Newport Trust Company, LLC Diversified Active

CIK: 0001722329 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 9, 2023

Total Value ($000): $34,260,504 (100.0% shares, 0.0% debt)

Holdings (51)

BA BOEING CO 21.3%
Value ($000) $7,298,810 Shares 34,565,308 Est. Cost $233.94 Unrealized -11.2%
GD GENERAL DYNAMICS CORP 10.3%
Value ($000) $3,536,497 Shares 16,437,357 Est. Cost $170.35 Unrealized +20.1%
HON HONEYWELL INTL INC 10.1%
Value ($000) $3,474,651 Shares 16,745,307 Est. Cost $113.37 Unrealized +54.9%
T AT&T INC 9.3%
Value ($000) $3,179,234 Shares 199,324,997 Est. Cost $15.32 Unrealized -3.4%
PSN PARSONS CORP DEL 8.6%
Value ($000) $2,950,805 Shares 61,296,331 Est. Cost $32.83 Unrealized +38.9%
F FORD MTR CO DEL 6.7%
Value ($000) $2,302,118 Shares 152,155,847 Est. Cost $7.97 Unrealized +34.1%
DDS DILLARDS INC 4.8%
Value ($000) $1,633,725 Shares 5,007,125 Est. Cost $41.30 Unrealized +532.0%
DIS DISNEY WALT CO 3.3%
Value ($000) $1,136,161 Shares 12,725,813 Est. Cost $104.56 Unrealized -11.5%
SRE SEMPRA 3.0%
Value ($000) $1,028,998 Shares 7,067,781 Est. Cost $44.55 Unrealized +54.3%
MMM 3M CO 2.5%
Value ($000) $852,785 Shares 8,520,186 Est. Cost $110.37 Unrealized -29.7%
HUM HUMANA INC 1.7%
Value ($000) $595,793 Shares 1,332,483 Est. Cost $232.61 Unrealized +109.9%
ELV ELEVANCE HEALTH INC 1.6%
Value ($000) $560,978 Shares 1,262,640 Est. Cost $286.17 Unrealized +54.7%
DAL DELTA AIR LINES INC DEL 1.4%
Value ($000) $495,625 Shares 10,425,433 Est. Cost $47.79 Unrealized -24.9%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $473,608 Shares 1,181,392 Est. Cost $321.12 Unrealized +11.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 1.2%
Value ($000) $426,383 Shares 5,248,436 Est. Cost $71.08 Unrealized +11.8%
JCI JOHNSON CTLS INTL PLC 1.1%
Value ($000) $383,107 Shares 5,622,347 Est. Cost $29.26 Unrealized +100.5%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value ($000) $370,904 Shares 6,857,172 Est. Cost $40.46 Unrealized +29.1%
DRI DARDEN RESTAURANTS INC 1.0%
Value ($000) $346,165 Shares 2,071,849 Est. Cost $67.47 Unrealized +114.3%
COF CAPITAL ONE FINL CORP 1.0%
Value ($000) $339,070 Shares 3,100,209 Est. Cost $81.12 Unrealized +18.2%
ETR ENTERGY CORP NEW 0.8%
Value ($000) $290,165 Shares 2,980,025 Est. Cost $30.90 Unrealized +52.6%
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $217,218 Shares 3,016,077 Est. Cost $46.60 Unrealized +43.3%
UAL UNITED AIRLS HLDGS INC 0.6%
Value ($000) $211,214 Shares 3,849,344 Est. Cost $62.33 Unrealized -24.3%
NI NISOURCE INC 0.5%
Value ($000) $180,234 Shares 6,589,925 Est. Cost $22.37 Unrealized +14.0%
YUM YUM BRANDS INC 0.5%
Value ($000) $177,720 Shares 1,282,711 Est. Cost $68.23 Unrealized +88.8%
WHR WHIRLPOOL CORP 0.5%
Value ($000) $155,932 Shares 1,048,002 Est. Cost $163.02 Unrealized -15.8%
WBD WARNER BROS DISCOVERY INC 0.4%
Value ($000) $138,783 Shares 11,067,212 Est. Cost $17.58 Unrealized -26.2%
STT STATE STR CORP 0.4%
Value ($000) $134,298 Shares 1,835,179 Est. Cost $74.42 Unrealized -11.9%
BMO BANK MONTREAL QUE 0.4%
Value ($000) $131,953 Shares 1,461,114 Est. Cost $58.42 Unrealized +35.4%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $131,323 Shares 12,182,143 Est. Cost $9.92 Unrealized -4.6%
M MACYS INC 0.4%
Value ($000) $124,629 Shares 7,765,057 Est. Cost $15.27 Unrealized +4.7%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $120,044 Shares 3,381,510 Est. Cost $21.39 Unrealized +57.0%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $110,558 Shares 3,330,055 Est. Cost $62.45 Unrealized
MCO MOODYS CORP 0.3%
Value ($000) $108,733 Shares 312,704 Est. Cost $136.31 Unrealized +127.7%
BBY BEST BUY INC 0.3%
Value ($000) $99,842 Shares 1,218,334 Est. Cost $44.74 Unrealized +46.7%
VVV VALVOLINE INC 0.2%
Value ($000) $72,609 Shares 1,935,724 Est. Cost $24.07 Unrealized +50.9%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $64,745 Shares 663,235 Est. Cost $69.17 Unrealized +22.1%
WAT WATERS CORP 0.2%
Value ($000) $62,678 Shares 235,153 Est. Cost $196.29 Unrealized +41.8%
PNW PINNACLE WEST CAP CORP 0.2%
Value ($000) $57,265 Shares 702,985 Est. Cost $68.95 Unrealized +3.5%
ASH ASHLAND INC 0.2%
Value ($000) $53,982 Shares 621,125 Est. Cost $60.83 Unrealized +43.1%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $48,202 Shares 1,200,245 Est. Cost $23.25 Unrealized +39.0%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $47,182 Shares 3,448,994 Est. Cost $22.44 Unrealized -44.4%
BDC BELDEN INC 0.1%
Value ($000) $25,338 Shares 264,899 Est. Cost $50.53 Unrealized +68.6%
TRIUMPH GROUP INC NEW 0.1%
Value ($000) $23,272 Shares 1,881,336 Est. Cost $12.37 Unrealized
RAMP LIVERAMP HLDGS INC 0.1%
Value ($000) $21,195 Shares 742,130 Est. Cost $45.28 Unrealized -45.2%
TDC TERADATA CORP DEL 0.0%
Value ($000) $14,206 Shares 265,982 Est. Cost $21.45 Unrealized +110.2%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $13,696 Shares 793,955 Est. Cost $27.14 Unrealized -38.0%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $12,651 Shares 598,994 Est. Cost $27.63 Unrealized -24.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $7,763 Shares 171,365 Est. Cost $28.79 Unrealized +27.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $7,524 Shares 1,504,846 Est. Cost $3.42 Unrealized +60.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $5,502 Shares 75,430 Est. Cost $34.48 Unrealized +98.8%
UIS UNISYS CORP 0.0%
Value ($000) $4,629 Shares 1,163,099 Est. Cost $12.92 Unrealized -69.3%