CIK: 0001698006
Total reported value
$21.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APD | Air Products & Chemicals INC | Stock-Materials | 9.44% | — | +28.65% | |
| 2 | TMUS | T-mobile US INC | Stock-Comm Services | 8.40% | — | -36.06% | |
| 3 | DE | Deere & Co | Stock-Industrials | 8.10% | — | -29.10% | |
| 4 | CB | Chubb Limited | Stock-Financials | 6.91% | — | -36.17% | |
| 5 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 6.81% | — | -34.81% | |
| 6 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.71% | — | -35.57% | |
| 7 | DOW | Dow INC | Stock-Materials | 6.44% | — | -36.38% | |
| 8 | CTVA | Corteva INC | Stock-Materials | 5.99% | — | -51.78% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.89% | — | — | |
| 10 | AAP | Advance Auto Parts INC | Stock-Consumer Disc | 5.69% | — | -15.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.31% | — | -35.69% | |
| 12 | AIG | American International Group | Stock-Financials | 5.15% | — | -49.61% | |
| 13 | SYY | Sysco CORP | Stock-Consumer Staples | 5.13% | — | -49.17% | |
| 14 | GD | General Dynamics CORP | Stock-Industrials | 4.87% | — | -52.93% | |
| 15 | UHAL | U-haul Holding Co | Stock-Other | 4.87% | — | — | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.28% | — | — |