Shelter Mutual Insurance Co Long-Term Concentrated

CIK: 0001455288 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 31, 2024

Total Value ($000): $362,528 (100.0% shares, 0.0% debt)

Holdings (58)

BRK/A BERKSHIRE HATHAWAY INC DEL 5.1%
Value ($000) $18,449 Shares 34 Est. Cost $214536.25 Unrealized +148.8%
VXUS VANGUARD STAR FDS 5.0%
Value ($000) $18,247 Shares 314,823 Est. Cost $49.17 Unrealized
USIG ISHARES TR 4.1%
Value ($000) $14,910 Shares 290,980 Est. Cost $54.09 Unrealized
IEFA ISHARES TR 3.1%
Value ($000) $11,296 Shares 160,575 Est. Cost $74.84 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 3.1%
Value ($000) $11,230 Shares 27,600 Est. Cost $219.65 Unrealized +68.2%
MBB ISHARES TR 3.0%
Value ($000) $10,962 Shares 116,520 Est. Cost $95.60 Unrealized
LIN LINDE PLC 3.0%
Value ($000) $10,859 Shares 26,440 Est. Cost $322.30 Unrealized +19.0%
V VISA INC 2.9%
Value ($000) $10,573 Shares 40,610 Est. Cost $56.13 Unrealized +332.4%
LQD ISHARES TR 2.9%
Value ($000) $10,534 Shares 95,196 Est. Cost $108.19 Unrealized
VTI VANGUARD INDEX FDS 2.9%
Value ($000) $10,402 Shares 43,850 Est. Cost $156.54 Unrealized
CME CME GROUP INC 2.7%
Value ($000) $9,671 Shares 45,920 Est. Cost $39.16 Unrealized +397.0%
VRSK VERISK ANALYTICS INC 2.6%
Value ($000) $9,483 Shares 39,700 Est. Cost $57.10 Unrealized +308.8%
ITW ILLINOIS TOOL WKS INC 2.6%
Value ($000) $9,388 Shares 35,840 Est. Cost $49.85 Unrealized +356.0%
LOW LOWES COS INC 2.5%
Value ($000) $9,151 Shares 41,120 Est. Cost $32.16 Unrealized +505.5%
CAT CATERPILLAR INC 2.5%
Value ($000) $9,101 Shares 30,780 Est. Cost $61.55 Unrealized +308.1%
ABBV ABBVIE INC 2.5%
Value ($000) $8,924 Shares 57,585 Est. Cost $26.55 Unrealized +411.2%
PG PROCTER AND GAMBLE CO 2.4%
Value ($000) $8,748 Shares 59,695 Est. Cost $55.00 Unrealized +155.7%
UNP UNION PAC CORP 2.4%
Value ($000) $8,725 Shares 35,523 Est. Cost $64.65 Unrealized +223.6%
ORCL ORACLE CORP 2.4%
Value ($000) $8,720 Shares 82,710 Est. Cost $27.58 Unrealized +286.9%
WMT WALMART INC 2.4%
Value ($000) $8,706 Shares 55,222 Est. Cost $19.98 Unrealized +158.4%
PEP PEPSICO INC 2.4%
Value ($000) $8,665 Shares 51,020 Est. Cost $56.00 Unrealized +174.6%
DE DEERE & CO 2.2%
Value ($000) $8,123 Shares 20,315 Est. Cost $66.30 Unrealized +450.7%
SHEL SHELL PLC 2.1%
Value ($000) $7,485 Shares 113,750 Est. Cost $54.94 Unrealized
AXP AMERICAN EXPRESS CO 2.1%
Value ($000) $7,472 Shares 39,885 Est. Cost $59.62 Unrealized +163.3%
QCOM QUALCOMM INC 2.0%
Value ($000) $7,388 Shares 51,085 Est. Cost $123.55 Unrealized -4.2%
TGT TARGET CORP 1.9%
Value ($000) $6,778 Shares 47,590 Est. Cost $47.95 Unrealized +135.7%
IVV ISHARES TR 1.8%
Value ($000) $6,565 Shares 13,745 Est. Cost $444.99 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value ($000) $6,515 Shares 65,160 Est. Cost $54.65 Unrealized +78.6%
BHP BHP GROUP LTD 1.8%
Value ($000) $6,468 Shares 94,680 Est. Cost $47.95 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.7%
Value ($000) $6,295 Shares 38,491 Est. Cost $118.94 Unrealized +19.0%
AGG ISHARES TR 1.6%
Value ($000) $5,723 Shares 57,660 Est. Cost $97.95 Unrealized
BND VANGUARD BD INDEX FDS 1.6%
Value ($000) $5,633 Shares 76,583 Est. Cost $72.68 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $5,344 Shares 198,589 Est. Cost $26.49 Unrealized
IGIB ISHARES TR 1.4%
Value ($000) $5,056 Shares 97,200 Est. Cost $50.52 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $5,012 Shares 82,520 Est. Cost $57.34 Unrealized -6.8%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $4,933 Shares 29,000 Est. Cost $98.14 Unrealized +47.6%
PFE PFIZER INC 1.2%
Value ($000) $4,198 Shares 145,820 Est. Cost $16.46 Unrealized +60.4%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $3,902 Shares 1,100 Est. Cost $1497.60 Unrealized +104.9%
IEMG ISHARES INC 1.1%
Value ($000) $3,900 Shares 77,114 Est. Cost $66.73 Unrealized
BLV VANGUARD BD INDEX FDS 0.8%
Value ($000) $2,834 Shares 38,000 Est. Cost $98.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.8%
Value ($000) $2,791 Shares 31,200 Est. Cost $47.48 Unrealized +69.0%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $2,760 Shares 53,800 Est. Cost $49.41 Unrealized -4.8%
IXUS ISHARES TR 0.7%
Value ($000) $2,608 Shares 40,180 Est. Cost $62.64 Unrealized
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,601 Shares 32,110 Est. Cost $58.49 Unrealized +23.4%
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $2,490 Shares 10,300 Est. Cost $151.89 Unrealized +50.1%
BN BROOKFIELD CORP 0.6%
Value ($000) $2,252 Shares 56,131 Est. Cost $21.90 Unrealized +2.2%
MKL MARKEL GROUP INC 0.5%
Value ($000) $1,704 Shares 1,200 Est. Cost $1143.50 Unrealized +24.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,239 Shares 3,474 Est. Cost $166.27 Unrealized +111.1%
HAS HASBRO INC 0.3%
Value ($000) $1,210 Shares 23,700 Est. Cost $58.06 Unrealized -20.6%
GOVT ISHARES TR 0.3%
Value ($000) $1,106 Shares 48,000 Est. Cost $22.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $910 Shares 11,762 Est. Cost $75.67 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $887 Shares 10,917 Est. Cost $79.01 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $844 Shares 32,900 Est. Cost $25.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $833 Shares 10,900 Est. Cost $75.23 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $637 Shares 5,880 Est. Cost $110.77 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $484 Shares 10,400 Est. Cost $46.18 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $482 Shares 10,000 Est. Cost $47.21 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $320 Shares 2,960 Est. Cost $99.65 Unrealized