Shelter Mutual Insurance Co Long-Term Concentrated

Location: Columbia, MO

CIK: 0001455288 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 1, 2022

Total Value: $386M (100.0% shares, 0.0% debt)

Holdings (52)

VXUS VANGUARD STAR FDS 6.0%
Value $22.95M Shares 361,100 Est. Cost $49.17 Unrealized
BRK/A BERKSHIRE HATHAWAY I 5.4%
Value $20.73M Shares 46 Est. Cost $214536.25 Unrealized +101.3%
LOW LOWES COS INC 4.1%
Value $15.93M Shares 61,620 Est. Cost $32.16 Unrealized +583.6%
VRSK VERISK ANALYTICS INC 3.9%
Value $14.87M Shares 65,000 Est. Cost $57.10 Unrealized +272.0%
IEFA ISHARES TR 3.5%
Value $13.47M Shares 180,425 Est. Cost $74.84 Unrealized
V VISA INC 3.5%
Value $13.35M Shares 61,610 Est. Cost $56.13 Unrealized +270.8%
PG --- 3.4%
Value $13.14M Shares 80,345 Est. Cost $55.00 Unrealized +143.9%
ORCL ORACLE CORP 3.4%
Value $12.97M Shares 148,710 Est. Cost $27.58 Unrealized +222.3%
VTI VANGUARD INDEX FDS 3.2%
Value $12.27M Shares 50,800 Est. Cost $156.54 Unrealized
UNP UNION PAC CORP 3.2%
Value $12.21M Shares 48,473 Est. Cost $64.65 Unrealized +232.5%
PEP PEPSICO INC 3.1%
Value $11.93M Shares 68,670 Est. Cost $56.00 Unrealized +156.2%
TGT TARGET CORP 2.9%
Value $11.01M Shares 47,590 Est. Cost $47.95 Unrealized +346.7%
WMT WALMART INC 2.8%
Value $10.76M Shares 74,372 Est. Cost $19.98 Unrealized +126.1%
CME CME GROUP INC 2.7%
Value $10.49M Shares 45,920 Est. Cost $39.16 Unrealized +372.0%
DE DEERE & CO 2.6%
Value $9.886M Shares 28,830 Est. Cost $66.30 Unrealized +395.6%
LINDE PLC 2.5%
Value $9.818M Shares 28,340 Est. Cost $156.05 Unrealized
ITW --- 2.5%
Value $9.771M Shares 39,590 Est. Cost $49.85 Unrealized +321.9%
VRTX --- 2.5%
Value $9.509M Shares 43,300 Est. Cost $219.65 Unrealized -11.5%
QCOM QUALCOMM INC 2.3%
Value $8.885M Shares 48,585 Est. Cost $124.33 Unrealized +17.5%
PFE PFIZER INC 2.2%
Value $8.611M Shares 145,820 Est. Cost $16.46 Unrealized +144.4%
ABT ABBOTT LABS 2.1%
Value $7.946M Shares 56,460 Est. Cost $28.85 Unrealized +311.5%
ABBV ABBVIE INC 2.0%
Value $7.797M Shares 57,585 Est. Cost $26.55 Unrealized +283.1%
USIG ISHARES TR 2.0%
Value $7.766M Shares 130,000 Est. Cost $59.04 Unrealized
NEE NEXTERA ENERGY INC 2.0%
Value $7.704M Shares 82,520 Est. Cost $57.34 Unrealized +34.9%
MDT MEDTRONIC PLC 1.9%
Value $7.386M Shares 71,396 Est. Cost $58.10 Unrealized +75.6%
CAT CATERPILLAR INC 1.8%
Value $7.071M Shares 34,200 Est. Cost $61.55 Unrealized +203.3%
PM --- 1.8%
Value $6.839M Shares 71,990 Est. Cost $50.37 Unrealized +51.5%
AXP AMERICAN EXPRESS CO 1.7%
Value $6.525M Shares 39,885 Est. Cost $59.62 Unrealized +171.4%
ECL ECOLAB INC 1.6%
Value $6.26M Shares 26,684 Est. Cost $85.09 Unrealized +153.3%
BHP BHP GROUP LTD 1.5%
Value $5.714M Shares 94,680 Est. Cost $47.95 Unrealized
IEMG ISHARES INC 1.3%
Value $5.185M Shares 86,644 Est. Cost $66.73 Unrealized
IBM --- 1.3%
Value $5.145M Shares 38,491 Est. Cost $118.94 Unrealized -10.5%
--- 1.3%
Value $4.937M Shares 113,750 Est. Cost $63.80 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $4.592M Shares 29,000 Est. Cost $98.14 Unrealized +50.6%
MMM 3M CO 1.1%
Value $4.258M Shares 23,970 Est. Cost $61.26 Unrealized +107.8%
XOM EXXON MOBIL CORP 1.1%
Value $4.054M Shares 66,250 Est. Cost $54.65 Unrealized -1.4%
BLV VANGUARD BD INDEX FD 1.0%
Value $3.911M Shares 38,000 Est. Cost $98.13 Unrealized
--- 0.9%
Value $3.389M Shares 56,131 Est. Cost $48.38 Unrealized
BMY --- 0.9%
Value $3.354M Shares 53,800 Est. Cost $49.41 Unrealized -0.4%
OTIS OTIS WORLDWIDE CORP 0.7%
Value $2.717M Shares 31,200 Est. Cost $47.48 Unrealized +65.2%
BKNG BOOKING HOLDINGS INC 0.7%
Value $2.639M Shares 1,100 Est. Cost $1497.60 Unrealized +55.7%
STZ CONSTELLATION BRANDS 0.7%
Value $2.585M Shares 10,300 Est. Cost $151.89 Unrealized +39.9%
DISCOVERY INC 0.7%
Value $2.56M Shares 111,790 Est. Cost $25.50 Unrealized
HAS HASBRO INC 0.6%
Value $2.412M Shares 23,700 Est. Cost $58.06 Unrealized +39.0%
GILD GILEAD SCIENCES INC 0.6%
Value $2.332M Shares 32,110 Est. Cost $58.49 Unrealized +0.5%
--- 0.6%
Value $2.172M Shares 94,931 Est. Cost $24.57 Unrealized
MBB ISHARES TR 0.5%
Value $1.934M Shares 18,000 Est. Cost $108.39 Unrealized
MKL MARKEL CORP 0.4%
Value $1.481M Shares 1,200 Est. Cost $1143.50 Unrealized +10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.039M Shares 3,474 Est. Cost $166.27 Unrealized +72.3%
UCTT --- 0.3%
Value $1.002M Shares 17,475 Est. Cost $50.06 Unrealized +3.9%
IVV ISHARES TR 0.1%
Value $334K Shares 700 Est. Cost $430.00 Unrealized
BROOKFIELD ASSET MGM 0.0%
Value $24,000 Shares 386 Est. Cost $54.40 Unrealized