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Institutional TrackerDetails

Distillate Capital Partners LLC

Industry Distribution

Medical Biology23.52%

Computer15.57%

Construction Decoration8.94%

Electronics7.97%

Defense6.43%

Other37.56%

Holdings Change

Increased

SymbolStock NameChange% Change

OCOwens-Corning+131.72K+0.15%JBLJabil+162.22K+0.15%TOLToll Brothers+121.13K+0.12%TXTTextron+211.85K+0.11%WSMWilliams-Sonoma+119.78K+0.10%OMCOmnicom Group+175.99K+0.09%ONON Semiconductor+274.40K+0.06%PHMPulteGroup+113.49K+0.06%PCARPACCAR Inc+270.32K+0.05%AMEAMETEK+114.91K+0.05%CTSHCognizant+241.19K+0.05%PAYXPaychex+165.95K+0.05%QRVOQorvo+39.08K+0.04%EPDEnterprise Products+894.65K+0.04%CICigna Group+108.85K+0.04%LENLennar Corp+95.49K+0.04%AMATApplied Materials+285.73K+0.04%PRPermian Resources+241.55K+0.03%JAZZJazz Pharmaceuticals+19.73K+0.03%ABNBAirbnb+199.00K+0.03%ELVElevance Health+67.20K+0.03%ADPAutomatic Data Processing+113.70K+0.03%AMGNAmgen+128.82K+0.02%ABTAbbott Laboratories+285.04K+0.02%JNJJohnson & Johnson+374.63K+0.02%SWKSSkyworks Solutions+22.58K+0.01%BLDTopbuild+3.61K+0.01%MCKMcKesson+15.54K+0.01%NTAPNetApp+21.76K+0.01%ICLRIcon PLC+6.64K+0.01%VRSNVeriSign+7.40K+0.01%WEXWEX Inc+2.79K+0.01%FANGDiamondback Energy+18.41K+0.01%ULTAUlta Beauty+2.93K+0.01%IPGThe Interpublic Group of Companies+22.20K+0.01%DBXDropbox+16.00K+0.01%FERGFerguson+10.04K+0.01%EPAMEPAM Systems+2.51K+0.00%DOXAmdocs+3.02K+0.00%CSCOCisco+104.28K+0.00%LRCXLam Research+23.14K+0.00%BKNGBooking Holdings+446.00+0.00%MOAltria+13.49K+0.00%CMCSAComcast+19.48K+0.00%FISFidelity National Information Services+2.50K+0.00%CRMSalesforce+1.33K+0.00%

Decreased

SymbolStock NameChange% Change

ALLEAllegion-12.00K-0.01%FIXComfort Systems USA-4.65K-0.01%CBOECboe Global Markets-6.80K-0.01%NVRNVR Inc-183.00-0.01%CRHCRH PLC-33.89K-0.01%ZMZoom Communications-14.70K-0.00%PYPLPayPal-36.10K-0.00%WABWestinghouse Air Brake Technologies-6.08K-0.00%SSNCSS&C Technologies-6.51K-0.00%BLKBlackrock-2.12K-0.00%UNHUnitedHealth-9.46K-0.00%CMECME Group-1.11K-0.00%ABBVAbbVie-3.72K-0.00%HRLHormel Foods-1.57K-0.00%

New

SymbolStock NameChange% Change

AVYAvery Dennison+145.16K+0.18%EXPEagle Materials+57.78K+0.17%TPXTempur Sealy International+286.45K+0.16%MEDPMedpace+43.16K+0.14%WMSAdvanced Drainage+100.57K+0.13%DGXQuest Diagnostics+106.02K+0.09%BRBroadridge Financial Solutions+78.59K+0.07%MPLXMPLX LP+523.59K+0.05%FDXFedEx+88.93K+0.04%REGNRegeneron Pharmaceuticals+30.84K+0.03%CFCF Industries Holdings+14.78K+0.01%FBINFortune Brands Innovations+207.63K+0.00%CACICACI International+35.75K+0.00%SCCOSouthern Copper+206.63K+0.00%KLACKLA Corp+32.63K+0.00%RGLDRoyal Gold+110.14K+0.00%ADBEAdobe+67.64K+0.00%

Sold Out

SymbolStock NameChange% Change

RHIRobert Half-205.03K-0.20%ETSYEtsy Inc-227.08K-0.20%MTNVail Resorts-75.00K-0.20%MIDDThe Middleby-106.70K-0.20%WSCWillScot Holdings-351.71K-0.19%TFXTeleflex-68.92K-0.15%AKAMAkamai-156.87K-0.10%BLDRBuilders FirstSource-106.66K-0.09%IEXIDEX Corp-67.79K-0.09%ALGNAlign Technology-59.26K-0.08%SWSmurfit WestRock-352.61K-0.07%URIUnited Rentals-26.90K-0.04%FTNTFortinet-273.28K-0.04%PHParker Hannifin-36.10K-0.03%ITWIllinois Tool Works-75.66K-0.03%FIFiserv-140.88K-0.02%HDHome Depot-108.81K-0.01%OVVOvintiv-309.00-0.00%INCYIncyte-228.00-0.00%EXEExpand Energy-171.000.00%

Holdings List

Latest

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

2022Q3

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

JNJJohnson & Johnson

4.09%+374.63K+0.02%115.19M0.03%Medical Biology144.470Sep 30, 202413F

AMGNAmgen

2.72%+128.82K+0.02%76.54M0.04%Medical Biology270.190Sep 30, 202413F

UNHUnitedHealth

2.48%-9.46K-0.00%69.86M0.01%Medical Biology541.140Sep 30, 202413F

CICigna Group

2.46%+108.85K+0.04%69.32M0.07%Medical Biology282.450Sep 30, 202413F

ABTAbbott Laboratories

2.20%+285.04K+0.02%61.93M0.03%Medical Biology113.190Sep 30, 202413F

ELVElevance Health

2.19%+67.20K+0.03%61.71M0.05%Medical Biology396.490Sep 30, 202413F

AMATApplied Materials

2.00%+285.73K+0.04%56.24M0.04%Electronics170.860Sep 30, 202413F

ABBVAbbVie

2.00%-3.72K-0.00%56.24M0.02%Medical Biology176.740Sep 30, 202413F

ADPAutomatic Data Processing

1.97%+113.70K+0.03%55.35M0.05%Computer290.200Sep 30, 202413F

TMUST-Mobile US

1.73%0.000.00%48.79M0.02%Communication Equipment213.460Jun 30, 202413F

EPDEnterprise Products

1.70%+894.65K+0.04%47.84M0.08%Mining32.540Sep 30, 202413F

PCARPACCAR Inc

1.54%+270.32K+0.05%43.41M0.09%Mechanical Equipment108.160Sep 30, 202413F

CSCOCisco

1.51%+104.28K+0.00%42.58M0.02%Communication Equipment58.760Sep 30, 202413F

PAYXPaychex

1.49%+165.95K+0.05%41.80M0.08%Computer140.530Sep 30, 202413F

ABNBAirbnb

1.47%+199.00K+0.03%41.38M0.05%Leisure Services128.850Sep 30, 202413F

LENLennar Corp

1.44%+95.49K+0.04%40.65M0.08%Construction Decoration131.580Sep 30, 202413F

CMCSAComcast

1.44%+19.48K+0.00%40.44M0.03%Communication Equipment36.450Sep 30, 202413F

TOLToll Brothers

1.35%+121.13K+0.12%37.94M0.25%Construction Decoration126.150Sep 30, 202413F

PHMPulteGroup

1.33%+113.49K+0.06%37.43M0.13%Construction Decoration108.990Sep 30, 202413F

OCOwens-Corning

1.32%+131.72K+0.15%37.02M0.25%Construction Decoration169.500Sep 30, 202413F

CTSHCognizant

1.30%+241.19K+0.05%36.61M0.10%Computer76.680Sep 30, 202413F

OMCOmnicom Group

1.27%+175.99K+0.09%35.84M0.18%Internet & Media83.160Sep 30, 202413F

CRMSalesforce

1.27%+1.33K+0.00%35.78M0.01%Computer319.070Sep 30, 202413F

ONON Semiconductor

1.27%+274.40K+0.06%35.74M0.12%Electronics55.870Sep 30, 202413F

AMEAMETEK

1.24%+114.91K+0.05%34.90M0.09%Defense176.500Sep 30, 202413F

JBLJabil

1.23%+162.22K+0.15%34.69M0.26%Electronics153.510Sep 30, 202413F

ADBEAdobe

1.21%+67.64K0.00%34.01M0.02%Computer408.500Dec 31, 2024Aggregated Mutual Funds

TXTTextron

1.18%+211.85K+0.11%33.06M0.20%Defense76.970Sep 30, 202413F

WSMWilliams-Sonoma

1.15%+119.78K+0.10%32.48M0.18%Commerce195.260Sep 30, 202413F

REGNRegeneron Pharmaceuticals

1.15%+30.84K+0.03%32.28M0.03%Medical Biology716.900Dec 31, 2024Aggregated Mutual Funds

AVYAvery Dennison

1.13%+145.16K+0.18%31.77M0.18%Manufacturing187.960Sep 30, 202413F

LOWLowe's Companies

1.11%0.000.00%31.37M0.02%Commerce248.660Jun 30, 202413F

LMTLockheed Martin

1.06%0.000.00%29.71M0.02%Defense483.160Jun 30, 202413F

MOAltria

1.03%+13.49K+0.00%29.11M0.03%Other50.850Sep 30, 202413F

BKNGBooking Holdings

1.01%+446.00+0.00%28.50M0.02%Leisure Services4763.900Sep 30, 202413F

MCKMcKesson

0.91%+15.54K+0.01%25.53M0.04%Medical Biology585.080Sep 30, 202413F

KLACKLA Corp

0.87%+32.63K0.00%24.52M0.02%Electronics690.990Dec 31, 2024Aggregated Mutual Funds

LRCXLam Research

0.87%+23.14K+0.00%24.41M0.02%Electronics74.450Dec 31, 2024Aggregated Mutual Funds

BLKBlackrock

0.86%-2.12K-0.00%24.06M0.02%Non-Bank Financials955.010Jan 12, 2025Aggregated Mutual Funds

SCCOSouthern Copper

0.85%+206.63K0.00%23.90M0.03%Non-Ferrous Metals94.750Dec 31, 2024Aggregated Mutual Funds

FDXFedEx

0.85%+88.93K+0.04%23.85M0.04%Transportation274.590Sep 30, 202413F

PYPLPayPal

0.85%-36.10K-0.00%23.85M0.03%Non-Bank Financials83.990Sep 30, 202413F

MPLXMPLX LP

0.81%+523.59K+0.05%22.92M0.05%Mining48.760Sep 30, 202413F

HONHoneywell

0.80%0.000.00%22.42M0.02%Other219.100Jun 30, 202413F

FANGDiamondback Energy

0.77%+18.41K+0.01%21.76M0.04%Mining177.610Sep 30, 202413F

CMECME Group

0.76%-1.11K-0.00%21.42M0.03%Non-Bank Financials229.450Sep 30, 202413F

GDGeneral Dynamics

0.73%0.000.00%20.56M0.02%Defense263.670Jun 30, 202413F

KRThe Kroger

0.70%0.000.00%19.65M0.05%Commerce59.490Jun 30, 202413F

CRHCRH PLC

0.69%-33.89K-0.01%19.49M0.03%Building Materials91.550Sep 30, 202413F

AJGArthur J. Gallagher

0.68%0.000.00%19.19M0.03%Non-Bank Financials285.810Jun 30, 202413F

Delayed quotes for HK, AU, JP and SG stocks

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