Newport Trust Company, LLC Q3 2023 Filing

Filed November 8, 2023

Portfolio Value

$32.5T

Holdings

57

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (57 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO
33,374,951$6.4T19.68%
2
GDGENERAL DYNAMICS CORP
16,290,037$3.6T11.08%
3
PSNPARSONS CORP DEL
59,791,024$3.2T10.00%
4
TAT&T INC
199,998,040$3.0T9.24%
5
HONHONEYWELL INTL INC
16,216,389$3.0T9.22%
6
FFORD MTR CO DEL
148,509,406$1.8T5.68%
7
DDSDILLARDS INC
4,954,272$1.6T5.04%
8
DISDISNEY WALT CO
12,541,954$1.0T3.13%
9
SRESEMPRA
14,416,527$980.8B3.02%
10
MMM3M CO
8,289,000$776.0B2.39%
11
NKENIKE INC
7,109,133$679.8B2.09%
12
HUMHUMANA INC
1,300,138$632.5B1.95%
13
ELVELEVANCE HEALTH INC
1,241,638$540.6B1.66%
14
SPGIS&P GLOBAL INC
1,192,446$435.7B1.34%
15
DALDELTA AIR LINES INC DEL
10,425,433$385.7B1.19%
16
BSXBOSTON SCIENTIFIC CORP
6,831,836$360.7B1.11%
17
GEHCGE HEALTHCARE TECHNOLOGIES I
5,028,820$342.2B1.05%
18
COFCAPITAL ONE FINL CORP
3,093,389$300.2B0.92%
19
DRIDARDEN RESTAURANTS INC
2,076,282$297.4B0.91%
20
JCIJOHNSON CTLS INTL PLC
5,550,374$295.3B0.91%
21
ETRENTERGY CORP NEW
2,970,542$274.8B0.85%
22
HIGHARTFORD FINL SVCS GROUP INC
2,987,999$211.9B0.65%
23
UALUNITED AIRLS HLDGS INC
3,805,183$161.0B0.50%
24
YUMYUM BRANDS INC
1,273,967$159.2B0.49%
25
NINISOURCE INC
6,445,840$159.1B0.49%
26
WHRWHIRLPOOL CORP
1,065,130$142.4B0.44%
27
HBANHUNTINGTON BANCSHARES INC
11,951,843$124.3B0.38%
28
BMOBANK MONTREAL QUE
1,463,373$123.5B0.38%
29
STTSTATE STR CORP
1,833,227$122.8B0.38%
30
WBDWARNER BROS DISCOVERY INC
10,864,135$118.0B0.36%
31
KHCKRAFT HEINZ CO
3,332,258$112.1B0.34%
32
BMTABRITISH AMERN TOB PLC
3,315,530$104.1B0.32%
33
MCOMOODYS CORP
311,784$98.6B0.30%
34
FDO.FMACYS INC
7,810,216$90.7B0.28%
35
BBYBEST BUY INC
1,212,762$84.3B0.26%
36
WATWATERS CORP
222,347$61.0B0.19%
37
VVVVALVOLINE INC
1,875,951$60.5B0.19%
38
4I1PHILIP MORRIS INTL INC
649,349$60.1B0.18%
39
EMREMERSON ELEC CO
531,470$51.3B0.16%
40
EDCONSOLIDATED EDISON INC
597,848$51.1B0.16%
41
PNWPINNACLE WEST CAP CORP
689,485$50.8B0.16%
42
ASHASHLAND INC
611,628$50.0B0.15%
43
OZKBANK OZK LITTLE ROCK ARK
1,210,102$44.9B0.14%
44
GTGOODYEAR TIRE & RUBR CO
3,490,557$43.4B0.13%
45
BDCBELDEN INC
276,705$26.7B0.08%
46
BBWIBATH & BODY WORKS INC
731,378$24.7B0.08%
47
RAMPLIVERAMP HLDGS INC
729,780$21.0B0.06%
48
BOHBANK HAWAII CORP
405,915$20.2B0.06%
49
TRMKTRUSTMARK CORP
596,412$13.0B0.04%
50
SFNCSIMMONS 1ST NATL CORP
749,368$12.7B0.04%
51
TDCTERADATA CORP DEL
254,350$11.4B0.04%
52
TG7TRIUMPH GROUP INC NEW
1,258,799$9.6B0.03%
53
GNWGENWORTH FINL INC
1,421,151$8.3B0.03%
54
MOALTRIA GROUP INC
170,103$7.2B0.02%
55
MDLZMONDELEZ INTL INC
75,329$5.2B0.02%
56
UISUNISYS CORP
1,173,365$4.0B0.01%
57
VSCOVICTORIAS SECRET AND CO
200,505$3.3B0.01%