WINTON GROUP Ltd Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1518.5T

Holdings

902

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (902 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
217$101.7T6.70%
2
XLFSELECT SECTOR SPDR TR
1,269,034$43.4T2.86%
3
XLKSELECT SECTOR SPDR TR
274,661$34.2T2.25%
4
XLVSELECT SECTOR SPDR TR
208,939$28.4T1.87%
5
XLFISELECT SECTOR SPDR TR
251,398$18.7T1.23%
6
CPRTCOPART INC
253,709$15.4T1.02%
7
CMECME GROUP INC
90,333$15.2T1.00%
8
AFLAFLAC INC
210,914$15.2T1.00%
9
CEGCONSTELLATION ENERGY CORP
145,628$12.6T0.83%
10
QRVOQORVO INC
136,189$12.3T0.81%
11
PCARPACCAR INC
123,698$12.2T0.81%
12
CFCF INDS HLDGS INC
139,432$11.9T0.78%
13
DGDOLLAR GEN CORP NEW
37,289$9.2T0.60%
14
ORLYOREILLY AUTOMOTIVE INC
10,720$9.0T0.60%
15
BLDRBUILDERS FIRSTSOURCE INC
137,440$8.9T0.59%
16
AAWWUSDATLAS AIR WORLDWIDE HLDGS IN
87,914$8.9T0.58%
17
AZOAUTOZONE INC
3,483$8.6T0.57%
18
MEDPMEDPACE HLDGS INC
40,215$8.5T0.56%
19
IBMINTERNATIONAL BUSINESS MACHS
53,187$7.5T0.49%
20
FTNTFORTINET INC
149,774$7.3T0.48%
21
TJXTJX COS INC NEW
86,563$6.9T0.45%
22
4I1PHILIP MORRIS INTL INC
67,723$6.9T0.45%
23
XOMEXXON MOBIL CORP
60,071$6.6T0.44%
24
HUMHUMANA INC
11,762$6.0T0.40%
25
MRKMERCK & CO INC
52,659$5.8T0.38%
26
MDRXALLSCRIPTS HEALTHCARE SOLUTN
330,192$5.8T0.38%
27
GKDGRAND CANYON ED INC
53,494$5.7T0.37%
28
MCDMCDONALDS CORP
21,058$5.5T0.37%
29
MSFTMICROSOFT CORP
22,871$5.5T0.36%
30
INCYINCYTE CORP
67,866$5.5T0.36%
31
THCTENET HEALTHCARE CORP
105,939$5.2T0.34%
32
CSCOCISCO SYS INC
106,498$5.1T0.33%
33
ORCLORACLE CORP
59,458$4.9T0.32%
34
KELKELLOGG CO
67,923$4.8T0.32%
35
MOALTRIA GROUP INC
105,853$4.8T0.32%
36
CMGCHIPOTLE MEXICAN GRILL INC
3,447$4.8T0.31%
37
BIIBBIOGEN INC
16,862$4.7T0.31%
38
ATVIEURACTIVISION BLIZZARD INC
60,970$4.7T0.31%
39
LVSLAS VEGAS SANDS CORP
95,421$4.6T0.30%
40
LSTRLANDSTAR SYS INC
27,998$4.6T0.30%
41
JNJJOHNSON & JOHNSON
25,698$4.5T0.30%
42
PGPROCTER AND GAMBLE CO
29,819$4.5T0.30%
43
HSYHERSHEY CO
19,360$4.5T0.30%
44
MOHMOLINA HEALTHCARE INC
13,406$4.4T0.29%
45
HPEHEWLETT PACKARD ENTERPRISE C
274,829$4.4T0.29%
46
LDOSLEIDOS HOLDINGS INC
41,266$4.3T0.29%
47
CA8ACACI INTL INC
13,996$4.2T0.28%
48
UNPUNION PAC CORP
20,295$4.2T0.28%
49
SBUXSTARBUCKS CORP
42,127$4.2T0.28%
50
SJMSMUCKER J M CO
26,336$4.2T0.27%
51
KRKROGER CO
93,050$4.1T0.27%
52
DYHTARGET CORP
27,374$4.1T0.27%
53
CPBCAMPBELL SOUP CO
71,342$4.0T0.27%
54
NVRNVR INC
876$4.0T0.27%
55
SFMSPROUTS FMRS MKT INC
122,152$4.0T0.26%
56
SAPSAP SE
38,261$3.9T0.26%
57
AWNADVANCE AUTO PARTS INC
26,808$3.9T0.26%
58
LABORATORY CORP AMER HLDGS
16,710$3.9T0.26%
59
REGNREGENERON PHARMACEUTICALS
5,420$3.9T0.26%
60
PINCPREMIER INC
110,726$3.9T0.26%
61
ELVANTHEM INC
7,534$3.9T0.25%
62
INFYINFOSYS LTD
212,624$3.8T0.25%
63
TGNATEGNA INC
178,301$3.8T0.25%
64
CLCOLGATE PALMOLIVE CO
47,827$3.8T0.25%
65
UTHUNITED THERAPEUTICS CORP DEL
13,247$3.7T0.24%
66
BJBJS WHSL CLUB HLDGS INC
55,623$3.7T0.24%
67
GISGENERAL MLS INC
43,186$3.6T0.24%
68
VSCOVICTORIAS SECRET AND CO
100,785$3.6T0.24%
69
WMTWALMART INC
25,301$3.6T0.24%
70
YUMYUM BRANDS INC
27,977$3.6T0.24%
71
ANAUTONATION INC
33,088$3.6T0.23%
72
NBIXNEUROCRINE BIOSCIENCES INC
29,700$3.5T0.23%
73
LUVSOUTHWEST AIRLS CO
104,207$3.5T0.23%
74
CVXCHEVRON CORP NEW
19,509$3.5T0.23%
75
WHWYNDHAM HOTELS & RESORTS INC
48,819$3.5T0.23%
76
LWLAMB WESTON HLDGS INC
38,847$3.5T0.23%
77
TRVTRAVELERS COMPANIES INC
18,412$3.5T0.23%
78
VTVVANGUARD INDEX FDS
24,354$3.4T0.23%
79
TXNTEXAS INSTRS INC
20,684$3.4T0.23%
80
OXYOCCIDENTAL PETE CORP
53,552$3.4T0.22%
81
HRLHORMEL FOODS CORP
73,771$3.4T0.22%
82
CTVACORTEVA INC
56,939$3.3T0.22%
83
PNWPINNACLE WEST CAP CORP
43,689$3.3T0.22%
84
NDAQNASDAQ INC
54,091$3.3T0.22%
85
WENWENDYS CO
146,347$3.3T0.22%
86
PFEPFIZER INC
64,480$3.3T0.22%
87
MKTXMARKETAXESS HLDGS INC
11,802$3.3T0.22%
88
KOCOCA COLA CO
51,677$3.3T0.22%
89
ULTAULTA BEAUTY INC
6,943$3.3T0.21%
90
ADMARCHER DANIELS MIDLAND CO
34,926$3.2T0.21%
91
CASYCASEYS GEN STORES INC
14,341$3.2T0.21%
92
VRTXVERTEX PHARMACEUTICALS INC
11,113$3.2T0.21%
93
PRDOPERDOCEO ED CORP
230,728$3.2T0.21%
94
DLTRDOLLAR TREE INC
22,503$3.2T0.21%
95
DOWDOW INC
62,925$3.2T0.21%
96
CHRWC H ROBINSON WORLDWIDE INC
34,524$3.2T0.21%
97
LRNSTRIDE INC
100,715$3.2T0.21%
98
MMM3M CO
26,147$3.1T0.21%
99
DEDEERE & CO
7,312$3.1T0.21%
100
BF/BBROWN FORMAN CORP
47,574$3.1T0.21%
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