Fund HoldingsAdvanced Portfolio Management, LLC

Total Portfolio Value
$52.95M
Total Bought
$37.46M
Total Sold
$79.46M
Net Transaction
-$42.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MARRIOTT INTL INC NEW(MAR)010,296+10,29602,5984.91%+2,598
CITIGROUP INC(C)037,502+37,50202,3724.48%+2,372
CATERPILLAR INC(CAT)06,367+6,36702,3334.41%+2,333
CHURCH & DWIGHT CO INC(CHD)020,935+20,93502,1844.12%+2,184
TRAVELERS COMPANIES INC(TRV)09,332+9,33202,1484.06%+2,148
ADVANCED MICRO DEVICES INC(AMD)011,366+11,36602,0513.87%+2,051
S&P GLOBAL INC(SPGI)04,801+4,80102,0433.86%+2,043
STARBUCKS CORP(SBUX)021,454+21,45401,9613.70%+1,961
VENTAS INC(VTR)043,934+43,93401,9333.65%+1,933
BOEING CO(BA)09,924+9,92401,9153.62%+1,915
AIR PRODS & CHEMS INC1,6419,307+7,6664492,2714.29%+1,822
NEWMONT CORP(NEM)12,26262,926+50,6645082,2554.26%+1,748
AMAZON COM INC(AMZN)011,840+11,84002,1364.03%+2,136
ALPHABET INC(GOOG)3,24613,888+10,6424532,0963.96%+1,643
JOHNSON CTLS INTL PLC
SHS
024,944+24,94401,6393.09%+1,639
TESLA INC(TSLA)1,92610,747+8,8214791,8893.57%+1,411
MICRON TECHNOLOGY INC(MU)05,781+5,78106821.29%+682
MICROSOFT CORP(MSFT)011,388+11,38804,7919.05%+4,791
JPMORGAN CHASE & CO(JPM)02,688+2,68805381.02%+538
CUMMINS INC(CMI)01,807+1,80705321.01%+532
DOMINION ENERGY INC(D)010,514+10,51405170.98%+517
MOODYS CORP(MCO)01,285+1,28505050.95%+505
SEMPRA(SRE)06,769+6,76904900.93%+490
COMCAST CORP NEW(CCZ)011,219+11,21904860.92%+486
PG&E CORP(PCG)028,889+28,88904840.91%+484
REGENERON PHARMACEUTICALS(REGN)0498+49804790.91%+479
VISA INC(V)01,704+1,70404760.90%+476
SCHLUMBERGER LTD(SLB)8,0849,898+1,8144215531.04%+133
APPLE INC(AAPL)22,73425,702+2,9684,3774,4078.32%+30
ROYALTY PHARMA PLC(RPRX)135,000120,000-15,0003,7923,6446.88%-148
ARCH CAP GROUP LTD
ORD
5,0950-5,0953780-378
EVEREST GROUP LTD(EG)1,1230-1,1233970-397
HALLIBURTON CO(HAL)11,3220-11,3224090-409
MARATHON OIL CORP17,1620-17,1624150-415
FOX CORP(FOX)13,9880-13,9884150-415
APA CORPORATION(APA)11,5800-11,5804150-415
PROGRESSIVE CORP(PGR)2,7050-2,7054310-431
THE CIGNA GROUP(CI)1,4430-1,4434320-432
WEST PHARMACEUTICAL SVSC INC(WST)1,2380-1,2384360-436
HESS CORP3,0280-3,0284370-437
AUTOMATIC DATA PROCESSING IN1,8910-1,8914410-441
MOLINA HEALTHCARE INC(MOH)1,2240-1,2244420-442
XCEL ENERGY INC(XEL)7,2390-7,2394480-448
NVIDIA CORPORATION(NVDA)9170-9174540-454
ABBVIE INC(ABBV)2,9990-2,9994650-465
BORGWARNER INC13,2130-13,2134740-474
DUPONT DE NEMOURS INC(DD)6,2500-6,2504810-481
WABTEC(WAB)3,8970-3,8974950-495
TELEDYNE TECHNOLOGIES INC(TDY)1,1280-1,1285030-503
VIATRIS INC(VTRS)46,6690-46,6695050-505
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,9580-5,9585090-509
LINCOLN NATL CORP IND(LNC)18,9560-18,9565110-511
WARNER BROS DISCOVERY INC(WBD)45,1860-45,1865140-514
APTIV PLC(APTV)5,7660-5,7665170-517
INGERSOLL RAND INC(IR)7,0370-7,0375440-544
REVVITY INC(RVTY)5,0160-5,0165480-548
CATALENT INC12,5320-12,5325630-563
MODERNA INC(MRNA)6,0140-6,0145980-598
BARRICK GOLD CORP40,0000-40,0007240-724
ALTRIA GROUP INC(MO)20,0000-20,0008070-807
VALE S A000000
HUMANA INC(HUM)2,7500-2,7501,2590-1,259
FIRST SOLAR INC(FSLR)7,5000-7,5001,2920-1,292
CERIDIAN HCM HLDG INC19,2950-19,2951,2950-1,295
ALLIANT ENERGY CORP(LNT)26,2260-26,2261,3450-1,345
GENERAL MTRS CO(GM)000000
ORGANON & CO(OGN)104,2290-104,2291,5030-1,503
RESMED INC(RMD)8,7850-8,7851,5110-1,511
PENTAIR PLC(PNR)21,0340-21,0341,5290-1,529
FORTINET INC(FTNT)26,2640-26,2641,5370-1,537
CVS HEALTH CORP(CVS)19,9400-19,9401,5740-1,574
GENERAC HLDGS INC(GNRC)12,3460-12,3461,5960-1,596
PROCTER AND GAMBLE CO(PG)10,9470-10,9471,6040-1,604
NEW FORTRESS ENERGY INC45,0000-45,0001,6980-1,698
BIO-TECHNE CORP(TECH)22,0280-22,0281,7000-1,700
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)6,2910-6,2911,7200-1,720
ELI LILLY & CO(LLY)2,9780-2,9781,7360-1,736
STELLANTIS N.V(STLA)75,0000-75,0001,7490-1,749
PAYPAL HLDGS INC(PYPL)000000
ROCKWELL AUTOMATION INC(ROK)000000
NU HLDGS LTD(NU)225,0000-225,0001,8740-1,874
SHELL PLC(SHEL)30,0000-30,0001,9740-1,974
BANK AMERICA CORP75,00014,250-60,7502,5255401.02%-1,985
COUPANG INC(CPNG)125,0000-125,0002,0240-2,024
ICICI BANK LIMITED(IBN)85,0000-85,0002,0260-2,026
META PLATFORMS INC(META)6,6080-6,6082,3390-2,339
VODAFONE GROUP PLC NEW(VOD)275,0000-275,0002,3930-2,392
SPDR S&P 500 ETF TR(SPY)40,0000-40,00019,0120-19,012
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