Newport Trust Company, LLC Diversified Active

CIK: 0001722329 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $36,145,319 (100.0% shares, 0.0% debt)

Holdings (51)

BA BOEING CO 23.9%
Value ($000) $8,631,678 Shares 40,633,046 Est. Cost $233.94 Unrealized -11.2%
T AT&T INC 10.5%
Value ($000) $3,785,581 Shares 196,653,545 Est. Cost $15.32 Unrealized +6.8%
GD GENERAL DYNAMICS CORP 10.4%
Value ($000) $3,767,169 Shares 16,507,466 Est. Cost $170.35 Unrealized +27.8%
HON HONEYWELL INTL INC 8.9%
Value ($000) $3,200,363 Shares 16,745,307 Est. Cost $113.37 Unrealized +55.8%
PSN PARSONS CORP DEL 7.8%
Value ($000) $2,804,552 Shares 62,685,568 Est. Cost $32.83 Unrealized +33.8%
F FORD MTR CO DEL 5.4%
Value ($000) $1,935,294 Shares 153,594,790 Est. Cost $7.97 Unrealized +28.0%
DDS DILLARDS INC 4.3%
Value ($000) $1,566,663 Shares 5,091,859 Est. Cost $41.30 Unrealized +633.9%
DIS DISNEY WALT CO 3.5%
Value ($000) $1,276,534 Shares 12,748,771 Est. Cost $104.56 Unrealized -5.8%
SRE SEMPRA 3.0%
Value ($000) $1,071,249 Shares 7,086,856 Est. Cost $44.55 Unrealized +56.6%
MMM 3M CO 2.6%
Value ($000) $923,263 Shares 8,783,781 Est. Cost $110.37 Unrealized -23.1%
HUM HUMANA INC 1.8%
Value ($000) $652,753 Shares 1,344,608 Est. Cost $232.61 Unrealized +105.7%
WBD WARNER BROS DISCOVERY INC 1.7%
Value ($000) $615,077 Shares 40,733,576 Est. Cost $17.58 Unrealized -19.0%
ELV ELEVANCE HEALTH INC 1.6%
Value ($000) $588,513 Shares 1,279,905 Est. Cost $286.17 Unrealized +59.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 1.2%
Value ($000) $450,339 Shares 5,489,932 Est. Cost $71.08 Unrealized 0.0%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $414,679 Shares 1,202,771 Est. Cost $321.12 Unrealized +7.0%
DAL DELTA AIR LINES INC DEL 1.0%
Value ($000) $364,056 Shares 10,425,433 Est. Cost $47.79 Unrealized -24.5%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $346,070 Shares 6,917,248 Est. Cost $40.46 Unrealized +16.5%
JCI JOHNSON CTLS INTL PLC 0.9%
Value ($000) $343,270 Shares 5,700,258 Est. Cost $29.26 Unrealized +107.5%
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $325,130 Shares 2,095,452 Est. Cost $67.47 Unrealized +100.2%
ETR ENTERGY CORP NEW 0.9%
Value ($000) $324,582 Shares 3,012,639 Est. Cost $30.90 Unrealized +54.6%
COF CAPITAL ONE FINL CORP 0.8%
Value ($000) $294,295 Shares 3,060,468 Est. Cost $80.93 Unrealized +23.2%
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $214,106 Shares 3,072,259 Est. Cost $46.60 Unrealized +50.6%
NI NISOURCE INC 0.5%
Value ($000) $190,614 Shares 6,817,367 Est. Cost $22.37 Unrealized +11.2%
UAL UNITED AIRLS HLDGS INC 0.5%
Value ($000) $172,385 Shares 3,895,707 Est. Cost $62.33 Unrealized -23.1%
YUM YUM BRANDS INC 0.5%
Value ($000) $170,381 Shares 1,289,981 Est. Cost $68.23 Unrealized +78.4%
WHR WHIRLPOOL CORP 0.4%
Value ($000) $140,702 Shares 1,065,761 Est. Cost $163.02 Unrealized -12.6%
STT STATE STR CORP 0.4%
Value ($000) $138,357 Shares 1,827,946 Est. Cost $74.42 Unrealized +2.4%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $137,125 Shares 12,243,266 Est. Cost $9.92 Unrealized +22.5%
M MACYS INC 0.4%
Value ($000) $136,165 Shares 7,785,317 Est. Cost $15.27 Unrealized +38.6%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $133,029 Shares 3,440,115 Est. Cost $21.39 Unrealized +59.9%
BMO BANK MONTREAL QUE 0.4%
Value ($000) $130,681 Shares 1,466,512 Est. Cost $58.42 Unrealized +43.6%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $117,812 Shares 3,354,546 Est. Cost $62.45 Unrealized
MCO MOODYS CORP 0.3%
Value ($000) $97,437 Shares 318,400 Est. Cost $136.31 Unrealized +116.4%
BBY BEST BUY INC 0.3%
Value ($000) $95,356 Shares 1,218,300 Est. Cost $44.74 Unrealized +59.7%
WAT WATERS CORP 0.2%
Value ($000) $74,029 Shares 239,089 Est. Cost $196.29 Unrealized +64.8%
VVV VALVOLINE INC 0.2%
Value ($000) $72,740 Shares 2,081,847 Est. Cost $24.07 Unrealized +44.5%
BWA BORGWARNER INC 0.2%
Value ($000) $71,314 Shares 1,452,123 Est. Cost $31.25 Unrealized +27.3%
ASH ASHLAND INC 0.2%
Value ($000) $64,594 Shares 628,896 Est. Cost $60.83 Unrealized +60.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $64,232 Shares 660,481 Est. Cost $69.17 Unrealized +25.7%
PNW PINNACLE WEST CAP CORP 0.2%
Value ($000) $57,953 Shares 731,362 Est. Cost $68.95 Unrealized -3.2%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $40,611 Shares 1,187,459 Est. Cost $23.15 Unrealized +61.6%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $39,445 Shares 3,579,389 Est. Cost $22.44 Unrealized -50.6%
BDC BELDEN INC 0.1%
Value ($000) $22,128 Shares 255,021 Est. Cost $49.19 Unrealized +67.6%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $16,428 Shares 749,113 Est. Cost $45.28 Unrealized -47.3%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $15,256 Shares 617,649 Est. Cost $27.63 Unrealized -2.3%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $14,487 Shares 828,296 Est. Cost $27.14 Unrealized -21.8%
TDC TERADATA CORP DEL 0.0%
Value ($000) $11,647 Shares 289,152 Est. Cost $21.45 Unrealized +73.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $7,941 Shares 177,968 Est. Cost $28.79 Unrealized +26.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $7,683 Shares 1,530,487 Est. Cost $3.42 Unrealized +62.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $5,314 Shares 76,214 Est. Cost $34.48 Unrealized +77.3%
UIS UNISYS CORP 0.0%
Value ($000) $4,258 Shares 1,097,519 Est. Cost $13.46 Unrealized -64.1%