Outfitter Financial as of Dec. 31, 2023
Portfolio Holdings for Outfitter Financial
Outfitter Financial holds 76 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Enterprise Products Partners (EPD) | 4.6 | $5.3M | 200k | 26.35 | |
Apple (AAPL) | 4.0 | $4.6M | 24k | 192.53 | |
JPMorgan Chase & Co. (JPM) | 3.3 | $3.7M | 22k | 170.10 | |
Applied Materials (AMAT) | 2.9 | $3.3M | 20k | 162.07 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.7 | $3.1M | 65k | 47.24 | |
Gladstone Investment Corporation (GAIN) | 2.6 | $3.0M | 214k | 14.15 | |
Amazon (AMZN) | 2.6 | $3.0M | 20k | 151.94 | |
Nvent Electric SHS (NVT) | 2.6 | $3.0M | 51k | 59.09 | |
Waste Management (WM) | 2.5 | $2.9M | 16k | 179.10 | |
Meta Platforms Cl A (META) | 2.5 | $2.8M | 8.0k | 353.96 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $2.8M | 20k | 139.69 | |
Wal-Mart Stores (WMT) | 2.5 | $2.8M | 18k | 157.65 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $2.7M | 11k | 237.22 | |
Johnson & Johnson (JNJ) | 2.3 | $2.6M | 17k | 156.74 | |
Intuit (INTU) | 2.2 | $2.6M | 4.1k | 625.03 | |
Pepsi (PEP) | 2.2 | $2.5M | 15k | 169.84 | |
McDonald's Corporation (MCD) | 2.0 | $2.3M | 7.7k | 296.51 | |
Cisco Systems (CSCO) | 2.0 | $2.3M | 45k | 50.52 | |
Lululemon Athletica (LULU) | 1.9 | $2.2M | 4.2k | 511.29 | |
Dropbox Cl A (DBX) | 1.7 | $2.0M | 66k | 29.48 | |
Boston Scientific Corporation (BSX) | 1.7 | $1.9M | 33k | 57.81 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 1.7 | $1.9M | 138k | 13.80 | |
Cigna Corp (CI) | 1.6 | $1.9M | 6.2k | 299.45 | |
Deere & Company (DE) | 1.6 | $1.8M | 4.5k | 399.87 | |
Pentair SHS (PNR) | 1.5 | $1.8M | 24k | 72.71 | |
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.8M | 13k | 140.93 | |
CSX Corporation (CSX) | 1.5 | $1.8M | 51k | 34.67 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $1.7M | 31k | 56.40 | |
Dupont De Nemours (DD) | 1.5 | $1.7M | 23k | 76.93 | |
ConAgra Foods (CAG) | 1.5 | $1.7M | 60k | 28.66 | |
Toll Brothers (TOL) | 1.5 | $1.7M | 16k | 102.79 | |
Gilead Sciences (GILD) | 1.3 | $1.5M | 19k | 81.01 | |
Berry Plastics (BERY) | 1.2 | $1.4M | 21k | 67.39 | |
Hess (HES) | 1.2 | $1.4M | 9.8k | 144.16 | |
Dow (DOW) | 1.2 | $1.4M | 26k | 54.84 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $1.4M | 18k | 76.13 | |
Primis Financial Corp (FRST) | 1.2 | $1.3M | 106k | 12.66 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 1.1 | $1.3M | 20k | 64.62 | |
American Eagle Outfitters (AEO) | 1.1 | $1.3M | 61k | 21.16 | |
Medtronic SHS (MDT) | 1.0 | $1.2M | 14k | 82.38 | |
International Paper Company (IP) | 1.0 | $1.1M | 30k | 36.15 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.9 | $1.0M | 28k | 36.72 | |
Eaton Corp SHS (ETN) | 0.9 | $1.0M | 4.3k | 240.82 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.8 | $958k | 16k | 60.22 | |
Fifth Third Ban (FITB) | 0.8 | $946k | 27k | 34.49 | |
Novo-nordisk A S Adr (NVO) | 0.8 | $931k | 9.0k | 103.45 | |
Utz Brands Com Cl A (UTZ) | 0.8 | $881k | 54k | 16.24 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $814k | 1.4k | 596.60 | |
Raytheon Technologies Corp (RTX) | 0.7 | $793k | 9.4k | 84.14 | |
CBOE Holdings (CBOE) | 0.7 | $790k | 4.4k | 178.56 | |
Moderna (MRNA) | 0.7 | $781k | 7.9k | 99.45 | |
Albertsons Cos Common Stock (ACI) | 0.7 | $757k | 33k | 23.00 | |
Chevron Corporation (CVX) | 0.7 | $753k | 5.0k | 149.16 | |
Halliburton Company (HAL) | 0.6 | $743k | 21k | 36.15 | |
Phillips 66 (PSX) | 0.6 | $732k | 5.5k | 133.14 | |
Tegna (TGNA) | 0.6 | $731k | 48k | 15.30 | |
Walt Disney Company (DIS) | 0.6 | $723k | 8.0k | 90.29 | |
Truist Financial Corp equities (TFC) | 0.6 | $720k | 20k | 36.92 | |
Williams Companies (WMB) | 0.6 | $697k | 20k | 34.83 | |
Totalenergies Se Sponsored Ads (TTE) | 0.6 | $674k | 10k | 67.38 | |
Permian Resources Corp Class A Com (PR) | 0.6 | $653k | 48k | 13.60 | |
Pacira Pharmaceuticals (PCRX) | 0.6 | $642k | 19k | 33.74 | |
Atlas Energy Solutions Com New (AESI) | 0.5 | $595k | 35k | 17.22 | |
Quad / Graphics Com Cl A (QUAD) | 0.5 | $581k | 107k | 5.42 | |
Enbridge (ENB) | 0.5 | $538k | 15k | 36.02 | |
stock | 0.5 | $530k | 3.5k | 152.35 | |
Verizon Communications (VZ) | 0.4 | $491k | 13k | 37.70 | |
Dominion Resources (D) | 0.4 | $433k | 9.2k | 47.00 | |
Freeport-mcmoran CL B (FCX) | 0.4 | $426k | 10k | 42.57 | |
Microsoft Corporation (MSFT) | 0.3 | $396k | 1.1k | 376.04 | |
Elme Communities Sh Ben Int (ELME) | 0.3 | $319k | 22k | 14.60 | |
Emerson Electric (EMR) | 0.3 | $314k | 3.2k | 97.33 | |
Comstock Resources (CRK) | 0.3 | $304k | 34k | 8.85 | |
White Mountains Insurance Gp (WTM) | 0.2 | $226k | 150.00 | 1505.01 | |
Sweetgreen Com Cl A (SG) | 0.2 | $188k | 17k | 11.30 | |
Edible Garden Com New | 0.0 | $13k | 26k | 0.50 |