Fund HoldingsDistillate Capital Partners LLC

Total Portfolio Value
$396.4K
Total Bought
$216.7K
Total Sold
$131.0K
Net Transaction
+$85.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
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BRISTOL-MYERS SQUIBB CO(BMY)0209+2090123.06%+12
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CHESAPEAKE ENERGY CORP(EXE)0140+1400123.05%+12
MICROCHIP TECHNOLOGY INC.(MCHP)0154+1540123.03%+12
THE CIGNA GROUP(CI)042+420123.03%+12
OWENS CORNING NEW(OC)088+880123.03%+12
UNITED RENTALS INC(URI)027+270123.03%+12
JOHNSON & JOHNSON(JNJ)077+770123.03%+12
ULTA BEAUTY INC(ULTA)030+300123.02%+12
GENERAL DYNAMICS CORP(GD)054+540123.01%+12
AUTOMATIC DATA PROCESSING IN049+490122.97%+12
FLEETCOR TECHNOLOGIES INC046+460122.96%+12
BLACKROCK INC(BLK)018+180122.94%+12
UNITEDHEALTH GROUP INC(UNH)023+230122.93%+12
ABBVIE INC(ABBV)7080+109123.01%+2
CVS HEALTH CORP(CVS)145173+2810123.05%+2
PAYPAL HLDGS INC(PYPL)153209+5610123.08%+2
DIAMONDBACK ENERGY INC(FANG)8078-211123.05%+2
ELEVANCE HEALTH INC(ELV)2327+410122.97%+2
3M CO(MMM)110130+2011123.07%+1
SKYWORKS SOLUTIONS INC(SWKS)101123+2211123.06%+1
CISCO SYS INC(CSCO)218226+811123.06%+1
ALTRIA GROUP INC(MO)253289+3611123.07%+1
FIDELITY NATL INFORMATION SV(FIS)210216+611123.01%0
WESTLAKE CORPORATION(WLK)10097-312123.05%0
SS&C TECHNOLOGIES HLDGS INC(SSNC)204230+2612123.05%-0
CUMMINS INC(CMI)5152+113123.00%-1
MCKESSON CORP(MCK)3028-213123.07%-1
SNAP ON INC(SNA)4947-214123.02%-2
AMGEN INC(AMGN)440-44100-10
DICKS SPORTING GOODS INC(DKS)800-80110-11
GLOBAL PMTS INC(GPN)1080-108110-11
PRICE T ROWE GROUP INC(TROW)1030-103120-12
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)1860-186120-12
NVR INC(NVR)20-2130-13
CBRE GROUP INC(CBRE)1610-161130-13
JABIL INC(JBL)1360-136150-15
BROADCOM INC(AVGO)180-18160-16
NETAPP INC(NTAP)395159-23628123.04%-16
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