CIK: 0001698006
Total reported value
$21.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.17% | — | -0.90% | |
| 2 | APD | Air Products & Chemicals INC | Stock-Materials | 8.82% | — | -1.39% | |
| 3 | TMUS | T-mobile US INC | Stock-Comm Services | 8.62% | — | -1.39% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.25% | — | -0.92% | |
| 5 | DE | Deere & Co | Stock-Industrials | 7.61% | — | -1.25% | |
| 6 | KMX | Carmax INC | Stock-Consumer Disc | 7.24% | — | -1.09% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 6.74% | — | -1.08% | |
| 8 | FNF | Fidelity National Financial | Stock-Financials | 5.71% | — | — | |
| 9 | CTVA | Corteva INC | Stock-Materials | 5.38% | — | -1.14% | |
| 10 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 5.32% | — | +14.94% | |
| 11 | DOW | Dow INC | Stock-Materials | 5.14% | — | -1.46% | |
| 12 | GD | General Dynamics CORP | Stock-Industrials | 5.13% | — | +24.85% | |
| 13 | CB | Chubb Limited | Stock-Financials | 5.07% | — | -14.65% | |
| 14 | SYY | Sysco CORP | Stock-Consumer Staples | 4.96% | — | -0.93% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.69% | — | -1.14% | |
| 16 | MTN | Vail Resorts INC | Stock-Consumer Disc | 2.13% | — | -1.53% |