StockDriftsStockDriftsTop 43 Scott Investment Partners Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL | 4.92% | 18.2K | $2K | +0.00%(+0) | — | 2023-09-30 | |
| MSFT | MICROSOFT | 4.86% | 6.7K | $2K | +0.00%(+0) | — | 2023-09-30 | |
| UNH | UNITEDHEALTH GROUP | 4.06% | 3.5K | $2K | +0.00%(+0) | — | 2023-09-30 | |
| EOG | EOG RESOURCES | 3.7% | 12.7K | $2K | +0.00%(+0) | — | 2023-09-30 | |
| TJX | TJX COMPANIES | 3.37% | 16.5K | $1K | +0.00%(+0) | — | 2023-09-30 | |
| FAST | FASTENAL | 2.94% | 23.4K | $1K | +0.00%(+0) | — | 2023-09-30 | |
| BKNG | BOOKING HOLDINGS | 2.84% | 400 | $1K | +0.00%(+0) | — | 2023-09-30 | |
| APH | AMPHENOL | 2.78% | 14.4K | $1K | +0.00%(+0) | — | 2023-09-30 | |
| ULTA | ULTA BEAUTY | 2.75% | 3.0K | $1K | +0.00%(+0) | — | 2023-09-30 | |
| LIN | LINDE | 2.65% | 3.1K | $1K | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Scott Investment Partners Llp reports $43.52K in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are XOM (4.9%), MSFT (4.9%) and UNH (4.1%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Scott Investment Partners Llp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841989). View Scott Investment Partners Llp’s 13F filings on SEC