Fund HoldingsOLD REPUBLIC INTERNATIONAL CORP

Total Portfolio Value
$2.57M
Total Bought
$127.7K
Total Sold
$69.8K
Net Transaction
+$57.9K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FIRSTENERGY(FE)0521,500+521,5000210.82%+21
ARTHUR J GALLAGHER(AJG)190,800190,800054662.56%+12
CHEVRON(CVX)483,300486,300+3,00070813.16%+11
COCA-COLA(KO)1,042,3001,047,300+5,00065752.91%+10
EXXON MOBIL725,000725,000078863.35%+8
SOUTHERN(SO)766,000771,000+5,00063712.75%+8
JOHNSON & JOHNSON(JNJ)329,000333,000+4,00048552.15%+8
EVERSOURCE ENERGY(ES)644,183703,933+59,75037441.70%+7
AMERICAN ELECTRIC POWER366,300369,300+3,00034401.57%+7
EVERGY(EVRG)830,246836,046+5,80051582.24%+7
WEC ENERGY GROUP(WEC)332,331336,279+3,94831371.42%+5
MCDONALD'S(MCD)193,050196,150+3,10056612.38%+5
PORTLAND GENERAL ELECTRIC(POR)515,000620,000+105,00022281.07%+5
PAYCHEX(PAYX)428,600423,100-5,50060652.54%+5
KIMBERLY CLARK(KMB)383,200387,500+4,30050552.14%+5
SPIRE(SR)429,000433,500+4,50029341.32%+5
OGE ENERGY(OGE)862,500862,500036401.54%+4
AVISTA(AVA)597,500597,500022250.97%+3
CISCO SYSTEMS(CSCO)1,208,6001,208,600072752.90%+3
BRISTOL MYERS SQUIBB(BMY)608,750608,750034371.44%+3
VALERO ENERGY(VLO)284,500284,500035381.46%+3
PHILLIPS 66(PSX)280,600280,600032351.35%+3
CINCINNATI FINANCIAL(CINF)395,100399,100+4,00057592.29%+2
XCEL ENERGY(XEL)515,600522,200+6,60035371.44%+2
DONEGAL GROUP CL A425,500425,5000780.32%+2
PROCTER & GAMBLE(PG)508,800510,800+2,00085873.38%+2
MSC INDUSTRIAL CL A(MSM)565,200565,200042441.71%+2
KELLANOVA537,500541,500+4,00044451.74%+1
BLACK HILLS414,000416,000+2,00024250.98%+1
CARDINAL HEALTH(CAH)471,000410,000-61,00056562.19%+1
GENUINE PARTS(GPC)285,500285,500033341.32%+1
ALLETE383,100383,100025250.98%0
NORTHWEST NATURAL HOLDING COMPAN(NWN)04,700+4,700000.01%0
QUALCOMM(QCOM)441,800441,800068682.64%-0
PEPSICO(PEP)386,800389,800+3,00059582.27%-0
DUKE ENERGY(DUK)560,731492,231-68,50060602.33%-0
NORTHERN TRUST(NTRS)160,500160,500016160.62%-1
GENERAL MILLS(GIS)283,500289,200+5,70018170.67%-1
UNITED PARCEL SERVICE CL B(UPS)365,600411,400+45,80046451.76%-1
PUBLIC SERVICE ENTERPRISE GROUP(PEG)392,500392,500033321.25%-1
SONOCO PRODUCTS(SON)580,200580,200028271.06%-1
EASTMAN CHEMICAL(EMN)326,500326,500030291.12%-1
PFIZER(PFE)1,614,7001,623,700+9,00043411.60%-2
T ROWE PRICE GROUP(TROW)110,000110,000012100.39%-2
US BANCORP(USB)480,000480,000023200.79%-3
TEXAS INSTRUMENTS(TXN)360,500360,500068652.52%-3
DOW(DOW)646,000646,000026230.88%-3
LOCKHEED MARTIN(LMT)100,800100,800049451.75%-4
MERCK & CO(MRK)608,100613,600+5,50060552.14%-5
CATERPILLAR(CAT)177,000177,000064582.27%-6
EMERSON ELECTRIC(EMR)505,600511,100+5,50063562.18%-7
CUMMINS(CMI)219,500219,500077692.67%-8
ILLINOIS TOOL(ITW)198,500160,000-38,50050401.54%-11
EATON(ETN)217,000217,000072592.29%-13
SYSCO(SYY)784,700620,200-164,50060471.81%-13
WW GRAINGER(GWW)61,00045,500-15,50064451.75%-19
HUBBELL(HUBB)148,000127,000-21,00062421.63%-20
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