Instuitional Investor - F&v Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	United Rentals Inc.	URI	28,971	$32,821	6.05%
2.	Applied Materials Inc	AMAT	42,185	$30,500	5.62%
3.	Rtx Corp	RTX	149,511	$28,367	5.23%
4.	Cisco Systems Inc.	CSCO	230,555	$27,081	4.99%
5.	Phillips 66	PSX	140,587	$23,766	4.38%