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 | 9.80% | — | -20.70% | |
| 2 | TMUS | T-mobile US INC | Stock-Comm Services | 8.62% | — | +4.47% | |
| 3 | DE | Deere & Co | Stock-Industrials | 8.17% | — | -25.68% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.03% | — | — | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 7.61% | — | +3.82% | |
| 6 | KMX | Carmax INC | Stock-Consumer Disc | 7.07% | — | +105.50% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 6.91% | — | +3.79% | |
| 8 | CB | Chubb Limited | Stock-Financials | 6.88% | — | -3.79% | |
| 9 | CTVA | Corteva INC | Stock-Materials | 5.41% | — | -2.92% | |
| 10 | SYY | Sysco CORP | Stock-Consumer Staples | 5.06% | — | +4.41% | |
| 11 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 5.01% | — | — | |
| 12 | DOW | Dow INC | Stock-Materials | 4.89% | — | +3.71% | |
| 13 | GD | General Dynamics CORP | Stock-Industrials | 4.56% | — | -10.32% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.46% | — | +3.80% | |
| 15 | AIG | American International Group | Stock-Financials | 4.45% | — | -15.81% | |
| 16 | MTN | Vail Resorts INC | Stock-Consumer Disc | 2.25% | — | +3.78% | |
| 17 | UHAL | U-haul Holding Co | Stock-Other | 0.81% | — | +1.72% |