CIK: 0001698006
Total reported value
$21.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DE | Deere & Co | Stock-Industrials | 10.10% | — | +15.48% | |
| 2 | DLTR | Dollar Tree INC | Stock-Consumer Staples | 9.28% | — | +3.58% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.10% | — | +3.51% | |
| 4 | KMX | Carmax INC | Stock-Consumer Disc | 7.96% | — | -1.86% | |
| 5 | APD | Air Products & Chemicals INC | Stock-Materials | 7.95% | — | +3.39% | |
| 6 | TMUS | T-mobile US INC | Stock-Comm Services | 7.73% | — | -11.36% | |
| 7 | FNF | Fidelity National Financial | Stock-Financials | 6.90% | — | -9.54% | |
| 8 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 6.41% | — | -8.56% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.87% | — | -15.11% | |
| 10 | TXN | Texas Instruments INC | Stock-Tech | 5.83% | — | — | |
| 11 | CB | Chubb Limited | Stock-Financials | 5.58% | — | +3.54% | |
| 12 | CTVA | Corteva INC | Stock-Materials | 4.93% | — | +3.48% | |
| 13 | DOW | Dow INC | Stock-Materials | 4.87% | — | +3.46% | |
| 14 | BALL | Ball CORP | Stock-Consumer Disc | 4.62% | — | +3.50% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.88% | — | -21.61% |