NEWPORT TRUST COMPANY, LLC

PrivateCIK: 1722329
Location

WASHINGTON, DC

63
Positions
$41.48B
Total AUM (reported)
558.50M
Total Shares

Allocation by class

TOTAL AUM$41.48B63 positions
COM$33.64B81.1%
COM NEW$4.04B9.7%
CL A$2.37B5.7%
SHS$593.85M1.4%
SPONSORED ADR$372.11M0.9%
CL B$217.06M0.5%
COM SER A$188.58M0.5%

Portfolio Concentration

Top 335.1%4–1038.5%11–2519.6%Rest6.8%TOP 1073.6%0%100%
Top 3$14.56B35.1%
4–10$15.95B38.5%
11–25$8.15B19.6%
Rest$2.81B6.8%

Top 3 weight

35.1%

Top 10 weight

73.6%

Voting Authority Distribution

Total shares with voting rights: 558.50M

Sole

Full voting authority

22.32M

shares

% of voting shares4.0%
Shared

Joint voting authority

234.05M

shares

% of voting shares41.9%
None

No voting authority

302.13M

shares

% of voting shares54.1%

Investment Discretion (by position count)

Sole4
Shared0
Other59
Dominant voting typeNone · 54.1% of voting shares
Institutional Holdings63
Rows:

BOEING CO

OTR
COM
Shares28.26M
TypeSH
Market value$6.12B
14.75%
Sole
0.00
Shared
0.00
None
28.26M

GENERAL DYNAMICS CORP

OTR
COM
Shares13.40M
TypeSH
Market value$4.75B
11.44%
Sole
0.00
Shared
13.40M
None
0.00

AT&T INC

OTR
COM
Shares178.73M
TypeSH
Market value$3.70B
8.92%
Sole
0.00
Shared
0.00
None
178.73M

GE AEROSPACE

OTR
COM NEW
Shares9.23M
TypeSH
Market value$3.45B
8.31%
Sole
0.00
Shared
0.00
None
9.23M

HONEYWELL INTL INC

SOLE
COM
Shares12.87M
TypeSH
Market value$2.88B
6.94%
Sole
12.87M
Shared
0.00
None
0.00

PARSONS CORP DEL

SOLE
COM
Shares49.37M
TypeSH
Market value$2.59B
6.24%
Sole
0.00
Shared
49.37M
None
0.00

DILLARDS INC

OTR
CL A
Shares4.47M
TypeSH
Market value$2.36B
5.70%
Sole
0.00
Shared
0.00
None
4.47M

GE VERNOVA INC

OTR
COM
Shares1.56M
TypeSH
Market value$1.84B
4.43%
Sole
0.00
Shared
0.00
None
1.56M

FORD MTR CO

OTR
COM
Shares131.11M
TypeSH
Market value$1.82B
4.39%
Sole
0.00
Shared
131.11M
None
0.00

SEMPRA

OTR
COM
Shares10.94M
TypeSH
Market value$1.01B
2.45%
Sole
0.00
Shared
10.94M
None
0.00

DISNEY WALT CO

OTR
COM
Shares10.40M
TypeSH
Market value$1.00B
2.41%
Sole
0.00
Shared
10.40M
None
0.00

3M CO

OTR
COM
Shares5.46M
TypeSH
Market value$883.31M
2.13%
Sole
0.00
Shared
5.46M
None
0.00

WOODWARD INC

OTR
COM
Shares1.90M
TypeSH
Market value$810.15M
1.95%
Sole
0.00
Shared
0.00
None
1.90M

EMERSON ELEC CO

OTR
COM
Shares4.26M
TypeSH
Market value$610.18M
1.47%
Sole
0.00
Shared
4.26M
None
0.00

JOHNSON CONTROLS INTERNATION

OTR
SHS
Shares4.06M
TypeSH
Market value$593.85M
1.43%
Sole
0.00
Shared
0.00
None
4.06M

ENTERGY CORP NEW

OTR
COM
Shares5.15M
TypeSH
Market value$591.91M
1.43%
Sole
0.00
Shared
0.00
None
5.15M

DELTA AIR LINES INC

SOLE
COM NEW
Shares6.22M
TypeSH
Market value$582.22M
1.40%
Sole
6.22M
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

OTR
COM
Shares2.63M
TypeSH
Market value$528.38M
1.27%
Sole
0.00
Shared
0.00
None
2.63M

UNITED AIRLS HLDGS INC

OTR
COM
Shares3.14M
TypeSH
Market value$427.26M
1.03%
Sole
0.00
Shared
3.14M
None
0.00

S&P GLOBAL INC

OTR
COM
Shares984.55K
TypeSH
Market value$400.97M
0.97%
Sole
0.00
Shared
0.00
None
984.55K

HUMANA INC

OTR
COM
Shares968.65K
TypeSH
Market value$384.77M
0.93%
Sole
0.00
Shared
968.65K
None
0.00

ELEVANCE HEALTH INC FORMERLY

OTR
COM
Shares954.91K
TypeSH
Market value$369.29M
0.89%
Sole
0.00
Shared
954.91K
None
0.00

DARDEN RESTAURANTS INC

OTR
COM
Shares1.75M
TypeSH
Market value$361.03M
0.87%
Sole
0.00
Shared
0.00
None
1.75M

HARTFORD INSURANCE GROUP INC

OTR
COM
Shares2.37M
TypeSH
Market value$313.84M
0.76%
Sole
0.00
Shared
0.00
None
2.37M

XCEL ENERGY INC

OTR
COM
Shares3.61M
TypeSH
Market value$290.08M
0.70%
Sole
0.00
Shared
0.00
None
3.61M
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