NEWPORT TRUST COMPANY, LLC

PrivateCIK: 1722329
Location

WASHINGTON, DC

64
Positions
$40.73B
Total AUM (reported)
572.54M
Total Shares

Allocation by class

TOTAL AUM$40.73B64 positions
COM$33.49B82.2%
COM NEW$3.24B7.9%
CL A$2.58B6.3%
SHS$546.29M1.3%
SPONSORED ADR$343.97M0.8%
CL B$285.66M0.7%
COM SER A$199.46M0.5%

Portfolio Concentration

Top 338.2%4–1036.9%11–2518.5%Rest6.4%TOP 1075.1%0%100%
Top 3$15.57B38.2%
4–10$15.02B36.9%
11–25$7.55B18.5%
Rest$2.60B6.4%

Top 3 weight

38.2%

Top 10 weight

75.1%

Voting Authority Distribution

Total shares with voting rights: 572.54M

Sole

Full voting authority

23.97M

shares

% of voting shares4.2%
Shared

Joint voting authority

244.57M

shares

% of voting shares42.7%
None

No voting authority

304M

shares

% of voting shares53.1%

Investment Discretion (by position count)

Sole4
Shared0
Other60
Dominant voting typeNone · 53.1% of voting shares
Institutional Holdings64
Rows:

BOEING CO

OTR
COM
Shares28.66M
TypeSH
Market value$5.71B
14.01%
Sole
0.00
Shared
0.00
None
28.66M

AT&T INC

OTR
COM
Shares179.47M
TypeSH
Market value$5.20B
12.77%
Sole
0.00
Shared
0.00
None
179.47M

GENERAL DYNAMICS CORP

OTR
COM
Shares13.57M
TypeSH
Market value$4.66B
11.44%
Sole
0.00
Shared
13.57M
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares12.87M
TypeSH
Market value$2.91B
7.14%
Sole
12.87M
Shared
0.00
None
0.00

PARSONS CORP DEL

SOLE
COM
Shares50.14M
TypeSH
Market value$2.72B
6.67%
Sole
0.00
Shared
50.14M
None
0.00

GE AEROSPACE

OTR
COM NEW
Shares9.55M
TypeSH
Market value$2.71B
6.65%
Sole
0.00
Shared
0.00
None
9.55M

DILLARDS INC

OTR
CL A
Shares4.51M
TypeSH
Market value$2.58B
6.34%
Sole
0.00
Shared
0.00
None
4.51M

FORD MTR CO

OTR
COM
Shares139.30M
TypeSH
Market value$1.61B
3.95%
Sole
0.00
Shared
139.30M
None
0.00

GE VERNOVA INC

OTR
COM
Shares1.61M
TypeSH
Market value$1.40B
3.44%
Sole
0.00
Shared
0.00
None
1.61M

SEMPRA

OTR
COM
Shares11.23M
TypeSH
Market value$1.09B
2.68%
Sole
0.00
Shared
11.23M
None
0.00

DISNEY WALT CO

OTR
COM
Shares10.72M
TypeSH
Market value$1.03B
2.54%
Sole
0.00
Shared
10.72M
None
0.00

3M CO

OTR
COM
Shares5.59M
TypeSH
Market value$812.50M
1.99%
Sole
0.00
Shared
5.59M
None
0.00

WOODWARD INC

OTR
COM
Shares2.01M
TypeSH
Market value$718.40M
1.76%
Sole
0.00
Shared
0.00
None
2.01M

ENTERGY CORP NEW

OTR
COM
Shares5.21M
TypeSH
Market value$585.19M
1.44%
Sole
0.00
Shared
0.00
None
5.21M

EMERSON ELEC CO

OTR
COM
Shares4.36M
TypeSH
Market value$571.25M
1.40%
Sole
0.00
Shared
4.36M
None
0.00

JOHNSON CONTROLS INTERNATION

OTR
SHS
Shares4.17M
TypeSH
Market value$546.29M
1.34%
Sole
0.00
Shared
0.00
None
4.17M

DELTA AIR LINES INC

SOLE
COM NEW
Shares7.87M
TypeSH
Market value$522.96M
1.28%
Sole
7.87M
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

OTR
COM
Shares2.65M
TypeSH
Market value$482.87M
1.19%
Sole
0.00
Shared
0.00
None
2.65M

S&P GLOBAL INC

OTR
COM
Shares1.03M
TypeSH
Market value$439.42M
1.08%
Sole
0.00
Shared
0.00
None
1.03M

DARDEN RESTAURANTS INC

OTR
COM
Shares1.78M
TypeSH
Market value$349.52M
0.86%
Sole
0.00
Shared
0.00
None
1.78M

HARTFORD INSURANCE GROUP INC

OTR
COM
Shares2.42M
TypeSH
Market value$326.95M
0.80%
Sole
0.00
Shared
0.00
None
2.42M

UNITED AIRLS HLDGS INC

OTR
COM
Shares3.22M
TypeSH
Market value$296.46M
0.73%
Sole
0.00
Shared
3.22M
None
0.00

XCEL ENERGY INC

OTR
COM
Shares3.66M
TypeSH
Market value$290.74M
0.71%
Sole
0.00
Shared
0.00
None
3.66M

ELEVANCE HEALTH INC FORMERLY

OTR
COM
Shares985.19K
TypeSH
Market value$288.41M
0.71%
Sole
0.00
Shared
985.19K
None
0.00

NIKE INC

OTR
CL B
Shares5.41M
TypeSH
Market value$285.66M
0.70%
Sole
0.00
Shared
0.00
None
5.41M
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