Fund Holdings

Newport Trust Company, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
AT&T INC183,451,879179,474,938-3,976,9414,556,944,6755,202,978,453+646,033,778
HONEYWELL INTL INC13,276,86712,865,197-411,6702,590,183,9832,907,920,478+317,736,495
GE VERNOVA INC1,672,2371,605,185-67,0521,092,923,9361,401,165,987+308,242,051
WOODWARD INC2,002,1822,007,149+4,967605,299,662718,398,770+113,099,108
ENTERGY CORP NEW5,310,7165,208,183-102,533490,869,525585,191,618+94,322,093
SEMPRA11,715,95011,229,015-486,9351,034,401,2681,091,123,657+56,722,389
PNC FINL SVCS GROUP INC0244,171+244,171050,809,665+50,809,665
GENERAL DYNAMICS CORP13,725,73813,570,601-155,1374,620,906,7994,657,701,798+36,794,999
JOHNSON CONTROLS INTERNATION4,261,4794,171,713-89,766510,312,110546,285,817+35,973,707
NISOURCE INC5,700,7235,597,232-103,491238,062,192261,166,845+23,104,653
XCEL ENERGY INC3,718,1273,659,878-58,249274,620,860290,740,708+16,119,848
DARDEN RESTAURANTS INC1,833,6771,782,919-50,758337,433,242349,523,441+12,090,199
HELMERICH & PAYNE INC0200,516+200,51607,224,591+7,224,591
CONSOLIDATED EDISON INC489,408480,171-9,23748,608,00354,345,754+5,737,751
BANK MONTREAL MEDIUM1,315,2071,297,365-17,842170,700,717175,585,379+4,884,662
VALVOLINE INC1,418,0261,362,754-55,27241,207,83645,897,555+4,689,719
PINNACLE WEST CAP CORP471,080459,217-11,86341,784,79646,266,113+4,481,317
FORTIS INC9,90971,545+61,636514,6503,991,508+3,476,858
QNITY ELECTRONICS INC197,315167,063-30,25216,110,74919,275,844+3,165,095
BANK HAWAII CORP348,039347,220-81923,795,42625,781,085+1,985,659
MOSAIC CO566,866568,921+2,05513,655,81414,507,524+851,710
TRUSTMARK CORP422,930408,564-14,36616,473,11817,216,907+743,789
BRITISH AMERN TOB PLC2,611,1052,533,038-78,067147,840,765148,106,732+265,967
SIMMONS FIRST NATL CORP535,276529,905-5,37110,089,95510,306,657+216,702
MONDELEZ INTL INC46,47843,510-2,9682,501,9012,507,959+6,058
METROPOLITAN BK HLDG CORP10,4358,766-1,669796,821730,139-66,682
ALTRIA GROUP INC103,14288,660-14,4825,947,1665,850,706-96,460
DUPONT DE NEMOURS INC377,898328,032-49,86615,191,50715,023,898-167,609
BELDEN INC341,103341,072-3139,755,55539,165,298-590,257
BANK OZK LITTLE ROCK ARK625,411611,396-14,01528,781,41128,056,990-724,421
UNISYS CORP1,354,7881,389,670+34,8823,739,2152,876,617-862,598
GENWORTH FINL INC976,323927,222-49,1018,816,1977,529,043-1,287,154
SOLVENTUM CORP120,186117,404-2,7829,523,5397,666,481-1,857,058
SANOFI SA772,199737,978-34,22137,420,77635,555,803-1,864,973
BEST BUY INC1,149,7061,167,885+18,17976,949,82374,978,217-1,971,606
LIVERAMP HLDGS INC586,716564,711-22,00517,231,83414,976,152-2,255,682
ASHLAND INC492,082449,452-42,63028,870,43924,994,070-3,876,369
VICTORIAS SECRET AND CO91,5260-91,5264,957,9630-4,957,963
PHILIP MORRIS INTL INC389,878344,822-45,05662,536,41057,013,029-5,523,381
BATH & BODY WORKS INC276,5940-276,5945,554,0080-5,554,008
KRAFT HEINZ CO2,459,9542,394,205-65,74959,653,89353,845,675-5,808,218
STATE STR CORP1,459,2821,430,141-29,141188,261,971180,998,645-7,263,326
GOODYEAR TIRE & RUBR CO3,571,1203,431,008-140,11231,283,01122,747,583-8,535,428
WATERS CORP175,530183,921+8,39166,671,56054,771,674-11,899,886
HARTFORD INSURANCE GROUP INC2,459,7092,417,711-41,998338,947,900326,947,059-12,000,841
WARNER BROS DISCOVERY INC7,550,3497,263,777-286,572217,601,058199,463,316-18,137,742
HUNTINGTON BANCSHARES INC10,458,03610,380,696-77,340181,446,918162,457,896-18,989,022
MOODYS CORP277,462272,656-4,806141,741,463118,946,180-22,795,283
EMERSON ELEC CO4,483,7144,360,053-123,661595,078,522571,254,144-23,824,378
MACYS INC6,989,5366,932,729-56,807154,119,269125,413,068-28,706,201
WHIRLPOOL CORP2,391,2522,581,888+190,636172,504,919139,215,401-33,289,518
DELTA AIR LINES INC8,216,3437,866,420-349,923570,214,204522,959,602-47,254,602
LATAM AIRLINES GROUP SA3,974,9313,242,366-732,565214,686,023160,302,575-54,383,448
ELEVANCE HEALTH INC FORMERLY1,005,020985,188-19,832352,309,761288,413,787-63,895,974
NIKE INC5,560,7055,408,236-152,469354,272,516285,663,026-68,609,490
UNITED AIRLS HLDGS INC3,266,6693,219,890-46,779365,278,975296,455,426-68,823,549
HUMANA INC985,7381,046,726+60,988252,477,074181,491,821-70,985,253
S&P GLOBAL INC1,022,8511,033,108+10,257534,531,704439,422,157-95,109,547
3M CO5,783,0165,594,540-188,476925,860,862812,495,044-113,365,818
CAPITAL ONE FINL CORP2,483,0122,646,859+163,847601,782,788482,866,487-118,916,301
DILLARDS INC4,523,1214,512,177-10,9442,742,549,1872,581,461,583-161,087,604
FORD MTR CO137,356,677139,301,961+1,945,2841,802,119,6021,607,544,641-194,574,961
DISNEY WALT CO10,820,48510,717,278-103,2071,231,046,5731,032,931,261-198,115,312
GE AEROSPACE9,702,2089,551,052-151,1562,988,571,1302,710,302,026-278,269,104
PARSONS CORP DEL49,796,12250,138,695+342,5733,077,400,3562,716,013,123-361,387,233
BOEING CO29,485,29428,664,824-820,4706,401,847,0335,705,159,921-696,687,112
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