Shelter Mutual Insurance Co Long-Term Concentrated

CIK: 0001455288 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $384,328 (100.0% shares, 0.0% debt)

Holdings (58)

BRK/A BERKSHIRE HATHAWAY INC DEL 5.4%
Value ($000) $20,816 Shares 34 Est. Cost $214536.25 Unrealized +187.4%
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) $14,610 Shares 290,980 Est. Cost $54.09 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 3.4%
Value ($000) $12,937 Shares 27,600 Est. Cost $219.65 Unrealized +97.6%
VTI VANGUARD INDEX FDS 3.1%
Value ($000) $11,730 Shares 43,850 Est. Cost $156.54 Unrealized
ORCL ORACLE CORP 3.0%
Value ($000) $11,679 Shares 82,710 Est. Cost $27.58 Unrealized +343.4%
IEFA ISHARES TR 3.0%
Value ($000) $11,664 Shares 160,575 Est. Cost $74.84 Unrealized
LIN LINDE PLC 3.0%
Value ($000) $11,602 Shares 26,440 Est. Cost $322.30 Unrealized +33.6%
WMT WALMART INC 2.9%
Value ($000) $11,217 Shares 165,666 Est. Cost $44.02 Unrealized +40.8%
VRSK VERISK ANALYTICS INC 2.8%
Value ($000) $10,701 Shares 39,700 Est. Cost $57.10 Unrealized +324.0%
MBB ISHARES TR 2.8%
Value ($000) $10,698 Shares 116,520 Est. Cost $95.60 Unrealized
V VISA INC 2.8%
Value ($000) $10,659 Shares 40,610 Est. Cost $56.13 Unrealized +382.5%
CAT CATERPILLAR INC 2.7%
Value ($000) $10,253 Shares 30,780 Est. Cost $61.55 Unrealized +450.2%
LQD ISHARES TR 2.7%
Value ($000) $10,197 Shares 95,196 Est. Cost $108.19 Unrealized
QCOM QUALCOMM INC 2.6%
Value ($000) $10,175 Shares 51,085 Est. Cost $123.55 Unrealized +47.6%
ABBV ABBVIE INC 2.6%
Value ($000) $9,877 Shares 57,585 Est. Cost $26.55 Unrealized +491.8%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $9,845 Shares 59,695 Est. Cost $55.00 Unrealized +185.8%
AXP AMERICAN EXPRESS CO 2.4%
Value ($000) $9,235 Shares 39,885 Est. Cost $59.62 Unrealized +281.3%
LOW LOWES COS INC 2.4%
Value ($000) $9,065 Shares 41,120 Est. Cost $32.16 Unrealized +588.3%
CME CME GROUP INC 2.3%
Value ($000) $9,028 Shares 45,920 Est. Cost $39.16 Unrealized +397.9%
ITW ILLINOIS TOOL WKS INC 2.2%
Value ($000) $8,493 Shares 35,840 Est. Cost $49.85 Unrealized +375.1%
PEP PEPSICO INC 2.2%
Value ($000) $8,415 Shares 51,020 Est. Cost $56.00 Unrealized +189.9%
SHEL SHELL PLC 2.1%
Value ($000) $8,210 Shares 113,750 Est. Cost $54.94 Unrealized
UNP UNION PAC CORP 2.1%
Value ($000) $8,037 Shares 35,523 Est. Cost $64.65 Unrealized +248.8%
DE DEERE & CO 2.0%
Value ($000) $7,590 Shares 20,315 Est. Cost $66.30 Unrealized +473.9%
IVV ISHARES TR 2.0%
Value ($000) $7,522 Shares 13,745 Est. Cost $444.99 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $7,501 Shares 65,160 Est. Cost $54.65 Unrealized +101.4%
TGT TARGET CORP 1.8%
Value ($000) $7,045 Shares 47,590 Est. Cost $47.95 Unrealized +208.5%
IBM INTERNATIONAL BUSINESS MACHS 1.7%
Value ($000) $6,657 Shares 38,491 Est. Cost $118.94 Unrealized +39.4%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $5,866 Shares 29,000 Est. Cost $98.14 Unrealized +92.8%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $5,843 Shares 82,520 Est. Cost $57.34 Unrealized +17.9%
AGG ISHARES TR 1.5%
Value ($000) $5,597 Shares 57,660 Est. Cost $97.95 Unrealized
BND VANGUARD BD INDEX FDS 1.4%
Value ($000) $5,518 Shares 76,583 Est. Cost $72.68 Unrealized
BHP BHP GROUP LTD 1.4%
Value ($000) $5,405 Shares 94,680 Est. Cost $47.95 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $5,239 Shares 198,589 Est. Cost $26.49 Unrealized
IGIB ISHARES TR 1.3%
Value ($000) $4,987 Shares 97,200 Est. Cost $50.52 Unrealized
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $4,358 Shares 1,100 Est. Cost $1497.60 Unrealized +144.0%
IEMG ISHARES INC 1.1%
Value ($000) $4,128 Shares 77,114 Est. Cost $66.73 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $4,080 Shares 145,820 Est. Cost $16.46 Unrealized +50.5%
OTIS OTIS WORLDWIDE CORP 0.8%
Value ($000) $3,003 Shares 31,200 Est. Cost $47.48 Unrealized +97.4%
IXUS ISHARES TR 0.7%
Value ($000) $2,713 Shares 40,180 Est. Cost $62.64 Unrealized
BLV VANGUARD BD INDEX FDS 0.7%
Value ($000) $2,671 Shares 38,000 Est. Cost $98.13 Unrealized
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $2,650 Shares 10,300 Est. Cost $151.89 Unrealized +63.5%
BN BROOKFIELD CORP 0.6%
Value ($000) $2,332 Shares 56,131 Est. Cost $21.90 Unrealized +25.8%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $2,234 Shares 53,800 Est. Cost $49.41 Unrealized -17.0%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,203 Shares 32,110 Est. Cost $58.49 Unrealized +7.9%
MKL MARKEL GROUP INC 0.5%
Value ($000) $1,891 Shares 1,200 Est. Cost $1143.50 Unrealized +35.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,413 Shares 3,474 Est. Cost $166.27 Unrealized +145.8%
HAS HASBRO INC 0.4%
Value ($000) $1,386 Shares 23,700 Est. Cost $58.06 Unrealized -4.2%
GOVT ISHARES TR 0.3%
Value ($000) $1,083 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) $873 Shares 10,917 Est. Cost $79.01 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $825 Shares 32,900 Est. Cost $25.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $816 Shares 10,900 Est. Cost $75.23 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $604 Shares 5,880 Est. Cost $110.77 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $472 Shares 10,400 Est. Cost $46.18 Unrealized
QLTA ISHARES TR 0.1%
Value ($000) $469 Shares 10,000 Est. Cost $47.21 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $316 Shares 2,960 Est. Cost $99.65 Unrealized