Fund HoldingsNewport Trust Company, LLC

Total Portfolio Value
$36.80B
Total Bought
$664.42M
Total Sold
$6.37B
Net Transaction
-$5.71B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PARSONS CORP DEL(PSN)58,993,97358,104,633-889,3403,699,5124,819,77913.10%+1,120,267
DISNEY WALT CO(DIS)12,401,91112,233,273-168,6381,119,7691,496,8634.07%+377,095
WOODWARD INC(WWD)02,382,383+2,382,3830367,1731.00%+367,173
DILLARDS INC(DDS)5,002,2234,937,665-64,5582,019,1472,328,8006.33%+309,653
GENERAL DYNAMICS CORP(GD)15,872,80515,626,022-246,7834,121,6914,414,19512.00%+292,504
AT&T INC(T)199,272,812199,825,556+552,7443,343,7983,516,9309.56%+173,132
FORD MTR CO DEL(F)155,177,214154,226,901-950,3131,891,6102,048,1335.57%+156,523
DELTA AIR LINES INC DEL(DAL)10,425,43310,425,4330419,415499,0651.36%+79,650
HARTFORD FINL SVCS GROUP INC(HIG)2,928,0052,877,469-50,536235,353296,5230.81%+61,170
PREMIER INC02,570,401+2,570,401056,8060.15%+56,806
VERALTO CORP(VLTO)0620,513+620,513055,0150.15%+55,015
ELEVANCE HEALTH INC(ELV)1,210,5191,179,176-31,343570,832611,4501.66%+40,618
CAPITAL ONE FINL CORP(COF)2,948,0252,859,629-88,396386,545425,7701.16%+39,225
JOHNSON CTLS INTL PLC
SHS
5,422,5385,354,734-67,804312,555349,7710.95%+37,216
UNITED AIRLS HLDGS INC(UAL)3,758,5963,710,995-47,601155,080177,6830.48%+22,603
HUNTINGTON BANCSHARES INC(HBAN)11,899,19311,564,207-334,986151,358161,3210.44%+9,963
VALVOLINE INC(VVV)1,807,6011,735,839-71,76267,93077,3660.21%+9,437
ENTERGY CORP NEW(ETR)2,911,4392,876,623-34,816294,609304,0020.83%+9,393
NISOURCE INC(NI)6,370,2566,313,990-56,266169,130174,6450.47%+5,515
BELDEN INC287,389294,405+7,01622,20127,2650.07%+5,064
ASHLAND INC(ASH)608,379575,471-32,90851,29256,0340.15%+4,741
BRITISH AMERN TOB PLC(BTI)3,190,1543,199,313+9,15993,44097,5790.27%+4,139
BEST BUY INC(BBY)1,213,1311,174,260-38,87194,96496,3250.26%+1,361
GOODYEAR TIRE & RUBR CO(GT)3,350,7903,591,549+240,75947,98349,3120.13%+1,329
MOODYS CORP(MCO)308,941310,179+1,238120,660121,9100.33%+1,250
BATH & BODY WORKS INC676,051606,505-69,54629,17830,3370.08%+1,159
WATERS CORP(WAT)214,647207,017-7,63070,66871,2610.19%+593
ALTRIA GROUP INC(MO)168,043164,341-3,7026,7797,1690.02%+390
MONDELEZ INTL INC(MDLZ)68,82368,712-1114,9854,8100.01%-175
TRUSTMARK CORP(TRMK)585,464574,251-11,21316,32316,1420.04%-181
UNISYS CORP1,226,0711,298,061+71,9906,8916,3730.02%-517
GENWORTH FINL INC(GNW)1,377,4561,313,915-63,5419,2018,4480.02%-753
PINNACLE WEST CAP CORP(PNW)661,862624,662-37,20047,54846,6810.13%-867
SIMMONS 1ST NATL CORP(SFNC)732,050700,751-31,29914,52413,6370.04%-887
CONSOLIDATED EDISON INC(ED)584,501573,294-11,20753,17252,0610.14%-1,111
VICTORIAS SECRET AND CO(VSXY)182,003170,207-11,7964,8303,2990.01%-1,532
DARDEN RESTAURANTS INC(DRI)2,060,4692,016,016-44,453338,535336,9770.92%-1,558
TRIUMPH GROUP INC NEW548,916488,916-60,0009,1017,3530.02%-1,748
STATE STR CORP(STT)1,799,5271,769,851-29,676139,391136,8450.37%-2,546
LIVERAMP HLDGS INC(RAMP)705,794692,235-13,55926,73523,8820.06%-2,853
PHILIP MORRIS INTL INC(PM)633,286615,000-18,28659,58056,3460.15%-3,233
MACYS INC(M)7,619,3237,459,963-159,360153,301149,1250.41%-4,176
BANK HAWAII CORP406,057401,952-4,10529,42325,0780.07%-4,345
KRAFT HEINZ CO(KHC)3,218,7923,101,099-117,693119,031114,4310.31%-4,600
BANK OZK LITTLE ROCK ARK(OZK)1,151,5281,124,531-26,99757,38151,1210.14%-6,259
BANK MONTREAL QUE1,443,1131,396,886-46,227142,782136,4480.37%-6,334
WHIRLPOOL CORP(WHR)1,169,0391,132,965-36,074142,354135,5370.37%-6,817
S&P GLOBAL INC(SPGI)1,176,3381,175,662-676518,200500,1851.36%-18,015
EMERSON ELEC CO(EMR)294,4700-294,47028,6610-28,661
WARNER BROS DISCOVERY INC(WBD)10,530,66610,263,070-267,596119,83989,5970.24%-30,242
SEMPRA(SRE)14,201,91814,080,833-121,0851,061,3091,011,4262.75%-49,883
DANAHER CORPORATION(DHR)665,5020-665,50254,7440-54,744
3M CO(MMM)8,081,3067,801,926-279,380883,448827,5502.25%-55,898
HONEYWELL INTL INC(HON)15,677,99715,677,99703,287,8333,217,9098.74%-69,924
NIKE INC(NKE)6,983,1706,822,778-160,392758,163641,2051.74%-116,958
YUM BRANDS INC(YUM)1,249,3920-1,249,392163,2460-163,246
HUMANA INC(HUM)1,273,0941,198,037-75,057582,835415,3831.13%-167,452
GE HEALTHCARE TECHNOLOGIES I(GEHC)4,360,4770-4,360,477337,1520-337,152
BOSTON SCIENTIFIC CORP(BSX)6,750,1350-6,750,135390,2250-390,225
BOEING CO(BA)32,395,58931,251,551-1,144,0388,444,2346,031,23716.39%-2,412,997
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