Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$1.21B
Total Bought
$134.87M
Total Sold
$89.59M
Net Transaction
+$45.29M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
OREILLY AUTOMOTIVE INC(ORLY)04,445+4,44505,1190.42%+5,119
BAXTER INTL INC0107,303+107,30304,0740.34%+4,074
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)36,03652,744+16,7085,6038,1070.67%+2,504
INTERNATIONAL BUSINESS MACHS(IBM)049,484+49,484010,9400.91%+10,940
VERISIGN INC13,35524,022+10,6672,3754,5630.38%+2,189
BRISTOL-MYERS SQUIBB CO(BMY)0125,493+125,49306,4930.54%+6,493
AKAMAI TECHNOLOGIES INC(AKAM)058,211+58,21105,8760.49%+5,876
ACCENTURE PLC IRELAND
SHS CLASS A
015,174+15,17405,3640.44%+5,364
CONSTELLATION BRANDS INC(STZ)15,84323,719+7,8764,0766,1120.51%+2,036
WALMART INC(WMT)59,87075,282+15,4124,0546,0790.50%+2,025
FERGUSON ENTERPRISES INC(FERG)09,915+9,91501,9690.16%+1,969
SBA COMMUNICATIONS CORP NEW(SBAC)012,517+12,51703,0130.25%+3,013
BERKSHIRE HATHAWAY INC DEL4,2867,743+3,4571,7443,5640.29%+1,820
APPLE INC(AAPL)148,427141,512-6,91531,26232,9722.73%+1,711
KRAFT HEINZ CO(KHC)0152,524+152,52405,3550.44%+5,355
SYSCO CORP(SYY)049,033+49,03303,8280.32%+3,828
ASSURANT INC(AIZ)017,904+17,90403,5600.29%+3,560
PG&E CORP(PCG)0174,950+174,95003,4590.29%+3,459
PROCTER AND GAMBLE CO(PG)30,11437,668+7,5544,9666,5240.54%+1,558
BALL CORP052,659+52,65903,5760.30%+3,576
NEWMONT CORP(NEM)190,705177,603-13,1027,9859,4930.79%+1,508
TRAVELERS COMPANIES INC(TRV)011,953+11,95302,7980.23%+2,798
CLOROX CO DEL(CLX)020,977+20,97703,4170.28%+3,417
CISCO SYS INC(CSCO)112,367127,116+14,7495,3396,7650.56%+1,427
VERIZON COMMUNICATIONS INC(VZ)0176,168+176,16807,9120.65%+7,912
PROGRESSIVE CORP(PGR)016,585+16,58504,2090.35%+4,209
CROWN HLDGS INC(CCK)039,271+39,27103,7650.31%+3,765
TYSON FOODS INC(TSN)048,495+48,49502,8880.24%+2,888
CONAGRA BRANDS INC(CAG)0118,290+118,29003,8470.32%+3,847
EQUINIX INC(EQIX)03,238+3,23802,8740.24%+2,874
AVALONBAY CMNTYS INC11,33216,031+4,6992,3443,6110.30%+1,267
MOLINA HEALTHCARE INC(MOH)08,596+8,59602,9620.25%+2,962
MOLSON COORS BEVERAGE CO(TAP)052,967+52,96703,0470.25%+3,047
MCDONALDS CORP(MCD)021,097+21,09706,4240.53%+6,424
EVERSOURCE ENERGY(ES)068,835+68,83504,6840.39%+4,684
PACKAGING CORP AMER(PKG)05,895+5,89501,2700.11%+1,270
EDISON INTL(EIX)034,747+34,74703,0260.25%+3,026
LEIDOS HOLDINGS INC(LDOS)025,132+25,13204,0970.34%+4,097
JOHNSON & JOHNSON(JNJ)79,34078,308-1,03211,59612,6911.05%+1,094
ATMOS ENERGY CORP(ATO)024,714+24,71403,4280.28%+3,428
EMCOR GROUP INC(EME)4892,923+2,4341791,2580.10%+1,080
ELI LILLY & CO(LLY)09,737+9,73708,6260.71%+8,626
ARISTA NETWORKS INC4,1986,472+2,2741,4712,4840.21%+1,013
CARDINAL HEALTH INC(CAH)042,147+42,14704,6580.39%+4,658
PUBLIC STORAGE OPER CO(PSA)9,70510,368+6632,7923,7730.31%+981
CHESAPEAKE ENERGY CORP(EXE)025,685+25,68502,1130.17%+2,113
JUNIPER NETWORKS INC066,391+66,39102,5880.21%+2,588
KENVUE INC(KVUE)0126,841+126,84102,9340.24%+2,934
ABBVIE INC(ABBV)031,771+31,77106,2740.52%+6,274
HUMANA INC(HUM)08,447+8,44702,6760.22%+2,676
MARKEL GROUP INC(MKL)01,345+1,34502,1100.17%+2,110
EXELON CORP(EXC)061,339+61,33902,4870.21%+2,487
RELIANCE INC(RS)07,304+7,30402,1120.17%+2,112
CBRE GROUP INC(CBRE)34,88331,643-3,2403,1083,9390.33%+830
KEYSIGHT TECHNOLOGIES INC(KEYS)024,391+24,39103,8760.32%+3,876
HUNTINGTON INGALLS INDS INC(HII)010,969+10,96902,9000.24%+2,900
SPDR S&P 500 ETF TR(SPY)26,41026,410014,36615,1611.25%+795
CENTENE CORP DEL(CNC)038,218+38,21802,8770.24%+2,877
MCCORMICK & CO INC(MKC)037,027+37,02703,0470.25%+3,047
CROWN CASTLE INC(CCI)33,80734,232+4253,3034,0610.34%+758
MERCK & CO INC(MRK)048,712+48,71205,5320.46%+5,532
AUTOZONE INC(AZO)1,9902,110+1205,8996,6470.55%+748
BIO RAD LABS INC04,255+4,25501,4240.12%+1,424
TRIMBLE INC(TRMB)013,967+13,96708670.07%+867
SHERWIN WILLIAMS CO(SHW)05,736+5,73602,1890.18%+2,189
COMCAST CORP NEW(CCZ)071,813+71,81303,0000.25%+3,000
ROYALTY PHARMA PLC(RPRX)0149,652+149,65204,2340.35%+4,234
NEWS CORP NEW(NWS)046,184+46,18401,2300.10%+1,230
HORMEL FOODS CORP(HRL)058,742+58,74201,8620.15%+1,862
VISA INC(V)038,092+38,092010,4730.87%+10,473
COCA-COLA EUROPACIFIC PARTNE
SHS
036,963+36,96302,9110.24%+2,911
PHILIP MORRIS INTL INC(PM)31,34431,729+3853,1763,8520.32%+676
ISHARES TR22,51422,514012,32012,9861.07%+666
COOPER COS INC(COO)28,11928,217+982,4553,1130.26%+659
VEEVA SYS INC(VEEV)07,011+7,01101,4710.12%+1,471
COCA COLA CO(KO)067,226+67,22604,8310.40%+4,831
GENERAL DYNAMICS CORP(GD)08,890+8,89002,6870.22%+2,687
REALTY INCOME CORP(O)057,674+57,67403,6580.30%+3,658
ESSENTIAL UTILS INC(WTRG)0105,325+105,32504,0620.34%+4,062
HENRY SCHEIN INC(HSIC)031,639+31,63902,3060.19%+2,306
CINCINNATI FINL CORP(CINF)016,081+16,08102,1890.18%+2,189
FIRST CTZNS BANCSHARES INC N(FCNCA)01,048+1,04801,9290.16%+1,929
TJX COS INC NEW(TJX)031,004+31,00403,6440.30%+3,644
KROGER CO(KR)070,956+70,95604,0660.34%+4,066
VIATRIS INC(VTRS)0177,281+177,28102,0580.17%+2,058
PEPSICO INC(PEP)045,616+45,61607,7570.64%+7,757
ORACLE CORP(ORCL)58,27051,729-6,5418,2288,8150.73%+587
FOX CORP(FOX)78,27179,714+1,4432,5063,0930.26%+587
ASPEN TECHNOLOGY INC03,308+3,30807900.07%+790
KEURIG DR PEPPER INC(KDP)199,076192,746-6,3306,6497,2240.60%+575
ARCH CAP GROUP LTD
ORD
28,63530,851+2,2162,8893,4520.29%+563
BROADCOM INC(AVGO)5,09350,614+45,5218,1778,7310.72%+554
THE CIGNA GROUP(CI)011,198+11,19803,8790.32%+3,879
MONDELEZ INTL INC(MDLZ)055,921+55,92104,1200.34%+4,120
OMNICOM GROUP INC(OMC)036,553+36,55303,7790.31%+3,779
TRADEWEB MKTS INC(TW)025,310+25,31003,1300.26%+3,130
COREBRIDGE FINL INC(CRBD)019,242+19,24205610.05%+561
LOWES COS INC(LOW)014,172+14,17203,8380.32%+3,838
M & T BK CORP(MTB)05,816+5,81601,0360.09%+1,036
CONOCOPHILLIPS(COP)023,299+23,29902,4530.20%+2,453
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