Fund HoldingsSRN Advisors, LLC

Total Portfolio Value
$111.47M
Total Bought
$41.32M
Total Sold
$35.31M
Net Transaction
+$6.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
COSTCO WHSL CORP NEW(COST)02,999+2,99901,9801.78%+1,980
MARTIN MARIETTA MATLS INC(MLM)02,836+2,83601,4151.27%+1,415
MCDONALDS CORP(MCD)04,657+4,65701,3811.24%+1,381
FACTSET RESH SYS INC(FDS)02,880+2,88001,3741.23%+1,374
VERISK ANALYTICS INC(VRSK)05,571+5,57101,3311.19%+1,331
HUBBELL INC(HUBB)03,935+3,93501,2941.16%+1,294
CUSTOMERS BANCORP INC(CUBB)20,01731,842+11,8256901,8351.65%+1,145
BROADRIDGE FINL SOLUTIONS IN(BR)5,0749,937+4,8639092,0451.83%+1,136
COINBASE GLOBAL INC(COIN)35,45021,455-13,9952,6623,7313.35%+1,070
PULTE GROUP INC(PHM)09,414+9,41409720.87%+972
SHERWIN WILLIAMS CO(SHW)03,062+3,06209550.86%+955
CISCO SYS INC(CSCO)17,71737,613+19,8969521,9001.70%+948
ROCKWELL AUTOMATION INC(ROK)03,034+3,03409420.85%+942
ILLINOIS TOOL WKS INC(ITW)03,559+3,55909320.84%+932
ALLEGION PLC(ALLE)07,355+7,35509320.84%+932
PPG INDS INC(PPG)06,230+6,23009320.84%+932
ALBEMARLE CORP(ALB)06,444+6,44409310.84%+931
LAMB WESTON HLDGS INC(LW)08,528+8,52809220.83%+922
D R HORTON INC(DHI)06,058+6,05809210.83%+921
LOCKHEED MARTIN CORP(LMT)01,929+1,92908740.78%+874
SMITH A O CORP(AOS)010,566+10,56608710.78%+871
PROCTER AND GAMBLE CO(PG)05,929+5,92908690.78%+869
MOODYS CORP(MCO)02,210+2,21008630.77%+863
HONEYWELL INTL INC(HON)04,086+4,08608570.77%+857
CUMMINS INC(CMI)03,575+3,57508560.77%+856
HERSHEY CO(HSY)04,520+4,52008430.76%+843
ACCENTURE PLC IRELAND
SHS CLASS A
8,3659,716+1,3512,5693,4093.06%+840
JACOBS SOLUTIONS INC(J)06,408+6,40808320.75%+832
EATON CORP PLC(ETN)03,443+3,44308290.74%+829
COMCAST CORP NEW(CCZ)019,004+19,00408280.74%+828
BROWN & BROWN INC(BRO)011,160+11,16007940.71%+794
MOTOROLA SOLUTIONS INC(MSI)02,503+2,50307840.70%+784
GLOBE LIFE INC06,426+6,42607820.70%+782
CBOE GLOBAL MKTS INC(CBOE)04,376+4,37607810.70%+781
CHUBB LIMITED
COM
03,457+3,45707810.70%+781
CME GROUP INC(CME)03,492+3,49207350.66%+735
JPMORGAN CHASE & CO(JPM)4,7577,638+2,8816901,2991.17%+609
MARATHON DIGITAL HOLDINGS IN(MARA)290,467130,348-160,1192,4693,0622.75%+593
ADVANCED MICRO DEVICES INC(AMD)8,2339,704+1,4718471,4301.28%+584
ROBINHOOD MKTS INC(HOOD)81,722103,686+21,9648021,3211.19%+519
NU HLDGS LTD(NU)116,633160,641+44,0088461,3381.20%+493
KLA CORP(KLAC)2,1602,461+3019911,4311.28%+440
VISA INC(V)7,6798,436+7571,7662,1961.97%+430
GOLDMAN SACHS GROUP INC(GS)1,9252,574+6496239930.89%+370
MSCI INC(MSCI)1,8892,367+4789691,3391.20%+370
INTERCONTINENTAL EXCHANGE IN(ICE)6,8918,770+1,8797581,1261.01%+368
CITIGROUP INC(C)19,70322,319+2,6168101,1481.03%+338
BANK NEW YORK MELLON CORP18,25221,251+2,9997781,1060.99%+328
NVIDIA CORPORATION(NVDA)2,3562,718+3621,0251,3461.21%+321
MICRON TECHNOLOGY INC(MU)11,98613,168+1,1828151,1241.01%+308
AMERICAN EXPRESS CO(AXP)6,5066,644+1389711,2451.12%+274
MASTERCARD INCORPORATED(MA)4,9675,241+2741,9662,2352.01%+269
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,35811,151+7939001,1601.04%+260
MICROCHIP TECHNOLOGY INC.(MCHP)10,43111,507+1,0768141,0380.93%+224
INFOSYS LTD(INFY)49,95656,719+6,7638551,0420.94%+188
BLOCK INC(XYZ)50,07630,928-19,1482,2162,3922.15%+176
WALMART INC(WMT)4,6765,439+7637488570.77%+110
CINTAS CORP(CTAS)2,6672,295-3721,2831,3831.24%+100
META PLATFORMS INC(META)2,8732,719-1548639620.86%+100
ANALOG DEVICES INC(ADI)4,8174,685-1328439300.83%+87
SAP SE(SAP)6,1955,687-5088018790.79%+78
MICROSOFT CORP(MSFT)6,8955,925-9702,1772,2282.00%+51
NASDAQ INC(NDAQ)26,76023,180-3,5801,3001,3481.21%+47
FASTENAL CO(FAST)14,65512,719-1,9368018240.74%+23
ORACLE CORP(ORCL)10,39710,584+1871,1011,1161.00%+15
CANAAN INC900,536704,921-195,6151,6391,6281.46%-11
CDW CORP(CDW)6,3555,494-8611,2821,2491.12%-33
INTERNATIONAL BUSINESS MACHS(IBM)11,6229,742-1,8801,6311,5931.43%-37
ALIBABA GROUP HLDG LTD(BABA)11,74312,596+8531,0199760.88%-42
GRAINGER W W INC(GWW)2,0171,619-3981,3951,3421.20%-54
AON PLC(AON)2,5822,560-228377450.67%-92
MARSH & MCLENNAN COS INC(MRSH)4,6344,001-6338827580.68%-124
WISDOMTREE INC(WT)106,82388,490-18,3337486130.55%-135
HEWLETT PACKARD ENTERPRISE C(HPE)52,77845,985-6,7939177810.70%-136
INTUIT(INTU)1,9561,366-5909998540.77%-146
MONOLITHIC PWR SYS INC(MPWR)3,2602,147-1,1131,5061,3541.21%-152
APPLE INC(AAPL)5,5814,132-1,4499567960.71%-160
JD.COM INC(JD)36,01729,918-6,0991,0498640.78%-185
APPLIED MATLS INC7,9255,607-2,3181,0979090.82%-188
MARATHON PETE CORP(MPC)6,9915,797-1,1941,0588600.77%-198
BAIDU INC8,1237,422-7011,0918840.79%-207
NORDSON CORP(NDSN)5,7493,775-1,9741,2839970.89%-286
BROADCOM INC(AVGO)2,3051,306-9991,9141,4581.31%-457
SNAP ON INC(SNA)7,4844,780-2,7041,9091,3811.24%-528
AGILENT TECHNOLOGIES INC(A)5,1160-5,1165710-571
BEYOND INC112,46443,570-68,8941,7791,2061.08%-573
LINDE PLC(LIN)3,7501,959-1,7911,3968050.72%-592
SYSCO CORP(SYY)9,1940-9,1946070-607
ABBOTT LABS6,5410-6,5416330-633
OLD DOMINION FREIGHT LINE IN(ODFL)4,3892,863-1,5261,7961,1601.04%-635
UNITED PARCEL SERVICE INC(UPS)4,1430-4,1436460-646
HP INC(HPQ)25,5610-25,5616570-657
MICROSTRATEGY INC(MSTR)12,2305,313-6,9174,0153,3563.01%-659
BERKLEY W R CORP10,6550-10,6556760-676
CHEVRON CORP NEW(CVX)4,3020-4,3027250-725
KROGER CO(KR)16,4600-16,4607370-737
UNITEDHEALTH GROUP INC(UNH)1,4760-1,4767440-744
HOME DEPOT INC(HD)2,4840-2,4847510-751
ROBERT HALF INC.(RHI)10,5980-10,5987770-777
TE CONNECTIVITY LTD(TEL)6,2890-6,2897770-777
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