PPM Large Cap Value Fund
PPM Funds

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.

Jun 30, 2020 → Sep 30, 2020

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

Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
HOLOGIC INC 0 2,100 2,100 1.70% $139.59K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
BREAD FINANCIAL HOLDINGS 2,000 0 -2,000 0.00% -$90.24K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
CATERPILLAR INC 1,200 1,500 300 2.72% $71.92K
BERKSHIRE HATH-B 800 1,000 200 2.59% $70.13K
VISTRA CORP 10,300 11,000 700 2.52% $15.67K
AT&T INC 5,900 6,500 600 2.25% $6.96K
COGNIZANT TECH SOLUTIONS CL A 1,300 2,600 1,300 2.19% $106.63K
EXELON CORP 4,700 5,000 300 2.17% $8.24K
BERRY GLOBAL GROUP INC 3,500 3,600 100 2.11% $18.83K
APPLE INC 600 1,500 900 2.11% -$45.16K
ROBERT HALF INTL 2,600 3,200 600 2.06% $32.05K
BEST BUY CO INC 1,150 1,400 250 1.89% $55.45K
CISCO SYSTEMS INC 3,000 3,600 600 1.72% $1.88K
NUCOR CORP 2,700 2,800 100 1.53% $13.80K
INTEL CORP 1,400 1,700 300 1.07% $4.26K
State Street Navigator Securities Lending Portfolio II 42,838 42,963 126 0.52% $126
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
AES CORP 15,100 14,000 -1,100 3.08% $34.74K
ALTRIA GROUP INC 5,000 4,700 -300 2.21% -$14.64K
CVS HEALTH CORP 3,000 2,900 -100 2.06% -$25.55K
PARAMOUNT GLOB-B 6,600 6,000 -600 2.04% $14.15K
CITIGROUP INC 3,800 3,500 -300 1.83% -$43.30K
TEXTRON INC 3,900 3,500 -400 1.54% -$2.03K
LEIDOS HOLDINGS INC 1,900 1,400 -500 1.52% -$53.16K
DELTA AIR LI 5,800 3,900 -1,900 1.45% -$43.43K
Security Shares Jun 2020 Shares Sep 2020 Δ shares End % Δ value
COMCAST CORP CL A 4,800 4,800 0 2.70% $34.94K
MCKESSON CORP 1,400 1,400 0 2.53% -$6.29K
PFIZER INC 5,500 5,500 0 2.45% $22.00K
JOHNSON&JOHNSON 1,300 1,300 0 2.35% $10.72K
KROGER CO 5,700 5,700 0 2.35% $342
ABBVIE INC 2,200 2,200 0 2.34% -$23.30K
MORGAN STANLEY 3,900 3,900 0 2.29% $195
ALLSTATE CORPORATION 2,000 2,000 0 2.29% -$5.70K
HARTFORD INSURANCE GROUP INC/THE 5,000 5,000 0 2.24% -$8.45K
ARCHER DANIELS MIDLAND CO 3,900 3,900 0 2.20% $25.70K
GENERAL MOTORS CO 6,000 6,000 0 2.16% $25.74K
QUALCOMM INC 1,500 1,500 0 2.15% $39.70K
JPMORGAN CHASE and CO 1,800 1,800 0 2.11% $3.98K
THE CIGNA GROUP 1,000 1,000 0 2.06% -$18.24K
MICROSOFT CORP 800 800 0 2.04% $5.46K
MERCK & CO 2,000 2,000 0 2.02% $11.24K
CHEVRON CORP 2,100 2,100 0 1.84% -$36.18K
THE CAMPBELL'S COMPANY 2,900 2,900 0 1.70% -$3.65K
SYNOVUS FINL 6,500 6,500 0 1.67% $4.16K
NUANCE COMMUNICATIONS INC 3,400 3,400 0 1.37% $26.81K
FOOT LOCKER INC 3,400 3,400 0 1.36% $13.16K
HUNTINGTON BANCSHARES INC 12,200 12,200 0 1.36% $1.65K
HALLIBURTON CO 9,000 9,000 0 1.32% -$8.37K
NEWELL BRANDS INC 6,100 6,100 0 1.27% $7.81K
EXXON MOBIL CORP 3,000 3,000 0 1.25% -$31.17K
PNC FINANCIAL SERVICES GRP INC 900 900 0 1.20% $4.23K
ROYAL CARIBBEAN CRUISES LTD 1,500 1,500 0 1.18% $21.64K
BANK OF AMERICA CORPORATION 3,600 3,600 0 1.05% $1.22K
SIMON PROPERTY 1,100 1,100 0 0.86% -$4.07K
SPIRIT AEROSYSTEM HLD INC CL A 3,300 3,300 0 0.76% -$16.60K
AVNET INC 2,000 2,000 0 0.63% -$4.09K

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