Fund HoldingsGifford Fong Associates

Total Portfolio Value
$377.5K
Total Bought
$18.9K
Total Sold
$3.7K
Net Transaction
+$15.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)0365,710+365,71004511.97%+45
EXXON MOBIL CORP29,53962,066+32,527371.89%+4
APPLE INC(AAPL)081,169+81,1690174.53%+17
GE VERNOVA INC(GEV)09,575+9,575020.44%+2
ALPHABET INC(GOOG)046,055+46,055082.24%+8
FRANKLIN RES INC(BEN)0140,480+140,480030.83%+3
AMAZON COM INC(AMZN)096,793+96,7930194.96%+19
ALPHABET INC(GOOG)031,140+31,140061.50%+6
MICROSOFT CORP(MSFT)034,302+34,3020154.06%+15
COSTCO WHSL CORP NEW(COST)05,016+5,016041.13%+4
ORACLE CORP(ORCL)037,250+37,250051.39%+5
SYNCHRONY FINL(SYF)132,073132,0730661.65%+1
WALMART INC(WMT)65,55065,5500441.18%0
FACEBOOK INC(META)22,50022,500011113.01%0
AMGEN INC(AMGN)13,60913,6090441.13%0
PITNEY BOWES INC(PBI)511,059511,0590230.69%0
GOLDMAN SACHS GROUP INC(GS)8,0008,0000340.96%0
MICRON TECHNOLOGY INC(MU)19,80019,8000230.69%0
SPOTIFY TECHNOLOGY S A(SPOT)5,0005,0000120.42%0
TJX COS INC NEW(TJX)26,00026,0000330.76%0
AT&T INC(T)143,689143,6890330.73%0
DELL TECHNOLOGIES INC(DELL)6,9466,9460110.25%0
PHILIP MORRIS INTL INC(PM)16,70016,7000220.45%0
TEXAS INSTRS INC(TXN)8,0008,0000120.41%0
TESLA INC(TSLA)06,782+6,782010.36%+1
QUALCOMM INC(QCOM)5,0005,0000110.26%0
SOLVENTUM CORP(SOLV)02,438+2,438000.03%0
WELLS FARGO CO NEW(WFC)88,05288,0520551.39%0
ANALOG DEVICES INC(ADI)4,0004,0000110.24%0
HONEYWELL INTL INC(HON)14,10014,1000330.80%0
BIOGEN INC(BIIB)05,750+5,750010.35%+1
COCA COLA CO(KO)37,00037,0000220.62%0
MORGAN STANLEY(MS)30,00030,0000330.77%0
UNITED HEALTH GROUP INC(UNH)05,918+5,918030.80%+3
COLGATE PALMOLIVE CO(CL)10,40010,4000110.27%0
AFLAC INC(AFL)20,60020,6000220.49%0
JPMORGAN CHASE & CO(JPM)35,29635,2960771.89%0
FIRST HORIZON NATL CORP(FHN)180,082180,0820330.75%0
CARRIER GLOBAL CORPORATION(CARR)10,00010,0000110.17%0
PINNACLE WEST CAP CORP(PNW)30,00030,0000220.61%0
BANK NEW YORK MELLON CORP18,87218,8720110.30%0
AMERICAN EXPRESS CO(AXP)11,00011,0000330.67%0
MANULIFE FINL CORP(MFC)25,00025,0000110.18%0
INTERNATIONAL FLAVORS&FRAGRA(IFF)3,7073,7070000.09%0
MARATHON OIL CORP099,143+99,143030.75%+3
RAYTHEON TECHNOLOGIES CORP(RTX)10,00010,0000110.27%0
BANK AMER CORP015,147+15,147010.16%+1
PFIZER INC(PFE)0111,527+111,527030.83%+3
WABTEC CORP(WAB)1,8061,8060000.08%0
DUPONT DE NEMOURS INC(DD)4,6654,6650000.10%0
CITIGROUP INC(C)61,47161,4710441.03%0
DEUTSCHE BANK AG
NAMEN AKT
45,00045,0000110.19%0
PROGRESSIVE CORP OHIO(PGR)5,0005,0000110.28%0
EMERSON ELEC CO(EMR)0178+178000.01%0
PRUDENTIAL FINL INC(PFH)13,50013,5000220.42%-0
OCCIDENTAL PETE CORP1,2501,2500000.01%-0
NOV INC(NOV)12,00012,0000000.06%-0
EOG RES INC(EOG)6,0006,0000110.20%-0
PUBLIC STORAGE(PSA)05,000+5,000010.38%+1
BLACKBERRY LTD(BB)050,000+50,000000.03%0
CIENA CORP(CIEN)12,25512,2550110.16%-0
WARNER BROS DISCOVERY INC(WBD)013,760+13,760000.03%0
VIATRIS INC(VTRS)15,47615,4760000.04%-0
LOEWS CORP(L)6,7006,7000110.13%-0
CHEVRON CORP NEW(CVX)22,20022,2000430.92%-0
SIMON PPTY GROUP INC NEW(SPG)7,0007,0000110.28%-0
ITT INC(ITT)5,0005,0000110.17%-0
CVS HEALTH CORP(CVS)1,6751,6750000.03%-0
CORTEVA INC(CTVA)9,8289,8280110.14%-0
3M CO(MMM)9,7509,7500110.26%-0
HERSHEY CO(HSY)4,0004,0000110.19%-0
HALLIBURTON CO(HAL)8,0008,0000000.07%-0
DOW INC(DOW)9,8289,8280110.14%-0
KEYCORP NEW(KEY)30,00030,0000000.11%-0
STANLEY BLACK & DECKER INC(SWK)3,0003,0000000.06%-0
METLIFE INC(MET)15,00015,0000110.28%-0
US BANCORP DEL(USB)12,00012,0000100.13%-0
PNC FINL SVCS GROUP INC(PNC)10,00010,0000220.41%-0
CISCO SYS INC(CSCO)26,54026,5400110.33%-0
VERIZON COMMUNICATIONS INC(VZ)92,26392,2630441.01%-0
W R BERKLEY CORPORATION6,7506,7500110.14%-0
OCCIDENTAL PETE CORP DEL(OXY)35,17935,1790220.59%-0
AMERICAN INTL GROUP INC19,10019,1000110.38%-0
HORMEL FOODS CORP(HRL)20,00020,0000110.16%-0
ZOOM VIDEO COMMUNICATIONS IN(ZM)015,000+15,000010.24%+1
BOEING CO(BA)08,735+8,735020.42%+2
AUTOMATIC DATA PROCESSING IN10,00010,0000220.63%-0
UNITED STATES STL CORP NEW037,700+37,700010.38%+1
LUMEN TECHNOLOGIES INC(LUMN)250,000250,0000000.07%-0
NUCOR CORP(NUE)3,0003,0000100.13%-0
APA CORPORATION(APA)25,00025,0000110.19%-0
PARKER HANNIFIN CORP(PH)2,5002,5000110.34%-0
PEPSICO INC(PEP)13,00013,0000220.57%-0
UNITED PARCEL SERVICE INC(UPS)011,800+11,800020.43%+2
SHERWIN WILLIAMS CO(SHW)3,0003,0000110.24%-0
GLOBE LIFE INC4,5004,5000100.10%-0
GILEAD SCIENCES INC(GILD)034,000+34,000020.62%+2
ALLSTATE CORP(ALL)13,80013,8000220.58%-0
MERCK & CO INC(MRK)22,90022,9000330.75%-0
TRAVELERS COMPANIES INC(TRV)7,0007,0000210.38%-0
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