CIK: 0001756870
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IFF | Intl Flavors & Fragrances | Stock-Materials | 9.63% | — | — | |
| 2 | CSL | Carlisle Cos INC | Stock-Industrials | 9.56% | — | — | |
| 3 | APD | Air Products & Chemicals INC | Stock-Materials | 9.41% | — | — | |
| 4 | LIN | Linde plc | Stock-Materials | 8.46% | — | — | |
| 5 | ASH | Ashland INC | Stock-Materials | 7.01% | — | — | |
| 6 | BA | Boeing Co/the | Stock-Industrials | 4.75% | — | — | |
| 7 | ✓ | Stock-Other | 4.73% | — | — | ||
| 8 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 4.66% | — | — | |
| 9 | F | Ford Motor Co | Stock-Consumer Disc | 4.64% | — | — | |
| 10 | GRA1EUR | Wr Grace & Co | Stock-Other | 4.62% | — | — | |
| 11 | GM | General Motors Co | Stock-Consumer Disc | 4.60% | — | — | |
| 12 | URI | United Rentals INC | Stock-Industrials | 2.49% | — | — | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.48% | — | — | |
| 14 | UTXZ | United Tech CORP | Stock-Other | 2.47% | — | — | |
| 15 | BWA | Borgwarner INC | Stock-Consumer Disc | 2.42% | — | — | |
| 16 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 2.40% | — | — | |
| 17 | RXNEUR | Rexnord CORP | Stock-Other | 2.40% | — | — | |
| 18 | HII | Huntington Ingalls Industrie | Stock-Industrials | 2.38% | — | — | |
| 19 | CNH | CNH Industrial N.V. | Stock-Industrials | 2.38% | — | — | |
| 20 | HON | Honeywell International INC | Stock-Industrials | 2.32% | — | — | |
| 21 | DE | Deere & Co | Stock-Industrials | 2.31% | — | — | |
| 22 | AXTA | Axalta Coating Systems Ltd. | Stock-Materials | 1.10% | — | — | |
| 23 | DD | DuPont de Nemours, Inc. | Stock-Other | 0.97% | — | — | |
| 24 | GDI1EUR | Gardner Denver Holdings INC | Stock-Other | 0.91% | — | — | |
| 25 | AAL | American Airlines Group INC | Stock-Industrials | 0.91% | — | — |