Newport Trust Company, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$41.3T

Holdings

64

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (64 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO
30,700,732$5.4T13.17%
2
PSNPARSONS CORP DEL
53,506,167$4.9T11.96%
3
TAT&T INC
192,224,000$4.4T10.61%
4
GDGENERAL DYNAMICS CORP
14,976,440$3.9T9.56%
5
HONHONEYWELL INTL INC
15,677,997$3.5T8.58%
6
GEGE AEROSPACE
15,117,364$2.5T6.11%
7
DDSDILLARDS INC
4,848,550$2.1T5.07%
8
FFORD MTR CO
152,645,004$1.5T3.66%
9
DISDISNEY WALT CO
11,705,142$1.3T3.16%
10
GEVGE VERNOVA INC
3,672,895$1.2T2.93%
11
SRESEMPRA
13,290,056$1.2T2.82%
12
MMM3M CO
7,105,121$917.2B2.22%
13
EMREMERSON ELEC CO
5,035,029$624.0B1.51%
14
DALDELTA AIR LINES INC DEL
9,841,922$595.4B1.44%
15
SPGIS&P GLOBAL INC
1,097,928$546.8B1.32%
16
COFCAPITAL ONE FINL CORP
2,577,349$459.6B1.11%
17
NKENIKE INC
6,069,468$459.3B1.11%
18
ETRENTERGY CORP NEW
5,517,010$418.3B1.01%
19
ELVELEVANCE HEALTH INC
1,106,113$408.0B0.99%
20
JCIJOHNSON CTLS INTL PLC
4,791,226$378.2B0.92%
21
DRIDARDEN RESTAURANTS INC
1,925,930$359.6B0.87%
22
WWDWOODWARD INC
2,143,757$356.8B0.86%
23
UALUNITED AIRLS HLDGS INC
3,520,804$341.9B0.83%
24
HIGHARTFORD FINL SVCS GROUP INC
2,666,134$291.7B0.71%
25
HUMHUMANA INC
1,101,802$279.5B0.68%
26
XELXCEL ENERGY INC
4,103,736$277.1B0.67%
27
NINISOURCE INC
6,021,308$221.3B0.54%
28
WHRWHIRLPOOL CORP
1,621,969$185.7B0.45%
29
HBANHUNTINGTON BANCSHARES INC
10,909,952$177.5B0.43%
30
STTSTATE STR CORP
1,625,476$159.5B0.39%
31
MCOMOODYS CORP
297,064$140.6B0.34%
32
HWMHOWMET AEROSPACE INC
1,269,649$138.9B0.34%
33
BMOBANK MONTREAL QUE
1,383,319$134.3B0.33%
34
FDO.FMACYS INC
7,311,225$123.8B0.30%
35
DHRDANAHER CORPORATION
497,298$114.2B0.28%
36
SOLVSOLVENTUM CORP
1,679,079$110.9B0.27%
37
BMTABRITISH AMERN TOB PLC
2,743,255$99.6B0.24%
38
WBDWARNER BROS DISCOVERY INC
9,215,174$97.4B0.24%
39
BBYBEST BUY INC
1,121,172$96.2B0.23%
40
KHCKRAFT HEINZ CO
2,813,398$86.4B0.21%
41
WATWATERS CORP
184,505$68.4B0.17%
42
4I1PHILIP MORRIS INTL INC
505,809$60.9B0.15%
43
VVVVALVOLINE INC
1,614,642$58.4B0.14%
44
EDCONSOLIDATED EDISON INC
531,871$47.5B0.11%
45
VLTOVERALTO CORP
455,160$46.4B0.11%
46
PNWPINNACLE WEST CAP CORP
539,717$45.8B0.11%
47
ASHASHLAND INC
536,493$38.3B0.09%
48
GTGOODYEAR TIRE & RUBR CO
3,916,636$35.2B0.09%
49
BDCBELDEN INC
301,292$33.9B0.08%
50
OZKBANK OZK LITTLE ROCK ARK
652,841$29.1B0.07%
51
BOHBANK HAWAII CORP
387,160$27.6B0.07%
52
WBAWALGREENS BOOTS ALLIANCE INC
2,890,204$27.0B0.07%
53
PINCPREMIER INC
1,028,400$21.8B0.05%
54
RAMPLIVERAMP HLDGS INC
656,216$19.9B0.05%
55
TRMKTRUSTMARK CORP
491,660$17.4B0.04%
56
SFNCSIMMONS 1ST NATL CORP
626,207$13.9B0.03%
57
BBWIBATH & BODY WORKS INC
317,708$12.3B0.03%
58
GNWGENWORTH FINL INC
1,143,304$8.0B0.02%
59
UISUNISYS CORP
1,171,811$7.4B0.02%
60
MOALTRIA GROUP INC
133,453$7.0B0.02%
61
VSCOVICTORIAS SECRET AND CO
108,295$4.5B0.01%
62
MDLZMONDELEZ INTL INC
57,345$3.4B0.01%
63
MCBMETROPOLITAN BK HLDG CORP
9,028$527.3M0.00%
64
FTSFORTIS INC
8,915$370.6M0.00%