Fund HoldingsTe Ahumairangi Investment Management Ltd

Total Portfolio Value
$528.0K
Total Bought
$35.4K
Total Sold
$122.1K
Net Transaction
-$86.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Alphabet Inc(GOOG)0146,985+146,9850213.89%+21
General Motors Co(GM)0119,058+119,058040.81%+4
Elevance Health Inc(ELV)05,228+5,228020.47%+2
Broadcom Inc(AVGO)6,5016,601+100571.40%+2
Roivant Sciences Ltd(ROIV)0158,045+158,045020.34%+2
Kraft Heinz Co/The(KHC)131,860155,340+23,480461.09%+1
Newmont Corp(NEM)158,002165,184+7,182671.29%+1
Airbnb Inc06,015+6,015010.16%+1
WP Carey Inc(WPC)67,88961,691-6,198440.76%0
General Mills Inc(GIS)53,09655,956+2,860340.69%0
AbbVie Inc(ABBV)21,25722,007+750330.65%0
Net Lease Office Properties06,846+6,846000.02%0
Chevron Corporation(CVX)17,19019,634+2,444330.55%0
Hershey Co/The(HSY)12,01212,712+700220.45%-0
Marsh & McLennan Cos Inc(MRSH)12,11411,524-590220.41%-0
United Parcel Service Inc(UPS)15,26613,396-1,870220.40%-0
Exxon Mobil Corp23,47924,879+1,400320.47%-0
Amazon.Com Inc(AMZN)21,92716,287-5,640320.47%-0
Exelon Corp(EXC)75,96071,010-4,950330.48%-0
Organon & Co(OGN)137,789142,739+4,950220.39%-0
Kinross Gold Corp(KGC)588,400384,400-204,000320.44%-0
PepsiCo Inc(PEP)22,14919,979-2,170430.64%-0
Duke Energy Corp(DUK)27,91921,639-6,280220.40%-0
Renaissancere Holdings Ltd(RNR)3,2971,347-1,950100.05%-0
Accenture PLC
SHS CLASS A
10,6848,224-2,460330.55%-0
Viatris Inc(VTRS)81,18437,164-44,020100.08%-0
Mizuho Financial Group Inc(MFG)382,268260,490-121,778110.17%-0
Wheaton Precious Metals Corp(WPM)103,77675,576-28,200440.71%-0
Colgate-Palmolive Co(CL)55,58743,357-12,230430.65%-0
Walt Disney Co/The(DIS)27,47119,121-8,350220.33%-1
Canadian Imperial Bank of Commerce(CM)71,73746,737-25,000320.43%-1
HP Inc(HPQ)209,738161,798-47,940550.92%-1
Travelers Cos Inc/The(TRV)49,72139,651-10,070881.43%-1
Sumitomo Mitsui Financial Group(SMFG)152,77796,777-56,000210.18%-1
Vertex Pharmaceuticals Inc(VRTX)18,36914,264-4,105661.10%-1
Public Storage(PSA)21,03216,247-4,785650.94%-1
Consolidated Edison Inc(ED)84,51172,926-11,585771.26%-1
Activision Blizzard Inc6,4060-6,40610-1
AutoZone Inc(AZO)1,7131,447-266440.71%-1
Medtronic PLC(MDT)54,90144,651-10,250440.70%-1
Agnico Eagle Mines Ltd(AEM)121,99488,994-33,000650.93%-1
Johnson & Johnson(JNJ)49,85044,835-5,015871.33%-1
VeriSign Inc57,46752,521-4,94612112.05%-1
McKesson Corp(MCK)14,43911,764-2,675651.03%-1
Meta Platforms Inc(META)22,80616,966-5,840761.14%-1
The Cigna Corp(CI)25,21421,244-3,970761.21%-1
Citigroup Inc(C)322,931241,583-81,34813122.35%-1
Skechers USA Inc108,19171,052-37,139540.84%-1
Laboratory Corp of America Holdings29,16921,959-7,210650.95%-1
Albertsons Cos Inc357,040315,175-41,865871.37%-1
Mitsubishi UFJ Financial Group(MUFG)220,795110,041-110,754210.18%-1
Arrow Electronics Inc40,19333,157-7,036540.77%-1
QUALCOMM Inc(QCOM)55,72635,926-19,800650.98%-1
Adobe Inc(ADBE)4,3051,995-2,310210.23%-1
UnitedHealth Group Inc(UNH)14,80112,261-2,540761.22%-1
Cardinal Health Inc(CAH)72,97752,187-20,790651.00%-1
J M Smucker Co/The(SJM)54,58644,116-10,470761.06%-1
Intel Corp(INTC)100,16648,216-51,950420.46%-1
International Business Machines Corporation(IBM)53,61538,955-14,660861.21%-1
Everest Group Ltd(EG)30,74228,855-1,88711101.93%-1
Toronto-Dominion Bank/The(TD)77,32153,021-24,300530.65%-1
Kroger Co/The(KR)245,355212,487-32,86811101.84%-1
Merck & Co Inc(MRK)134,047114,756-19,29114132.37%-1
Procter & Gamble Co/The(PG)65,18556,085-9,1001081.56%-1
Motorola Solutions Inc(MSI)27,52219,812-7,710761.17%-1
Quest Diagnostics Inc(DGX)66,28449,024-17,260871.28%-1
HCA Healthcare Inc(HCA)44,29434,820-9,4741191.79%-1
CVS Health Corp(CVS)151,107114,762-36,3451191.72%-1
Southern Co/The(SO)26,9363,070-23,866200.04%-2
Visa Inc(V)47,67036,145-11,5251191.78%-2
Walmart Inc(WMT)68,10459,159-8,9451191.77%-2
Gilead Sciences Inc(GILD)116,87388,673-28,200971.36%-2
Rio Tinto PLC(RIO)55,37224,572-30,800420.35%-2
Walgreens Boots Alliance Inc220,199120,499-99,700530.60%-2
Cisco Systems Inc(CSCO)193,238170,008-23,2301091.63%-2
Bristol-Myers Squibb Co(BMY)161,392145,707-15,685971.42%-2
DaVita Inc(DVA)93,17965,529-27,650971.30%-2
Pfizer Inc(PFE)233,924199,924-34,000861.09%-2
Oracle Corp(ORCL)65,86246,762-19,100750.93%-2
WW Grainger Inc(GWW)20,03714,255-5,78214122.24%-2
Sabra Health Care REIT Inc(SBRA)323,072164,372-158,700520.44%-2
Stellantis NV(STLA)599,057396,439-202,6181291.75%-2
Check Point Software Technologies Ltd
ORD
109,56080,543-29,01715122.33%-2
AT&T Inc(T)874,534640,134-234,40013112.03%-2
Alphabet Inc(GOOG)41,79816,158-25,640620.43%-3
Open Text Corp(OTEX)106,7663,250-103,516400.03%-4
VMware Inc22,2590-22,25940-4
Apple Inc(AAPL)169,830130,075-39,75529254.74%-4
Microsoft Corp(MSFT)126,38593,059-33,32640356.63%-5
General Motors Co(GM)152,0580-152,05850-5
Verizon Communications Inc(VZ)1,076,472792,123-284,34935305.66%-5
Alphabet Inc(GOOG)162,1050-162,105210-21
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