Shelter Mutual Insurance Co Long-Term Concentrated

Location: Columbia, MO

CIK: 0001455288 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 20, 2023

Total Value: $348M

Holdings (54)

BRK/A BERKSHIRE HATHAWAY INC DEL 6.2%
Value $21.56M Shares 46 Est. Cost $214536.25 Unrealized +109.2%
VXUS VANGUARD STAR FDS 5.4%
Value $18.66M Shares 361,100 Est. Cost $49.17 Unrealized
V VISA INC 3.7%
Value $12.8M Shares 61,610 Est. Cost $56.13 Unrealized +251.0%
VRTX VERTEX PHARMACEUTICALS INC 3.6%
Value $12.5M Shares 43,300 Est. Cost $219.65 Unrealized +38.8%
PEP PEPSICO INC 3.6%
Value $12.41M Shares 68,670 Est. Cost $56.00 Unrealized +187.3%
DE DEERE & CO 3.5%
Value $12.36M Shares 28,830 Est. Cost $66.30 Unrealized +486.3%
LOW LOWES COS INC 3.5%
Value $12.28M Shares 61,620 Est. Cost $32.16 Unrealized +485.2%
PG PROCTER AND GAMBLE CO 3.5%
Value $12.18M Shares 80,345 Est. Cost $55.00 Unrealized +136.0%
ORCL ORACLE CORP 3.5%
Value $12.16M Shares 148,710 Est. Cost $27.58 Unrealized +165.4%
VRSK VERISK ANALYTICS INC 3.3%
Value $11.47M Shares 65,000 Est. Cost $57.10 Unrealized +201.5%
IEFA ISHARES TR 3.2%
Value $11.12M Shares 180,425 Est. Cost $74.84 Unrealized
WMT WALMART INC 3.0%
Value $10.54M Shares 74,372 Est. Cost $19.98 Unrealized +128.5%
UNP UNION PAC CORP 2.9%
Value $10.04M Shares 48,473 Est. Cost $64.65 Unrealized +194.2%
VTI VANGUARD INDEX FDS 2.8%
Value $9.712M Shares 50,800 Est. Cost $156.54 Unrealized
ABBV ABBVIE INC 2.7%
Value $9.306M Shares 57,585 Est. Cost $26.55 Unrealized +416.8%
LINDE PLC 2.7%
Value $9.244M Shares 28,340 Est. Cost $156.05 Unrealized
ITW ILLINOIS TOOL WKS INC 2.5%
Value $8.722M Shares 39,590 Est. Cost $49.85 Unrealized +296.2%
CAT CATERPILLAR INC 2.4%
Value $8.193M Shares 34,200 Est. Cost $61.55 Unrealized +235.6%
CME CME GROUP INC 2.2%
Value $7.722M Shares 45,920 Est. Cost $39.16 Unrealized +285.5%
PFE PFIZER INC 2.1%
Value $7.472M Shares 145,820 Est. Cost $16.46 Unrealized +144.2%
PM PHILIP MORRIS INTL INC 2.1%
Value $7.286M Shares 71,990 Est. Cost $50.37 Unrealized +61.4%
XOM EXXON MOBIL CORP 2.1%
Value $7.236M Shares 65,600 Est. Cost $54.65 Unrealized +76.2%
TGT TARGET CORP 2.0%
Value $7.093M Shares 47,590 Est. Cost $47.95 Unrealized +193.9%
NEE NEXTERA ENERGY INC 2.0%
Value $6.899M Shares 82,520 Est. Cost $57.34 Unrealized +28.7%
SHEL SHELL PLC 1.9%
Value $6.478M Shares 113,750 Est. Cost $54.94 Unrealized
USIG ISHARES TR 1.8%
Value $6.384M Shares 130,000 Est. Cost $59.04 Unrealized
ABT ABBOTT LABS 1.8%
Value $6.199M Shares 56,460 Est. Cost $28.85 Unrealized +238.4%
AXP AMERICAN EXPRESS CO 1.7%
Value $5.893M Shares 39,885 Est. Cost $59.62 Unrealized +138.8%
BHP BHP GROUP LTD 1.7%
Value $5.875M Shares 94,680 Est. Cost $47.95 Unrealized
MDT MEDTRONIC PLC 1.6%
Value $5.549M Shares 71,396 Est. Cost $58.10 Unrealized +26.4%
IBM INTERNATIONAL BUSINESS MACHS 1.6%
Value $5.423M Shares 38,491 Est. Cost $118.94 Unrealized +3.5%
QCOM QUALCOMM INC 1.5%
Value $5.341M Shares 48,585 Est. Cost $124.33 Unrealized -12.5%
IEMG ISHARES INC 1.2%
Value $4.046M Shares 86,644 Est. Cost $66.73 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value $3.889M Shares 29,000 Est. Cost $98.14 Unrealized +19.9%
ECL ECOLAB INC 1.1%
Value $3.884M Shares 26,684 Est. Cost $85.09 Unrealized +66.7%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value $3.871M Shares 53,800 Est. Cost $49.41 Unrealized +32.0%
MMM 3M CO 0.8%
Value $2.874M Shares 23,970 Est. Cost $61.26 Unrealized +48.0%
GILD GILEAD SCIENCES INC 0.8%
Value $2.757M Shares 32,110 Est. Cost $58.49 Unrealized +21.0%
BLV VANGUARD BD INDEX FDS 0.8%
Value $2.754M Shares 38,000 Est. Cost $98.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.7%
Value $2.443M Shares 31,200 Est. Cost $47.48 Unrealized +47.8%
STZ CONSTELLATION BRANDS INC 0.7%
Value $2.387M Shares 10,300 Est. Cost $151.89 Unrealized +48.9%
BKNG BOOKING HOLDINGS INC 0.6%
Value $2.217M Shares 1,100 Est. Cost $1497.60 Unrealized +24.7%
BN BROOKFIELD CORP 0.5%
Value $1.764M Shares 56,131 Est. Cost $21.90 Unrealized 0.0%
MBB ISHARES TR 0.5%
Value $1.67M Shares 18,000 Est. Cost $108.39 Unrealized
MKL MARKEL CORP 0.5%
Value $1.581M Shares 1,200 Est. Cost $1143.50 Unrealized +8.2%
HAS HASBRO INC 0.4%
Value $1.446M Shares 23,700 Est. Cost $58.06 Unrealized -6.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.073M Shares 3,474 Est. Cost $166.27 Unrealized +78.6%
WBD WARNER BROS DISCOVERY INC 0.3%
Value $1.061M Shares 111,790 Est. Cost $18.55 Unrealized -39.1%
WDS WOODSIDE ENERGY GROUP LTD 0.2%
Value $828K Shares 34,217 Est. Cost $21.57 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.2%
Value $807K Shares 28,160 Est. Cost $27.10 Unrealized 0.0%
UCTT ULTRA CLEAN HLDGS INC 0.2%
Value $579K Shares 17,475 Est. Cost $50.06 Unrealized -36.3%
IVV ISHARES TR 0.1%
Value $269K Shares 700 Est. Cost $430.00 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $86,000 Shares 7,698 Est. Cost $15.05 Unrealized -33.2%
BROOKFIELD REINS LTD 0.0%
Value $12,000 Shares 386 Est. Cost $31.09 Unrealized