Fund HoldingsTe Ahumairangi Investment Management Ltd

Total Portfolio Value
$478.5K
Total Bought
$5.1K
Total Sold
$83.7K
Net Transaction
-$78.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Uber Technologies Inc(UBER)013,750+13,750010.17%+1
Broadcom Inc(AVGO)38,61030,226-8,384771.46%0
GoDaddy Inc(GDDY)15,01212,940-2,072230.53%0
Marsh & McLennan Cos Inc(MRSH)10,49911,395+896220.51%0
Toronto-Dominion Bank/The(TD)52,48163,581+11,100330.71%0
General Motors Co(GM)100,70885,212-15,496450.95%0
Amazon.Com Inc(AMZN)27,89723,517-4,380551.08%-0
Colgate-Palmolive Co(CL)43,95748,957+5,000540.93%-0
Organon & Co(OGN)14,43012,531-1,899000.04%-0
Netflix Inc(NFLX)815535-280100.10%-0
Viatris Inc(VTRS)17,8646,864-11,000000.02%-0
Jabil Inc(JBL)20,76716,267-4,500220.49%-0
Kinross Gold Corp(KGC)298,800281,800-17,000330.55%-0
Exxon Mobil Corp21,27921,411+132220.48%-0
Rio Tinto PLC(RIO)17,47217,4720110.21%-0
PepsiCo Inc(PEP)16,62417,004+380330.54%-0
AbbVie Inc(ABBV)22,06223,072+1,010440.86%-0
Exelon Corp(EXC)85,60084,703-897330.67%-0
Mitsubishi UFJ Financial Group(MUFG)74,51735,454-39,063100.09%-0
VeriSign Inc69,17561,488-7,68713132.66%-0
United Parcel Service Inc(UPS)17,23615,436-1,800220.41%-0
WP Carey Inc(WPC)80,28184,027+3,746550.96%-0
Procter & Gamble Co/The(PG)42,64541,322-1,323771.45%-0
Mizuho Financial Group Inc(MFG)101,5730-101,57300-0
Agnico Eagle Mines Ltd(AEM)63,46159,442-4,019550.97%-0
Roivant Sciences Ltd(ROIV)201,612158,011-43,601220.39%-0
Accenture PLC
SHS CLASS A
6,7145,374-1,340220.40%-0
Duke Energy Corp(DUK)23,34920,449-2,900320.46%-0
Sumitomo Mitsui Financial Group(SMFG)86,95139,657-47,294110.12%-1
General Mills Inc(GIS)72,11374,863+2,750551.00%-1
Sabra Health Care Reit Inc(SBRA)132,620111,306-21,314220.40%-1
Walt Disney Co/The(DIS)37,12327,013-10,110430.63%-1
Alphabet Inc(GOOG)14,3459,502-4,843220.38%-1
Labcorp Holdings(LH)25,59722,207-3,390651.06%-1
Medtronic PLC(MDT)52,32150,991-1,330540.85%-1
Consolidated Edison Inc(ED)68,68672,698+4,012761.36%-1
Cardinal Health Inc(CAH)37,81629,716-8,100440.73%-1
Royal Bank of Canada(RY)35,54030,940-4,600440.78%-1
Travelers Cos Inc/The(TRV)30,12726,246-3,881761.32%-1
J M Smucker Co/The(SJM)43,92141,639-2,282550.96%-1
Chevron Corporation(CVX)22,21917,199-5,020320.52%-1
Cisco Systems Inc(CSCO)172,268141,078-31,190981.75%-1
Johnson & Johnson(JNJ)50,76551,065+300871.54%-1
Meta Platforms Inc(META)17,04815,161-1,8871091.86%-1
Pfizer Inc(PFE)212,623199,423-13,200651.11%-1
Arrow Electronics Inc31,84729,577-2,270430.70%-1
Kraft Heinz Co/The(KHC)188,140184,883-3,257761.19%-1
Mckesson Corp(MCK)11,7298,504-3,225651.01%-1
Wheaton Precious Metals Corp(WPM)67,39256,039-11,353430.66%-1
Skechers USA Inc89,95074,287-15,663651.04%-1
Elevance Health Inc(ELV)10,50812,020+1,512540.93%-1
HP Inc(HPQ)161,418145,489-15,929650.99%-1
Public Storage(PSA)14,75214,402-350540.90%-1
UnitedHealth Group Inc(UNH)7,7766,776-1,000530.72%-1
AutoZone Inc(AZO)941566-375320.38%-1
Visa Inc(V)37,46428,727-8,7371091.90%-1
Everest Group Ltd(EG)36,09535,580-51514132.70%-1
Vertex Pharmaceuticals Inc(VRTX)13,33912,413-926651.04%-1
Quest Diagnostics Inc(DGX)50,00443,194-6,810871.36%-1
Stellantis NV(STLA)537,996470,500-67,496761.28%-1
Oracle Corp(ORCL)32,35824,718-7,640540.86%-1
Bristol-Myers Squibb Co(BMY)108,94773,144-35,803640.86%-1
The Cigna Group(CI)20,33020,010-320761.15%-1
Alphabet Inc(GOOG)137,669112,103-25,56623214.44%-1
Gilead Sciences Inc(GILD)80,76656,621-24,145751.09%-2
DaVita Inc(DVA)48,13742,170-5,967861.32%-2
Albertsons Cos Inc322,672210,572-112,100640.86%-2
Kroger Co/The(KR)179,707137,873-41,8341081.76%-2
AT&T Inc(T)619,079512,562-106,51714122.44%-2
Ulta Beauty Inc(ULTA)4,8600-4,86020-2
WalMart Inc(WMT)113,90680,206-33,700971.51%-2
QUALCOMM Inc(QCOM)37,55128,901-8,650640.93%-2
Merck & Co Inc(MRK)111,057106,001-5,05613112.20%-2
Citigroup Inc(C)202,691150,062-52,62913112.21%-2
Apple Inc(AAPL)121,033103,514-17,51928265.42%-2
WW Grainger Inc(GWW)10,2777,984-2,2931181.76%-2
Check Point Software Technologies Ltd
ORD
68,31258,233-10,07913112.27%-2
Adobe Inc(ADBE)4,4550-4,45520-2
HCA Healthcare Inc(HCA)21,25620,907-349961.31%-2
Newmont Corp(NEM)129,718120,168-9,550740.93%-2
International Business Machines Corporation(IBM)33,34021,537-11,803750.99%-3
Cvs Health Corp(CVS)118,97291,862-27,110740.86%-3
Verizon Communications Inc(VZ)758,019725,742-32,27734296.07%-5
Microsoft Corp(MSFT)97,89485,232-12,66242367.51%-6
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