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 | 10.41% | — | +2.43% | |
| 2 | DE | Deere & Co | Stock-Industrials | 9.56% | — | +2.68% | |
| 3 | TMUS | T-mobile US INC | Stock-Comm Services | 8.83% | — | -9.11% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 7.61% | — | +21.86% | |
| 5 | ✓ | Alphabet Inc. | Stock-Other | 7.52% | — | +2500.63% | |
| 6 | UHAL | U-haul Holding Co | Stock-Other | 7.51% | — | +3.14% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 6.66% | — | +2.59% | |
| 8 | CB | Chubb Limited | Stock-Financials | 6.58% | — | +1.69% | |
| 9 | CTVA | Corteva INC | Stock-Materials | 6.05% | — | +2.54% | |
| 10 | SYY | Sysco CORP | Stock-Consumer Staples | 5.00% | — | +1.87% | |
| 11 | GD | General Dynamics CORP | Stock-Industrials | 4.85% | — | +2.31% | |
| 12 | DOW | Dow INC | Stock-Materials | 4.59% | — | +32.95% | |
| 13 | AIG | American International Group | Stock-Financials | 4.44% | — | +2.99% | |
| 14 | KMX | Carmax INC | Stock-Consumer Disc | 4.17% | — | — | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.03% | — | -26.61% | |
| 16 | MTN | Vail Resorts INC | Stock-Consumer Disc | 2.19% | — | — |