Newport Trust Company, LLC Diversified Active

CIK: 0001722329 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $37,500,476 (100.0% shares, 0.0% debt)

Holdings (57)

BA BOEING CO 22.5%
Value ($000) $8,444,234 Shares 32,395,589 Est. Cost $233.94 Unrealized -8.6%
GD GENERAL DYNAMICS CORP 11.0%
Value ($000) $4,121,691 Shares 15,872,805 Est. Cost $170.35 Unrealized +37.5%
PSN PARSONS CORP DEL 9.9%
Value ($000) $3,699,512 Shares 58,993,973 Est. Cost $32.83 Unrealized +84.2%
T AT&T INC 8.9%
Value ($000) $3,343,798 Shares 199,272,812 Est. Cost $15.32 Unrealized -7.2%
HON HONEYWELL INTL INC 8.8%
Value ($000) $3,287,833 Shares 15,677,997 Est. Cost $113.37 Unrealized +52.0%
DDS DILLARDS INC 5.4%
Value ($000) $2,019,147 Shares 5,002,223 Est. Cost $41.30 Unrealized +609.6%
F FORD MTR CO DEL 5.0%
Value ($000) $1,891,610 Shares 155,177,214 Est. Cost $8.04 Unrealized +19.7%
DIS DISNEY WALT CO 3.0%
Value ($000) $1,119,769 Shares 12,401,911 Est. Cost $104.56 Unrealized -17.6%
SRE SEMPRA 2.8%
Value ($000) $1,061,309 Shares 14,201,918 Est. Cost $55.80 Unrealized +19.6%
MMM 3M CO 2.4%
Value ($000) $883,448 Shares 8,081,306 Est. Cost $110.37 Unrealized -31.6%
NKE NIKE INC 2.0%
Value ($000) $758,163 Shares 6,983,170 Est. Cost $98.24 Unrealized +4.8%
HUM HUMANA INC 1.6%
Value ($000) $582,835 Shares 1,273,094 Est. Cost $232.61 Unrealized +106.2%
ELV ELEVANCE HEALTH INC 1.5%
Value ($000) $570,832 Shares 1,210,519 Est. Cost $286.17 Unrealized +56.1%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $518,200 Shares 1,176,338 Est. Cost $321.12 Unrealized +20.9%
DAL DELTA AIR LINES INC DEL 1.1%
Value ($000) $419,415 Shares 10,425,433 Est. Cost $47.79 Unrealized -25.8%
BSX BOSTON SCIENTIFIC CORP 1.0%
Value ($000) $390,225 Shares 6,750,135 Est. Cost $40.46 Unrealized +31.9%
COF CAPITAL ONE FINL CORP 1.0%
Value ($000) $386,545 Shares 2,948,025 Est. Cost $81.12 Unrealized +28.9%
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $338,535 Shares 2,060,469 Est. Cost $67.47 Unrealized +110.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.9%
Value ($000) $337,152 Shares 4,360,477 Est. Cost $71.08 Unrealized -1.8%
JCI JOHNSON CTLS INTL PLC 0.8%
Value ($000) $312,555 Shares 5,422,538 Est. Cost $29.26 Unrealized +73.3%
ETR ENTERGY CORP NEW 0.8%
Value ($000) $294,609 Shares 2,911,439 Est. Cost $30.90 Unrealized +46.8%
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $235,353 Shares 2,928,005 Est. Cost $46.60 Unrealized +55.5%
NI NISOURCE INC 0.5%
Value ($000) $169,130 Shares 6,370,256 Est. Cost $22.37 Unrealized +7.5%
YUM YUM BRANDS INC 0.4%
Value ($000) $163,246 Shares 1,249,392 Est. Cost $68.23 Unrealized +75.5%
UAL UNITED AIRLS HLDGS INC 0.4%
Value ($000) $155,080 Shares 3,758,596 Est. Cost $62.33 Unrealized -36.9%
M MACYS INC 0.4%
Value ($000) $153,301 Shares 7,619,323 Est. Cost $15.27 Unrealized -5.2%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $151,358 Shares 11,899,193 Est. Cost $9.92 Unrealized +0.5%
BMO BANK MONTREAL QUE 0.4%
Value ($000) $142,782 Shares 1,443,113 Est. Cost $58.42 Unrealized +31.1%
WHR WHIRLPOOL CORP 0.4%
Value ($000) $142,354 Shares 1,169,039 Est. Cost $158.57 Unrealized -26.5%
STT STATE STR CORP 0.4%
Value ($000) $139,391 Shares 1,799,527 Est. Cost $74.42 Unrealized -12.9%
MCO MOODYS CORP 0.3%
Value ($000) $120,660 Shares 308,941 Est. Cost $136.31 Unrealized +150.7%
WBD WARNER BROS DISCOVERY INC 0.3%
Value ($000) $119,839 Shares 10,530,666 Est. Cost $17.58 Unrealized -38.6%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $119,031 Shares 3,218,792 Est. Cost $21.39 Unrealized +42.0%
BBY BEST BUY INC 0.3%
Value ($000) $94,964 Shares 1,213,131 Est. Cost $44.74 Unrealized +41.8%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $93,440 Shares 3,190,154 Est. Cost $62.45 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $70,668 Shares 214,647 Est. Cost $196.29 Unrealized +40.7%
VVV VALVOLINE INC 0.2%
Value ($000) $67,930 Shares 1,807,601 Est. Cost $24.07 Unrealized +39.1%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $59,580 Shares 633,286 Est. Cost $69.17 Unrealized +21.0%
OZK BANK OZK LITTLE ROCK ARK 0.2%
Value ($000) $57,381 Shares 1,151,528 Est. Cost $23.25 Unrealized +62.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $54,744 Shares 665,502 Est. Cost $210.35 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $53,172 Shares 584,501 Est. Cost $83.89 Unrealized -1.0%
ASH ASHLAND INC 0.1%
Value ($000) $51,292 Shares 608,379 Est. Cost $60.83 Unrealized +23.9%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $47,983 Shares 3,350,790 Est. Cost $22.34 Unrealized -40.5%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $47,548 Shares 661,862 Est. Cost $68.95 Unrealized -2.5%
BOH BANK HAWAII CORP 0.1%
Value ($000) $29,423 Shares 406,057 Est. Cost $45.82 Unrealized +13.2%
BBWI BATH & BODY WORKS INC 0.1%
Value ($000) $29,178 Shares 676,051 Est. Cost $33.85 Unrealized -6.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $28,661 Shares 294,470 Est. Cost $91.16 Unrealized -3.4%
RAMP LIVERAMP HLDGS INC 0.1%
Value ($000) $26,735 Shares 705,794 Est. Cost $45.28 Unrealized -29.0%
BDC BELDEN INC 0.1%
Value ($000) $22,201 Shares 287,389 Est. Cost $53.14 Unrealized +39.2%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $16,323 Shares 585,464 Est. Cost $27.63 Unrealized -21.1%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $14,524 Shares 732,050 Est. Cost $27.14 Unrealized -38.4%
GNW GENWORTH FINL INC 0.0%
Value ($000) $9,201 Shares 1,377,456 Est. Cost $3.42 Unrealized +77.5%
TRIUMPH GROUP INC NEW 0.0%
Value ($000) $9,101 Shares 548,916 Est. Cost $12.37 Unrealized
UIS UNISYS CORP 0.0%
Value ($000) $6,891 Shares 1,226,071 Est. Cost $12.55 Unrealized -66.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $6,779 Shares 168,043 Est. Cost $28.79 Unrealized +20.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $4,985 Shares 68,823 Est. Cost $34.48 Unrealized +86.5%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $4,830 Shares 182,003 Est. Cost $18.91 Unrealized +12.2%