Newport Trust Company, LLC Diversified Active

CIK: 0001722329 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $32,500,341 (100.0% shares, 0.0% debt)

Holdings (57)

BA BOEING CO 19.7%
Value ($000) $6,397,311 Shares 33,374,951 Est. Cost $233.94 Unrealized -6.5%
GD GENERAL DYNAMICS CORP 11.1%
Value ($000) $3,599,609 Shares 16,290,037 Est. Cost $170.35 Unrealized +23.9%
PSN PARSONS CORP DEL 10.0%
Value ($000) $3,249,642 Shares 59,791,024 Est. Cost $32.83 Unrealized +61.2%
T AT&T INC 9.2%
Value ($000) $3,003,971 Shares 199,998,040 Est. Cost $15.32 Unrealized -15.4%
HON HONEYWELL INTL INC 9.2%
Value ($000) $2,995,816 Shares 16,216,389 Est. Cost $113.37 Unrealized +53.4%
F FORD MTR CO DEL 5.7%
Value ($000) $1,844,487 Shares 148,509,406 Est. Cost $7.97 Unrealized +39.2%
DDS DILLARDS INC 5.0%
Value ($000) $1,638,923 Shares 4,954,272 Est. Cost $41.30 Unrealized +582.9%
DIS DISNEY WALT CO 3.1%
Value ($000) $1,016,525 Shares 12,541,954 Est. Cost $104.56 Unrealized -20.2%
SRE SEMPRA 3.0%
Value ($000) $980,756 Shares 14,416,527 Est. Cost $55.80 Unrealized +19.4%
MMM 3M CO 2.4%
Value ($000) $776,016 Shares 8,289,000 Est. Cost $110.37 Unrealized -27.9%
NKE NIKE INC 2.1%
Value ($000) $679,775 Shares 7,109,133 Est. Cost $98.24 Unrealized 0.0%
HUM HUMANA INC 1.9%
Value ($000) $632,543 Shares 1,300,138 Est. Cost $232.61 Unrealized +96.3%
ELV ELEVANCE HEALTH INC 1.7%
Value ($000) $540,634 Shares 1,241,638 Est. Cost $286.17 Unrealized +52.6%
SPGI S&P GLOBAL INC 1.3%
Value ($000) $435,732 Shares 1,192,446 Est. Cost $321.12 Unrealized +20.2%
DAL DELTA AIR LINES INC DEL 1.2%
Value ($000) $385,741 Shares 10,425,433 Est. Cost $47.79 Unrealized -11.4%
BSX BOSTON SCIENTIFIC CORP 1.1%
Value ($000) $360,721 Shares 6,831,836 Est. Cost $40.46 Unrealized +29.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 1.1%
Value ($000) $342,161 Shares 5,028,820 Est. Cost $71.08 Unrealized +2.0%
COF CAPITAL ONE FINL CORP 0.9%
Value ($000) $300,213 Shares 3,093,389 Est. Cost $81.12 Unrealized +27.0%
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $297,365 Shares 2,076,282 Est. Cost $67.47 Unrealized +118.1%
JCI JOHNSON CTLS INTL PLC 0.9%
Value ($000) $295,335 Shares 5,550,374 Est. Cost $29.26 Unrealized +102.2%
ETR ENTERGY CORP NEW 0.8%
Value ($000) $274,775 Shares 2,970,542 Est. Cost $30.90 Unrealized +45.1%
HIG HARTFORD FINL SVCS GROUP INC 0.7%
Value ($000) $211,879 Shares 2,987,999 Est. Cost $46.60 Unrealized +49.0%
UAL UNITED AIRLS HLDGS INC 0.5%
Value ($000) $160,959 Shares 3,805,183 Est. Cost $62.33 Unrealized -18.9%
YUM YUM BRANDS INC 0.5%
Value ($000) $159,169 Shares 1,273,967 Est. Cost $68.23 Unrealized +84.0%
NI NISOURCE INC 0.5%
Value ($000) $159,083 Shares 6,445,840 Est. Cost $22.37 Unrealized +12.0%
WHR WHIRLPOOL CORP 0.4%
Value ($000) $142,408 Shares 1,065,130 Est. Cost $162.67 Unrealized -13.2%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $124,299 Shares 11,951,843 Est. Cost $9.92 Unrealized +1.7%
BMO BANK MONTREAL QUE 0.4%
Value ($000) $123,465 Shares 1,463,373 Est. Cost $58.42 Unrealized +36.2%
STT STATE STR CORP 0.4%
Value ($000) $122,753 Shares 1,833,227 Est. Cost $74.42 Unrealized -12.8%
WBD WARNER BROS DISCOVERY INC 0.4%
Value ($000) $117,985 Shares 10,864,135 Est. Cost $17.58 Unrealized -29.0%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $112,097 Shares 3,332,258 Est. Cost $21.39 Unrealized +42.6%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $104,141 Shares 3,315,530 Est. Cost $62.45 Unrealized
MCO MOODYS CORP 0.3%
Value ($000) $98,577 Shares 311,784 Est. Cost $136.31 Unrealized +144.9%
M MACYS INC 0.3%
Value ($000) $90,677 Shares 7,810,216 Est. Cost $15.27 Unrealized -8.2%
BBY BEST BUY INC 0.3%
Value ($000) $84,251 Shares 1,212,762 Est. Cost $44.74 Unrealized +53.5%
WAT WATERS CORP 0.2%
Value ($000) $60,970 Shares 222,347 Est. Cost $196.29 Unrealized +40.8%
VVV VALVOLINE INC 0.2%
Value ($000) $60,481 Shares 1,875,951 Est. Cost $24.07 Unrealized +46.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $60,117 Shares 649,349 Est. Cost $69.17 Unrealized +24.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $51,324 Shares 531,470 Est. Cost $91.16 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $51,134 Shares 597,848 Est. Cost $83.89 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.2%
Value ($000) $50,801 Shares 689,485 Est. Cost $68.95 Unrealized +4.1%
ASH ASHLAND INC 0.2%
Value ($000) $49,958 Shares 611,628 Est. Cost $60.83 Unrealized +34.7%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $44,858 Shares 1,210,102 Est. Cost $23.25 Unrealized +58.4%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $43,388 Shares 3,490,557 Est. Cost $22.34 Unrealized -39.2%
BDC BELDEN INC 0.1%
Value ($000) $26,716 Shares 276,705 Est. Cost $52.34 Unrealized +77.6%
BBWI BATH & BODY WORKS INC 0.1%
Value ($000) $24,721 Shares 731,378 Est. Cost $33.85 Unrealized 0.0%
RAMP LIVERAMP HLDGS INC 0.1%
Value ($000) $21,047 Shares 729,780 Est. Cost $45.28 Unrealized -34.8%
BOH BANK HAWAII CORP 0.1%
Value ($000) $20,170 Shares 405,915 Est. Cost $45.82 Unrealized 0.0%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $12,960 Shares 596,412 Est. Cost $27.63 Unrealized -21.7%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $12,709 Shares 749,368 Est. Cost $27.14 Unrealized -33.6%
TDC TERADATA CORP DEL 0.0%
Value ($000) $11,451 Shares 254,350 Est. Cost $21.45 Unrealized +128.2%
TRIUMPH GROUP INC NEW 0.0%
Value ($000) $9,642 Shares 1,258,799 Est. Cost $12.37 Unrealized
GNW GENWORTH FINL INC 0.0%
Value ($000) $8,328 Shares 1,421,151 Est. Cost $3.42 Unrealized +68.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $7,153 Shares 170,103 Est. Cost $28.79 Unrealized +26.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $5,228 Shares 75,329 Est. Cost $34.48 Unrealized +94.9%
UIS UNISYS CORP 0.0%
Value ($000) $4,048 Shares 1,173,365 Est. Cost $12.92 Unrealized -67.3%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $3,344 Shares 200,505 Est. Cost $18.91 Unrealized 0.0%