Shelter Mutual Insurance Co Long-Term Concentrated

CIK: 0001455288 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 8, 2021

Total Value ($000): $354,775 (100.0% shares, 0.0% debt)

Holdings (52)

VXUS VANGUARD STAR FDS 6.6%
Value ($000) $23,374 Shares 361,100 Est. Cost $49.17 Unrealized
BRK/A BERKSHIRE HATHAWAY I 5.3%
Value ($000) $18,923 Shares 46 Est. Cost $214536.25 Unrealized +97.0%
V VISA INC 3.9%
Value ($000) $13,724 Shares 61,610 Est. Cost $56.13 Unrealized +304.4%
IEFA ISHARES TR 3.8%
Value ($000) $13,393 Shares 180,425 Est. Cost $74.84 Unrealized
VRSK VERISK ANALYTICS INC 3.7%
Value ($000) $13,018 Shares 65,000 Est. Cost $57.10 Unrealized +229.8%
ORCL ORACLE CORP 3.7%
Value ($000) $12,957 Shares 148,710 Est. Cost $27.58 Unrealized +202.1%
LOW LOWES COS INC 3.5%
Value ($000) $12,500 Shares 61,620 Est. Cost $32.16 Unrealized +470.9%
VTI VANGUARD INDEX FDS 3.2%
Value ($000) $11,296 Shares 50,800 Est. Cost $156.54 Unrealized
PG PROCTER AND GAMBLE C 3.2%
Value ($000) $11,232 Shares 80,345 Est. Cost $55.00 Unrealized +131.4%
TGT TARGET CORP 3.1%
Value ($000) $10,887 Shares 47,590 Est. Cost $47.95 Unrealized +358.6%
WMT WALMART INC 2.9%
Value ($000) $10,366 Shares 74,372 Est. Cost $19.98 Unrealized +127.5%
PEP PEPSICO INC 2.9%
Value ($000) $10,329 Shares 68,670 Est. Cost $56.00 Unrealized +141.1%
DE DEERE & CO 2.7%
Value ($000) $9,660 Shares 28,830 Est. Cost $66.30 Unrealized +411.8%
UNP UNION PAC CORP 2.7%
Value ($000) $9,501 Shares 48,473 Est. Cost $64.65 Unrealized +202.0%
MDT MEDTRONIC PLC 2.5%
Value ($000) $8,949 Shares 71,396 Est. Cost $58.10 Unrealized +95.3%
CME CME GROUP INC 2.5%
Value ($000) $8,880 Shares 45,920 Est. Cost $39.16 Unrealized +332.1%
LINDE PLC 2.3%
Value ($000) $8,314 Shares 28,340 Est. Cost $156.05 Unrealized
ITW ILLINOIS TOOL WKS IN 2.3%
Value ($000) $8,180 Shares 39,590 Est. Cost $49.85 Unrealized +307.0%
USIG ISHARES TR 2.2%
Value ($000) $7,943 Shares 130,000 Est. Cost $59.04 Unrealized
VRTX VERTEX PHARMACEUTICA 2.2%
Value ($000) $7,854 Shares 43,300 Est. Cost $219.65 Unrealized -11.1%
PM PHILIP MORRIS INTL I 1.9%
Value ($000) $6,824 Shares 71,990 Est. Cost $50.37 Unrealized +60.9%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $6,682 Shares 39,885 Est. Cost $59.62 Unrealized +165.5%
ABT ABBOTT LABS 1.9%
Value ($000) $6,670 Shares 56,460 Est. Cost $28.85 Unrealized +293.4%
CAT CATERPILLAR INC 1.9%
Value ($000) $6,565 Shares 34,200 Est. Cost $61.55 Unrealized +212.1%
NEE NEXTERA ENERGY INC 1.8%
Value ($000) $6,479 Shares 82,520 Est. Cost $57.34 Unrealized +25.3%
PFE PFIZER INC 1.8%
Value ($000) $6,272 Shares 145,820 Est. Cost $16.46 Unrealized +116.7%
QCOM QUALCOMM INC 1.8%
Value ($000) $6,266 Shares 48,585 Est. Cost $124.33 Unrealized +3.6%
ABBV ABBVIE INC 1.8%
Value ($000) $6,263 Shares 58,060 Est. Cost $26.55 Unrealized +266.2%
ECL ECOLAB INC 1.6%
Value ($000) $5,567 Shares 26,684 Est. Cost $85.09 Unrealized +145.1%
IEMG ISHARES INC 1.5%
Value ($000) $5,351 Shares 86,644 Est. Cost $66.73 Unrealized
IBM INTERNATIONAL BUSINE 1.5%
Value ($000) $5,348 Shares 38,491 Est. Cost $118.94 Unrealized -5.7%
ROYAL DUTCH SHELL PL 1.4%
Value ($000) $5,070 Shares 113,750 Est. Cost $63.80 Unrealized
BHP BHP GROUP LTD 1.4%
Value ($000) $5,067 Shares 94,680 Est. Cost $47.95 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $4,747 Shares 29,000 Est. Cost $98.14 Unrealized +42.9%
MMM 3M CO 1.2%
Value ($000) $4,205 Shares 23,970 Est. Cost $61.26 Unrealized +124.1%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,897 Shares 66,250 Est. Cost $54.65 Unrealized -11.4%
BLV VANGUARD BD INDEX FD 1.1%
Value ($000) $3,889 Shares 38,000 Est. Cost $98.13 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.9%
Value ($000) $3,183 Shares 53,800 Est. Cost $49.41 Unrealized +11.0%
BROOKFIELD ASSET MGM 0.8%
Value ($000) $3,004 Shares 56,131 Est. Cost $48.38 Unrealized
DISCOVERY INC 0.8%
Value ($000) $2,713 Shares 111,790 Est. Cost $25.50 Unrealized
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $2,611 Shares 1,100 Est. Cost $1497.60 Unrealized +47.4%
OTIS OTIS WORLDWIDE CORP 0.7%
Value ($000) $2,567 Shares 31,200 Est. Cost $47.48 Unrealized +73.1%
PING IDENTITY HLDG C 0.7%
Value ($000) $2,332 Shares 94,931 Est. Cost $24.57 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,243 Shares 32,110 Est. Cost $58.49 Unrealized +1.5%
STZ CONSTELLATION BRANDS 0.6%
Value ($000) $2,170 Shares 10,300 Est. Cost $151.89 Unrealized +33.5%
HAS HASBRO INC 0.6%
Value ($000) $2,115 Shares 23,700 Est. Cost $58.06 Unrealized +39.6%
MBB ISHARES TR 0.5%
Value ($000) $1,946 Shares 18,000 Est. Cost $108.39 Unrealized
MKL MARKEL CORP 0.4%
Value ($000) $1,434 Shares 1,200 Est. Cost $1143.50 Unrealized +7.8%
BRK/B BERKSHIRE HATHAWAY I 0.3%
Value ($000) $948 Shares 3,474 Est. Cost $166.27 Unrealized +68.9%
UCTT ULTRA CLEAN HLDGS IN 0.2%
Value ($000) $744 Shares 17,475 Est. Cost $50.06 Unrealized -5.8%
IVV ISHARES TR 0.1%
Value ($000) $302 Shares 700 Est. Cost $430.00 Unrealized
BROOKFIELD ASSET MGM 0.0%
Value ($000) $21 Shares 386 Est. Cost $54.40 Unrealized