Outfitter Financial as of Sept. 30, 2023
Portfolio Holdings for Outfitter Financial
Outfitter Financial holds 74 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Enterprise Products Partners (EPD) | 5.2 | $5.5M | 200k | 27.37 | |
Apple (AAPL) | 3.8 | $4.1M | 24k | 171.21 | |
JPMorgan Chase & Co. (JPM) | 3.0 | $3.2M | 22k | 145.02 | |
Wal-Mart Stores (WMT) | 2.8 | $3.0M | 19k | 159.93 | |
Applied Materials (AMAT) | 2.7 | $2.8M | 20k | 138.45 | |
Gladstone Investment Corporation (GAIN) | 2.6 | $2.7M | 215k | 12.74 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.5 | $2.7M | 65k | 41.42 | |
Nvent Electric SHS (NVT) | 2.5 | $2.6M | 50k | 52.99 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $2.6M | 20k | 130.86 | |
Johnson & Johnson (JNJ) | 2.5 | $2.6M | 17k | 155.75 | |
Amazon (AMZN) | 2.3 | $2.5M | 20k | 127.12 | |
Pepsi (PEP) | 2.3 | $2.5M | 15k | 169.44 | |
Waste Management (WM) | 2.3 | $2.5M | 16k | 152.44 | |
Cisco Systems (CSCO) | 2.3 | $2.5M | 46k | 53.76 | |
Meta Platforms Cl A (META) | 2.2 | $2.4M | 7.9k | 300.21 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $2.4M | 11k | 212.41 | |
McDonald's Corporation (MCD) | 1.9 | $2.0M | 7.8k | 263.44 | |
Intuit (INTU) | 1.9 | $2.0M | 4.0k | 510.94 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $1.9M | 138k | 14.03 | |
Dropbox Cl A (DBX) | 1.7 | $1.8M | 66k | 27.23 | |
Cigna Corp (CI) | 1.7 | $1.8M | 6.2k | 286.07 | |
Boston Scientific Corporation (BSX) | 1.6 | $1.7M | 33k | 52.80 | |
Deere & Company (DE) | 1.6 | $1.7M | 4.5k | 377.38 | |
Dupont De Nemours (DD) | 1.6 | $1.7M | 23k | 74.59 | |
Lululemon Athletica (LULU) | 1.5 | $1.6M | 4.2k | 385.61 | |
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.6M | 12k | 131.85 | |
ConAgra Foods (CAG) | 1.5 | $1.6M | 59k | 27.42 | |
CSX Corporation (CSX) | 1.5 | $1.6M | 51k | 30.75 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $1.5M | 30k | 50.60 | |
Pentair SHS (PNR) | 1.4 | $1.5M | 23k | 64.75 | |
Albertsons Cos Common Stock (ACI) | 1.4 | $1.5M | 66k | 22.75 | |
Hess (HES) | 1.4 | $1.4M | 9.4k | 153.00 | |
Gilead Sciences (GILD) | 1.3 | $1.4M | 19k | 74.94 | |
Dow (DOW) | 1.2 | $1.3M | 26k | 51.56 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $1.3M | 19k | 70.76 | |
Medtronic SHS (MDT) | 1.2 | $1.3M | 16k | 78.36 | |
Berry Plastics (BERY) | 1.2 | $1.3M | 20k | 61.91 | |
Truist Financial Corp equities (TFC) | 1.2 | $1.2M | 43k | 28.61 | |
Toll Brothers (TOL) | 1.1 | $1.2M | 16k | 73.96 | |
International Paper Company (IP) | 1.0 | $1.1M | 30k | 35.47 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 1.0 | $1.1M | 19k | 55.30 | |
American Eagle Outfitters (AEO) | 0.9 | $1.0M | 61k | 16.61 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.9 | $995k | 28k | 35.57 | |
Pacira Pharmaceuticals (PCRX) | 0.9 | $991k | 32k | 30.68 | |
Walt Disney Company (DIS) | 0.9 | $987k | 12k | 81.05 | |
Eaton Corp SHS (ETN) | 0.9 | $906k | 4.3k | 213.28 | |
Primis Financial Corp (FRST) | 0.8 | $878k | 108k | 8.15 | |
Chevron Corporation (CVX) | 0.8 | $851k | 5.0k | 168.62 | |
Verizon Communications (VZ) | 0.8 | $841k | 26k | 32.41 | |
Halliburton Company (HAL) | 0.8 | $838k | 21k | 40.50 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.8 | $830k | 14k | 59.67 | |
Novo-nordisk A S Adr (NVO) | 0.8 | $819k | 9.0k | 90.94 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $701k | 1.4k | 509.90 | |
CBOE Holdings (CBOE) | 0.7 | $696k | 4.5k | 156.21 | |
Raytheon Technologies Corp (RTX) | 0.6 | $683k | 9.5k | 71.97 | |
Tegna (TGNA) | 0.6 | $683k | 47k | 14.57 | |
Williams Companies (WMB) | 0.6 | $674k | 20k | 33.69 | |
Earthstone Energy Cl A | 0.6 | $672k | 33k | 20.24 | |
Atlas Energy Solutions Com Class A | 0.6 | $670k | 30k | 22.23 | |
Dominion Resources (D) | 0.6 | $663k | 15k | 44.67 | |
Utz Brands Com Cl A (UTZ) | 0.6 | $661k | 49k | 13.43 | |
Phillips 66 (PSX) | 0.6 | $661k | 5.5k | 120.15 | |
Totalenergies Se Sponsored Ads (TTE) | 0.6 | $658k | 10k | 65.76 | |
Quad / Graphics Com Cl A (QUAD) | 0.5 | $541k | 108k | 5.03 | |
Enbridge (ENB) | 0.5 | $533k | 16k | 33.19 | |
stock | 0.5 | $510k | 3.5k | 146.25 | |
Elme Communities Sh Ben Int (ELME) | 0.5 | $498k | 37k | 13.64 | |
Sweetgreen Com Cl A (SG) | 0.4 | $399k | 34k | 11.75 | |
Freeport-mcmoran CL B (FCX) | 0.4 | $373k | 10k | 37.29 | |
Comstock Resources (CRK) | 0.3 | $360k | 33k | 11.03 | |
Microsoft Corporation (MSFT) | 0.3 | $350k | 1.1k | 315.75 | |
Emerson Electric (EMR) | 0.3 | $311k | 3.2k | 96.57 | |
White Mountains Insurance Gp (WTM) | 0.2 | $224k | 150.00 | 1495.69 | |
Edible Garden Com New | 0.0 | $20k | 26k | 0.74 |