Fund Holdings — FJ Investments, LLC

Total Portfolio Value
$1.15B
Total Bought
$0
Total Sold
$983.44M
Net Transaction
-$983.44M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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VANGUARD INDEX FDS2,069,8941,902,884-167,010904,130914,71779.81%+10,587
ISHARES TR457,202457,202046,52950,3524.39%+3,822
WK KELLOGG CO1,7000-1,700220—-22
PHINIA INC(PHIN)1,2100-1,210370—-37
FORTREA HLDGS INC(FTRE)1,9180-1,918670—-67
NORWEGIAN CRUISE LINE HLDG L
SHS
7,3510-7,3511470—-147
WHIRLPOOL CORP(WHR)1,4000-1,4001700—-170
CONSOLIDATED EDISON INC(ED)1,9540-1,9541780—-178
CERIDIAN HCM HLDG INC2,6800-2,6801800—-180
ROBERT HALF INC.(RHI)2,0480-2,0481800—-180
MARKETAXESS HLDGS INC(MKTX)6560-6561920—-192
COMERICA INC3,5000-3,5001950—-195
QORVO INC(QRVO)1,7680-1,7681990—-199
F5 INC(FFIV)1,1310-1,1312020—-202
FMC CORP(FMC)3,3000-3,3002080—-208
INVESCO LTD(IVZ)11,7500-11,7502100—-210
CATALENT INC4,7000-4,7002110—-211
TAPESTRY INC(TPR)5,9000-5,9002170—-217
CAMPBELL SOUP CO(CPB)5,1000-5,1002200—-220
PENTAIR PLC(PNR)3,1060-3,1062260—-226
LIVE NATION ENTERTAINMENT IN(LYV)2,4910-2,4912330—-233
AMERICAN AIRLS GROUP INC(AAL)17,0000-17,0002340—-234
HORMEL FOODS CORP(HRL)7,6000-7,6002440—-244
LOEWS CORP(L)3,7210-3,7212590—-259
ETSY INC(ETSY)3,2000-3,2002590—-259
BOSTON PROPERTIES INC(BXP)3,8000-3,8002670—-267
POOL CORP(POOL)6810-6812720—-272
EASTMAN CHEM CO(EMN)3,0950-3,0952780—-278
CAMDEN PPTY TR(CPT)2,8000-2,8002780—-278
NISOURCE INC(NI)10,4760-10,4762780—-278
WESTROCK CO6,7000-6,7002780—-278
REGENCY CTRS CORP(REG)4,2000-4,2002810—-281
HEALTHPEAK PROPERTIES INC(DOC)14,3000-14,3002830—-283
BROWN & BROWN INC(BRO)4,1020-4,1022920—-292
APA CORPORATION(APA)8,3070-8,3072980—-298
UDR INC(UDR)7,8000-7,8002990—-299
TELEFLEX INCORPORATED(TFX)1,2000-1,2002990—-299
MOSAIC CO NEW(MOS)8,4000-8,4003000—-300
INCYTE CORP(INCY)4,8000-4,8003010—-301
TYLER TECHNOLOGIES INC(TYL)7260-7263040—-304
NRG ENERGY INC(NRG)5,9420-5,9423070—-307
EVERGY INC(EVRG)6,0000-6,0003130—-313
BIO-TECHNE CORP(TECH)4,1000-4,1003160—-316
PTC INC(PTC)1,8440-1,8443230—-323
MGM RESORTS INTERNATIONAL(MGM)7,3000-7,3003260—-326
LKQ CORP(LKQ)6,9000-6,9003300—-330
CHARLES RIV LABS INTL INC(CRL)1,4000-1,4003310—-331
TRACTOR SUPPLY CO(TSCO)1,5420-1,5423320—-332
INTERNATIONAL PAPER CO(IP)9,1740-9,1743320—-332
EVEREST GROUP LTD(EG)9550-9553380—-338
KIMCO RLTY CORP(KIM)15,9530-15,9533400—-340
SMUCKER J M CO(SJM)2,7000-2,7003410—-341
GARMIN LTD(GRMN)2,6750-2,6753440—-344
KEYCORP(KEY)24,2000-24,2003480—-348
REVVITY INC(RVTY)3,2000-3,2003500—-350
UNITED AIRLS HLDGS INC(UAL)8,5000-8,5003510—-351
ATMOS ENERGY CORP(ATO)3,0290-3,0293510—-351
CONAGRA BRANDS INC(CAG)12,5000-12,5003580—-358
HOST HOTELS & RESORTS INC(HST)18,4740-18,4743600—-360
EQT CORP(EQT)9,4840-9,4843670—-367
AMCOR PLC(AMCR)38,2000-38,2003680—-368
ESSEX PPTY TR INC(ESS)1,4910-1,4913700—-370
STANLEY BLACK & DECKER INC(SWK)3,8160-3,8163740—-374
MARATHON OIL CORP15,4980-15,4983740—-374
AVERY DENNISON CORP1,8640-1,8643770—-377
KELLANOVA6,8000-6,8003800—-380
PACKAGING CORP AMER(PKG)2,3860-2,3863890—-389
MASCO CORP(MAS)5,8170-5,8173900—-390
BUNGE GLOBAL SA(BG)3,8700-3,8703910—-391
TYSON FOODS INC(TSN)7,4000-7,4003980—-398
BEST BUY INC(BBY)5,1000-5,1003990—-399
CELANESE CORP DEL(CE)2,5740-2,5744000—-400
INVITATION HOMES INC(INVH)11,7830-11,7834020—-402
MID-AMER APT CMNTYS INC(MAA)3,0000-3,0004030—-403
CITIZENS FINL GROUP INC(CFG)12,3000-12,3004080—-408
SYNCHRONY FINANCIAL(SYF)10,7000-10,7004090—-409
TEXTRON INC(TXT)5,0940-5,0944100—-410
INSULET CORP(PODD)1,9000-1,9004120—-412
FACTSET RESH SYS INC(FDS)8770-8774180—-418
LAS VEGAS SANDS CORP(LVS)8,6000-8,6004230—-423
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,9620-4,9624240—-424
VENTAS INC(VTR)8,6520-8,6524310—-431
WESTERN DIGITAL CORP.(WDC)8,3000-8,3004350—-435
LABORATORY CORP AMER HLDGS1,9180-1,9184360—-436
MCCORMICK & CO INC(MKC)6,5000-6,5004450—-445
SOUTHWEST AIRLS CO(LUV)15,4000-15,4004450—-445
ALBEMARLE CORP(ALB)3,1000-3,1004480—-448
PRINCIPAL FINANCIAL GROUP IN(PFG)5,7000-5,7004480—-448
NORTHERN TR CORP(NTRS)5,3510-5,3514520—-452
TELEDYNE TECHNOLOGIES INC(TDY)1,0140-1,0144530—-453
NVR INC(NVR)650-654550—-455
HUBBELL INC(HUBB)1,4000-1,4004610—-461
DOVER CORP(DOV)3,0390-3,0394670—-467
NETAPP INC(NTAP)5,3040-5,3044680—-468
IRON MTN INC DEL(IRM)6,6920-6,6924680—-468
CLOROX CO DEL(CLX)3,3000-3,3004710—-471
BALL CORP8,2000-8,2004720—-472
REGIONS FINANCIAL CORP NEW(RF)24,4000-24,4004730—-473
AKAMAI TECHNOLOGIES INC(AKAM)4,0000-4,0004730—-473
HUNTINGTON BANCSHARES INC(HBAN)37,6000-37,6004780—-478
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FJ Investments, LLC — 13F Holdings — Q1 2024 | TickerTrail