Newport Trust Company, LLC — 13F Holdings & Portfolio

CIK 1722329 · latest 13F-HR filed 2026-05-14

Newport Trust Company, LLC manages $40.73B in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BA (14.01%), T (12.77%), GD (11.44%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 16, and trimmed 30.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$40.73B

Long-equity book

Holdings

64

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+2 / −2 / ↑16 / ↓30

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AT&T INC$646.0M +14.2%
  • HONEYWELL INTL INC$317.7M +12.3%
  • GE VERNOVA INC$308.2M +28.2%
  • WOODWARD INC$113.1M +18.7%
  • ENTERGY CORP NEW$94.3M +19.2%
Show all 16

Top Trims

  • BOEING CO-$696.7M -10.9%
  • PARSONS CORP DEL-$361.4M -11.7%
  • GE AEROSPACE-$278.3M -9.3%
  • DISNEY WALT CO-$198.1M -16.1%
  • FORD MTR CO-$194.6M -10.8%
Show all 30

New Positions

  • PNC FINL SVCS GROUP INC$50.8M
  • HELMERICH & PAYNE INC$7.2M
Show all 2

Exited Positions

  • BATH & BODY WORKS INC$5.6M
  • VICTORIAS SECRET AND CO$5.0M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BOEING CO BA 097023105 $5.71B 14.01% 28,664,824 SH
2 AT&T INC T 00206R102 $5.20B 12.77% 179,474,938 SH
3 GENERAL DYNAMICS CORP GD 369550108 $4.66B 11.44% 13,570,601 SH
4 HONEYWELL INTL INC HON 438516106 $2.91B 7.14% 12,865,197 SH
5 PARSONS CORP DEL PSN 70202L102 $2.72B 6.67% 50,138,695 SH
6 GE AEROSPACE GE 369604301 $2.71B 6.65% 9,551,052 SH
7 DILLARDS INC DDS 254067101 $2.58B 6.34% 4,512,177 SH
8 FORD MTR CO F 345370860 $1.61B 3.95% 139,301,961 SH
9 GE VERNOVA INC GEV 36828A101 $1.40B 3.44% 1,605,185 SH
10 SEMPRA SRE 816851109 $1.09B 2.68% 11,229,015 SH
11 DISNEY WALT CO DIS 254687106 $1.03B 2.54% 10,717,278 SH
12 3M CO MMM 88579Y101 $812.5M 1.99% 5,594,540 SH
13 WOODWARD INC WWD 980745103 $718.4M 1.76% 2,007,149 SH
14 ENTERGY CORP NEW ETR 29364G103 $585.2M 1.44% 5,208,183 SH
15 EMERSON ELEC CO EMR 291011104 $571.3M 1.40% 4,360,053 SH
16 JOHNSON CONTROLS INTERNATION JCI G51502105 $546.3M 1.34% 4,171,713 SH
17 DELTA AIR LINES INC DAL 247361702 $523.0M 1.28% 7,866,420 SH
18 CAPITAL ONE FINL CORP COF 14040H105 $482.9M 1.19% 2,646,859 SH
19 S&P GLOBAL INC SPGI 78409V104 $439.4M 1.08% 1,033,108 SH
20 DARDEN RESTAURANTS INC DRI 237194105 $349.5M 0.86% 1,782,919 SH
21 HARTFORD INSURANCE GROUP INC HIG 416515104 $326.9M 0.80% 2,417,711 SH
22 UNITED AIRLS HLDGS INC UAL 910047109 $296.5M 0.73% 3,219,890 SH
23 XCEL ENERGY INC XEL 98389B100 $290.7M 0.71% 3,659,878 SH
24 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $288.4M 0.71% 985,188 SH
25 NIKE INC NKE 654106103 $285.7M 0.70% 5,408,236 SH
26 NISOURCE INC NI 65473P105 $261.2M 0.64% 5,597,232 SH
27 WARNER BROS DISCOVERY INC WBD 934423104 $199.5M 0.49% 7,263,777 SH
28 HUMANA INC HUM 444859102 $181.5M 0.45% 1,046,726 SH
29 STATE STR CORP STT 857477103 $181.0M 0.44% 1,430,141 SH
30 BANK MONTREAL MEDIUM BMO 063671101 $175.6M 0.43% 1,297,365 SH
31 HUNTINGTON BANCSHARES INC HBAN 446150104 $162.5M 0.40% 10,380,696 SH
32 LATAM AIRLINES GROUP SA LTM 51817R205 $160.3M 0.39% 3,242,366 SH
33 BRITISH AMERN TOB PLC BTI 110448107 $148.1M 0.36% 2,533,038 SH
34 WHIRLPOOL CORP WHR 963320106 $139.2M 0.34% 2,581,888 SH
35 MACYS INC M 55616P104 $125.4M 0.31% 6,932,729 SH
36 MOODYS CORP MCO 615369105 $118.9M 0.29% 272,656 SH
37 BEST BUY INC BBY 086516101 $75.0M 0.18% 1,167,885 SH
38 PHILIP MORRIS INTL INC PM 718172109 $57.0M 0.14% 344,822 SH
39 WATERS CORP WAT 941848103 $54.8M 0.13% 183,921 SH
40 CONSOLIDATED EDISON INC ED 209115104 $54.3M 0.13% 480,171 SH
41 KRAFT HEINZ CO KHC 500754106 $53.8M 0.13% 2,394,205 SH
42 PNC FINL SVCS GROUP INC PNC 693475105 $50.8M 0.12% 244,171 SH
43 PINNACLE WEST CAP CORP PNW 723484101 $46.3M 0.11% 459,217 SH
44 VALVOLINE INC VVV 92047W101 $45.9M 0.11% 1,362,754 SH
45 BELDEN INC BDC 077454106 $39.2M 0.10% 341,072 SH
46 SANOFI SA SNY 80105N105 $35.6M 0.09% 737,978 SH
47 BANK OZK LITTLE ROCK ARK OZK 06417N103 $28.1M 0.07% 611,396 SH
48 BANK HAWAII CORP BOH 062540109 $25.8M 0.06% 347,220 SH
49 ASHLAND INC ASH 044186104 $25.0M 0.06% 449,452 SH
50 GOODYEAR TIRE & RUBR CO GT 382550101 $22.7M 0.06% 3,431,008 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $40.73B 64 0001172661-26-001923
2025-12-31 2026-02-06 $41.79B 64 0001172661-26-000522
2025-09-30 2025-10-31 $43.91B 63 0001172661-25-004524