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 | 10.01% | — | +5.67% | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 9.46% | — | +20.50% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.43% | — | -13.43% | |
| 4 | DE | Deere & Co | Stock-Industrials | 9.33% | — | +21.30% | |
| 5 | KMX | Carmax INC | Stock-Consumer Disc | 9.07% | — | -6.55% | |
| 6 | TMUS | T-mobile US INC | Stock-Comm Services | 9.00% | — | +5.71% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 7.57% | — | +5.75% | |
| 8 | FNF | Fidelity National Financial | Stock-Financials | 6.40% | — | +5.55% | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 5.59% | — | +5.70% | |
| 10 | CTVA | Corteva INC | Stock-Materials | 5.57% | — | +5.71% | |
| 11 | CB | Chubb Limited | Stock-Financials | 5.47% | — | +5.66% | |
| 12 | DOW | Dow INC | Stock-Materials | 5.42% | — | +5.53% | |
| 13 | SYY | Sysco CORP | Stock-Consumer Staples | 5.20% | — | +5.85% | |
| 14 | MTN | Vail Resorts INC | Stock-Consumer Disc | 2.50% | — | +5.57% |