Fund HoldingsSHERBROOKE PARK ADVISERS LLC

Total Portfolio Value
$212.91M
Total Bought
$114.90M
Total Sold
$217.85M
Net Transaction
-$102.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MARATHON PETE CORP(MPC)011,594+11,59401,7200.81%+1,720
JOHNSON & JOHNSON(JNJ)010,956+10,95601,7170.81%+1,717
CARDINAL HEALTH INC(CAH)022,375+22,37502,2551.06%+2,255
JABIL INC(JBL)011,378+11,37801,4500.68%+1,450
COSTCO WHSL CORP NEW(COST)02,845+2,84501,8780.88%+1,878
OWENS CORNING NEW(OC)012,100+12,10001,7940.84%+1,794
PROCTER AND GAMBLE CO(PG)8,87517,698+8,8231,2952,5931.22%+1,299
VERISK ANALYTICS INC(VRSK)06,077+6,07701,4520.68%+1,452
MICRON TECHNOLOGY INC(MU)013,860+13,86001,1830.56%+1,183
MOLINA HEALTHCARE INC(MOH)03,260+3,26001,1780.55%+1,178
STARBUCKS CORP(SBUX)015,878+15,87801,5240.72%+1,524
CUMMINS INC(CMI)04,465+4,46501,0700.50%+1,070
DEVON ENERGY CORP NEW(DVN)022,803+22,80301,0330.49%+1,033
AMERICAN INTL GROUP INC015,122+15,12201,0250.48%+1,025
EMCOR GROUP INC(EME)04,753+4,75301,0240.48%+1,024
APTARGROUP INC08,266+8,26601,0220.48%+1,022
MONDELEZ INTL INC(MDLZ)014,096+14,09601,0210.48%+1,021
UNITED THERAPEUTICS CORP DEL(UTHR)06,459+6,45901,4200.67%+1,420
HUNTINGTON INGALLS INDS INC(HII)03,816+3,81609910.47%+991
WK KELLOGG CO071,957+71,95709460.44%+946
FOX CORP(FOX)031,560+31,56009360.44%+936
ENCOMPASS HEALTH CORP(EHC)013,850+13,85009240.43%+924
FORTIVE CORP(FTV)012,335+12,33509080.43%+908
SPLUNK INC05,555+5,55508460.40%+846
MANHATTAN ASSOCIATES INC(MANH)03,926+3,92608450.40%+845
BECTON DICKINSON & CO(BDX)03,466+3,46608450.40%+845
MCKESSON CORP(MCK)01,803+1,80308350.39%+835
BOOKING HOLDINGS INC(BKNG)0321+32101,1390.53%+1,139
PULTE GROUP INC(PHM)011,910+11,91001,2290.58%+1,229
JUNIPER NETWORKS INC028,152+28,15208300.39%+830
GXO LOGISTICS INCORPORATED(GXO)013,181+13,18108060.38%+806
MASCO CORP(MAS)011,948+11,94808000.38%+800
SCHLUMBERGER LTD(SLB)025,694+25,69401,3370.63%+1,337
MOTOROLA SOLUTIONS INC(MSI)05,879+5,87901,8410.86%+1,841
MATTEL INC(MAT)041,091+41,09107760.36%+776
EQT CORP(EQT)019,779+19,77907650.36%+765
CARTERS INC(CRI)09,866+9,86607390.35%+739
COMCAST CORP NEW(CCZ)016,673+16,67307310.34%+731
CROWN HLDGS INC(CCK)07,872+7,87207250.34%+725
CARRIER GLOBAL CORPORATION(CARR)012,540+12,54007200.34%+720
DELTA AIR LINES INC DEL(DAL)017,818+17,81807170.34%+717
KIMBERLY-CLARK CORP(KMB)07,631+7,63109270.44%+927
LATTICE SEMICONDUCTOR CORP(LSCC)015,624+15,62401,0780.51%+1,078
CARNIVAL CORP037,840+37,84007020.33%+702
ITT INC(ITT)010,822+10,82201,2910.61%+1,291
ENVISTA HOLDINGS CORPORATION(NVST)028,500+28,50006860.32%+686
VALERO ENERGY CORP(VLO)07,947+7,94701,0330.49%+1,033
WEST PHARMACEUTICAL SVSC INC(WST)01,919+1,91906760.32%+676
CIENA CORP(CIEN)014,881+14,88106700.31%+670
SKECHERS U S A INC010,689+10,68906660.31%+666
HALLIBURTON CO(HAL)018,259+18,25906600.31%+660
SEMPRA(SRE)08,641+8,64106460.30%+646
QUALCOMM INC(QCOM)05,973+5,97308640.41%+864
DOLBY LABORATORIES INC(DLB)07,147+7,14706160.29%+616
TD SYNNEX CORPORATION(SNX)05,705+5,70506140.29%+614
MARTIN MARIETTA MATLS INC(MLM)01,622+1,62208090.38%+809
NEWELL BRANDS INC(NWL)069,235+69,23506010.28%+601
HUNTINGTON BANCSHARES INC(HBAN)047,170+47,17006000.28%+600
HF SINCLAIR CORP(DINO)010,669+10,66905930.28%+593
ZOOM VIDEO COMMUNICATIONS IN(ZM)08,173+8,17305880.28%+588
AIRBNB INC04,311+4,31105870.28%+587
EXXON MOBIL CORP05,836+5,83605830.27%+583
CONAGRA BRANDS INC(CAG)020,222+20,22205800.27%+580
PACCAR INC(PCAR)05,930+5,93005790.27%+579
PEGASYSTEMS INC(PEGA)017,166+17,16608390.39%+839
REYNOLDS CONSUMER PRODS INC(REYN)021,337+21,33705730.27%+573
CURTISS WRIGHT CORP(CW)04,900+4,90001,0920.51%+1,092
APA CORPORATION(APA)031,023+31,02301,1130.52%+1,113
ORACLE CORP(ORCL)05,289+5,28905580.26%+558
YETI HLDGS INC(YETI)010,549+10,54905460.26%+546
HOLOGIC INC028,154+28,15402,0120.94%+2,012
BWX TECHNOLOGIES INC(BWXT)06,975+6,97505350.25%+535
SOUTHERN CO(SO)07,574+7,57405310.25%+531
NEWMARKET CORP(NEU)0966+96605270.25%+527
REINSURANCE GRP OF AMERICA I(RGA)03,258+3,25805270.25%+527
SYNOVUS FINL CORP013,838+13,83805210.24%+521
NOV INC(NOV)025,596+25,59605190.24%+519
PVH CORPORATION(PVH)04,224+4,22405160.24%+516
GRAND CANYON ED INC(LOPE)03,903+3,90305150.24%+515
BOSTON BEER INC(SAM)01,456+1,45605030.24%+503
ROYAL GOLD INC(RGLD)04,143+4,14305010.24%+501
KELLANOVA08,918+8,91804990.23%+499
LENNOX INTL INC(LII)01,096+1,09604900.23%+490
XCEL ENERGY INC(XEL)011,207+11,20706940.33%+694
SOUTHWEST AIRLS CO(LUV)016,410+16,41004740.22%+474
MOLSON COORS BEVERAGE CO(TAP)022,071+22,07101,3510.63%+1,351
MONOLITHIC PWR SYS INC(MPWR)01,884+1,88401,1880.56%+1,188
ARROW ELECTRS INC03,790+3,79004630.22%+463
KRAFT HEINZ CO(KHC)012,523+12,52304630.22%+463
EBAY INC.(EBAY)019,387+19,38708460.40%+846
FIRST HORIZON CORPORATION(FHN)032,606+32,60604620.22%+462
POPULAR INC(BPOP)05,593+5,59304590.22%+459
CRANE NXT CO(CXT)08,068+8,06804590.22%+459
DARDEN RESTAURANTS INC(DRI)02,787+2,78704580.22%+458
NCR VOYIX CORPORATION063,106+63,10601,0670.50%+1,067
TPG INC(TPG)010,572+10,57204560.21%+456
BLUE OWL CAPITAL INC(OBDC)030,569+30,56904550.21%+455
AMAZON COM INC(AMZN)02,993+2,99304550.21%+455
AUTOMATIC DATA PROCESSING IN01,948+1,94804540.21%+454
AMERICAN HOMES 4 RENT(AMH)012,387+12,38704450.21%+445
Page 1 of 1