Outfitter Financial as of June 30, 2024
Portfolio Holdings for Outfitter Financial
Outfitter Financial holds 77 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Enterprise Products Partners (EPD) | 4.8 | $5.8M | 200k | 28.98 | |
Apple (AAPL) | 4.0 | $4.8M | 23k | 210.62 | |
Applied Materials (AMAT) | 3.8 | $4.5M | 19k | 235.99 | |
JPMorgan Chase & Co. (JPM) | 3.4 | $4.0M | 20k | 202.26 | |
Meta Platforms Cl A (META) | 3.2 | $3.8M | 7.6k | 504.22 | |
Amazon (AMZN) | 3.1 | $3.7M | 19k | 193.25 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $3.6M | 20k | 182.15 | |
Nvent Electric SHS (NVT) | 3.0 | $3.6M | 47k | 76.61 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.7 | $3.2M | 67k | 47.45 | |
Waste Management (WM) | 2.6 | $3.1M | 15k | 213.34 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $3.1M | 12k | 267.51 | |
Wal-Mart Stores (WMT) | 2.6 | $3.1M | 46k | 67.71 | |
Gladstone Investment Corporation (GAIN) | 2.4 | $2.9M | 208k | 13.98 | |
Intuit (INTU) | 2.1 | $2.5M | 3.8k | 657.21 | |
Johnson & Johnson (JNJ) | 2.0 | $2.4M | 17k | 146.16 | |
Pepsi (PEP) | 2.0 | $2.4M | 15k | 164.93 | |
Boston Scientific Corporation (BSX) | 2.0 | $2.4M | 31k | 77.01 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 1.9 | $2.2M | 138k | 16.22 | |
Cisco Systems (CSCO) | 1.8 | $2.1M | 45k | 47.51 | |
Cigna Corp (CI) | 1.6 | $2.0M | 6.0k | 330.57 | |
McDonald's Corporation (MCD) | 1.6 | $2.0M | 7.7k | 254.84 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.6 | $1.9M | 30k | 64.25 | |
Dupont De Nemours (DD) | 1.5 | $1.8M | 22k | 80.49 | |
Pentair SHS (PNR) | 1.5 | $1.8M | 23k | 76.67 | |
ConAgra Foods (CAG) | 1.4 | $1.7M | 59k | 28.42 | |
CSX Corporation (CSX) | 1.4 | $1.7M | 50k | 33.45 | |
Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.7M | 9.1k | 183.42 | |
Deere & Company (DE) | 1.4 | $1.7M | 4.5k | 373.63 | |
Toll Brothers (TOL) | 1.4 | $1.6M | 14k | 115.18 | |
Dropbox Cl A (DBX) | 1.2 | $1.5M | 66k | 22.47 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.2 | $1.4M | 19k | 77.76 | |
Hess (HES) | 1.2 | $1.4M | 9.7k | 147.52 | |
Dow (DOW) | 1.1 | $1.3M | 25k | 53.05 | |
Lululemon Athletica (LULU) | 1.1 | $1.3M | 4.4k | 298.70 | |
International Paper Company (IP) | 1.0 | $1.2M | 29k | 43.15 | |
Berry Plastics (BERY) | 1.0 | $1.2M | 21k | 58.85 | |
MPLX Com Unit Rep Ltd (MPLX) | 1.0 | $1.2M | 28k | 42.59 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 1.0 | $1.2M | 21k | 58.15 | |
American Eagle Outfitters (AEO) | 1.0 | $1.2M | 59k | 19.96 | |
Novo-nordisk A S Adr (NVO) | 1.0 | $1.1M | 8.0k | 142.74 | |
Medtronic SHS (MDT) | 0.9 | $1.1M | 14k | 78.71 | |
Fifth Third Ban (FITB) | 0.9 | $1.1M | 30k | 36.49 | |
Primis Financial Corp (FRST) | 0.9 | $1.1M | 103k | 10.48 | |
Duke Energy Corp Com New (DUK) | 0.8 | $952k | 9.5k | 100.23 | |
General Dynamics Corporation (GD) | 0.8 | $936k | 3.2k | 290.14 | |
Raytheon Technologies Corp (RTX) | 0.8 | $933k | 9.3k | 100.39 | |
Utz Brands Com Cl A (UTZ) | 0.7 | $894k | 54k | 16.64 | |
Moderna (MRNA) | 0.7 | $856k | 7.2k | 118.75 | |
Williams Companies (WMB) | 0.7 | $850k | 20k | 42.50 | |
AeroVironment (AVAV) | 0.7 | $801k | 4.4k | 182.16 | |
Permian Resources Corp Class A Com (PR) | 0.7 | $793k | 49k | 16.15 | |
Walt Disney Company (DIS) | 0.7 | $790k | 8.0k | 99.29 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.6 | $744k | 18k | 40.75 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $739k | 1.3k | 555.54 | |
Atlas Energy Solutions Com New (AESI) | 0.6 | $727k | 37k | 19.93 | |
Totalenergies Se Sponsored Ads (TTE) | 0.6 | $667k | 10k | 66.68 | |
Pure Storage Cl A (PSTG) | 0.6 | $665k | 10k | 64.21 | |
American Tower Reit (AMT) | 0.5 | $651k | 3.4k | 194.38 | |
Chevron Corporation (CVX) | 0.5 | $649k | 4.1k | 156.42 | |
Zimmer Holdings (ZBH) | 0.5 | $622k | 5.7k | 108.53 | |
American Express Company (AXP) | 0.5 | $608k | 2.6k | 231.55 | |
Eaton Corp SHS (ETN) | 0.5 | $596k | 1.9k | 313.55 | |
Truist Financial Corp equities (TFC) | 0.5 | $586k | 15k | 38.85 | |
International Business Machines (IBM) | 0.5 | $578k | 3.3k | 172.95 | |
Pacira Pharmaceuticals (PCRX) | 0.5 | $578k | 20k | 28.61 | |
Phillips 66 (PSX) | 0.5 | $565k | 4.0k | 141.17 | |
Snowflake Cl A (SNOW) | 0.5 | $553k | 4.1k | 135.09 | |
Enbridge (ENB) | 0.4 | $532k | 15k | 35.59 | |
Halliburton Company (HAL) | 0.4 | $525k | 16k | 33.78 | |
Verizon Communications (VZ) | 0.4 | $525k | 13k | 41.24 | |
Advanced Micro Devices (AMD) | 0.4 | $470k | 2.9k | 162.21 | |
Dominion Resources (D) | 0.4 | $443k | 9.0k | 49.00 | |
Microsoft Corporation (MSFT) | 0.4 | $426k | 952.00 | 446.95 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $409k | 854.00 | 479.11 | |
Comstock Resources (CRK) | 0.3 | $375k | 36k | 10.38 | |
CBOE Holdings (CBOE) | 0.3 | $368k | 2.2k | 170.06 | |
NVIDIA Corporation (NVDA) | 0.2 | $242k | 2.0k | 123.54 |