Fund HoldingsBridge Creek Capital Management LLC

Total Portfolio Value
$317.13M
Total Bought
$11.96M
Total Sold
$22.77M
Net Transaction
-$10.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)059,965+59,96504,0631.28%+4,063
AT&T INC(T)157,813156,438-1,3753,5934,4241.40%+831
GE AEROSPACE(GE)027,085+27,08505,4211.71%+5,421
COCA COLA CO(KO)085,764+85,76406,1421.94%+6,142
JOHNSON & JOHNSON(JNJ)036,277+36,27706,0161.90%+6,016
GE HEALTHCARE TECHNOLOGIES I(GEHC)11,72920,133+8,4049171,6250.51%+708
AMERICAN WTR WKS CO INC NEW22,76423,094+3302,8343,4071.07%+573
CHEVRON CORP NEW(CVX)23,72023,804+843,4363,9821.26%+547
SOUTHERN CO(SO)58,91358,558-3554,8505,3841.70%+535
SHELL PLC(SHEL)53,51452,749-7653,3533,8651.22%+513
VERIZON COMMUNICATIONS INC(VZ)85,18285,897+7153,4063,8961.23%+490
MEDTRONIC PLC(MDT)40,84741,302+4553,2633,7111.17%+449
EXXON MOBIL CORP35,24635,463+2173,7914,2181.33%+426
MCCORMICK & CO INC(MKC)76,83576,051-7845,8586,2601.97%+402
FASTENAL CO(FAST)79,65878,887-7715,7286,1181.93%+389
STAG INDL INC(STAG)0143,145+143,14505,1701.63%+5,170
MONDELEZ INTL INC(MDLZ)05,043+5,04303420.11%+342
ZIMMER BIOMET HOLDINGS INC(ZBH)26,62126,836+2152,8123,0370.96%+225
VANECK ETF TRUST
ENVIRONMENTAL SR
06,200+6,20002200.07%+220
AMGEN INC(AMGN)0645+64502010.06%+201
XCEL ENERGY INC(XEL)58,10257,972-1303,9234,1041.29%+181
UNION PAC CORP(UNP)17,14117,179+383,9094,0581.28%+150
DOMINION ENERGY INC(D)73,47073,230-2403,9574,1061.29%+149
COLGATE PALMOLIVE CO(CL)057,365+57,36505,3751.69%+5,375
NORFOLK SOUTHN CORP(NSC)10,42610,831+4052,4472,5650.81%+118
ORMAT TECHNOLOGIES INC(ORA)36,52136,576+552,4732,5880.82%+115
INTERNATIONAL BUSINESS MACHS(IBM)4,4624,402-609811,0950.35%+114
VANGUARD SPECIALIZED FUNDS2,5833,188+6055066180.20%+113
CORTEVA INC(CTVA)20,07419,924-1501,1431,2540.40%+110
BHP GROUP LTD051,671+51,67102,5080.79%+2,508
VANGUARD TAX-MANAGED FDS5,1556,790+1,6352473450.11%+99
HERSHEY CO(HSY)3,4904,020+5305916880.22%+97
BERKSHIRE HATHAWAY INC DEL1,2871,274-135836790.21%+95
PROCTER AND GAMBLE CO(PG)33,88233,813-695,6805,7621.82%+82
ELI LILLY & CO(LLY)1,9991,961-381,5431,6200.51%+76
AIR PRODS & CHEMS INC13,50713,527+203,9183,9891.26%+72
COMCAST CORP NEW(CCZ)89,14892,564+3,4163,3463,4161.08%+70
SCHLUMBERGER LTD(SLB)17,45017,45006697290.23%+60
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,6592,026+3672913510.11%+60
ABBOTT LABS3,0653,040-253474030.13%+57
WELLTOWER INC(WELL)1,9531,95302462990.09%+53
CONOCOPHILLIPS(COP)8,2838,233-508218650.27%+43
BP PLC(BP)10,92510,825-1003233660.12%+43
AMERICAN TOWER CORP NEW(AMT)1,2231,22302242660.08%+42
BRISTOL-MYERS SQUIBB CO(BMY)5,6765,851+1753213570.11%+36
CISCO SYS INC(CSCO)38,31737,317-1,0002,2682,3030.73%+34
PHILLIPS 66(PSX)7,3267,026-3008358680.27%+33
DUKE ENERGY CORP NEW(DUK)2,3072,30702492810.09%+33
COSTCO WHSL CORP NEW(COST)2,9562,896-602,7082,7390.86%+30
VODAFONE GROUP PLC NEW(VOD)102,45895,608-6,8508708960.28%+26
ISHARES INC
MSCI EMRG CHN
5,2145,646+4322893110.10%+22
INVESCO QQQ TR603703+1003083300.10%+21
VANGUARD STAR FDS5,8835,88303473650.12%+19
WELLS FARGO CO NEW(WFC)7,4007,40005205310.17%+11
SHERWIN WILLIAMS CO(SHW)91591503113200.10%+8
KELLANOVA4,3004,30003483550.11%+7
SNAP ON INC(SNA)70070002382360.07%-2
VANGUARD WORLD FD
ENERGY ETF
2,0751,913-1622522480.08%-4
HENRY SCHEIN INC(HSIC)38,76339,058+2952,6822,6750.84%-7
VANGUARD INDEX FDS2,2122,294+826416300.20%-11
VANGUARD WORLD FD
UTILITIES ETF
2,7742,497-2774534270.13%-27
MANULIFE FINL CORP(MFC)91,75589,585-2,1702,8182,7910.88%-27
CLOROX CO DEL(CLX)2,0152,01503272970.09%-31
BOEING CO(BA)1,6731,523-1502962600.08%-36
EMERSON ELEC CO(EMR)3,2953,29504083610.11%-47
PEPSICO INC(PEP)037,694+37,69405,6521.78%+5,652
HONEYWELL INTL INC(HON)7,3857,605+2201,6681,6100.51%-58
VANGUARD WORLD FD
INF TECH ETF
576537-393582910.09%-67
THERMO FISHER SCIENTIFIC INC(TMO)4,0664,099+332,1152,0400.64%-76
NEXTERA ENERGY INC(NEE)094,939+94,93906,7302.12%+6,730
ANALOG DEVICES INC(ADI)6,1605,975-1851,3091,2050.38%-104
AMETEK INC14,47514,480+52,6092,4930.79%-117
MERCK & CO INC(MRK)20,24321,003+7602,0141,8850.59%-129
TEXAS INSTRS INC(TXN)17,83417,869+353,3443,2111.01%-133
WALMART INC(WMT)62,08562,241+1565,6095,4641.72%-145
GE VERNOVA INC(GEV)7,2197,300+812,3752,2290.70%-146
APTARGROUP INC25,61326,058+4454,0243,8661.22%-157
META PLATFORMS INC(META)6,5226,297-2253,8193,6291.14%-189
VANGUARD WORLD FD
CONSUM STP ETF
9580-9582030-203
VANGUARD WORLD FD
INDUSTRIAL ETF
8060-8062050-205
HOME DEPOT INC(HD)9,2979,295-23,6163,4071.07%-210
DUPONT DE NEMOURS INC(DD)2,7670-2,7672110-211
ALPHABET INC(GOOG)5,0004,731-2699477320.23%-215
DANAHER CORPORATION(DHR)10,71410,940+2262,4592,2430.71%-217
LOWES COS INC(LOW)16,03916,036-33,9583,7401.18%-218
VANGUARD WORLD FD
CONSUM DIS ETF
5880-5882210-221
VANGUARD WORLD FD
FINANCIALS ETF
1,8890-1,8892230-223
BROADCOM INC(AVGO)9750-9752260-226
INTEL CORP(INTC)13,0030-13,0032610-261
CITIGROUP INC(C)65,76161,497-4,2644,6294,3661.38%-263
TESLA INC(TSLA)6610-6612670-267
GENERAL MLS INC(GIS)072,751+72,75104,3501.37%+4,350
ALBEMARLE CORP(ALB)22,30922,429+1201,9201,6150.51%-305
FORD MTR CO(F)210,580177,180-33,4002,0851,7770.56%-308
ORACLE CORP(ORCL)12,36612,406+402,0611,7340.55%-326
FIRST HORIZON CORPORATION(FHN)180,191169,541-10,6503,6293,2921.04%-337
UNITED PARCEL SERVICE INC(UPS)35,29337,045+1,7524,4504,0751.28%-376
TRUIST FINL CORP(TFC)116,988113,591-3,3975,0754,6741.47%-401
JPMORGAN CHASE & CO.(JPM)45,25742,377-2,88010,84910,3953.28%-453
TELEFLEX INCORPORATED(TFX)018,095+18,09502,5010.79%+2,501
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