Fund HoldingsDUALITY ADVISERS, LP

Total Portfolio Value
$1.01B
Total Bought
$552.87M
Total Sold
$487.41M
Net Transaction
+$65.46M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BCE INC(BCE)0200,092+200,09206,7990.67%+6,799
BROWN FORMAN CORP(BF-A)0130,954+130,95406,7600.67%+6,760
XYLEM INC(XYL)052,194+52,19406,7460.67%+6,746
CMS ENERGY CORP(CMS)0114,193+114,19306,8900.68%+6,890
AMERICAN ELEC PWR CO INC075,307+75,30706,4840.64%+6,484
MOSAIC CO NEW(MOS)0216,388+216,38807,0240.69%+7,024
ABBOTT LABS049,565+49,56505,6340.56%+5,634
DANAHER CORPORATION(DHR)022,318+22,31805,5730.55%+5,573
FORTUNE BRANDS INNOVATIONS I(FBIN)064,932+64,93205,4980.54%+5,498
BANK NEW YORK MELLON CORP094,511+94,51105,4460.54%+5,446
CENTERPOINT ENERGY INC(CNP)0210,064+210,06405,9850.59%+5,985
ROPER TECHNOLOGIES INC(ROP)012,026+12,02606,7450.67%+6,745
GILEAD SCIENCES INC(GILD)072,177+72,17705,2870.52%+5,287
CHESAPEAKE ENERGY CORP(EXE)058,686+58,68605,2130.51%+5,213
LYONDELLBASELL INDUSTRIES N
SHS - A -
066,615+66,61506,8130.67%+6,813
FERGUSON PLC NEW022,966+22,96605,0160.49%+5,016
ENBRIDGE INC(ENB)0138,096+138,09604,9960.49%+4,996
MCDONALDS CORP(MCD)017,651+17,65104,9770.49%+4,977
MANULIFE FINL CORP(MFC)0217,658+217,65805,4390.54%+5,439
UNION PAC CORP(UNP)019,436+19,43604,7800.47%+4,780
UNITEDHEALTH GROUP INC(UNH)09,302+9,30204,6020.45%+4,602
COCA COLA CO(KO)0111,851+111,85106,8430.68%+6,843
ADVANCED MICRO DEVICES INC(AMD)025,182+25,18204,5450.45%+4,545
MONDELEZ INTL INC(MDLZ)064,683+64,68304,5280.45%+4,528
INCYTE CORP(INCY)076,812+76,81204,3760.43%+4,376
UNITED RENTALS INC(URI)05,976+5,97604,3090.43%+4,309
FLOOR & DECOR HLDGS INC(FND)032,698+32,69804,2380.42%+4,238
HONEYWELL INTL INC(HON)020,443+20,44304,1960.41%+4,196
MURPHY OIL CORP(MUR)0113,451+113,45105,1850.51%+5,185
GALLAGHER ARTHUR J & CO(AJG)016,520+16,52004,1310.41%+4,131
CUMMINS INC(CMI)018,440+18,44005,4330.54%+5,433
BANK NOVA SCOTIA HALIFAX074,661+74,66103,8660.38%+3,866
MAGNA INTL INC(MGA)083,714+83,71404,5610.45%+4,561
SPROUTS FMRS MKT INC(SFM)070,945+70,94504,5750.45%+4,575
PRUDENTIAL FINL INC(PFH)031,812+31,81203,7350.37%+3,735
LABORATORY CORP AMER HLDGS12,25729,580+17,3232,7866,4620.64%+3,676
AMERICAN WTR WKS CO INC NEW046,633+46,63305,6990.56%+5,699
JACOBS SOLUTIONS INC(J)025,289+25,28903,8880.38%+3,888
PHILLIPS 66(PSX)022,018+22,01803,5960.35%+3,596
BLACKROCK INC(BLK)04,647+4,64703,8740.38%+3,874
INTEL CORP(INTC)080,074+80,07403,5370.35%+3,537
GLAUKOS CORP(GKOS)036,869+36,86903,4760.34%+3,476
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)066,098+66,09803,6370.36%+3,637
ROBINHOOD MKTS INC(HOOD)0167,122+167,12203,3640.33%+3,364
NETFLIX INC(NFLX)05,491+5,49103,3350.33%+3,335
BJS WHSL CLUB HLDGS INC(BJ)043,725+43,72503,3080.33%+3,308
JOHNSON & JOHNSON(JNJ)22,51643,131+20,6153,5296,8230.67%+3,294
INTERDIGITAL INC(IDCC)032,320+32,32003,4410.34%+3,441
DOW INC(DOW)053,185+53,18503,0810.30%+3,081
XCEL ENERGY INC(XEL)056,737+56,73703,0500.30%+3,050
APTIV PLC(APTV)037,581+37,58102,9930.30%+2,993
HALLIBURTON CO(HAL)074,517+74,51702,9370.29%+2,937
CNH INDL N V
SHS
0278,544+278,54403,6100.36%+3,610
CATERPILLAR INC(CAT)012,340+12,34004,5220.45%+4,522
L3HARRIS TECHNOLOGIES INC(LHX)013,231+13,23102,8200.28%+2,820
CROWN HLDGS INC(CCK)034,938+34,93802,7690.27%+2,769
JANUS HENDERSON GROUP PLC083,324+83,32402,7410.27%+2,741
GENPACT LIMITED
SHS
082,693+82,69302,7250.27%+2,725
PAPA JOHNS INTL INC(PZZA)040,701+40,70102,7110.27%+2,711
UNITED PARCEL SERVICE INC(UPS)035,232+35,23205,2370.52%+5,237
GLOBE LIFE INC022,934+22,93402,6690.26%+2,669
AES CORP(AES)0148,373+148,37302,6600.26%+2,660
NOV INC(NOV)0135,573+135,57302,6460.26%+2,646
TORONTO DOMINION BK ONT(TD)64,984113,294+48,3104,1996,8410.68%+2,641
LIBERTY BROADBAND CORP(LBRDA)046,029+46,02902,6340.26%+2,634
HUNT J B TRANS SVCS INC(JBHT)012,987+12,98702,5880.26%+2,588
BARRICK GOLD CORP0208,096+208,09603,4630.34%+3,463
BWX TECHNOLOGIES INC(BWXT)025,032+25,03202,5690.25%+2,569
GLOBAL PMTS INC(GPN)018,190+18,19002,4310.24%+2,431
SOUTHERN COPPER CORP(SCCO)022,482+22,48202,3950.24%+2,395
UFP INDUSTRIES INC(UFPI)021,960+21,96002,7010.27%+2,701
CRACKER BARREL OLD CTRY STOR(CBRL)050,928+50,92803,7040.37%+3,704
ENTEGRIS INC(ENTG)016,382+16,38202,3020.23%+2,302
EQUINIX INC(EQIX)2,9815,698+2,7172,4014,7030.46%+2,302
IQVIA HLDGS INC(IQV)09,095+9,09502,3000.23%+2,300
TRACTOR SUPPLY CO(TSCO)20,65425,733+5,0794,4416,7350.66%+2,294
COLUMBIA SPORTSWEAR CO(COLM)040,244+40,24403,2670.32%+3,267
PNM RES INC(TXNM)058,995+58,99502,2210.22%+2,221
MICROSOFT CORP(MSFT)05,235+5,23502,2020.22%+2,202
TREX CO INC(TREX)047,677+47,67704,7560.47%+4,756
PHILIP MORRIS INTL INC(PM)038,644+38,64403,5410.35%+3,541
EQUITY LIFESTYLE PPTYS INC(ELS)032,901+32,90102,1190.21%+2,119
KEYCORP(KEY)0134,006+134,00602,1190.21%+2,119
HUNTINGTON INGALLS INDS INC(HII)07,196+7,19602,0970.21%+2,097
LOCKHEED MARTIN CORP(LMT)08,337+8,33703,7920.37%+3,792
TD SYNNEX CORPORATION(SNX)023,812+23,81202,6930.27%+2,693
ULTA BEAUTY INC(ULTA)07,278+7,27803,8060.38%+3,806
OLD REP INTL CORP(ORI)063,526+63,52601,9520.19%+1,952
WERNER ENTERPRISES INC(WERN)054,840+54,84002,1450.21%+2,145
ALKERMES PLC(ALKS)070,389+70,38901,9050.19%+1,905
ENVISTA HOLDINGS CORPORATION(NVST)089,009+89,00901,9030.19%+1,903
KINDER MORGAN INC DEL(KMI)0317,425+317,42505,8220.57%+5,822
DILLARDS INC(DDS)07,213+7,21303,4020.34%+3,402
CORCEPT THERAPEUTICS INC(CORT)089,188+89,18802,2470.22%+2,247
HUNTINGTON BANCSHARES INC(HBAN)0174,356+174,35602,4320.24%+2,432
EXTREME NETWORKS(EXTR)0241,397+241,39702,7860.27%+2,786
HYATT HOTELS CORP(H)011,592+11,59201,8500.18%+1,850
REVVITY INC(RVTY)024,320+24,32002,5540.25%+2,554
CHEESECAKE FACTORY INC(CAKE)050,584+50,58401,8290.18%+1,829
META PLATFORMS INC(META)03,743+3,74301,8180.18%+1,818
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