSCO)39,22638,751-4751,9821,9340.62%-48
UNION PAC CORP(UNP)17,27116,976-2954,2424,1751.34%-67
UNITED PARCEL SERVICE INC(UPS)31,00632,287+1,2814,8754,7991.54%-76
INTERNATIONAL BUSINESS MACHS(IBM)5,7274,467-1,2609378530.27%-84
BOEING CO(BA)1,9231,983+605013830.12%-118
STAG INDL INC(STAG)144,033143,303-7305,6555,5091.76%-146
INTEL CORP(INTC)28,30027,850-4501,4221,2300.39%-192
TELEFLEX INCORPORATED(TFX)15,83316,263+4303,9483,6781.18%-270
ORMAT TECHNOLOGIES INC(ORA)35,82136,831+1,0102,7152,4380.78%-277
XCEL ENERGY INC(XEL)52,49753,942+1,4453,2502,8990.93%-351
BHP GROUP LTD46,31446,414+1003,1642,6780.86%-486
APPLE INC(AAPL)63,00064,278+1,27812,12911,0223.53%-1,107
GENERAL MTRS CO(GM)49,2508,490-40,7601,7693850.12%-1,384
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