Fund HoldingsBridge Creek Capital Management LLC

Total Portfolio Value
$310.54M
Total Bought
$12.96M
Total Sold
$16.98M
Net Transaction
-$4.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)64,27863,429-84911,02213,3594.30%+2,337
ALPHABET INC(GOOG)53,05950,869-2,1908,0799,3303.00%+1,252
GE VERNOVA INC(GEV)07,291+7,29101,2500.40%+1,250
NVIDIA CORPORATION(NVDA)3,32830,680+27,3523,0073,7901.22%+783
NEXTERA ENERGY INC(NEE)94,49495,539+1,0456,0396,7652.18%+726
CORNING INC(GLW)120,699120,524-1753,9784,6821.51%+704
WALMART INC(WMT)62,89562,815-803,7844,2531.37%+469
COCA COLA CO(KO)82,97586,449+3,4745,0765,5021.77%+426
AIR PRODS & CHEMS INC11,11212,042+9302,6923,1071.00%+415
TEXAS INSTRS INC(TXN)17,77917,799+203,0973,4621.11%+365
AMAZON COM INC(AMZN)35,75935,234-5256,4506,8092.19%+359
MICROSOFT CORP(MSFT)28,13627,261-87511,83712,1843.92%+347
COLGATE PALMOLIVE CO(CL)58,71957,954-7655,2885,6241.81%+336
SOUTHERN CO(SO)59,91359,715-1984,2984,6321.49%+334
AT&T INC(T)154,331159,118+4,7872,7163,0410.98%+325
COSTCO WHSL CORP NEW(COST)3,0673,017-502,2472,5640.83%+317
BANK AMERICA CORP197,146194,821-2,3257,4767,7482.50%+272
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,515+1,51502490.08%+249
AMERICAN TOWER CORP NEW(AMT)01,223+1,22302380.08%+238
XCEL ENERGY INC(XEL)53,94258,392+4,4502,8993,1191.00%+219
AMERICAN WTR WKS CO INC NEW21,82222,287+4652,6672,8790.93%+212
AMGEN INC(AMGN)0670+67002090.07%+209
WELLTOWER INC(WELL)01,953+1,95302040.07%+204
ORMAT TECHNOLOGIES INC(ORA)36,83136,806-252,4382,6390.85%+201
ORACLE CORP(ORCL)13,08413,063-211,6431,8440.59%+201
ISHARES INC
MSCI EMRG CHN
03,388+3,38802010.06%+201
SHELL PLC(SHEL)55,24353,853-1,3903,7033,8871.25%+184
ANALOG DEVICES INC(ADI)6,3506,245-1051,2561,4250.46%+170
ALPHABET INC(GOOG)5,3505,275-758079610.31%+153
ELI LILLY & CO(LLY)2,3252,165-1601,8091,9600.63%+151
MANULIFE FINL CORP(MFC)96,17595,955-2202,4032,5540.82%+151
HERSHEY CO(HSY)1,0601,845+7852063390.11%+133
PROCTER AND GAMBLE CO(PG)33,84733,972+1255,4925,6031.80%+111
FIRST HORIZON CORPORATION(FHN)184,266183,341-9252,8382,8910.93%+54
HONEYWELL INTL INC(HON)4,9954,99501,0251,0670.34%+41
INVESCO QQQ TR609644+352703090.10%+38
VANGUARD SPECIALIZED FUNDS3,0333,193+1605545830.19%+29
BP PLC(BP)8,3259,425+1,1003143400.11%+27
DOMINION ENERGY INC(D)73,27574,070+7953,6043,6291.17%+25
VANGUARD WORLD FD
UTILITIES ETF
1,9782,068+902823060.10%+24
CITIGROUP INC(C)67,00167,061+604,2374,2561.37%+19
META PLATFORMS INC(META)6,9656,742-2233,3823,3991.09%+17
VANGUARD INDEX FDS2,2512,25105856020.19%+17
WELLS FARGO CO NEW(WFC)7,4007,40004294390.14%+11
DUKE ENERGY CORP NEW(DUK)2,3072,30702232310.07%+8
DANAHER CORPORATION(DHR)10,72410,727+32,6782,6800.86%+2
KELLANOVA4,3004,30002462480.08%+2
VANGUARD STAR FDS5,6335,63303403400.11%0
BHP GROUP LTD46,41446,874+4602,6782,6760.86%-2
EMERSON ELEC CO(EMR)3,3063,295-113753630.12%-12
TRUIST FINL CORP(TFC)120,876120,793-834,7124,6931.51%-19
BERKSHIRE HATHAWAY INC DEL1,3321,322-105605380.17%-22
BOEING CO(BA)1,9831,968-153833580.12%-25
CHEVRON CORP NEW(CVX)23,51823,513-53,7103,6781.18%-32
CLOROX CO DEL(CLX)1,9151,91502932610.08%-32
SHERWIN WILLIAMS CO(SHW)91591503182730.09%-45
VODAFONE GROUP PLC NEW(VOD)109,222103,658-5,5649729190.30%-53
DUPONT DE NEMOURS INC(DD)20,34118,575-1,7661,5601,4950.48%-64
EXXON MOBIL CORP35,32635,086-2404,1064,0391.30%-67
VERIZON COMMUNICATIONS INC(VZ)84,41184,249-1623,5423,4741.12%-67
BRISTOL-MYERS SQUIBB CO(BMY)6,1566,15603342560.08%-78
INTERNATIONAL BUSINESS MACHS(IBM)4,4674,462-58537720.25%-81
CORTEVA INC(CTVA)20,52620,430-961,1841,1020.35%-82
GE HEALTHCARE TECHNOLOGIES I(GEHC)10,05110,445+3949148140.26%-100
CISCO SYS INC(CSCO)38,75138,401-3501,9341,8240.59%-110
THERMO FISHER SCIENTIFIC INC(TMO)4,0514,05102,3542,2400.72%-114
CONOCOPHILLIPS(COP)8,3618,286-751,0649480.31%-116
ABBOTT LABS4,1103,080-1,0304673200.10%-147
STATE STR CORP(STT)48,23448,269+353,7293,5721.15%-158
APTARGROUP INC26,82226,269-5533,8593,6991.19%-160
FORD MTR CO DEL(F)218,229217,204-1,0252,8982,7240.88%-174
UNITED PARCEL SERVICE INC(UPS)32,28733,707+1,4204,7994,6131.49%-186
PHILLIPS 66(PSX)7,5097,334-1751,2271,0350.33%-191
SCHLUMBERGER LTD(SLB)18,90017,800-1,1001,0368400.27%-196
PNC FINL SVCS GROUP INC(PNC)30,90730,830-774,9954,7931.54%-201
SNAP ON INC(SNA)7000-7002070-207
TELEFLEX INCORPORATED(TFX)16,26316,475+2123,6783,4651.12%-213
MERCK & CO INC(MRK)20,71820,278-4402,7342,5100.81%-223
AMETEK INC14,33514,210-1252,6222,3690.76%-253
MEDTRONIC PLC(MDT)39,75440,693+9393,4653,2031.03%-262
JOHNSON & JOHNSON(JNJ)36,05537,073+1,0185,7045,4191.74%-285
COMCAST CORP NEW(CCZ)86,55788,496+1,9393,7523,4661.12%-287
PEPSICO INC(PEP)37,19337,658+4656,5096,2112.00%-298
UNION PAC CORP(UNP)16,97617,081+1054,1753,8651.24%-310
ALBEMARLE CORP(ALB)20,18724,367+4,1802,6592,3280.75%-332
STAG INDL INC(STAG)143,303143,043-2605,5095,1581.66%-350
HOME DEPOT INC(HD)9,3949,449+553,6043,2531.05%-351
MCCORMICK & CO INC(MKC)76,51077,760+1,2505,8775,5161.78%-360
JPMORGAN CHASE & CO.(JPM)50,53448,254-2,28010,1229,7603.14%-362
DOW INC(DOW)36,51332,900-3,6132,1151,7450.56%-370
GENERAL MTRS CO(GM)8,4900-8,4903850-385
NORFOLK SOUTHN CORP(NSC)10,41910,560+1412,6552,2670.73%-388
HENRY SCHEIN INC(HSIC)38,07038,463+3932,8752,4650.79%-410
INTEL CORP(INTC)27,85026,050-1,8001,2308070.26%-423
GENERAL MLS INC(GIS)71,90572,630+7255,0314,5951.48%-437
BLACKSTONE INC(BX)60,42060,295-1257,9377,4652.40%-473
ZIMMER BIOMET HOLDINGS INC(ZBH)25,30026,241+9413,3392,8480.92%-491
GE AEROSPACE(GE)29,08228,612-4705,1054,5481.46%-556
LOWES COS INC(LOW)16,56016,525-354,2183,6431.17%-575
CATERPILLAR INC(CAT)17,93317,598-3356,5715,8621.89%-709
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