Fund HoldingsNewport Trust Company, LLC

Total Portfolio Value
$39.00B
Total Bought
$362.33M
Total Sold
$5.43B
Net Transaction
-$5.07B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AT&T INC(T)192,224,000189,762,992-2,461,0084,376,9405,366,49713.76%+989,557
GE AEROSPACE(GE)15,117,36413,872,657-1,244,7072,521,4252,776,6127.12%+255,187
3M CO(MMM)7,105,1216,798,381-306,740917,200998,4102.56%+81,210
GENERAL DYNAMICS CORP(GD)14,976,44014,760,983-215,4573,946,1424,023,54910.32%+77,407
ELEVANCE HEALTH INC(ELV)1,106,1131,067,068-39,045408,045464,1321.19%+56,087
ENTERGY CORP NEW(ETR)5,517,0105,508,924-8,086418,300470,9581.21%+52,658
WOODWARD INC(WWD)2,143,7572,193,238+49,481356,764400,2441.03%+43,480
DARDEN RESTAURANTS INC(DRI)1,925,9301,902,744-23,186359,552395,3141.01%+35,762
HARTFORD INSURANCE GROUP INC(HIG)2,666,1342,626,918-39,216291,675325,0290.83%+33,354
NISOURCE INC(NI)6,021,3085,992,189-29,119221,343240,2270.62%+18,884
PHILIP MORRIS INTL INC(PM)505,809498,345-7,46460,87479,1020.20%+18,228
MOSAIC CO NEW(MOS)0611,320+611,320016,5120.04%+16,512
BRITISH AMERN TOB PLC(BTI)2,743,2552,774,460+31,20599,635114,7790.29%+15,144
HOWMET AEROSPACE INC(HWM)1,269,6491,181,534-88,115138,862153,2800.39%+14,419
CONSOLIDATED EDISON INC(ED)531,871522,052-9,81947,45957,7340.15%+10,275
HUMANA INC(HUM)1,101,8021,094,299-7,503279,538289,5520.74%+10,013
S&P GLOBAL INC(SPGI)1,097,9281,094,592-3,336546,801556,1621.43%+9,361
XCEL ENERGY INC(XEL)4,103,7364,027,468-76,268277,084285,1040.73%+8,020
WALGREENS BOOTS ALLIANCE INC2,890,2042,871,830-18,37426,96632,0780.08%+5,113
SOLVENTUM CORP(SOLV)1,679,0791,504,042-175,037110,920114,3670.29%+3,447
PINNACLE WEST CAP CORP(PNW)539,717515,658-24,05945,75249,1160.13%+3,365
ALTRIA GROUP INC(MO)133,453130,878-2,5756,9787,8550.02%+877
CAPITAL ONE FINL CORP(COF)2,577,3492,567,721-9,628459,593460,3921.18%+800
MONDELEZ INTL INC(MDLZ)57,34556,738-6073,4253,8500.01%+424
FORTIS INC(FTS)8,9159,216+3013714200.00%+49
GENWORTH FINL INC(GNW)1,143,3041,130,454-12,8507,9928,0150.02%+23
METROPOLITAN BK HLDG CORP(MCB)9,0289,707+6795275440.00%+16
GOODYEAR TIRE & RUBR CO(GT)3,916,6363,809,245-107,39135,25035,1970.09%-52
BANK OZK LITTLE ROCK ARK(OZK)652,841656,987+4,14629,07128,5460.07%-525
TRUSTMARK CORP(TRMK)491,660481,841-9,81917,39016,6190.04%-771
WARNER BROS DISCOVERY INC(WBD)9,215,1748,980,750-234,42497,40496,3630.25%-1,041
WATERS CORP(WAT)184,505182,761-1,74468,44867,3600.17%-1,087
SIMMONS 1ST NATL CORP(SFNC)626,207613,959-12,24813,88912,6050.03%-1,285
UNISYS CORP1,171,8111,253,724+81,9137,4185,7550.01%-1,663
BANK HAWAII CORP387,160369,280-17,88027,58125,4690.07%-2,112
BELDEN INC301,292315,337+14,04533,92831,6130.08%-2,316
VICTORIAS SECRET AND CO(VSXY)108,295103,697-4,5984,4861,9270.00%-2,559
MOODYS CORP(MCO)297,064296,190-874140,621137,9330.35%-2,688
PREMIER INC1,028,400976,330-52,07021,80218,8240.05%-2,978
LIVERAMP HLDGS INC(RAMP)656,216646,446-9,77019,92916,8980.04%-3,031
BATH & BODY WORKS INC317,708302,650-15,05812,3189,1760.02%-3,141
FORD MTR CO(F)152,645,004150,349,011-2,295,9931,511,1861,508,0013.87%-3,185
VALVOLINE INC(VVV)1,614,6421,570,177-44,46558,41854,6580.14%-3,760
KRAFT HEINZ CO(KHC)2,813,3982,704,918-108,48086,39982,3110.21%-4,089
BANK MONTREAL QUE1,383,3191,354,442-28,877134,251129,3630.33%-4,888
ASHLAND INC(ASH)536,493526,625-9,86838,33831,2240.08%-7,114
JOHNSON CTLS INTL PLC
SHS
4,791,2264,655,208-136,018378,171366,9700.94%-11,201
BEST BUY INC(BBY)1,121,1721,126,198+5,02696,19782,8990.21%-13,297
HUNTINGTON BANCSHARES INC(HBAN)10,909,95210,758,411-151,541177,505161,4840.41%-16,021
STATE STR CORP(STT)1,625,4761,599,368-26,108159,540143,1910.37%-16,349
DANAHER CORPORATION(DHR)497,298460,517-36,781114,15594,4060.24%-19,749
WHIRLPOOL CORP(WHR)1,621,9691,806,101+184,132185,683162,7840.42%-22,899
MACYS INC(M)7,311,2257,312,386+1,161123,77991,8440.24%-31,935
VERALTO CORP(VLTO)455,1600-455,16046,3580-46,358
NIKE INC(NKE)6,069,4685,849,978-219,490459,277371,3570.95%-87,920
EMERSON ELEC CO(EMR)5,035,0294,875,981-159,048623,991534,6031.37%-89,389
UNITED AIRLS HLDGS INC(UAL)3,520,8043,455,497-65,307341,870238,6020.61%-103,268
GE VERNOVA INC(GEV)3,672,8953,564,735-108,1601,208,1251,088,2422.79%-119,883
DISNEY WALT CO(DIS)11,705,14211,518,830-186,3121,303,3681,136,9092.92%-166,459
DELTA AIR LINES INC DEL(DAL)9,841,9229,216,343-625,579595,436401,8331.03%-193,604
SEMPRA(SRE)13,290,05613,331,160+41,1041,165,804951,3122.44%-214,492
BOEING CO(BA)30,700,73230,540,342-160,3905,434,0305,208,65513.36%-225,374
DILLARDS INC(DDS)4,848,5504,771,520-77,0302,093,3611,708,8244.38%-384,537
HONEYWELL INTL INC(HON)15,677,99714,723,979-954,0183,541,5033,117,8037.99%-423,700
PARSONS CORP DEL(PSN)53,506,16752,975,128-531,0394,935,9443,136,6578.04%-1,799,287
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