Shelter Mutual Insurance Co Long-Term Concentrated

CIK: 0001455288 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 21, 2014

Total Value ($000): $377,963 (100.0% shares, 0.0% debt)

Holdings (49)

BRK/A BERKSHIRE HATHAWAY 4.8%
Value ($000) $17,968 Shares 101 Est. Cost $165023.42 Unrealized +5.1%
PEP PEPSICO INCORPORATED 3.9%
Value ($000) $14,758 Shares 177,930 Est. Cost $56.00 Unrealized +3.1%
UNP UNION PACIFIC CORPORATION 3.7%
Value ($000) $13,994 Shares 83,300 Est. Cost $57.06 Unrealized +6.1%
MMM 3M COMPANY 3.7%
Value ($000) $13,823 Shares 98,560 Est. Cost $61.26 Unrealized +18.6%
IBM INTERNATIONAL BUSINESS MACHINE 3.6%
Value ($000) $13,562 Shares 72,300 Est. Cost $118.94 Unrealized -10.5%
V VISA INC/A 3.3%
Value ($000) $12,472 Shares 56,010 Est. Cost $40.02 Unrealized +15.7%
ROYAL DUTCH SHELL PLC - ADR A 3.3%
Value ($000) $12,463 Shares 174,880 Est. Cost $63.80 Unrealized
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $11,405 Shares 140,090 Est. Cost $55.00 Unrealized +5.5%
SLB SCHLUMBERGER LTD 3.0%
Value ($000) $11,188 Shares 124,160 Est. Cost $52.90 Unrealized +23.0%
ORCL ORACLE CORP 2.9%
Value ($000) $10,918 Shares 285,380 Est. Cost $27.58 Unrealized +4.4%
XOM EXXON MOBIL CORPORATION 2.9%
Value ($000) $10,894 Shares 107,652 Est. Cost $53.69 Unrealized +4.2%
WMT WAL-MART STORES 2.7%
Value ($000) $10,155 Shares 129,042 Est. Cost $19.98 Unrealized +1.8%
SJM JM SMUCKER CO 2.7%
Value ($000) $10,064 Shares 97,120 Est. Cost $70.84 Unrealized +5.2%
GENERAL ELECTRIC COMPANY 2.6%
Value ($000) $9,908 Shares 353,490 Est. Cost $23.19 Unrealized
ITW ILLINOIS TOOL WORKS 2.6%
Value ($000) $9,747 Shares 115,920 Est. Cost $49.85 Unrealized +19.3%
EMR EMERSON ELECTRIC CO 2.5%
Value ($000) $9,613 Shares 136,970 Est. Cost $40.02 Unrealized +20.4%
LOW LOWE'S CORP 2.4%
Value ($000) $9,062 Shares 182,900 Est. Cost $32.16 Unrealized +21.7%
CAT CATERPILLAR TRACTOR CO 2.3%
Value ($000) $8,563 Shares 94,300 Est. Cost $61.55 Unrealized +1.8%
PFE PFIZER INC 2.2%
Value ($000) $8,255 Shares 269,500 Est. Cost $16.46 Unrealized +7.1%
COVIDIEN LTD 2.1%
Value ($000) $7,821 Shares 114,850 Est. Cost $62.84 Unrealized
VRSK VERISK ANALYTICS INC - CLASS A 2.0%
Value ($000) $7,742 Shares 117,800 Est. Cost $57.10 Unrealized +9.9%
AXP AMERICAN EXPRESS COMPANY 2.0%
Value ($000) $7,643 Shares 84,240 Est. Cost $59.62 Unrealized +16.2%
PRAXAIR INC 2.0%
Value ($000) $7,560 Shares 58,140 Est. Cost $115.15 Unrealized
FLS FLOWSERVE CORP 2.0%
Value ($000) $7,532 Shares 95,550 Est. Cost $43.03 Unrealized +28.7%
PM PHILIP MORRIS INTERNATIONAL 2.0%
Value ($000) $7,477 Shares 85,820 Est. Cost $49.85 Unrealized -4.0%
BHP BHP BILLITON LTD - SPON ADR 1.8%
Value ($000) $6,890 Shares 101,030 Est. Cost $57.66 Unrealized
MEAD JOHNSON NUTRITION CO 1.8%
Value ($000) $6,880 Shares 82,130 Est. Cost $79.23 Unrealized
MRK MERCK & CO. 1.8%
Value ($000) $6,729 Shares 134,440 Est. Cost $30.02 Unrealized +4.2%
CME CME GROUP INC 1.7%
Value ($000) $6,598 Shares 84,100 Est. Cost $39.16 Unrealized +21.1%
INTC INTEL CORP 1.7%
Value ($000) $6,583 Shares 253,650 Est. Cost $17.18 Unrealized +4.4%
ECL ECOLAB INC 1.7%
Value ($000) $6,487 Shares 62,214 Est. Cost $73.48 Unrealized +23.8%
BEN FRANKLIN RESOURCES 1.7%
Value ($000) $6,385 Shares 110,610 Est. Cost $29.22 Unrealized +10.0%
EXPRESS SCRIPTS HOLDING CO 1.7%
Value ($000) $6,368 Shares 90,662 Est. Cost $61.73 Unrealized
HSBC HSBC HOLDINGS PLC-SPONS ADR 1.5%
Value ($000) $5,792 Shares 105,060 Est. Cost $51.90 Unrealized
ABBV ABBVIE INC 1.4%
Value ($000) $5,392 Shares 102,100 Est. Cost $26.55 Unrealized +14.5%
CSCO CISCO SYSTEMS INC 1.4%
Value ($000) $5,262 Shares 234,600 Est. Cost $15.24 Unrealized -0.2%
YUM YUM BRANDS INC 1.3%
Value ($000) $4,992 Shares 66,020 Est. Cost $38.97 Unrealized +4.9%
TGT TARGET CORP 1.3%
Value ($000) $4,837 Shares 76,450 Est. Cost $47.95 Unrealized -7.0%
ENSCO PLC-CL A 1.3%
Value ($000) $4,809 Shares 84,100 Est. Cost $58.12 Unrealized
ENB ENBRIDGE INC. 1.3%
Value ($000) $4,766 Shares 109,120 Est. Cost $23.28 Unrealized -5.1%
ABT ABBOTT LABS 1.0%
Value ($000) $3,914 Shares 102,100 Est. Cost $28.85 Unrealized +1.3%
SPECTRA ENERGY CORP 1.0%
Value ($000) $3,887 Shares 109,120 Est. Cost $34.46 Unrealized
BP BP P.L.C. 1.0%
Value ($000) $3,855 Shares 79,300 Est. Cost $41.74 Unrealized
HOSPIRA INC 1.0%
Value ($000) $3,662 Shares 88,700 Est. Cost $38.31 Unrealized
ITC HOLDINGS CORP 0.9%
Value ($000) $3,451 Shares 36,010 Est. Cost $91.31 Unrealized
AVON PRODUCTS 0.7%
Value ($000) $2,689 Shares 156,180 Est. Cost $21.03 Unrealized
TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD 0.5%
Value ($000) $1,767 Shares 44,100 Est. Cost $39.21 Unrealized
MALLINCKRODT PLC 0.2%
Value ($000) $750 Shares 14,356 Est. Cost $44.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $631 Shares 5,320 Est. Cost $115.36 Unrealized +0.2%