Instuitional Investor - F&v Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Rtx Corp	RTX	149,410	$27,402	5.83%
2.	Applied Materials Inc	AMAT	95,196	$24,464	5.2%
3.	United Rentals Inc.	URI	29,635	$23,984	5.1%
4.	Mueller Industries Inc	MLI	172,716	$19,828	4.22%
5.	Meta Platforms Inc.	META	28,947	$19,108	4.06%