Fund Holdings — Vantage Consulting Group Inc

Total Portfolio Value
$134.56M
Total Bought
$4.03M
Total Sold
$7.35M
Net Transaction
-$3.32M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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BABCOCK & WILCOX ENTERPRISES(BW)2,416,2002,416,20002,7303,5032.60%+773
OMNICOM GROUP INC(OMC)03,519+3,51903160.23%+316
INTERPUBLIC GROUP COS INC010,559+10,55903070.23%+307
VISTRA CORP(VST)03,189+3,18902740.20%+274
GODADDY INC(GDDY)01,804+1,80402520.19%+252
MONOLITHIC PWR SYS INC(MPWR)0256+25602100.16%+210
LULULEMON ATHLETICA INC(LULU)514917+4032012740.20%+73
SYNCHRONY FINANCIAL(SYF)15,03814,906-1326487030.52%+55
TAPESTRY INC(TPR)5,0466,690+1,6442402860.21%+47
SALESFORCE INC(CRM)1,0381,339+3013133440.26%+32
COTY INC(COTY)14,91020,790+5,8801782080.15%+30
SERVICENOW INC(NOW)416431+153173390.25%+22
DECKERS OUTDOOR CORP(DECK)260275+152452660.20%+21
TESLA INC(TSLA)1,3561,310-462382590.19%+21
RALPH LAUREN CORP(RL)1,3491,559+2102532730.20%+20
CHARTER COMMUNICATIONS INC N(CHTR)1,6731,688+154865050.38%+18
INTUIT(INTU)325348+232112290.17%+17
ZOETIS INC(ZTS)1,3051,364+592212360.18%+16
GILEAD SCIENCES INC(GILD)3,1623,577+4152322450.18%+14
AT&T INC(T)18,41917,612-8073243370.25%+12
VIATRIS INC(VTRS)19,38322,913+3,5302312440.18%+12
MCDONALDS CORP(MCD)1,6241,840+2164584690.35%+11
DARDEN RESTAURANTS INC(DRI)2,7703,132+3624634740.35%+11
META PLATFORMS INC(META)833823-104044150.31%+10
ELECTRONIC ARTS INC3,5183,423-954674770.35%+10
TYLER TECHNOLOGIES INC(TYL)753655-983203290.24%+9
INTERNATIONAL BUSINESS MACHS(IBM)1,6181,833+2153093170.24%+8
CLOROX CO DEL(CLX)2,6192,991+3724014080.30%+7
BROWN FORMAN CORP(BF-A)4,3685,336+9682252300.17%+5
LESLIES INC13,54222,190+8,64888930.07%+5
QORVO INC(QRVO)1,8221,843+212092140.16%+5
BAKER HUGHES COMPANY(BKR)10,3569,996-3603473520.26%+5
MONSTER BEVERAGE CORP NEW(MNST)4,0134,849+8362382420.18%+4
COMCAST CORP NEW(CCZ)11,16212,452+1,2904844880.36%+4
BIOGEN INC(BIIB)1,0651,005-602302330.17%+3
JABIL INC(JBL)2,0932,601+5082802830.21%+3
HUMANA INC(HUM)745698-472582610.19%+3
INCYTE CORP(INCY)3,9583,757-2012252280.17%+2
WARNER BROS DISCOVERY INC(WBD)21,77525,746+3,9711901920.14%+1
NIKE INC(NKE)2,3962,989+5932252250.17%0
ELI LILLY & CO(LLY)312268-442432430.18%-0
NXP SEMICONDUCTORS N V
COM
838768-702082070.15%-1
JOHNSON & JOHNSON(JNJ)1,4901,605+1152362350.17%-1
CATALENT INC4,2074,198-92372360.18%-1
REGENERON PHARMACEUTICALS(REGN)244222-222352330.17%-2
AMGEN INC(AMGN)869785-842472450.18%-2
SYNOPSYS INC(SNPS)553527-263163140.23%-2
SUNPOWER CORP(SPWR)17,40716,717-69052490.04%-3
SCHLUMBERGER LTD(SLB)6,2847,229+9453443410.25%-3
ONEOK INC NEW(OKE)3,0792,985-942472430.18%-3
EMBECTA CORP(EMBC)10,21210,564+3521361320.10%-3
SKYWORKS SOLUTIONS INC(SWKS)1,9851,984-12152110.16%-4
T-MOBILE US INC(TMUS)1,9331,768-1653163110.23%-4
TARGA RES CORP(TRGP)2,2891,956-3332562520.19%-4
BRISTOL-MYERS SQUIBB CO(BMY)4,4195,655+1,2362402350.17%-5
RAYMOND JAMES FINL INC(RJF)1,9772,014+372542490.19%-5
CENTERPOINT ENERGY INC(CNP)8,3867,550-8362392340.17%-5
HP INC(HPQ)10,3098,749-1,5603123060.23%-5
PHILIP MORRIS INTL INC(PM)3,8453,423-4223523470.26%-5
PFIZER INC(PFE)8,7308,463-2672422370.18%-5
DTE ENERGY CO(DTB)2,1042,075-292362300.17%-6
DAYFORCE INC3,1584,102+9442092030.15%-6
ABBVIE INC(ABBV)1,3301,379+492422370.18%-6
LUMEN TECHNOLOGIES INC(LUMN)28,97835,893+6,91545390.03%-6
AMCOR PLC(AMCR)12,69511,698-9971211140.09%-6
NISOURCE INC(NI)11,72811,035-6933243180.24%-6
TEXAS INSTRS INC(TXN)1,2261,064-1622142070.15%-7
NETFLIX INC(NFLX)351306-452132070.15%-7
COLGATE PALMOLIVE CO(CL)4,6244,219-4054164090.30%-7
UNITEDHEALTH GROUP INC(UNH)534505-292642570.19%-7
WALMART INC(WMT)11,85610,428-1,4287137060.52%-7
SCOTTS MIRACLE-GRO CO(SMG)2,7923,087+2952082010.15%-7
COCA COLA CO(KO)3,9943,720-2742442370.18%-8
SNAP ON INC(SNA)806884+782392310.17%-8
KINDER MORGAN INC DEL(KMI)13,32911,898-1,4312442360.18%-8
ANALOG DEVICES INC(ADI)1,077898-1792132050.15%-8
MOLSON COORS BEVERAGE CO(TAP)3,6824,702+1,0202482390.18%-9
CAMPBELL SOUP CO(CPB)4,8214,541-2802142050.15%-9
FORD MTR CO DEL(F)19,50819,903+3952592500.19%-9
ENTERGY CORP NEW(ETR)2,2972,179-1182432330.17%-10
CONSOLIDATED EDISON INC(ED)2,6362,567-692392300.17%-10
ELEVANCE HEALTH INC(ELV)505465-402622520.19%-10
PROGRESSIVE CORP(PGR)1,2001,147-532482380.18%-10
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,6993,209-4902472370.18%-11
AMERICAN AIRLS GROUP INC(AAL)12,14215,494+3,3521861760.13%-11
FIRSTENERGY CORP(FE)6,2386,010-2282412300.17%-11
COPART INC(CPRT)3,8423,900+582232110.16%-11
AMERICAN ELEC PWR CO INC2,8352,647-1882442320.17%-12
NEWMONT CORP(NEM)7,0075,713-1,2942512390.18%-12
VERTEX PHARMACEUTICALS INC(VRTX)576488-882412290.17%-12
ALTRIA GROUP INC(MO)8,5127,885-6273713590.27%-12
AUTOMATIC DATA PROCESSING IN870858-122172050.15%-12
SYSCO CORP(SYY)8,8499,884+1,0357187060.52%-13
HOME DEPOT INC(HD)638673+352452320.17%-13
APTIV PLC(APTV)4,5594,968+4093633500.26%-13
ATMOS ENERGY CORP(ATO)2,7372,674-633253120.23%-13
VERIZON COMMUNICATIONS INC(VZ)8,0177,830-1873363230.24%-13
EDISON INTL(EIX)3,4303,187-2432432290.17%-14
AMERICAN INTL GROUP INC3,1913,174-172492360.18%-14
PAYCHEX INC(PAYX)1,7501,696-542152010.15%-14
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