Fund HoldingsNewport Trust Company, LLC

Total Portfolio Value
$41.27B
Total Bought
$1.40B
Total Sold
$3.66B
Net Transaction
-$2.26B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BOEING CO(BA)30,607,29930,700,732+93,4334,653,5345,434,03013.17%+780,496
HONEYWELL INTL INC(HON)15,677,99715,677,99703,240,7993,541,5038.58%+300,704
XCEL ENERGY INC(XEL)04,103,736+4,103,7360277,0840.67%+277,084
DILLARDS INC(DDS)4,740,9794,848,550+107,5711,819,0662,093,3615.07%+274,295
GE VERNOVA INC(GEV)3,713,0973,672,895-40,202946,7651,208,1252.93%+261,360
DISNEY WALT CO(DIS)12,006,43511,705,142-301,2931,154,8991,303,3683.16%+148,469
UNITED AIRLS HLDGS INC(UAL)3,621,3343,520,804-100,530206,633341,8700.83%+135,237
AT&T INC(T)194,304,321192,224,000-2,080,3214,274,6954,376,94010.61%+102,245
DELTA AIR LINES INC DEL(DAL)10,425,4339,841,922-583,511529,508595,4361.44%+65,929
EMERSON ELEC CO(EMR)5,130,0725,035,029-95,043561,076623,9911.51%+62,915
CAPITAL ONE FINL CORP(COF)2,720,8042,577,349-143,455407,386459,5931.11%+52,207
ENTERGY CORP NEW(ETR)2,789,0855,517,010+2,727,925367,072418,3001.01%+51,228
DARDEN RESTAURANTS INC(DRI)1,953,1251,925,930-27,195320,566359,5520.87%+38,985
SEMPRA(SRE)13,480,75113,290,056-190,6951,127,3951,165,8042.82%+38,408
WARNER BROS DISCOVERY INC(WBD)9,488,8079,215,174-273,63378,28397,4040.24%+19,122
WHIRLPOOL CORP(WHR)1,570,1011,621,969+51,868168,001185,6830.45%+17,682
HUNTINGTON BANCSHARES INC(HBAN)11,240,62810,909,952-330,676165,237177,5050.43%+12,268
STATE STR CORP(STT)1,668,0931,625,476-42,617147,576159,5400.39%+11,964
NISOURCE INC(NI)6,104,7766,021,308-83,468211,530221,3430.54%+9,813
BANK MONTREAL QUE1,388,5801,383,319-5,261125,250134,2510.33%+9,001
MACYS INC(M)7,408,6497,311,225-97,424116,242123,7790.30%+7,537
HOWMET AEROSPACE INC(HWM)1,335,5531,269,649-65,904133,889138,8620.34%+4,972
LIVERAMP HLDGS INC(RAMP)673,263656,216-17,04716,68319,9290.05%+3,246
BANK HAWAII CORP393,084387,160-5,92424,67427,5810.07%+2,907
WALGREENS BOOTS ALLIANCE INC2,773,6722,890,204+116,53224,85226,9660.07%+2,114
BATH & BODY WORKS INC331,766317,708-14,05810,59012,3180.03%+1,728
VICTORIAS SECRET AND CO(VSXY)114,037108,295-5,7422,9314,4860.01%+1,555
BANK OZK LITTLE ROCK ARK(OZK)654,436652,841-1,59528,13429,0710.07%+937
TRUSTMARK CORP(TRMK)525,007491,660-33,34716,70617,3900.04%+684
UNISYS CORP1,238,9221,171,811-67,1117,0377,4180.02%+380
FORTIS INC(FTS)08,915+8,91503710.00%+371
METROPOLITAN BK HLDG CORP(MCB)8,8859,028+1434675270.00%+60
GENWORTH FINL INC(GNW)1,172,7831,143,304-29,4798,0347,9920.02%-42
WATERS CORP(WAT)190,425184,505-5,92068,53268,4480.17%-84
GOODYEAR TIRE & RUBR CO(GT)4,008,2293,916,636-91,59335,47335,2500.09%-223
SIMMONS 1ST NATL CORP(SFNC)657,648626,207-31,44114,16613,8890.03%-276
BELDEN INC294,976301,292+6,31634,55133,9280.08%-622
ALTRIA GROUP INC(MO)153,999133,453-20,5467,8606,9780.02%-882
MONDELEZ INTL INC(MDLZ)65,67057,345-8,3254,8383,4250.01%-1,413
BRITISH AMERN TOB PLC(BTI)2,827,6422,743,255-84,387103,43599,6350.24%-3,800
PINNACLE WEST CAP CORP(PNW)559,356539,717-19,63949,55345,7520.11%-3,802
MOODYS CORP(MCO)304,583297,064-7,519144,552140,6210.34%-3,931
JOHNSON CTLS INTL PLC
SHS
4,936,0274,791,226-144,801383,085378,1710.92%-4,914
CONSOLIDATED EDISON INC(ED)544,544531,871-12,67356,70347,4590.11%-9,245
PHILIP MORRIS INTL INC(PM)578,717505,809-72,90870,25660,8740.15%-9,382
ASHLAND INC(ASH)552,212536,493-15,71948,02638,3380.09%-9,688
VALVOLINE INC(VVV)1,643,2831,614,642-28,64168,77158,4180.14%-10,354
PREMIER INC1,689,3061,028,400-660,90633,78621,8020.05%-11,984
SOLVENTUM CORP(SOLV)1,790,9631,679,079-111,884124,866110,9200.27%-13,946
VERALTO CORP(VLTO)550,487455,160-95,32761,57746,3580.11%-15,219
KRAFT HEINZ CO(KHC)2,903,5402,813,398-90,142101,94386,3990.21%-15,544
BEST BUY INC(BBY)1,136,8921,121,172-15,720117,44196,1970.23%-21,244
WOODWARD INC(WWD)2,218,2242,143,757-74,467380,448356,7640.86%-23,684
DANAHER CORPORATION(DHR)511,520497,298-14,222142,213114,1550.28%-28,058
S&P GLOBAL INC(SPGI)1,121,8091,097,928-23,881579,549546,8011.32%-32,748
HARTFORD FINL SVCS GROUP INC(HIG)2,762,1072,666,134-95,973324,851291,6750.71%-33,176
HUMANA INC(HUM)1,129,0391,101,802-27,237357,612279,5380.68%-78,074
3M CO(MMM)7,342,6327,105,121-237,5111,003,738917,2002.22%-86,538
NIKE INC(NKE)6,283,2416,069,468-213,773555,439459,2771.11%-96,162
FORD MTR CO(F)156,133,559152,645,004-3,488,5551,648,7701,511,1863.66%-137,585
ELEVANCE HEALTH INC(ELV)1,128,4061,106,113-22,293586,771408,0450.99%-178,726
GE AEROSPACE(GE)15,621,54115,117,364-504,1772,945,9102,521,4256.11%-424,485
GENERAL DYNAMICS CORP(GD)15,243,63614,976,440-267,1964,606,6273,946,1429.56%-660,485
PARSONS CORP DEL(PSN)54,861,58953,506,167-1,355,4225,688,0504,935,94411.96%-752,106
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