Shelter Mutual Insurance Co Long-Term Concentrated

CIK: 0001455288 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 6, 2024

Total Value ($000): $388,147 (100.0% shares, 0.0% debt)

Holdings (68)

BRK/A BERKSHIRE HATHAWAY INC DEL 5.6%
Value ($000) $21,571 Shares 34 Est. Cost $214536.25 Unrealized +176.8%
VXUS VANGUARD STAR FDS 4.9%
Value ($000) $18,984 Shares 314,823 Est. Cost $49.17 Unrealized
USIG ISHARES TR 3.8%
Value ($000) $14,770 Shares 290,980 Est. Cost $54.09 Unrealized
LIN LINDE PLC 3.2%
Value ($000) $12,277 Shares 26,440 Est. Cost $322.30 Unrealized +31.0%
IEFA ISHARES TR 3.1%
Value ($000) $11,918 Shares 160,575 Est. Cost $74.84 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 3.0%
Value ($000) $11,537 Shares 27,600 Est. Cost $219.65 Unrealized +92.5%
VTI VANGUARD INDEX FDS 2.9%
Value ($000) $11,397 Shares 43,850 Est. Cost $156.54 Unrealized
V VISA INC 2.9%
Value ($000) $11,333 Shares 40,610 Est. Cost $56.13 Unrealized +385.3%
CAT CATERPILLAR INC 2.9%
Value ($000) $11,279 Shares 30,780 Est. Cost $61.55 Unrealized +405.4%
MBB ISHARES TR 2.8%
Value ($000) $10,769 Shares 116,520 Est. Cost $95.60 Unrealized
ABBV ABBVIE INC 2.7%
Value ($000) $10,486 Shares 57,585 Est. Cost $26.55 Unrealized +510.2%
LOW LOWES COS INC 2.7%
Value ($000) $10,474 Shares 41,120 Est. Cost $32.16 Unrealized +590.5%
ORCL ORACLE CORP 2.7%
Value ($000) $10,389 Shares 82,710 Est. Cost $27.58 Unrealized +307.3%
LQD ISHARES TR 2.7%
Value ($000) $10,369 Shares 95,196 Est. Cost $108.19 Unrealized
WMT WALMART INC 2.6%
Value ($000) $9,968 Shares 165,666 Est. Cost $44.02 Unrealized +27.3%
CME CME GROUP INC 2.5%
Value ($000) $9,886 Shares 45,920 Est. Cost $39.16 Unrealized +403.6%
PG PROCTER AND GAMBLE CO 2.5%
Value ($000) $9,686 Shares 59,695 Est. Cost $55.00 Unrealized +172.5%
ITW ILLINOIS TOOL WKS INC 2.5%
Value ($000) $9,617 Shares 35,840 Est. Cost $49.85 Unrealized +396.8%
VRSK VERISK ANALYTICS INC 2.4%
Value ($000) $9,358 Shares 39,700 Est. Cost $57.10 Unrealized +315.5%
AXP AMERICAN EXPRESS CO 2.3%
Value ($000) $9,081 Shares 39,885 Est. Cost $59.62 Unrealized +240.3%
PEP PEPSICO INC 2.3%
Value ($000) $8,929 Shares 51,020 Est. Cost $56.00 Unrealized +180.9%
UNP UNION PAC CORP 2.3%
Value ($000) $8,736 Shares 35,523 Est. Cost $64.65 Unrealized +264.4%
QCOM QUALCOMM INC 2.2%
Value ($000) $8,649 Shares 51,085 Est. Cost $123.55 Unrealized +20.2%
TGT TARGET CORP 2.2%
Value ($000) $8,433 Shares 47,590 Est. Cost $47.95 Unrealized +196.2%
DE DEERE & CO 2.1%
Value ($000) $8,344 Shares 20,315 Est. Cost $66.30 Unrealized +461.9%
SHEL SHELL PLC 2.0%
Value ($000) $7,626 Shares 113,750 Est. Cost $54.94 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $7,574 Shares 65,160 Est. Cost $54.65 Unrealized +79.5%
IBM INTERNATIONAL BUSINESS MACHS 1.9%
Value ($000) $7,350 Shares 38,491 Est. Cost $118.94 Unrealized +45.1%
IVV ISHARES TR 1.9%
Value ($000) $7,226 Shares 13,745 Est. Cost $444.99 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $5,809 Shares 29,000 Est. Cost $98.14 Unrealized +76.9%
AGG ISHARES TR 1.5%
Value ($000) $5,647 Shares 57,660 Est. Cost $97.95 Unrealized
BND VANGUARD BD INDEX FDS 1.4%
Value ($000) $5,562 Shares 76,583 Est. Cost $72.68 Unrealized
BHP BHP GROUP LTD 1.4%
Value ($000) $5,462 Shares 94,680 Est. Cost $47.95 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $5,274 Shares 82,520 Est. Cost $57.34 Unrealized -3.4%
BAB INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,273 Shares 198,589 Est. Cost $26.49 Unrealized
IGIB ISHARES TR 1.3%
Value ($000) $5,016 Shares 97,200 Est. Cost $50.52 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $4,047 Shares 145,820 Est. Cost $16.46 Unrealized +49.8%
BKNG BOOKING HOLDINGS INC 1.0%
Value ($000) $3,991 Shares 1,100 Est. Cost $1497.60 Unrealized +134.3%
IEMG ISHARES INC 1.0%
Value ($000) $3,979 Shares 77,114 Est. Cost $66.73 Unrealized
OTIS OTIS WORLDWIDE CORP 0.8%
Value ($000) $3,097 Shares 31,200 Est. Cost $47.48 Unrealized +88.6%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value ($000) $2,918 Shares 53,800 Est. Cost $49.41 Unrealized -6.6%
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $2,799 Shares 10,300 Est. Cost $151.89 Unrealized +60.2%
BLV VANGUARD BD INDEX FDS 0.7%
Value ($000) $2,749 Shares 38,000 Est. Cost $98.13 Unrealized
IXUS ISHARES TR 0.7%
Value ($000) $2,727 Shares 40,180 Est. Cost $62.64 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,352 Shares 32,110 Est. Cost $58.49 Unrealized +23.1%
BN BROOKFIELD CORP 0.6%
Value ($000) $2,350 Shares 56,131 Est. Cost $21.90 Unrealized +21.6%
MKL MARKEL GROUP INC 0.5%
Value ($000) $1,826 Shares 1,200 Est. Cost $1143.50 Unrealized +28.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,461 Shares 3,474 Est. Cost $166.27 Unrealized +136.6%
HAS HASBRO INC 0.3%
Value ($000) $1,340 Shares 23,700 Est. Cost $58.06 Unrealized -18.8%
GOVT ISHARES TR 0.3%
Value ($000) $1,093 Shares 48,000 Est. Cost $22.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $909 Shares 11,762 Est. Cost $75.67 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $879 Shares 10,917 Est. Cost $79.01 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $832 Shares 32,900 Est. Cost $25.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $822 Shares 10,900 Est. Cost $75.23 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $618 Shares 5,880 Est. Cost $110.77 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $477 Shares 10,400 Est. Cost $46.18 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $475 Shares 10,000 Est. Cost $47.21 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $327 Shares 2,960 Est. Cost $99.65 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $573.19 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $4 Shares 8 Est. Cost $445.90 Unrealized 0.0%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $3 Shares 53 Est. Cost $52.74 Unrealized 0.0%
NEOG NEOGEN CORP 0.0%
Value ($000) $3 Shares 171 Est. Cost $16.74 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $481.84 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $2 Shares 27 Est. Cost $54.82 Unrealized 0.0%
ZD ZIFF DAVIS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $66.42 Unrealized 0.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $1 Shares 80 Est. Cost $11.78 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $1.50 Unrealized 0.0%
CCSI CONSENSUS CLOUD SOLUTIONS IN 0.0%
Value ($000) $0 Shares 8 Est. Cost $17.92 Unrealized 0.0%