Shelter Mutual Insurance Co Long-Term Concentrated

CIK: 0001455288 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 2, 2023

Total Value ($000): $358,440 (100.0% shares, 0.0% debt)

Holdings (60)

BRK/A BERKSHIRE HATHAWAY INC DEL 5.6%
Value ($000) $20,196 Shares 38 Est. Cost $214536.25 Unrealized +151.2%
VXUS VANGUARD STAR FDS 5.0%
Value ($000) $17,968 Shares 335,723 Est. Cost $49.17 Unrealized
USIG ISHARES TR 3.9%
Value ($000) $13,987 Shares 290,980 Est. Cost $54.09 Unrealized
WMT WALMART INC 3.0%
Value ($000) $10,903 Shares 68,172 Est. Cost $19.98 Unrealized +159.3%
IEFA ISHARES TR 3.0%
Value ($000) $10,874 Shares 168,975 Est. Cost $74.84 Unrealized
PG PROCTER AND GAMBLE CO 3.0%
Value ($000) $10,756 Shares 73,745 Est. Cost $55.00 Unrealized +162.0%
PEP PEPSICO INC 3.0%
Value ($000) $10,670 Shares 62,970 Est. Cost $56.00 Unrealized +198.5%
MBB ISHARES TR 2.9%
Value ($000) $10,347 Shares 116,520 Est. Cost $95.60 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $9,941 Shares 46,800 Est. Cost $156.54 Unrealized
LIN LINDE PLC 2.7%
Value ($000) $9,845 Shares 26,440 Est. Cost $322.30 Unrealized +14.5%
LQD ISHARES TR 2.7%
Value ($000) $9,712 Shares 95,196 Est. Cost $108.19 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 2.7%
Value ($000) $9,598 Shares 27,600 Est. Cost $219.65 Unrealized +59.2%
VRSK VERISK ANALYTICS INC 2.6%
Value ($000) $9,379 Shares 39,700 Est. Cost $57.10 Unrealized +306.5%
V VISA INC 2.6%
Value ($000) $9,341 Shares 40,610 Est. Cost $56.13 Unrealized +320.8%
CAT CATERPILLAR INC 2.6%
Value ($000) $9,337 Shares 34,200 Est. Cost $61.55 Unrealized +324.8%
CME CME GROUP INC 2.6%
Value ($000) $9,194 Shares 45,920 Est. Cost $39.16 Unrealized +360.1%
ITW ILLINOIS TOOL WKS INC 2.5%
Value ($000) $9,118 Shares 39,590 Est. Cost $49.85 Unrealized +361.5%
ORCL ORACLE CORP 2.4%
Value ($000) $8,761 Shares 82,710 Est. Cost $27.58 Unrealized +308.9%
ABBV ABBVIE INC 2.4%
Value ($000) $8,584 Shares 57,585 Est. Cost $26.55 Unrealized +409.7%
LOW LOWES COS INC 2.4%
Value ($000) $8,546 Shares 41,120 Est. Cost $32.16 Unrealized +568.3%
DE DEERE & CO 2.4%
Value ($000) $8,465 Shares 22,430 Est. Cost $66.30 Unrealized +500.2%
UNP UNION PAC CORP 2.2%
Value ($000) $8,038 Shares 39,473 Est. Cost $64.65 Unrealized +218.8%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $7,662 Shares 65,160 Est. Cost $54.65 Unrealized +84.8%
SHEL SHELL PLC 2.0%
Value ($000) $7,323 Shares 113,750 Est. Cost $54.94 Unrealized
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $5,950 Shares 39,885 Est. Cost $59.62 Unrealized +166.5%
IVV ISHARES TR CORE S&P500 ETF 1.6%
Value ($000) $5,903 Shares 13,745 Est. Cost $444.99 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $5,674 Shares 51,085 Est. Cost $123.55 Unrealized -10.9%
AGG ISHARES TR 1.5%
Value ($000) $5,422 Shares 57,660 Est. Cost $97.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $5,400 Shares 38,491 Est. Cost $118.94 Unrealized +10.8%
BHP BHP GROUP LTD 1.5%
Value ($000) $5,385 Shares 94,680 Est. Cost $47.95 Unrealized
BND VANGUARD BD INDEX FDS 1.5%
Value ($000) $5,344 Shares 76,583 Est. Cost $72.68 Unrealized
TGT TARGET CORP 1.5%
Value ($000) $5,262 Shares 47,590 Est. Cost $47.95 Unrealized +142.7%
BAB INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,025 Shares 198,589 Est. Cost $26.49 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $4,837 Shares 145,820 Est. Cost $16.46 Unrealized +85.7%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $4,728 Shares 82,520 Est. Cost $57.34 Unrealized +12.3%
IGIB ISHARES TR 1.3%
Value ($000) $4,727 Shares 97,200 Est. Cost $50.52 Unrealized
ECL ECOLAB INC 1.3%
Value ($000) $4,520 Shares 26,684 Est. Cost $85.09 Unrealized +108.4%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $4,206 Shares 29,000 Est. Cost $98.14 Unrealized +45.0%
IEMG ISHARES INC 1.1%
Value ($000) $3,862 Shares 81,144 Est. Cost $66.73 Unrealized
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $3,392 Shares 1,100 Est. Cost $1497.60 Unrealized +98.9%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value ($000) $3,123 Shares 53,800 Est. Cost $49.41 Unrealized +10.0%
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $2,589 Shares 10,300 Est. Cost $151.89 Unrealized +64.1%
BLV VANGUARD BD INDEX FDS 0.7%
Value ($000) $2,548 Shares 38,000 Est. Cost $98.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.7%
Value ($000) $2,506 Shares 31,200 Est. Cost $47.48 Unrealized +73.1%
IXUS ISHARES TR CORE MSCI TOTAL 0.7%
Value ($000) $2,410 Shares 40,180 Est. Cost $62.64 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,406 Shares 32,110 Est. Cost $58.49 Unrealized +20.8%
MMM 3M CO 0.6%
Value ($000) $2,244 Shares 23,970 Est. Cost $61.26 Unrealized +29.9%
MKL MARKEL GROUP INC 0.5%
Value ($000) $1,767 Shares 1,200 Est. Cost $1143.50 Unrealized +28.0%
BN BROOKFIELD CORP 0.5%
Value ($000) $1,755 Shares 56,131 Est. Cost $21.90 Unrealized +1.2%
HAS HASBRO INC 0.4%
Value ($000) $1,568 Shares 23,700 Est. Cost $58.06 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,217 Shares 3,474 Est. Cost $166.27 Unrealized +113.4%
GOVT ISHARES TR 0.3%
Value ($000) $1,058 Shares 48,000 Est. Cost $22.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $884 Shares 11,762 Est. Cost $75.67 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $829 Shares 10,917 Est. Cost $79.01 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $800 Shares 32,900 Est. Cost $25.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $788 Shares 10,900 Est. Cost $75.23 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $579 Shares 5,880 Est. Cost $110.77 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $460 Shares 10,400 Est. Cost $46.18 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $450 Shares 10,000 Est. Cost $47.21 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $279 Shares 2,960 Est. Cost $99.65 Unrealized