Outfitter Financial as of Sept. 30, 2024
Portfolio Holdings for Outfitter Financial
Outfitter Financial holds 77 positions in its portfolio as reported in the September 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 | 29.11 | |
Apple (AAPL) | 4.1 | $5.0M | 22k | 233.00 | |
Meta Platforms Cl A (META) | 3.3 | $4.1M | 7.1k | 572.44 | |
JPMorgan Chase & Co. (JPM) | 3.3 | $3.9M | 19k | 210.86 | |
Applied Materials (AMAT) | 3.1 | $3.8M | 19k | 202.05 | |
Amazon (AMZN) | 2.9 | $3.6M | 19k | 186.33 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.8 | $3.4M | 67k | 51.50 | |
Wal-Mart Stores (WMT) | 2.8 | $3.4M | 42k | 80.75 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $3.2M | 19k | 165.85 | |
Nvent Electric SHS (NVT) | 2.6 | $3.2M | 46k | 70.26 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $2.9M | 10k | 283.16 | |
Gladstone Investment Corporation (GAIN) | 2.4 | $2.9M | 203k | 14.45 | |
Waste Management (WM) | 2.3 | $2.8M | 13k | 207.60 | |
Johnson & Johnson (JNJ) | 2.2 | $2.6M | 16k | 162.06 | |
Pepsi (PEP) | 2.0 | $2.4M | 14k | 170.05 | |
Boston Scientific Corporation (BSX) | 1.9 | $2.4M | 28k | 83.80 | |
Cisco Systems (CSCO) | 1.9 | $2.3M | 43k | 53.22 | |
McDonald's Corporation (MCD) | 1.9 | $2.3M | 7.4k | 304.51 | |
Intuit (INTU) | 1.8 | $2.2M | 3.6k | 621.00 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $2.2M | 138k | 16.05 | |
Pentair SHS (PNR) | 1.8 | $2.1M | 22k | 97.79 | |
Toll Brothers (TOL) | 1.7 | $2.0M | 13k | 154.49 | |
Dupont De Nemours (DD) | 1.6 | $1.9M | 21k | 89.11 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.6 | $1.9M | 28k | 67.85 | |
Cigna Corp (CI) | 1.5 | $1.8M | 5.3k | 346.44 | |
ConAgra Foods (CAG) | 1.5 | $1.8M | 57k | 32.52 | |
Deere & Company (DE) | 1.5 | $1.8M | 4.3k | 417.33 | |
CSX Corporation (CSX) | 1.4 | $1.7M | 48k | 34.53 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $1.5M | 18k | 84.53 | |
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.5M | 8.7k | 167.19 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 1.2 | $1.4M | 22k | 66.29 | |
Lululemon Athletica (LULU) | 1.2 | $1.4M | 5.2k | 271.35 | |
Dropbox Cl A (DBX) | 1.1 | $1.4M | 53k | 25.43 | |
Berry Plastics (BERY) | 1.1 | $1.4M | 20k | 67.98 | |
Dow (DOW) | 1.1 | $1.3M | 24k | 54.63 | |
Hess (HES) | 1.1 | $1.3M | 9.6k | 135.80 | |
American Eagle Outfitters (AEO) | 1.1 | $1.3M | 57k | 22.39 | |
International Paper Company (IP) | 1.0 | $1.3M | 26k | 48.85 | |
MPLX Com Unit Rep Ltd (MPLX) | 1.0 | $1.2M | 28k | 44.46 | |
Fifth Third Ban (FITB) | 1.0 | $1.2M | 28k | 42.84 | |
Medtronic SHS (MDT) | 1.0 | $1.2M | 13k | 90.03 | |
Primis Financial Corp (FRST) | 1.0 | $1.2M | 97k | 12.18 | |
General Dynamics Corporation (GD) | 0.9 | $1.1M | 3.7k | 302.20 | |
Raytheon Technologies Corp (RTX) | 0.9 | $1.1M | 9.0k | 121.16 | |
Duke Energy Corp Com New (DUK) | 0.9 | $1.1M | 9.3k | 115.30 | |
Novo-nordisk A S Adr (NVO) | 0.8 | $953k | 8.0k | 119.07 | |
Utz Brands Com Cl A (UTZ) | 0.8 | $919k | 52k | 17.70 | |
Williams Companies (WMB) | 0.8 | $913k | 20k | 45.65 | |
Atlas Energy Solutions Com New (AESI) | 0.7 | $848k | 39k | 21.80 | |
AeroVironment (AVAV) | 0.7 | $827k | 4.1k | 200.50 | |
American Tower Reit (AMT) | 0.6 | $759k | 3.3k | 232.56 | |
Permian Resources Corp Class A Com (PR) | 0.6 | $754k | 55k | 13.61 | |
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.6 | $750k | 18k | 41.68 | |
International Business Machines (IBM) | 0.6 | $723k | 3.3k | 221.08 | |
Walt Disney Company (DIS) | 0.6 | $723k | 7.5k | 96.19 | |
American Express Company (AXP) | 0.6 | $712k | 2.6k | 271.20 | |
Snowflake Cl A (SNOW) | 0.6 | $708k | 6.2k | 114.86 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $689k | 1.3k | 517.78 | |
Pure Storage Cl A (PSTG) | 0.6 | $680k | 14k | 50.24 | |
Totalenergies Se Sponsored Ads (TTE) | 0.5 | $646k | 10k | 64.62 | |
Eaton Corp SHS (ETN) | 0.5 | $630k | 1.9k | 331.44 | |
Chevron Corporation (CVX) | 0.5 | $611k | 4.1k | 147.27 | |
Enbridge (ENB) | 0.5 | $607k | 15k | 40.61 | |
Zimmer Holdings (ZBH) | 0.5 | $595k | 5.5k | 107.95 | |
Truist Financial Corp equities (TFC) | 0.5 | $562k | 13k | 42.77 | |
Verizon Communications (VZ) | 0.4 | $538k | 12k | 44.91 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $535k | 1.1k | 488.07 | |
Phillips 66 (PSX) | 0.4 | $526k | 4.0k | 131.45 | |
Dominion Resources (D) | 0.4 | $495k | 8.6k | 57.79 | |
Moderna (MRNA) | 0.4 | $466k | 7.0k | 66.83 | |
Advanced Micro Devices (AMD) | 0.4 | $463k | 2.8k | 164.08 | |
Halliburton Company (HAL) | 0.4 | $447k | 15k | 29.05 | |
Chipotle Mexican Grill (CMG) | 0.3 | $409k | 7.1k | 57.62 | |
CBOE Holdings (CBOE) | 0.3 | $401k | 2.0k | 204.87 | |
Comstock Resources (CRK) | 0.3 | $398k | 36k | 11.13 | |
Pacira Pharmaceuticals (PCRX) | 0.2 | $283k | 19k | 15.05 | |
Microsoft Corporation (MSFT) | 0.2 | $278k | 645.00 | 430.30 |