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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
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FTS FORTIS INC Utilities 71,545.0 $4.0M 0.01% +62K +622.0% $55.79 +0.8%
62 UIS UNISYS CORP Technology 1,389,670.0 $2.9M 0.01% +35K +2.6% $2.07 +43.5%
63 MDLZ MONDELEZ INTL INC Consumer Defensive 43,510.0 $2.5M 0.01% -3K -6.4% $57.64 +6.7%
64 MCB METROPOLITAN BK HLDG CORP Financial Services 8,766.0 $730K 0.00% -2K -16.0% $83.29 +9.6%
Page 4 of 4  ·  64 positions

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%