FPA Queens Road Value Fund
BRAGG CAPITAL TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Feb 28, 2023 → May 31, 2023

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

No positions in this category.

Security Shares Feb 2023 Shares May 2023 Δ shares End % Δ value
State Street Institutional Treasury Plus Money Market Fund 246,203 87,130 -159,072 0.27% -$159.07K
Security Shares Feb 2023 Shares May 2023 Δ shares End % Δ value
ORACLE CORP 23,395 23,395 0 7.80% $433.74K
EATON CORP PLC 13,000 13,000 0 7.19% $12.61K
AMERIPRISE FINANCIAL INC 7,000 7,000 0 6.57% -$310.80K
ELEVANCE HEALTH INC 4,500 4,500 0 6.34% -$98.32K
AMERICAN EXPRESS CO 11,000 11,000 0 5.49% -$169.73K
TRANE TECHNOLOGIES PLC 10,200 10,200 0 5.24% -$221.75K
GENERAL DYNAMICS CORPORATION 8,000 8,000 0 5.14% -$189.84K
MERCK & CO 13,820 13,820 0 4.80% $57.63K
CISCO SYSTEMS INC 30,700 30,700 0 4.80% $38.38K
BERKSHIRE HATHAWAY INC CL A 3 3 0 4.61% $73.50K
DANAHER CORP 6,300 6,300 0 4.55% -$112.83K
FISERV INC 12,000 12,000 0 4.24% -$34.80K
JPMORGAN CHASE and CO 9,000 9,000 0 3.84% -$68.76K
MCDONALDS CORP 4,225 4,225 0 3.79% $89.57K
PFIZER INC 31,000 31,000 0 3.71% -$79.05K
T ROWE PRICE GRP 7,900 7,900 0 2.66% -$40.45K
INTEL CORP 26,000 26,000 0 2.57% $169.26K
PRUDENTL FINL 10,000 10,000 0 2.48% -$213.10K
MONDELEZ INTL INC 9,000 9,000 0 2.08% $74.07K
RTX CORP 6,600 6,600 0 1.91% -$39.27K
BANK OF NEW YORK MELLON CORP 14,500 14,500 0 1.83% -$154.86K
UNION PACIFIC CORP 3,000 3,000 0 1.82% -$44.28K
INGERSOLL RAND INC 9,000 9,000 0 1.60% -$12.69K
WALT DISNEY CO/T 5,151 5,151 0 1.43% -$60.01K
ALLEGION PLC 3,400 3,400 0 1.12% -$27.10K
3M CO 3,600 3,600 0 1.06% -$51.95K
CLOROX CO 1,200 1,200 0 0.60% $3.29K
VF CORP 8,500 8,500 0 0.46% -$64.60K

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.