Fund HoldingsTe Ahumairangi Investment Management Ltd

Total Portfolio Value
$575.5K
Total Bought
$39.5K
Total Sold
$33.1K
Net Transaction
+$6.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Royal Bank of Canada(RY)038,440+38,440040.67%+4
Microsoft Corp(MSFT)93,05992,139-92035396.74%+4
Verizon Communications Inc(VZ)792,123796,473+4,35030335.81%+4
Meta Platforms Inc(META)16,96616,701-265681.41%+2
Alphabet Inc(GOOG)146,985149,387+2,40221233.92%+2
Everest Re Group Ltd(EG)28,85530,695+1,84010122.12%+2
Elevance Health Inc(ELV)5,2287,893+2,665240.71%+2
General Mills Inc(GIS)55,95674,993+19,037450.91%+2
International Business Machines Corporation(IBM)38,95541,510+2,555681.38%+2
VeriSign Inc52,52164,485+11,96411122.12%+1
Broadcom Inc(AVGO)6,6016,584-17791.52%+1
Merck & Co Inc(MRK)114,756104,686-10,07013142.40%+1
AT&T Inc(T)640,134681,554+41,42011122.08%+1
WW Grainger Inc(GWW)14,25512,752-1,50312132.25%+1
Kroger Co/The(KR)212,487190,217-22,27010111.89%+1
Walmart Inc(WMT)59,159173,027+113,8689101.81%+1
DaVita Inc(DVA)65,52957,438-8,091781.38%+1
Medtronic PLC(MDT)44,65154,071+9,420450.82%+1
Citigroup Inc(C)241,583212,553-29,03012132.34%+1
Cigna Corp(CI)21,24420,299-945671.28%+1
HP Inc(HPQ)161,798193,808+32,010561.02%+1
Adobe Inc(ADBE)1,9954,310+2,315120.38%+1
Procter & Gamble Co/The(PG)56,08556,555+470891.59%+1
Stellantis NV(STLA)396,439358,696-37,7439101.77%+1
General Motors Co(GM)119,058114,558-4,500450.90%+1
Quest Diagnostics Inc(DGX)49,02457,124+8,100781.32%+1
Walt Disney Co/The(DIS)19,12120,971+1,850230.45%+1
Palo Alto Networks Incorporated(PANW)02,875+2,875010.14%+1
Exelon Corp(EXC)71,01089,400+18,390330.58%+1
Check Point Software Technologies Ltd
ORD
80,54379,882-66112132.28%+1
Apple Inc(AAPL)130,075150,505+20,43025264.48%+1
WP Carey Inc(WPC)61,69183,921+22,230450.82%+1
Consolidated Edison Inc(ED)72,92680,796+7,870771.27%+1
AbbVie Inc(ABBV)22,00722,532+525340.71%+1
Cardinal Health Inc(CAH)52,18752,987+800561.03%+1
Bristol-Myers Squibb Co(BMY)145,707149,957+4,250781.41%+1
QUALCOMM Inc(QCOM)35,92634,526-1,400561.02%+1
Kraft Heinz Co/The(KHC)155,340173,030+17,690661.11%+1
Colgate-Palmolive Co(CL)43,35745,117+1,760340.71%+1
Visa Inc(V)36,14535,890-2559101.74%+1
Oracle Corp(ORCL)46,76243,798-2,964560.96%+1
HCA Healthcare Inc(HCA)34,82029,855-4,9659101.73%+1
Mckesson Corp(MCK)11,76411,119-645561.04%+1
Chevron Corporation(CVX)19,63421,824+2,190330.60%+1
Skechers USA Inc71,05280,245+9,193450.85%0
Sabra Health Care Reit Inc(SBRA)164,372190,312+25,940230.49%0
Agnico Eagle Mines Ltd(AEM)88,99489,214+220550.93%0
Public Storage(PSA)16,24718,412+2,165550.93%0
Newmont Corp(NEM)165,184201,386+36,202771.25%0
Organon & Co(OGN)142,739129,739-13,000220.42%0
Arrow Electronics Inc33,15734,067+910440.77%0
UnitedHealth Group Inc(UNH)12,26113,766+1,505671.18%0
Vertex Pharmaceuticals Inc(VRTX)14,26414,734+470661.07%0
Exxon Mobil Corp24,87924,429-450230.49%0
Cisco Systems Inc(CSCO)170,008178,218+8,210991.55%0
Laboratory Corp of America Holdings21,95924,129+2,170550.92%0
Johnson & Johnson(JNJ)44,83546,155+1,320771.27%0
CVS Health Corp(CVS)114,762116,942+2,180991.62%0
Accenture PLC
SHS CLASS A
8,2249,074+850330.55%0
Kinross Gold Corp(KGC)384,400422,100+37,700230.45%0
Travelers Cos Inc/The(TRV)39,65133,921-5,730881.36%0
Amazon.Com Inc(AMZN)16,28715,017-1,270230.47%0
Roivant Sciences Ltd(ROIV)158,045190,645+32,600220.35%0
Sumitomo Mitsui Financial Group(SMFG)96,77796,7770110.20%0
Pfizer Inc(PFE)199,924214,114+14,190661.03%0
Mitsubishi UFJ Financial Group(MUFG)110,041110,0410110.20%0
AutoZone Inc(AZO)1,4471,238-209440.68%0
Duke Energy Corp(DUK)21,63923,349+1,710220.39%0
Canadian Imperial Bank of Commerce(CM)46,73747,637+900220.42%0
Wheaton Precious Metals Corp(WPM)75,57682,676+7,100440.68%0
Alphabet Inc(GOOG)16,15815,798-360220.42%0
J M Smucker Co/The(SJM)44,11644,611+495660.98%0
Marsh & McLennan Cos Inc(MRSH)11,52410,759-765220.39%0
Mizuho Financial Group Inc(MFG)260,490223,736-36,754110.15%-0
Toronto-Dominion Bank/The(TD)53,02156,381+3,360330.59%-0
Southern Co/The(SO)3,0702,370-700000.03%-0
Viatris Inc(VTRS)37,16427,164-10,000000.06%-0
Net Lease Office Properties6,8460-6,84600-0
Open Text Corp(OTEX)3,2500-3,25000-0
United Parcel Service Inc(UPS)13,39612,936-460220.33%-0
Rio Tinto PLC(RIO)24,57224,5720220.27%-0
Renaissancere Holdings Ltd(RNR)1,3470-1,34700-0
PepsiCo Inc(PEP)19,97917,854-2,125330.54%-0
Intel Corp(INTC)48,21645,566-2,650220.35%-0
Gilead Sciences Inc(GILD)88,67391,963+3,290771.17%-0
Walgreens Boots Alliance Inc120,499118,149-2,350330.45%-1
Albertsons Cos Inc315,175310,504-4,671771.16%-1
Airbnb Inc6,0150-6,01510-1
Hershey Co/The(HSY)12,7120-12,71220-2
Motorola Solutions Inc(MSI)19,8120-19,81260-6
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