Shelter Mutual Insurance Co Long-Term Concentrated

Location: Columbia, MO

CIK: 0001455288 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 2, 2023

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

Holdings (60)

BRK/A BERKSHIRE HATHAWAY INC DEL 5.6%
Value $20.2M Shares 38 Est. Cost $214536.25 Unrealized +151.2%
VXUS VANGUARD STAR FDS 5.0%
Value $17.97M Shares 335,723 Est. Cost $49.17 Unrealized
USIG ISHARES TR 3.9%
Value $13.99M Shares 290,980 Est. Cost $54.09 Unrealized
WMT WALMART INC 3.0%
Value $10.9M Shares 68,172 Est. Cost $19.98 Unrealized +159.3%
IEFA ISHARES TR 3.0%
Value $10.87M Shares 168,975 Est. Cost $74.84 Unrealized
PG PROCTER AND GAMBLE CO 3.0%
Value $10.76M Shares 73,745 Est. Cost $55.00 Unrealized +162.0%
PEP PEPSICO INC 3.0%
Value $10.67M Shares 62,970 Est. Cost $56.00 Unrealized +198.5%
MBB ISHARES TR 2.9%
Value $10.35M Shares 116,520 Est. Cost $95.60 Unrealized
VTI VANGUARD INDEX FDS 2.8%
Value $9.941M Shares 46,800 Est. Cost $156.54 Unrealized
LIN LINDE PLC 2.7%
Value $9.845M Shares 26,440 Est. Cost $322.30 Unrealized +14.5%
LQD ISHARES TR 2.7%
Value $9.712M Shares 95,196 Est. Cost $108.19 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 2.7%
Value $9.598M Shares 27,600 Est. Cost $219.65 Unrealized +59.2%
VRSK VERISK ANALYTICS INC 2.6%
Value $9.379M Shares 39,700 Est. Cost $57.10 Unrealized +306.5%
V VISA INC 2.6%
Value $9.341M Shares 40,610 Est. Cost $56.13 Unrealized +320.8%
CAT CATERPILLAR INC 2.6%
Value $9.337M Shares 34,200 Est. Cost $61.55 Unrealized +324.8%
CME CME GROUP INC 2.6%
Value $9.194M Shares 45,920 Est. Cost $39.16 Unrealized +360.1%
ITW ILLINOIS TOOL WKS INC 2.5%
Value $9.118M Shares 39,590 Est. Cost $49.85 Unrealized +361.5%
ORCL ORACLE CORP 2.4%
Value $8.761M Shares 82,710 Est. Cost $27.58 Unrealized +308.9%
ABBV ABBVIE INC 2.4%
Value $8.584M Shares 57,585 Est. Cost $26.55 Unrealized +409.7%
LOW LOWES COS INC 2.4%
Value $8.546M Shares 41,120 Est. Cost $32.16 Unrealized +568.3%
DE DEERE & CO 2.4%
Value $8.465M Shares 22,430 Est. Cost $66.30 Unrealized +500.2%
UNP UNION PAC CORP 2.2%
Value $8.038M Shares 39,473 Est. Cost $64.65 Unrealized +218.8%
XOM EXXON MOBIL CORP 2.1%
Value $7.662M Shares 65,160 Est. Cost $54.65 Unrealized +84.8%
SHEL SHELL PLC 2.0%
Value $7.323M Shares 113,750 Est. Cost $54.94 Unrealized
AXP AMERICAN EXPRESS CO 1.7%
Value $5.95M Shares 39,885 Est. Cost $59.62 Unrealized +166.5%
IVV ISHARES TR CORE S&P500 ETF 1.6%
Value $5.903M Shares 13,745 Est. Cost $444.99 Unrealized
QCOM QUALCOMM INC 1.6%
Value $5.673M Shares 51,085 Est. Cost $123.55 Unrealized -10.9%
AGG ISHARES TR 1.5%
Value $5.422M Shares 57,660 Est. Cost $97.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value $5.4M Shares 38,491 Est. Cost $118.94 Unrealized +10.8%
BHP BHP GROUP LTD 1.5%
Value $5.385M Shares 94,680 Est. Cost $47.95 Unrealized
BND VANGUARD BD INDEX FDS 1.5%
Value $5.344M Shares 76,583 Est. Cost $72.68 Unrealized
TGT TARGET CORP 1.5%
Value $5.262M Shares 47,590 Est. Cost $47.95 Unrealized +142.7%
BAB INVESCO EXCH TRADED FD TR II 1.4%
Value $5.025M Shares 198,589 Est. Cost $26.49 Unrealized
PFE PFIZER INC 1.3%
Value $4.837M Shares 145,820 Est. Cost $16.46 Unrealized +85.7%
NEE NEXTERA ENERGY INC 1.3%
Value $4.728M Shares 82,520 Est. Cost $57.34 Unrealized +12.3%
IGIB ISHARES TR 1.3%
Value $4.727M Shares 97,200 Est. Cost $50.52 Unrealized
ECL ECOLAB INC 1.3%
Value $4.52M Shares 26,684 Est. Cost $85.09 Unrealized +108.4%
JPM JPMORGAN CHASE & CO 1.2%
Value $4.206M Shares 29,000 Est. Cost $98.14 Unrealized +45.0%
IEMG ISHARES INC 1.1%
Value $3.862M Shares 81,144 Est. Cost $66.73 Unrealized
BKNG BOOKING HOLDINGS INC 0.9%
Value $3.392M Shares 1,100 Est. Cost $1497.60 Unrealized +98.9%
BMY BRISTOL-MYERS SQUIBB CO 0.9%
Value $3.123M Shares 53,800 Est. Cost $49.41 Unrealized +10.0%
STZ CONSTELLATION BRANDS INC 0.7%
Value $2.589M Shares 10,300 Est. Cost $151.89 Unrealized +64.1%
BLV VANGUARD BD INDEX FDS 0.7%
Value $2.548M Shares 38,000 Est. Cost $98.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.7%
Value $2.506M Shares 31,200 Est. Cost $47.48 Unrealized +73.1%
IXUS ISHARES TR CORE MSCI TOTAL 0.7%
Value $2.41M Shares 40,180 Est. Cost $62.64 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value $2.406M Shares 32,110 Est. Cost $58.49 Unrealized +20.8%
MMM 3M CO 0.6%
Value $2.244M Shares 23,970 Est. Cost $61.26 Unrealized +29.9%
MKL MARKEL GROUP INC 0.5%
Value $1.767M Shares 1,200 Est. Cost $1143.50 Unrealized +28.0%
BN BROOKFIELD CORP 0.5%
Value $1.755M Shares 56,131 Est. Cost $21.90 Unrealized +1.2%
HAS HASBRO INC 0.4%
Value $1.568M Shares 23,700 Est. Cost $58.06 Unrealized +2.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.217M Shares 3,474 Est. Cost $166.27 Unrealized +113.4%
GOVT ISHARES TR 0.3%
Value $1.058M Shares 48,000 Est. Cost $22.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value $884K Shares 11,762 Est. Cost $75.67 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value $829K Shares 10,917 Est. Cost $79.01 Unrealized
SPAB SPDR SER TR 0.2%
Value $800K Shares 32,900 Est. Cost $25.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $788K Shares 10,900 Est. Cost $75.23 Unrealized
TLH ISHARES TR 0.2%
Value $579K Shares 5,880 Est. Cost $110.77 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value $460K Shares 10,400 Est. Cost $46.18 Unrealized
QLTA ISHARES TR 0.1%
Value $450K Shares 10,000 Est. Cost $47.21 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value $279K Shares 2,960 Est. Cost $99.65 Unrealized