Fund HoldingsGifford Fong Associates

Total Portfolio Value
$434.3K
Total Bought
$403
Total Sold
$21.5K
Net Transaction
-$21.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORP(NVDA)0276,210+276,21004410.05%+44
MICROSOFT CORP(MSFT)034,302+34,3020173.93%+17
FACEBOOK INC(META)022,500+22,5000173.82%+17
ORACLE CORP(ORCL)037,250+37,250081.88%+8
AMAZON COM INC(AMZN)096,793+96,7930214.89%+21
GENERAL ELECTRIC CO(GE)38,30138,30108102.27%+2
GE VERNOVA INC(GEV)09,575+9,575051.17%+5
ADVANCED MICRO DEVICES INC(AMD)048,318+48,318071.58%+7
SYNCHRONY FINL(SYF)0132,073+132,073092.03%+9
JPMORGAN CHASE & CO(JPM)35,29635,29609102.36%+2
SHOPIFY INC(SHOP)070,000+70,000081.86%+8
GOLDMAN SACHS GROUP INC(GS)08,000+8,000061.30%+6
SPOTIFY TECHNOLOGY S A(SPOT)5,0005,0000340.88%+1
ALPHABET INC(GOOG)046,055+46,055081.88%+8
PITNEY BOWES INC(PBI)511,059511,0590561.28%+1
DISNEY WALT CO(DIS)036,407+36,407051.04%+5
CITIGROUP INC(C)61,47161,4710451.20%+1
WELLS FARGO CO NEW(WFC)88,05288,0520671.62%+1
MORGAN STANLEY(MS)030,000+30,000040.97%+4
MICRON TECHNOLOGY INC(MU)19,80019,8000220.56%+1
ALPHABET INC(GOOG)031,140+31,140051.26%+5
WALMART INC(WMT)65,55065,5500661.48%+1
FRANKLIN RES INC(BEN)140,480140,4800330.77%+1
AMERICAN EXPRESS CO(AXP)011,000+11,000040.81%+4
INTERNATIONAL BUSINESS MACHS(IBM)11,90011,9000340.81%+1
CATERPILLAR INC DEL(CAT)07,800+7,800030.70%+3
OCCIDENTAL PETE CORP DEL(OXY)95,179121,429+26,250551.17%0
TESLA INC(TSLA)06,782+6,782020.50%+2
BOEING CO(BA)8,7358,7350120.42%0
FIRST HORIZON NATL CORP(FHN)180,082180,0820340.88%0
HONEYWELL INTL INC(HON)014,100+14,100030.76%+3
FORD MTR CO DEL(F)345,157345,1570340.86%0
CIENA CORP(CIEN)012,255+12,255010.23%+1
DEERE & CO(DE)5,9005,9000330.69%0
PARKER HANNIFIN CORP(PH)2,5002,5000220.40%0
TEXAS INSTRS INC(TXN)8,0008,0000120.38%0
COSTCO WHSL CORP NEW(COST)5,0165,0160551.14%0
DELL TECHNOLOGIES INC(DELL)6,9466,9460110.20%0
CISCO SYS INC(CSCO)26,54026,5400220.42%0
SALESFORCE COM INC(CRM)43,00943,009012122.70%0
MASTERCARD INCORPORATED(MA)11,82911,8290671.53%0
INVESCO LTD(IVZ)0255,393+255,393040.93%+4
ANALOG DEVICES INC(ADI)4,0004,0000110.22%0
ITT INC(ITT)5,0005,0000110.18%0
BANK NEW YORK MELLON CORP18,87218,8720220.40%0
RAYTHEON TECHNOLOGIES CORP(RTX)10,00010,0000110.34%0
LUMEN TECHNOLOGIES INC(LUMN)0250,000+250,000010.25%+1
CORTEVA INC(CTVA)9,8289,8280110.17%0
NIKE INC(NKE)015,000+15,000010.25%+1
PNC FINL SVCS GROUP INC(PNC)10,00010,0000220.43%0
CARRIER GLOBAL CORPORATION(CARR)10,00010,0000110.17%0
BANK AMER CORP15,14715,1470110.17%0
VISA INC(V)17,37517,3750661.42%0
ABBOTT LABS19,40019,4000330.61%0
ZOOM VIDEO COMMUNICATIONS IN(ZM)15,00015,0000110.27%0
3M CO(MMM)9,7509,7500110.34%0
WABTEC CORP(WAB)1,8061,8060000.09%0
TJX COS INC NEW(TJX)26,00026,0000330.74%0
KEYCORP NEW(KEY)30,00030,0000010.12%0
BLACKBERRY LTD(BB)50,00050,0000000.05%0
US BANCORP DEL(USB)12,00012,0000110.13%0
AUTOMATIC DATA PROCESSING IN10,00010,0000330.71%0
NUCOR CORP(NUE)3,0003,0000000.09%0
QUALCOMM INC(QCOM)5,0005,0000110.18%0
W R BERKLEY CORPORATION10,12510,1250110.17%0
TRAVELERS COMPANIES INC(TRV)7,0007,0000220.43%0
BAUSCH HEALTH COS INC100,000100,0000110.15%0
WARNER BROS DISCOVERY INC(WBD)13,76013,7600000.04%0
EMERSON ELEC CO(EMR)1781780000.01%0
CVS HEALTH CORP(CVS)1,6751,6750000.03%0
VIATRIS INC(VTRS)15,47615,4760000.03%0
METLIFE INC(MET)15,00015,0000110.28%0
SOLVENTUM CORP(SOLV)2,4382,4380000.04%0
LOEWS CORP(L)6,7006,7000110.14%-0
HORMEL FOODS CORP(HRL)20,00020,0000110.14%-0
INTERNATIONAL FLAVORS&FRAGRA(IFF)3,7073,7070000.06%-0
SHERWIN WILLIAMS CO(SHW)3,0003,0000110.24%-0
HERSHEY CO(HSY)4,0004,0000110.15%-0
INTEL CORP(INTC)66,39566,3950210.34%-0
AMERICAN INTL GROUP INC19,10019,1000220.38%-0
DUPONT DE NEMOURS INC(DD)4,6654,6650000.07%-0
STANLEY BLACK & DECKER INC(SWK)3,0003,0000000.05%-0
COLGATE PALMOLIVE CO(CL)10,40010,4000110.22%-0
PUBLIC STORAGE(PSA)5,0005,0000110.34%-0
COCA COLA CO(KO)37,00037,0000330.60%-0
GLOBE LIFE INC4,5004,5000110.13%-0
NOV INC(NOV)12,00012,0000000.03%-0
OCCIDENTAL PETE CORP1,2500-1,25000-0
SIMON PPTY GROUP INC NEW(SPG)7,0007,0000110.26%-0
HALLIBURTON CO(HAL)8,0008,0000000.04%-0
EOG RES INC(EOG)6,0006,0000110.17%-0
PRUDENTIAL FINL INC(PFH)13,50013,5000210.33%-0
BIOGEN INC(BIIB)5,7505,7500110.17%-0
APA CORPORATION(APA)25,00025,0000100.11%-0
ALLSTATE CORP(ALL)13,80013,8000330.64%-0
PROGRESSIVE CORP OHIO(PGR)5,0005,0000110.31%-0
DOW INC(DOW)9,8289,8280000.06%-0
COMCAST CORP NEW(CCZ)88,00088,0000330.72%-0
UNITED PARCEL SERVICE INC(UPS)011,800+11,800010.27%+1
BAXTER INTL INC29,00029,0000110.20%-0
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