Newport Trust Company, LLC Diversified Active

CIK: 0001722329 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $36,797,568 (100.0% shares, 0.0% debt)

Holdings (55)

BA BOEING CO 16.4%
Value ($000) $6,031,237 Shares 31,251,551 Est. Cost $233.94 Unrealized -12.2%
PSN PARSONS CORP DEL 13.1%
Value ($000) $4,819,779 Shares 58,104,633 Est. Cost $32.83 Unrealized +122.1%
GD GENERAL DYNAMICS CORP 12.0%
Value ($000) $4,414,195 Shares 15,626,022 Est. Cost $170.35 Unrealized +51.5%
T AT&T INC 9.6%
Value ($000) $3,516,930 Shares 199,825,556 Est. Cost $15.32 Unrealized +2.0%
HON HONEYWELL INTL INC 8.7%
Value ($000) $3,217,909 Shares 15,677,997 Est. Cost $113.37 Unrealized +59.4%
DDS DILLARDS INC 6.3%
Value ($000) $2,328,800 Shares 4,937,665 Est. Cost $41.30 Unrealized +795.0%
F FORD MTR CO DEL 5.6%
Value ($000) $2,048,133 Shares 154,226,901 Est. Cost $8.04 Unrealized +32.9%
DIS DISNEY WALT CO 4.1%
Value ($000) $1,496,863 Shares 12,233,273 Est. Cost $104.56 Unrealized -2.1%
SRE SEMPRA 2.7%
Value ($000) $1,011,426 Shares 14,080,833 Est. Cost $55.80 Unrealized +20.7%
MMM 3M CO 2.2%
Value ($000) $827,550 Shares 7,801,926 Est. Cost $110.37 Unrealized -28.2%
NKE NIKE INC 1.7%
Value ($000) $641,205 Shares 6,822,778 Est. Cost $98.24 Unrealized -0.4%
ELV ELEVANCE HEALTH INC 1.7%
Value ($000) $611,450 Shares 1,179,176 Est. Cost $286.17 Unrealized +68.4%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $500,185 Shares 1,175,662 Est. Cost $321.12 Unrealized +33.1%
DAL DELTA AIR LINES INC DEL 1.4%
Value ($000) $499,065 Shares 10,425,433 Est. Cost $47.79 Unrealized -15.3%
COF CAPITAL ONE FINL CORP 1.2%
Value ($000) $425,770 Shares 2,859,629 Est. Cost $81.12 Unrealized +62.6%
HUM HUMANA INC 1.1%
Value ($000) $415,383 Shares 1,198,037 Est. Cost $232.61 Unrealized +58.9%
WWD WOODWARD INC 1.0%
Value ($000) $367,173 Shares 2,382,383 Est. Cost $139.25 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 1.0%
Value ($000) $349,771 Shares 5,354,734 Est. Cost $29.26 Unrealized +93.5%
DRI DARDEN RESTAURANTS INC 0.9%
Value ($000) $336,977 Shares 2,016,016 Est. Cost $67.47 Unrealized +132.2%
ETR ENTERGY CORP NEW 0.8%
Value ($000) $304,002 Shares 2,876,623 Est. Cost $30.90 Unrealized +54.3%
HIG HARTFORD FINL SVCS GROUP INC 0.8%
Value ($000) $296,523 Shares 2,877,469 Est. Cost $46.60 Unrealized +90.4%
UAL UNITED AIRLS HLDGS INC 0.5%
Value ($000) $177,683 Shares 3,710,995 Est. Cost $62.33 Unrealized -31.3%
NI NISOURCE INC 0.5%
Value ($000) $174,645 Shares 6,313,990 Est. Cost $22.37 Unrealized +11.0%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $161,321 Shares 11,564,207 Est. Cost $9.92 Unrealized +20.4%
M MACYS INC 0.4%
Value ($000) $149,125 Shares 7,459,963 Est. Cost $15.27 Unrealized +26.5%
STT STATE STR CORP 0.4%
Value ($000) $136,845 Shares 1,769,851 Est. Cost $74.42 Unrealized -6.5%
BMO BANK MONTREAL QUE 0.4%
Value ($000) $136,448 Shares 1,396,886 Est. Cost $58.42 Unrealized +50.1%
WHR WHIRLPOOL CORP 0.4%
Value ($000) $135,537 Shares 1,132,965 Est. Cost $158.57 Unrealized -29.7%
MCO MOODYS CORP 0.3%
Value ($000) $121,910 Shares 310,179 Est. Cost $136.31 Unrealized +178.8%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $114,431 Shares 3,101,099 Est. Cost $21.39 Unrealized +53.4%
BTI BRITISH AMERN TOB PLC 0.3%
Value ($000) $97,579 Shares 3,199,313 Est. Cost $62.45 Unrealized
BBY BEST BUY INC 0.3%
Value ($000) $96,325 Shares 1,174,260 Est. Cost $44.74 Unrealized +54.9%
WBD WARNER BROS DISCOVERY INC 0.2%
Value ($000) $89,597 Shares 10,263,070 Est. Cost $17.58 Unrealized -45.2%
VVV VALVOLINE INC 0.2%
Value ($000) $77,366 Shares 1,735,839 Est. Cost $24.07 Unrealized +65.7%
WAT WATERS CORP 0.2%
Value ($000) $71,261 Shares 207,017 Est. Cost $196.29 Unrealized +67.5%
PREMIER INC 0.2%
Value ($000) $56,806 Shares 2,570,401 Est. Cost $22.10 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $56,346 Shares 615,000 Est. Cost $69.17 Unrealized +22.8%
ASH ASHLAND INC 0.2%
Value ($000) $56,034 Shares 575,471 Est. Cost $60.83 Unrealized +40.6%
VLTO VERALTO CORP 0.1%
Value ($000) $55,015 Shares 620,513 Est. Cost $82.23 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $52,061 Shares 573,294 Est. Cost $83.89 Unrealized +0.3%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $51,121 Shares 1,124,531 Est. Cost $23.25 Unrealized +78.2%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value ($000) $49,312 Shares 3,591,549 Est. Cost $21.72 Unrealized -39.8%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $46,681 Shares 624,662 Est. Cost $68.95 Unrealized -5.4%
BBWI BATH & BODY WORKS INC 0.1%
Value ($000) $30,337 Shares 606,505 Est. Cost $33.85 Unrealized +25.0%
BDC BELDEN INC 0.1%
Value ($000) $27,265 Shares 294,405 Est. Cost $53.81 Unrealized +50.9%
BOH BANK HAWAII CORP 0.1%
Value ($000) $25,078 Shares 401,952 Est. Cost $45.82 Unrealized +26.4%
RAMP LIVERAMP HLDGS INC 0.1%
Value ($000) $23,882 Shares 692,235 Est. Cost $45.28 Unrealized -18.8%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $16,142 Shares 574,251 Est. Cost $27.63 Unrealized -7.3%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $13,637 Shares 700,751 Est. Cost $27.14 Unrealized -30.2%
GNW GENWORTH FINL INC 0.0%
Value ($000) $8,448 Shares 1,313,915 Est. Cost $3.42 Unrealized +83.0%
TRIUMPH GROUP INC NEW 0.0%
Value ($000) $7,353 Shares 488,916 Est. Cost $12.37 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $7,169 Shares 164,341 Est. Cost $28.79 Unrealized +24.0%
UIS UNISYS CORP 0.0%
Value ($000) $6,373 Shares 1,298,061 Est. Cost $12.19 Unrealized -50.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $4,810 Shares 68,712 Est. Cost $34.48 Unrealized +99.8%
VSCO VICTORIAS SECRET AND CO 0.0%
Value ($000) $3,299 Shares 170,207 Est. Cost $18.91 Unrealized +29.8%