Fund HoldingsNewport Trust Company, LLC

Total Portfolio Value
$40.73B
Total Bought
$1.06B
Total Sold
$3.50B
Net Transaction
-$2.43B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AT&T INC(T)183,451,879179,474,938-3,976,9414,556,9455,202,97812.77%+646,034
HONEYWELL INTL INC(HON)13,276,86712,865,197-411,6702,590,1842,907,9207.14%+317,736
GE VERNOVA INC(GEV)1,672,2371,605,185-67,0521,092,9241,401,1663.44%+308,242
WOODWARD INC(WWD)2,002,1822,007,149+4,967605,300718,3991.76%+113,099
ENTERGY CORP NEW(ETR)5,310,7165,208,183-102,533490,870585,1921.44%+94,322
SEMPRA(SRE)11,715,95011,229,015-486,9351,034,4011,091,1242.68%+56,722
PNC FINL SVCS GROUP INC(PNC)0244,171+244,171050,8100.12%+50,810
GENERAL DYNAMICS CORP(GD)13,725,73813,570,601-155,1374,620,9074,657,70211.44%+36,795
JOHNSON CONTROLS INTERNATION
SHS
4,261,4794,171,713-89,766510,312546,2861.34%+35,974
NISOURCE INC(NI)5,700,7235,597,232-103,491238,062261,1670.64%+23,105
XCEL ENERGY INC(XEL)3,718,1273,659,878-58,249274,621290,7410.71%+16,120
DARDEN RESTAURANTS INC(DRI)1,833,6771,782,919-50,758337,433349,5230.86%+12,090
HELMERICH & PAYNE INC(HP)0200,516+200,51607,2250.02%+7,225
CONSOLIDATED EDISON INC(ED)489,408480,171-9,23748,60854,3460.13%+5,738
BANK MONTREAL MEDIUM1,315,2071,297,365-17,842170,701175,5850.43%+4,885
VALVOLINE INC(VVV)1,418,0261,362,754-55,27241,20845,8980.11%+4,690
PINNACLE WEST CAP CORP(PNW)471,080459,217-11,86341,78546,2660.11%+4,481
FORTIS INC(FTS)9,90971,545+61,6365153,9920.01%+3,477
QNITY ELECTRONICS INC(Q)197,315167,063-30,25216,11119,2760.05%+3,165
BANK HAWAII CORP348,039347,220-81923,79525,7810.06%+1,986
MOSAIC CO(MOS)566,866568,921+2,05513,65614,5080.04%+852
TRUSTMARK CORP(TRMK)422,930408,564-14,36616,47317,2170.04%+744
BRITISH AMERN TOB PLC(BTI)2,611,1052,533,038-78,067147,841148,1070.36%+266
SIMMONS FIRST NATL CORP(SFNC)535,276529,905-5,37110,09010,3070.03%+217
MONDELEZ INTL INC(MDLZ)46,47843,510-2,9682,5022,5080.01%+6
METROPOLITAN BK HLDG CORP(MCB)10,4358,766-1,6697977300.00%-67
ALTRIA GROUP INC(MO)103,14288,660-14,4825,9475,8510.01%-96
DUPONT DE NEMOURS INC(DD)377,898328,032-49,86615,19215,0240.04%-168
BELDEN INC341,103341,072-3139,75639,1650.10%-590
BANK OZK LITTLE ROCK ARK(OZK)625,411611,396-14,01528,78128,0570.07%-724
UNISYS CORP1,354,7881,389,670+34,8823,7392,8770.01%-863
GENWORTH FINL INC(GNW)976,323927,222-49,1018,8167,5290.02%-1,287
SOLVENTUM CORP(SOLV)120,186117,404-2,7829,5247,6660.02%-1,857
SANOFI SA(SNY)772,199737,978-34,22137,42135,5560.09%-1,865
BEST BUY INC(BBY)1,149,7061,167,885+18,17976,95074,9780.18%-1,972
LIVERAMP HLDGS INC(RAMP)586,716564,711-22,00517,23214,9760.04%-2,256
ASHLAND INC(ASH)492,082449,452-42,63028,87024,9940.06%-3,876
VICTORIAS SECRET AND CO(VSXY)91,5260-91,5264,9580-4,958
PHILIP MORRIS INTL INC(PM)389,878344,822-45,05662,53657,0130.14%-5,523
BATH & BODY WORKS INC276,5940-276,5945,5540-5,554
KRAFT HEINZ CO(KHC)2,459,9542,394,205-65,74959,65453,8460.13%-5,808
STATE STR CORP(STT)1,459,2821,430,141-29,141188,262180,9990.44%-7,263
GOODYEAR TIRE & RUBR CO(GT)3,571,1203,431,008-140,11231,28322,7480.06%-8,535
WATERS CORP(WAT)175,530183,921+8,39166,67254,7720.13%-11,900
HARTFORD INSURANCE GROUP INC(HIG)2,459,7092,417,711-41,998338,948326,9470.80%-12,001
WARNER BROS DISCOVERY INC(WBD)7,550,3497,263,777-286,572217,601199,4630.49%-18,138
HUNTINGTON BANCSHARES INC(HBAN)10,458,03610,380,696-77,340181,447162,4580.40%-18,989
MOODYS CORP(MCO)277,462272,656-4,806141,741118,9460.29%-22,795
EMERSON ELEC CO(EMR)4,483,7144,360,053-123,661595,079571,2541.40%-23,824
MACYS INC(M)6,989,5366,932,729-56,807154,119125,4130.31%-28,706
WHIRLPOOL CORP(WHR)2,391,2522,581,888+190,636172,505139,2150.34%-33,290
DELTA AIR LINES INC(DAL)8,216,3437,866,420-349,923570,214522,9601.28%-47,255
LATAM AIRLINES GROUP SA(LTM)3,974,9313,242,366-732,565214,686160,3030.39%-54,383
ELEVANCE HEALTH INC FORMERLY(ELV)1,005,020985,188-19,832352,310288,4140.71%-63,896
NIKE INC(NKE)5,560,7055,408,236-152,469354,273285,6630.70%-68,609
UNITED AIRLS HLDGS INC(UAL)3,266,6693,219,890-46,779365,279296,4550.73%-68,824
HUMANA INC(HUM)985,7381,046,726+60,988252,477181,4920.45%-70,985
S&P GLOBAL INC(SPGI)1,022,8511,033,108+10,257534,532439,4221.08%-95,110
3M CO(MMM)5,783,0165,594,540-188,476925,861812,4951.99%-113,366
CAPITAL ONE FINL CORP(COF)2,483,0122,646,859+163,847601,783482,8661.19%-118,916
DILLARDS INC(DDS)4,523,1214,512,177-10,9442,742,5492,581,4626.34%-161,088
FORD MTR CO(F)137,356,677139,301,961+1,945,2841,802,1201,607,5453.95%-194,575
DISNEY WALT CO(DIS)10,820,48510,717,278-103,2071,231,0471,032,9312.54%-198,115
GE AEROSPACE(GE)9,702,2089,551,052-151,1562,988,5712,710,3026.65%-278,269
PARSONS CORP DEL(PSN)49,796,12250,138,695+342,5733,077,4002,716,0136.67%-361,387
BOEING CO(BA)29,485,29428,664,824-820,4706,401,8475,705,16014.01%-696,687
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