Fund HoldingsNewport Trust Company, LLC

Total Portfolio Value
$41.24B
Total Bought
$629.05M
Total Sold
$4.84B
Net Transaction
-$4.21B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PARSONS CORP DEL(PSN)56,261,06254,861,589-1,399,4734,602,7185,688,05013.79%+1,085,332
AT&T INC(T)197,976,579194,304,321-3,672,2583,783,3324,274,69510.36%+491,363
GE AEROSPACE(GE)16,439,15115,621,541-817,6102,613,3322,945,9107.14%+332,578
GE VERNOVA INC(GEV)3,790,6803,713,097-77,583650,140946,7652.30%+296,626
3M CO(MMM)7,591,6177,342,632-248,985775,7871,003,7382.43%+227,950
DANAHER CORPORATION(DHR)0511,520+511,5200142,2130.34%+142,213
HOWMET AEROSPACE INC(HWM)01,335,553+1,335,5530133,8890.32%+133,889
GENERAL DYNAMICS CORP(GD)15,462,85715,243,636-219,2214,486,3934,606,62711.17%+120,233
SEMPRA(SRE)13,788,07313,480,751-307,3221,048,7211,127,3952.73%+78,674
S&P GLOBAL INC(SPGI)1,149,3371,121,809-27,528512,604579,5491.41%+66,945
ENTERGY CORP NEW(ETR)2,850,6432,789,085-61,558305,019367,0720.89%+62,053
NIKE INC(NKE)6,549,7236,283,241-266,482493,653555,4391.35%+61,786
JOHNSON CTLS INTL PLC
SHS
5,056,8914,936,027-120,864336,132383,0850.93%+46,954
HARTFORD FINL SVCS GROUP INC(HIG)2,820,3692,762,107-58,262283,560324,8510.79%+41,292
DELTA AIR LINES INC DEL(DAL)10,425,43310,425,4330494,583529,5081.28%+34,925
NISOURCE INC(NI)6,224,7086,104,776-119,932179,334211,5300.51%+32,197
UNITED AIRLS HLDGS INC(UAL)3,664,4933,621,334-43,159178,314206,6330.50%+28,319
SOLVENTUM CORP(SOLV)1,871,7031,790,963-80,74098,976124,8660.30%+25,890
WHIRLPOOL CORP(WHR)1,402,9411,570,101+167,160143,381168,0010.41%+24,620
CAPITAL ONE FINL CORP(COF)2,786,0762,720,804-65,272385,732407,3860.99%+21,654
BEST BUY INC(BBY)1,152,1441,136,892-15,25297,114117,4410.28%+20,327
STATE STR CORP(STT)1,729,5231,668,093-61,430127,985147,5760.36%+19,591
DARDEN RESTAURANTS INC(DRI)2,010,4381,953,125-57,313304,219320,5660.78%+16,347
HUNTINGTON BANCSHARES INC(HBAN)11,375,71111,240,628-135,083149,932165,2370.40%+15,305
MOODYS CORP(MCO)307,491304,583-2,908129,432144,5520.35%+15,120
PHILIP MORRIS INTL INC(PM)589,751578,717-11,03459,76070,2560.17%+10,497
BRITISH AMERN TOB PLC(BTI)3,019,9392,827,642-192,29793,407103,4350.25%+10,028
WATERS CORP(WAT)205,411190,425-14,98659,59468,5320.17%+8,938
BELDEN INC293,104294,976+1,87227,49334,5510.08%+7,057
BANK MONTREAL QUE1,411,6951,388,580-23,115118,371125,2500.30%+6,879
VERALTO CORP(VLTO)574,063550,487-23,57654,80661,5770.15%+6,772
CONSOLIDATED EDISON INC(ED)560,759544,544-16,21550,14356,7030.14%+6,560
KRAFT HEINZ CO(KHC)2,972,9862,903,540-69,44695,790101,9430.25%+6,154
WARNER BROS DISCOVERY INC(WBD)9,776,8279,488,807-288,02072,74078,2830.19%+5,543
PINNACLE WEST CAP CORP(PNW)579,289559,356-19,93344,24649,5530.12%+5,307
SIMMONS 1ST NATL CORP(SFNC)690,161657,648-32,51312,13314,1660.03%+2,033
BANK HAWAII CORP398,430393,084-5,34622,79424,6740.06%+1,880
UNISYS CORP1,304,9551,238,922-66,0335,3897,0370.02%+1,648
GENWORTH FINL INC(GNW)1,214,8251,172,783-42,0427,3388,0340.02%+696
ALTRIA GROUP INC(MO)159,780153,999-5,7817,2787,8600.02%+582
MONDELEZ INTL INC(MDLZ)68,61965,670-2,9494,4904,8380.01%+347
TRUSTMARK CORP(TRMK)546,409525,007-21,40216,41416,7060.04%+292
VICTORIAS SECRET AND CO(VSXY)153,621114,037-39,5842,7142,9310.01%+216
METROPOLITAN BK HLDG CORP(MCB)8,5448,885+3413604670.00%+108
LIVERAMP HLDGS INC(RAMP)678,743673,263-5,48021,00016,6830.04%-4,317
VALVOLINE INC(VVV)1,695,1831,643,283-51,90073,23268,7710.17%-4,461
GOODYEAR TIRE & RUBR CO(GT)3,535,1674,008,229+473,06240,12435,4730.09%-4,651
ASHLAND INC(ASH)560,197552,212-7,98552,93348,0260.12%-4,907
WALGREENS BOOTS ALLIANCE INC2,565,3552,773,672+208,31731,02824,8520.06%-6,176
BATH & BODY WORKS INC540,987331,766-209,22121,12610,5900.03%-10,536
PREMIER INC2,533,7011,689,306-844,39547,30433,7860.08%-13,518
EMERSON ELEC CO(EMR)5,218,8455,130,072-88,773574,908561,0761.36%-13,832
WOODWARD INC(WWD)2,264,8542,218,224-46,630394,945380,4480.92%-14,498
BANK OZK LITTLE ROCK ARK(OZK)1,147,350654,436-492,91447,04128,1340.07%-18,907
MACYS INC(M)7,382,1677,408,649+26,482141,738116,2420.28%-25,496
ELEVANCE HEALTH INC(ELV)1,145,7681,128,406-17,362620,846586,7711.42%-34,075
DISNEY WALT CO(DIS)12,129,68512,006,435-123,2501,204,3561,154,8992.80%-49,457
HUMANA INC(HUM)1,145,7521,129,039-16,713428,110357,6120.87%-70,498
HONEYWELL INTL INC(HON)15,677,99715,677,99703,347,8793,240,7997.86%-107,081
FORD MTR CO(F)154,195,638156,133,559+1,937,9211,933,6131,648,7704.00%-284,843
DILLARDS INC(DDS)4,844,0964,740,979-103,1172,133,2911,819,0664.41%-314,225
BOEING CO(BA)31,640,18430,607,299-1,032,8855,758,8304,653,53411.28%-1,105,296
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