Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 25, 2019

Total Value ($000): $499,863 (100.0% shares, 0.0% debt)

Holdings (87)

MSFT MICROSOFT CORP 5.0%
Value ($000) $24,952 Shares 179,500 Est. Cost $102.29 Unrealized +27.0%
VZ VERIZON COMMUNICATIONS INC 4.6%
Value ($000) $23,164 Shares 383,883 Est. Cost $38.95 Unrealized +3.8%
JPM JPMORGAN CHASE & CO 3.6%
Value ($000) $18,028 Shares 153,207 Est. Cost $85.34 Unrealized +11.4%
MDLZ MONDELEZ INTL INC 3.5%
Value ($000) $17,494 Shares 316,230 Est. Cost $38.76 Unrealized +20.4%
C CITIGROUP INC 3.5%
Value ($000) $17,373 Shares 251,484 Est. Cost $48.78 Unrealized +11.0%
CAT CATERPILLAR INC DEL 3.0%
Value ($000) $15,192 Shares 120,250 Est. Cost $114.62 Unrealized -3.1%
AAPL APPLE INC 2.9%
Value ($000) $14,592 Shares 65,150 Est. Cost $40.43 Unrealized +24.2%
PG PROCTER AND GAMBLE CO 2.8%
Value ($000) $14,022 Shares 112,750 Est. Cost $82.07 Unrealized +23.1%
BA BOEING CO 2.8%
Value ($000) $13,827 Shares 36,350 Est. Cost $367.74 Unrealized -4.2%
MMM 3M CO 2.6%
Value ($000) $13,161 Shares 80,100 Est. Cost $129.50 Unrealized -14.6%
DIS DISNEY WALT CO 2.6%
Value ($000) $12,974 Shares 99,603 Est. Cost $107.88 Unrealized +24.4%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $12,873 Shares 99,479 Est. Cost $110.34 Unrealized -0.3%
CVX CHEVRON CORP NEW 2.6%
Value ($000) $12,793 Shares 107,864 Est. Cost $87.45 Unrealized +4.7%
BAC BANK AMER CORP 2.3%
Value ($000) $11,624 Shares 398,500 Est. Cost $23.92 Unrealized +2.7%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $11,261 Shares 82,500 Est. Cost $128.91 Unrealized
CL COLGATE PALMOLIVE CO 2.2%
Value ($000) $11,032 Shares 150,092 Est. Cost $54.99 Unrealized +13.7%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $10,483 Shares 148,480 Est. Cost $55.43 Unrealized -3.0%
GOOGL ALPHABET INC 2.1%
Value ($000) $10,407 Shares 8,525 Est. Cost $56.64 Unrealized +3.8%
ADBE ADOBE INC 2.0%
Value ($000) $10,121 Shares 36,637 Est. Cost $252.10 Unrealized +15.8%
GWW GRAINGER W W INC 1.9%
Value ($000) $9,447 Shares 31,800 Est. Cost $271.69 Unrealized -5.5%
AXP AMERICAN EXPRESS CO 1.8%
Value ($000) $8,869 Shares 75,000 Est. Cost $95.83 Unrealized +17.5%
PEP PEPSICO INC 1.8%
Value ($000) $8,817 Shares 64,300 Est. Cost $92.45 Unrealized +18.3%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $8,644 Shares 86,426 Est. Cost $79.33 Unrealized +14.1%
ORCL ORACLE CORP 1.7%
Value ($000) $8,326 Shares 151,319 Est. Cost $46.07 Unrealized +9.3%
EMR EMERSON ELEC CO 1.4%
Value ($000) $6,987 Shares 104,500 Est. Cost $56.02 Unrealized -3.0%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $6,931 Shares 125,326 Est. Cost $54.78 Unrealized
IVZ INVESCO LTD 1.4%
Value ($000) $6,848 Shares 404,237 Est. Cost $13.47 Unrealized -2.6%
HON HONEYWELL INTL INC 1.3%
Value ($000) $6,688 Shares 39,545 Est. Cost $121.16 Unrealized +15.0%
YUM YUM BRANDS INC 1.3%
Value ($000) $6,361 Shares 56,100 Est. Cost $83.46 Unrealized +21.6%
HD HOME DEPOT INC 1.1%
Value ($000) $5,706 Shares 24,600 Est. Cost $154.70 Unrealized +20.9%
CSCO CISCO SYS INC 1.1%
Value ($000) $5,682 Shares 115,000 Est. Cost $39.51 Unrealized +8.3%
NKE NIKE INC 1.1%
Value ($000) $5,634 Shares 60,000 Est. Cost $75.37 Unrealized +4.5%
TJX TJX COS INC NEW 1.1%
Value ($000) $5,366 Shares 96,268 Est. Cost $45.47 Unrealized +10.2%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $5,170 Shares 102,500 Est. Cost $40.76 Unrealized -2.4%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $4,873 Shares 12,500 Est. Cost $243.60 Unrealized +29.9%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value ($000) $4,682 Shares 28,000 Est. Cost $177.01 Unrealized
BALL BALL CORP 0.9%
Value ($000) $4,537 Shares 62,332 Est. Cost $49.32 Unrealized +40.4%
MCD MCDONALDS CORP 0.9%
Value ($000) $4,508 Shares 21,000 Est. Cost $154.59 Unrealized +19.5%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $4,393 Shares 17,365 Est. Cost $212.74 Unrealized +5.1%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $4,144 Shares 40,000 Est. Cost $94.45 Unrealized +16.4%
FLR FLUOR CORP NEW 0.8%
Value ($000) $4,075 Shares 213,000 Est. Cost $35.16 Unrealized -33.7%
RCL ROYAL CARIBBEAN CRUISES LTD 0.8%
Value ($000) $3,764 Shares 34,750 Est. Cost $108.13 Unrealized -2.1%
WMT WALMART INC 0.7%
Value ($000) $3,679 Shares 31,000 Est. Cost $29.24 Unrealized +17.9%
URI UNITED RENTALS INC 0.7%
Value ($000) $3,675 Shares 29,500 Est. Cost $119.60 Unrealized -1.8%
RL RALPH LAUREN CORP 0.7%
Value ($000) $3,674 Shares 38,500 Est. Cost $104.01 Unrealized -16.0%
KO COCA COLA CO 0.7%
Value ($000) $3,538 Shares 65,000 Est. Cost $37.78 Unrealized +16.4%
MRK MERCK & CO INC 0.7%
Value ($000) $3,535 Shares 42,000 Est. Cost $60.29 Unrealized +8.6%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $3,451 Shares 24,300 Est. Cost $91.30 Unrealized +20.2%
ALTABA INC 0.7%
Value ($000) $3,359 Shares 172,500 Est. Cost $74.13 Unrealized
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $3,301 Shares 16,600 Est. Cost $134.56 Unrealized +30.9%
MA MASTERCARD INC 0.7%
Value ($000) $3,255 Shares 12,000 Est. Cost $207.20 Unrealized +28.4%
TIFFANY & CO NEW 0.7%
Value ($000) $3,252 Shares 35,116 Est. Cost $105.74 Unrealized
AA ALCOA CORP 0.6%
Value ($000) $3,241 Shares 161,571 Est. Cost $26.63 Unrealized -25.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $2,923 Shares 48,500 Est. Cost $63.20 Unrealized -9.1%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $2,914 Shares 104,342 Est. Cost $29.09 Unrealized -27.2%
IP INTL PAPER CO 0.6%
Value ($000) $2,760 Shares 66,010 Est. Cost $31.79 Unrealized -7.7%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $2,697 Shares 59,400 Est. Cost $39.39 Unrealized +13.4%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value ($000) $2,659 Shares 52,443 Est. Cost $38.30 Unrealized -4.0%
INTC INTEL CORP 0.5%
Value ($000) $2,421 Shares 47,000 Est. Cost $43.83 Unrealized -1.8%
SIG SIGNET JEWELERS LIMITED 0.5%
Value ($000) $2,368 Shares 141,270 Est. Cost $24.14 Unrealized -41.0%
T AT&T INC 0.5%
Value ($000) $2,269 Shares 60,000 Est. Cost $14.16 Unrealized +20.0%
WAT WATERS CORP 0.5%
Value ($000) $2,255 Shares 10,100 Est. Cost $226.93 Unrealized -4.9%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $2,176 Shares 30,521 Est. Cost $27.24 Unrealized -4.9%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,113 Shares 236,396 Est. Cost $9.98 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,735 Shares 15,091 Est. Cost $87.01 Unrealized +20.8%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,646 Shares 10,200 Est. Cost $125.45 Unrealized +14.8%
RAYTHEON CO 0.3%
Value ($000) $1,569 Shares 8,000 Est. Cost $173.88 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,545 Shares 75,000 Est. Cost $12.50 Unrealized +12.6%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $1,449 Shares 9,740 Est. Cost $110.26 Unrealized +17.5%
DOW DOW INC 0.3%
Value ($000) $1,390 Shares 29,155 Est. Cost $36.37 Unrealized -10.0%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $1,323 Shares 25,000 Est. Cost $45.52 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,257 Shares 35,000 Est. Cost $29.24 Unrealized -7.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,170 Shares 9,055 Est. Cost $85.38 Unrealized +20.5%
CTVA CORTEVA INC 0.2%
Value ($000) $856 Shares 30,521 Est. Cost $25.02 Unrealized +6.6%
CME CME GROUP INC 0.2%
Value ($000) $842 Shares 4,363 Est. Cost $137.96 Unrealized +19.1%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $810 Shares 29,647 Est. Cost $22.82 Unrealized +4.5%
META FACEBOOK INC 0.1%
Value ($000) $712 Shares 4,000 Est. Cost $157.93 Unrealized +19.5%
FOXA FOX CORP 0.1%
Value ($000) $610 Shares 19,333 Est. Cost $35.41 Unrealized -10.3%
APERGY CORP 0.1%
Value ($000) $408 Shares 15,082 Est. Cost $41.06 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $279 Shares 2,500 Est. Cost $110.95 Unrealized -7.4%
SABR SABRE CORP 0.1%
Value ($000) $269 Shares 12,000 Est. Cost $22.20 Unrealized +5.9%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $252 Shares 2,300 Est. Cost $116.24 Unrealized -4.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $218 Shares 1,500 Est. Cost $94.64 Unrealized +8.3%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $101 Shares 37,085 Est. Cost $5.59 Unrealized -41.5%
WAB WABTEC CORP 0.0%
Value ($000) $65 Shares 900 Est. Cost $69.17 Unrealized -1.0%
MCO MOODYS CORP 0.0%
Value ($000) $12 Shares 60 Est. Cost $154.93 Unrealized +28.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 333 Est. Cost $22.16 Unrealized -24.3%