CIK: 0001732621
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DE | Deere & Co | Stock-Industrials | 27.76% | — | — | |
| 2 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 11.51% | — | — | |
| 3 | ALK | Alaska Air Group INC | Stock-Industrials | 7.94% | — | — | |
| 4 | ASH | Ashland INC | Stock-Materials | 7.09% | — | — | |
| 5 | SHW | Sherwin-williams Co/the | Stock-Materials | 6.67% | — | — | |
| 6 | SAVEEUR | Spirit Airlines INC | Stock-Other | 5.29% | — | — | |
| 7 | FMC | Fmc CORP | Stock-Materials | 5.19% | — | — | |
| 8 | LMT | Lockheed Martin CORP | Stock-Industrials | 4.77% | — | — | |
| 9 | APD | Air Products & Chemicals INC | Stock-Materials | 4.44% | — | — | |
| 10 | GRA1EUR | Wr Grace & Co | Stock-Other | 4.15% | — | — | |
| 11 | CF | Cf Industries Holdings INC | Stock-Materials | 3.97% | — | — | |
| 12 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 3.14% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | — | — | |
| 14 | WBC1EUR | Wabco Holdings INC | Stock-Other | 2.27% | — | — | |
| 15 | MLM | Martin Marietta Materials | Stock-Materials | 2.27% | — | — | |
| 16 | LUV | Southwest Airlines Co | Stock-Industrials | 1.16% | — | — |