Fund HoldingsBridge Creek Capital Management LLC

Total Portfolio Value
$325.11M
Total Bought
$12.33M
Total Sold
$20.71M
Net Transaction
-$8.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SALESFORCE INC(CRM)20,45520,094-3615,5996,7182.07%+1,119
AMAZON COM INC(AMZN)35,37935,099-2806,5927,7002.37%+1,108
ALPHABET INC(GOOG)049,135+49,13509,3572.88%+9,357
JPMORGAN CHASE & CO.(JPM)47,00945,257-1,7529,91210,8493.34%+936
FIRST HORIZON CORPORATION(FHN)182,241180,191-2,0502,8303,6291.12%+799
BLACKSTONE INC(BX)59,19557,075-2,1209,0659,8413.03%+776
BANK AMERICA CORP192,236187,670-4,5667,6288,2482.54%+620
APPLE INC(AAPL)61,33059,537-1,79314,29014,9094.59%+619
DISNEY WALT CO(DIS)42,29541,655-6404,0684,6381.43%+570
WALMART INC(WMT)62,59062,085-5055,0545,6091.73%+555
GE VERNOVA INC(GEV)7,2447,219-251,8472,3750.73%+527
CITIGROUP INC(C)67,23665,761-1,4754,2094,6291.42%+420
VANGUARD WORLD FD
INF TECH ETF
0576+57603580.11%+358
STATE STR CORP(STT)47,60946,489-1,1204,2124,5631.40%+351
NVIDIA CORPORATION(NVDA)28,12827,513-6153,4163,6951.14%+279
TESLA INC(TSLA)0661+66102670.08%+267
VANGUARD WORLD FD
ENERGY ETF
02,075+2,07502520.08%+252
VANGUARD TAX-MANAGED FDS05,155+5,15502470.08%+247
CISCO SYS INC(CSCO)38,31738,31702,0392,2680.70%+229
BROADCOM INC(AVGO)0975+97502260.07%+226
VANGUARD WORLD FD
FINANCIALS ETF
01,889+1,88902230.07%+223
VANGUARD WORLD FD
CONSUM DIS ETF
0588+58802210.07%+221
VANGUARD WORLD FD
INDUSTRIAL ETF
0806+80602050.06%+205
VANGUARD WORLD FD
CONSUM STP ETF
0958+95802030.06%+203
HONEYWELL INTL INC(HON)7,2907,385+951,5071,6680.51%+161
CORNING INC(GLW)119,364116,534-2,8305,3895,5381.70%+148
XCEL ENERGY INC(XEL)58,14758,102-453,7973,9231.21%+126
AMETEK INC14,50514,475-302,4912,6090.80%+119
AT&T INC(T)158,043157,813-2303,4773,5931.11%+116
WELLS FARGO CO NEW(WFC)7,4007,40004185200.16%+102
ALPHABET INC(GOOG)5,1205,000-1208499470.29%+97
COSTCO WHSL CORP NEW(COST)2,9562,95602,6212,7080.83%+88
VANGUARD WORLD FD
UTILITIES ETF
2,1632,774+6113764530.14%+77
EMERSON ELEC CO(EMR)3,2953,29503604080.13%+48
PNC FINL SVCS GROUP INC(PNC)30,34429,299-1,0455,6095,6501.74%+41
BOEING CO(BA)1,7131,673-402612960.09%+36
SNAP ON INC(SNA)70070002032380.07%+35
ISHARES INC
MSCI EMRG CHN
4,1675,214+1,0472552890.09%+34
META PLATFORMS INC(META)6,6146,522-923,7863,8191.17%+33
BRISTOL-MYERS SQUIBB CO(BMY)5,6515,676+252923210.10%+29
MANULIFE FINL CORP(MFC)94,48091,755-2,7252,7922,8180.87%+26
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,5501,659+1092782910.09%+13
HERSHEY CO(HSY)3,0153,490+4755785910.18%+13
VANGUARD INDEX FDS2,2512,212-396376410.20%+4
KELLANOVA4,3004,30003473480.11%+1
CLOROX CO DEL(CLX)2,0152,01503283270.10%-1
FASTENAL CO(FAST)80,22379,658-5655,7305,7281.76%-1
ABBOTT LABS3,0653,06503493470.11%-3
WELLTOWER INC(WELL)1,9531,95302502460.08%-4
INVESCO QQQ TR644603-413143080.09%-6
INTERNATIONAL BUSINESS MACHS(IBM)4,4724,462-109899810.30%-8
ZIMMER BIOMET HOLDINGS INC(ZBH)26,16126,621+4602,8242,8120.86%-12
BERKSHIRE HATHAWAY INC DEL1,2971,287-105975830.18%-14
BP PLC(BP)10,82510,925+1003403230.10%-17
DUKE ENERGY CORP NEW(DUK)2,3072,30702662490.08%-17
CHEVRON CORP NEW(CVX)23,47623,720+2443,4573,4361.06%-22
VANGUARD STAR FDS5,8835,88303813470.11%-34
SHERWIN WILLIAMS CO(SHW)91591503493110.10%-38
CORTEVA INC(CTVA)20,20220,074-1281,1881,1430.35%-44
TRUIST FINL CORP(TFC)119,758116,988-2,7705,1225,0751.56%-47
CONOCOPHILLIPS(COP)8,2868,283-38728210.25%-51
ORACLE CORP(ORCL)12,44112,366-752,1202,0610.63%-59
AMERICAN TOWER CORP NEW(AMT)1,2231,22302842240.07%-60
SCHLUMBERGER LTD(SLB)17,80017,450-3507476690.21%-78
GE HEALTHCARE TECHNOLOGIES I(GEHC)10,63711,729+1,0929989170.28%-81
INTEL CORP(INTC)14,82813,003-1,8253482610.08%-87
AIR PRODS & CHEMS INC13,49213,507+154,0173,9181.21%-100
ANALOG DEVICES INC(ADI)6,2056,160-451,4281,3090.40%-119
HENRY SCHEIN INC(HSIC)38,50338,763+2602,8072,6820.83%-124
PHILLIPS 66(PSX)7,3347,326-89648350.26%-129
VANGUARD SPECIALIZED FUNDS3,2482,583-6656435060.16%-137
NORFOLK SOUTHN CORP(NSC)10,44110,426-152,5952,4470.75%-148
VODAFONE GROUP PLC NEW(VOD)101,908102,458+5501,0218700.27%-151
APTARGROUP INC26,07825,613-4654,1774,0241.24%-154
SHELL PLC(SHEL)53,31853,514+1963,5163,3531.03%-164
FORD MTR CO(F)215,305210,580-4,7252,2742,0850.64%-189
PROCTER AND GAMBLE CO(PG)33,89233,882-105,8705,6801.75%-190
HOME DEPOT INC(HD)9,3979,297-1003,8083,6161.11%-191
DUPONT DE NEMOURS INC(DD)02,767+2,76702110.06%+211
AMGEN INC(AMGN)6700-6702160-216
ELI LILLY & CO(LLY)2,0291,999-301,7981,5430.47%-254
UNION PAC CORP(UNP)17,02117,141+1204,1953,9091.20%-287
MERCK & CO INC(MRK)20,27820,243-352,3032,0140.62%-289
DOMINION ENERGY INC(D)73,53873,470-684,2503,9571.22%-293
EXXON MOBIL CORP34,95135,246+2954,0973,7911.17%-306
MICROSOFT CORP(MSFT)26,98026,735-24511,60911,2693.47%-341
ORMAT TECHNOLOGIES INC(ORA)36,61636,521-952,8172,4730.76%-344
TEXAS INSTRS INC(TXN)17,89917,834-653,6973,3441.03%-353
ALBEMARLE CORP(ALB)24,19722,309-1,8882,2921,9200.59%-371
COMCAST CORP NEW(CCZ)89,06489,148+843,7203,3461.03%-374
THERMO FISHER SCIENTIFIC INC(TMO)4,0514,066+152,5062,1150.65%-391
MEDTRONIC PLC(MDT)40,63740,847+2103,6593,2631.00%-396
VERIZON COMMUNICATIONS INC(VZ)84,84985,182+3333,8113,4061.05%-404
DOW INC(DOW)000000
AMERICAN WTR WKS CO INC NEW22,57722,764+1873,3022,8340.87%-468
UNITED PARCEL SERVICE INC(UPS)36,16335,293-8704,9304,4501.37%-480
MCCORMICK & CO INC(MKC)77,13576,835-3006,3485,8581.80%-490
SOUTHERN CO(SO)59,28858,913-3755,3474,8501.49%-497
DANAHER CORPORATION(DHR)10,68410,714+302,9702,4590.76%-511
LOWES COS INC(LOW)16,54416,039-5054,4813,9581.22%-523
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