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Free — 5 of 64

Data as of Q4 2025

All position changes for Newport Trust Company, LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	BA Boeing Co/The	Increased	29.5M	+1.0%	$6.4B	15.3%	62
2025-Q4	GD General Dynamics Corp	Decreased	13.7M	-1.7%	$4.6B	11.1%	0
2025-Q4	T AT&T Inc	Decreased	183.5M	-1.0%	$4.6B	10.9%	0
2025-Q4	PSN Parsons Corp	Decreased	49.8M	-2.4%	$3.1B	7.4%	0
2025-Q4	GE GE AEROSPACE	Decreased	9.7M	-2.6%	$3B	7.2%	0
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