Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$1.27B
Total Bought
$138.18M
Total Sold
$87.14M
Net Transaction
+$51.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)29,43327,115-2,31814,57624,5001.94%+9,924
META PLATFORMS INC(META)025,370+25,370012,3190.97%+12,319
ISHARES TR06,780+6,78003,5670.28%+3,567
CHENIERE ENERGY INC(LNG)032,379+32,37905,2220.41%+5,222
AMAZON COM INC(AMZN)92,40194,831+2,43014,03917,1061.35%+3,066
BUNGE GLOBAL SA(BG)025,416+25,41602,6060.21%+2,606
QUEST DIAGNOSTICS INC(DGX)047,285+47,28506,2940.50%+6,294
SMUCKER J M CO(SJM)029,089+29,08903,6610.29%+3,661
KENVUE INC(KVUE)0117,369+117,36902,5190.20%+2,519
ELI LILLY & CO(LLY)011,531+11,53108,9710.71%+8,971
HP INC(HPQ)0153,888+153,88804,6500.37%+4,650
KIMBERLY-CLARK CORP(KMB)035,731+35,73104,6220.37%+4,622
FIDELITY NATL INFORMATION SV(FIS)032,046+32,04602,3770.19%+2,377
COTERRA ENERGY INC084,026+84,02602,3430.19%+2,343
MCCORMICK & CO INC(MKC)034,409+34,40902,6430.21%+2,643
CONOCOPHILLIPS(COP)018,692+18,69202,3790.19%+2,379
OCCIDENTAL PETE CORP(OXY)026,975+26,97501,7530.14%+1,753
PIONEER NAT RES CO010,066+10,06602,6420.21%+2,642
ALBERTSONS COS INC212,399295,150+82,7514,8856,3280.50%+1,443
BROADCOM INC(AVGO)4,7905,067+2775,3476,7160.53%+1,369
ADVANCED MICRO DEVICES INC(AMD)025,102+25,10204,5310.36%+4,531
MICROSOFT CORP(MSFT)85,19679,338-5,85832,03733,3792.64%+1,342
MERCK & CO INC(MRK)72,85670,245-2,6117,9439,2690.73%+1,326
VISA INC(V)038,106+38,106010,6350.84%+10,635
COCA-COLA EUROPACIFIC PARTNE
SHS
046,242+46,24203,2350.26%+3,235
PUBLIC SVC ENTERPRISE GRP IN(PEG)024,532+24,53201,6380.13%+1,638
INTERCONTINENTAL EXCHANGE IN(ICE)37,67544,301+6,6264,8396,0880.48%+1,250
FIRST CTZNS BANCSHARES INC N(FCNCA)0840+84001,3730.11%+1,373
CHESAPEAKE ENERGY CORP(EXE)014,910+14,91001,3240.10%+1,324
DYNATRACE INC(DT)23,31854,085+30,7671,2752,5120.20%+1,236
GE HEALTHCARE TECHNOLOGIES I(GEHC)016,304+16,30401,4820.12%+1,482
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)022,486+22,48603,3390.26%+3,339
LEAR CORP(LEA)015,151+15,15102,1950.17%+2,195
INTERNATIONAL BUSINESS MACHS(IBM)051,354+51,35409,8070.78%+9,807
PEPSICO INC(PEP)42,00247,353+5,3517,1348,2870.65%+1,154
UBER TECHNOLOGIES INC(UBER)18,14529,413+11,2681,1172,2650.18%+1,147
CNH INDL N V
SHS
088,044+88,04401,1410.09%+1,141
EATON CORP PLC(ETN)04,572+4,57201,4300.11%+1,430
CARDINAL HEALTH INC(CAH)039,905+39,90504,4650.35%+4,465
EOG RES INC(EOG)016,798+16,79802,1470.17%+2,147
MCKESSON CORP(MCK)08,102+8,10204,3500.34%+4,350
ORACLE CORP(ORCL)043,056+43,05605,4080.43%+5,408
ZOOM VIDEO COMMUNICATIONS IN(ZM)018,759+18,75901,2260.10%+1,226
EVEREST GROUP LTD(EG)06,730+6,73002,6750.21%+2,675
DIAMONDBACK ENERGY INC(FANG)010,482+10,48202,0770.16%+2,077
BROWN FORMAN CORP(BF-A)033,085+33,08501,7080.13%+1,708
LPL FINL HLDGS INC(LPLA)05,995+5,99501,5840.13%+1,584
NEWMONT CORP(NEM)142,659192,036+49,3775,9056,8830.54%+978
DEVON ENERGY CORP NEW(DVN)026,337+26,33701,3220.10%+1,322
HESS CORP010,406+10,40601,5880.13%+1,588
CENCORA INC35,88634,194-1,6927,3708,3090.66%+939
HALLIBURTON CO(HAL)052,329+52,32902,0630.16%+2,063
TEXAS PACIFIC LAND CORPORATI(TPL)05,562+5,56203,2180.25%+3,218
SCHLUMBERGER LTD(SLB)030,707+30,70701,6830.13%+1,683
ASML HOLDING N V
N Y REGISTRY SHS
0940+94009120.07%+912
CONSOLIDATED EDISON INC(ED)028,414+28,41402,5800.20%+2,580
PROCTER AND GAMBLE CO(PG)029,387+29,38704,7680.38%+4,768
CORPAY INC(CPAY)02,824+2,82408710.07%+871
COOPER COS INC(COO)08,524+8,52408650.07%+865
SERVICENOW INC(NOW)4,5315,319+7883,2014,0550.32%+854
BAKER HUGHES COMPANY(BKR)108,639136,295+27,6563,7134,5660.36%+853
HERSHEY CO(HSY)011,270+11,27002,1920.17%+2,192
ELEVANCE HEALTH INC(ELV)012,474+12,47406,4680.51%+6,468
WALMART INC(WMT)065,316+65,31603,9300.31%+3,930
WASTE MGMT INC DEL(WM)012,903+12,90302,7500.22%+2,750
AUTOZONE INC(AZO)1,4041,407+33,6304,4340.35%+804
HASBRO INC(HAS)044,848+44,84802,5350.20%+2,535
ALPHABET INC(GOOG)065,359+65,35909,9520.79%+9,952
GALLAGHER ARTHUR J & CO(AJG)010,907+10,90702,7270.22%+2,727
CINCINNATI FINL CORP(CINF)014,317+14,31701,7780.14%+1,778
CHEVRON CORP NEW(CVX)016,828+16,82802,6540.21%+2,654
PROGRESSIVE CORP(PGR)015,715+15,71503,2500.26%+3,250
DECKERS OUTDOOR CORP(DECK)02,739+2,73902,5780.20%+2,578
EQT CORP(EQT)024,912+24,91209230.07%+923
MICRON TECHNOLOGY INC(MU)021,721+21,72102,5610.20%+2,561
NEWS CORP NEW(NWS)042,705+42,70501,1180.09%+1,118
TRADEWEB MKTS INC(TW)22,37426,244+3,8702,0332,7340.22%+700
TYLER TECHNOLOGIES INC(TYL)3,7455,294+1,5491,5662,2500.18%+684
MEDTRONIC PLC(MDT)29,47535,613+6,1382,4283,1040.25%+676
CONSTELLATION BRANDS INC(STZ)09,416+9,41602,5590.20%+2,559
LEIDOS HOLDINGS INC(LDOS)029,206+29,20603,8290.30%+3,829
HOLOGIC INC074,138+74,13805,7800.46%+5,780
HARTFORD FINL SVCS GROUP INC(HIG)047,778+47,77804,9240.39%+4,924
SALESFORCE INC(CRM)26,47325,307-1,1666,9667,6220.60%+656
EXXON MOBIL CORP021,048+21,04802,4470.19%+2,447
TRAVELERS COMPANIES INC(TRV)016,211+16,21103,7310.29%+3,731
VERALTO CORP(VLTO)09,787+9,78708680.07%+868
OREILLY AUTOMOTIVE INC(ORLY)3,5273,534+73,3513,9890.32%+639
VALERO ENERGY CORP(VLO)010,574+10,57401,8050.14%+1,805
NETFLIX INC(NFLX)7,4297,005-4243,6174,2540.34%+637
GLOBE LIFE INC025,089+25,08902,9200.23%+2,920
CHURCH & DWIGHT CO INC(CHD)019,839+19,83902,0690.16%+2,069
BERKLEY W R CORP034,545+34,54503,0550.24%+3,055
GODADDY INC(GDDY)041,855+41,85504,9670.39%+4,967
CHIPOTLE MEXICAN GRILL INC(CMG)904918+142,0672,6680.21%+601
HENRY JACK & ASSOC INC(JKHY)013,385+13,38502,3250.18%+2,325
DISNEY WALT CO(DIS)031,294+31,29403,8290.30%+3,829
ELECTRONIC ARTS INC(EA)51,61757,723+6,1067,0627,6580.61%+596
T-MOBILE US INC(TMUS)39,99542,937+2,9426,4127,0080.55%+596
BAXTER INTL INC049,006+49,00602,0950.17%+2,095
Page 1 of 1