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Portfolio (Quarterly) Guide ↗

Newport Trust Company, LLC

· CIK 0001722329
13F Portfolio $40.7B AUM 64 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 10 Added 47 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSN PARSONS CORP DEL Industrials 50,138,695.0 $2.72B 6.67% +343K +0.7% $54.17 -4.7%
2 F FORD MTR CO Consumer Cyclical 139,301,961.0 $1.61B 3.95% +1.9M +1.4% $11.54 +18.5%
3 COF CAPITAL ONE FINL CORP Financial Services 2,646,859.0 $482.9M 1.19% +164K +6.6% $182.43 +2.3%
4 SPGI S&P GLOBAL INC Financial Services 1,033,108.0 $439.4M 1.08% +10K +1.0% $425.34 -2.0%
5 HUM HUMANA INC Healthcare 1,046,726.0 $181.5M 0.45% +61K +6.2% $173.39 +75.1%
6 WHR WHIRLPOOL CORP Consumer Cyclical 2,581,888.0 $139.2M 0.34% +191K +8.0% $53.92 -23.0%
7 BBY BEST BUY INC Consumer Cyclical 1,167,885.0 $75.0M 0.18% +18K +1.6% $64.20 -4.8%
8 WAT WATERS CORP Healthcare 183,921.0 $54.8M 0.13% +8K +4.8% $297.80 +14.6%
9 FTS FORTIS INC Utilities 71,545.0 $4.0M 0.01% +62K +622.0% $55.79 +0.8%
10 UIS UNISYS CORP Technology 1,389,670.0 $2.9M 0.01% +35K +2.6% $2.07 +43.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 55.6%
Communication Services 16.0%
Consumer Cyclical 12.9%
Utilities 7.8%
Financial Services 5.1%
Healthcare 1.4%
Consumer Defensive 0.7%
Technology 0.2%
Basic Materials 0.1%
Energy 0.1%