CIK: 0001698006
Total reported value
$21.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DE | Deere & Co | Stock-Industrials | 12.61% | — | -59.76% | |
| 2 | APD | Air Products & Chemicals INC | Stock-Materials | 12.01% | — | -57.17% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.92% | — | -57.19% | |
| 4 | DLTR | Dollar Tree INC | Stock-Consumer Staples | 8.61% | — | -57.70% | |
| 5 | TXN | Texas Instruments INC | Stock-Tech | 8.42% | — | -57.21% | |
| 6 | CB | Chubb Limited | Stock-Financials | 7.45% | — | -59.57% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 6.48% | — | -57.27% | |
| 8 | TMUS | T-mobile US INC | Stock-Comm Services | 5.70% | — | -74.69% | |
| 9 | BALL | Ball CORP | Stock-Consumer Disc | 5.53% | — | -60.50% | |
| 10 | DOW | Dow INC | Stock-Materials | 5.22% | — | -61.34% | |
| 11 | KMX | Carmax INC | Stock-Consumer Disc | 4.70% | — | -76.99% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.26% | — | -79.00% | |
| 13 | CTVA | Corteva INC | Stock-Materials | 4.11% | — | -72.53% | |
| 14 | FNF | Fidelity National Financial | Stock-Financials | 3.86% | — | -78.30% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.12% | — | -77.32% |