Fund HoldingsNewport Trust Company, LLC

Total Portfolio Value
$37.50B
Total Bought
$509.47M
Total Sold
$4.69B
Net Transaction
-$4.18B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BOEING CO(BA)33,374,95132,395,589-979,3626,397,3118,444,23422.52%+2,046,924
GENERAL DYNAMICS CORP(GD)16,290,03715,872,805-417,2323,599,6094,121,69110.99%+522,082
PARSONS CORP DEL(PSN)59,791,02458,993,973-797,0513,249,6423,699,5129.87%+449,870
DILLARDS INC(DDS)4,954,2725,002,223+47,9511,638,9232,019,1475.38%+380,225
AT&T INC(T)199,998,040199,272,812-725,2283,003,9713,343,7988.92%+339,827
HONEYWELL INTL INC(HON)16,216,38915,677,997-538,3922,995,8163,287,8338.77%+292,017
3M CO(MMM)8,289,0008,081,306-207,694776,016883,4482.36%+107,432
DISNEY WALT CO(DIS)12,541,95412,401,911-140,0431,016,5251,119,7692.99%+103,243
CAPITAL ONE FINL CORP(COF)3,093,3892,948,025-145,364300,213386,5451.03%+86,332
S&P GLOBAL INC(SPGI)1,192,4461,176,338-16,108435,732518,2001.38%+82,469
SEMPRA(SRE)14,416,52714,201,918-214,609980,7561,061,3092.83%+80,553
NIKE INC(NKE)7,109,1336,983,170-125,963679,775758,1632.02%+78,387
MACYS INC(M)7,810,2167,619,323-190,89390,677153,3010.41%+62,624
DANAHER CORPORATION(DHR)0665,502+665,502054,7440.15%+54,744
FORD MTR CO DEL(F)148,509,406155,177,214+6,667,8081,844,4871,891,6105.04%+47,123
DARDEN RESTAURANTS INC(DRI)2,076,2822,060,469-15,813297,365338,5350.90%+41,170
DELTA AIR LINES INC DEL(DAL)10,425,43310,425,4330385,741419,4151.12%+33,674
ELEVANCE HEALTH INC(ELV)1,241,6381,210,519-31,119540,634570,8321.52%+30,198
BOSTON SCIENTIFIC CORP(BSX)6,831,8366,750,135-81,701360,721390,2251.04%+29,504
HUNTINGTON BANCSHARES INC(HBAN)11,951,84311,899,193-52,650124,299151,3580.40%+27,059
HARTFORD FINL SVCS GROUP INC(HIG)2,987,9992,928,005-59,994211,879235,3530.63%+23,474
MOODYS CORP(MCO)311,784308,941-2,84398,577120,6600.32%+22,083
ENTERGY CORP NEW(ETR)2,970,5422,911,439-59,103274,775294,6090.79%+19,833
BANK MONTREAL QUE1,463,3731,443,113-20,260123,465142,7820.38%+19,317
JOHNSON CTLS INTL PLC
SHS
5,550,3745,422,538-127,836295,335312,5550.83%+17,220
STATE STR CORP(STT)1,833,2271,799,527-33,700122,753139,3910.37%+16,638
BANK OZK LITTLE ROCK ARK(OZK)1,210,1021,151,528-58,57444,85857,3810.15%+12,522
BEST BUY INC(BBY)1,212,7621,213,131+36984,25194,9640.25%+10,713
NISOURCE INC(NI)6,445,8406,370,256-75,584159,083169,1300.45%+10,047
WATERS CORP(WAT)222,347214,647-7,70060,97070,6680.19%+9,698
BANK HAWAII CORP405,915406,057+14220,17029,4230.08%+9,253
VALVOLINE INC(VVV)1,875,9511,807,601-68,35060,48167,9300.18%+7,449
KRAFT HEINZ CO(KHC)3,332,2583,218,792-113,466112,097119,0310.32%+6,934
LIVERAMP HLDGS INC(RAMP)729,780705,794-23,98621,04726,7350.07%+5,688
GOODYEAR TIRE & RUBR CO(GT)3,490,5573,350,790-139,76743,38847,9830.13%+4,596
BATH & BODY WORKS INC731,378676,051-55,32724,72129,1780.08%+4,458
YUM BRANDS INC(YUM)1,273,9671,249,392-24,575159,169163,2460.44%+4,076
TRUSTMARK CORP(TRMK)596,412585,464-10,94812,96016,3230.04%+3,363
UNISYS CORP1,173,3651,226,071+52,7064,0486,8910.02%+2,842
CONSOLIDATED EDISON INC(ED)597,848584,501-13,34751,13453,1720.14%+2,038
WARNER BROS DISCOVERY INC(WBD)10,864,13510,530,666-333,469117,985119,8390.32%+1,854
SIMMONS 1ST NATL CORP(SFNC)749,368732,050-17,31812,70914,5240.04%+1,815
VICTORIAS SECRET AND CO(VSXY)200,505182,003-18,5023,3444,8300.01%+1,486
ASHLAND INC(ASH)611,628608,379-3,24949,95851,2920.14%+1,335
GENWORTH FINL INC(GNW)1,421,1511,377,456-43,6958,3289,2010.02%+873
WHIRLPOOL CORP(WHR)1,065,1301,169,039+103,909142,408142,3540.38%-54
MONDELEZ INTL INC(MDLZ)75,32968,823-6,5065,2284,9850.01%-243
ALTRIA GROUP INC(MO)170,103168,043-2,0607,1536,7790.02%-374
PHILIP MORRIS INTL INC(PM)649,349633,286-16,06360,11759,5800.16%-537
TRIUMPH GROUP INC NEW1,258,799548,916-709,8839,6429,1010.02%-541
PINNACLE WEST CAP CORP(PNW)689,485661,862-27,62350,80147,5480.13%-3,253
BELDEN INC276,705287,389+10,68426,71622,2010.06%-4,515
GE HEALTHCARE TECHNOLOGIES I(GEHC)5,028,8204,360,477-668,343342,161337,1520.90%-5,009
UNITED AIRLS HLDGS INC(UAL)3,805,1833,758,596-46,587160,959155,0800.41%-5,880
BRITISH AMERN TOB PLC(BTI)3,315,5303,190,154-125,376104,14193,4400.25%-10,701
TERADATA CORP DEL(TDC)254,3500-254,35011,4510-11,451
EMERSON ELEC CO(EMR)531,470294,470-237,00051,32428,6610.08%-22,663
HUMANA INC(HUM)1,300,1381,273,094-27,044632,543582,8351.55%-49,708
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