Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 11, 2020

Total Value ($000): $533,577 (100.0% shares, 0.0% debt)

Holdings (86)

MSFT MICROSOFT CORP 5.3%
Value ($000) $28,268 Shares 179,500 Est. Cost $102.29 Unrealized +36.1%
VZ VERIZON COMMUNICATIONS INC 4.3%
Value ($000) $22,938 Shares 373,883 Est. Cost $38.95 Unrealized +9.9%
JPM JPMORGAN CHASE & CO 4.0%
Value ($000) $21,352 Shares 153,207 Est. Cost $85.34 Unrealized +27.3%
C CITIGROUP INC 3.8%
Value ($000) $20,091 Shares 251,484 Est. Cost $48.78 Unrealized +21.5%
AAPL APPLE INC 3.5%
Value ($000) $18,615 Shares 63,450 Est. Cost $40.43 Unrealized +53.4%
CAT CATERPILLAR INC DEL 3.3%
Value ($000) $17,753 Shares 120,250 Est. Cost $114.62 Unrealized +7.3%
MDLZ MONDELEZ INTL INC 3.3%
Value ($000) $17,415 Shares 316,230 Est. Cost $38.76 Unrealized +18.4%
JNJ JOHNSON & JOHNSON 2.7%
Value ($000) $14,502 Shares 99,479 Est. Cost $110.34 Unrealized +3.4%
DIS DISNEY WALT CO 2.7%
Value ($000) $14,398 Shares 99,603 Est. Cost $107.88 Unrealized +25.8%
MMM 3M CO 2.6%
Value ($000) $14,129 Shares 80,100 Est. Cost $129.50 Unrealized -13.7%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $14,073 Shares 112,750 Est. Cost $82.07 Unrealized +28.2%
BAC BANK AMER CORP 2.6%
Value ($000) $14,027 Shares 398,500 Est. Cost $23.92 Unrealized +16.2%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $12,992 Shares 107,864 Est. Cost $87.45 Unrealized +2.5%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $12,348 Shares 82,500 Est. Cost $128.91 Unrealized
ADBE ADOBE INC 2.3%
Value ($000) $12,081 Shares 36,637 Est. Cost $252.10 Unrealized +16.7%
BA BOEING CO 2.2%
Value ($000) $11,837 Shares 36,350 Est. Cost $367.74 Unrealized -4.5%
GOOGL ALPHABET INC 2.1%
Value ($000) $11,404 Shares 8,525 Est. Cost $56.64 Unrealized +13.0%
GWW GRAINGER W W INC 2.0%
Value ($000) $10,760 Shares 31,800 Est. Cost $271.69 Unrealized +8.4%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $10,356 Shares 148,480 Est. Cost $55.43 Unrealized -6.1%
CL COLGATE PALMOLIVE CO 1.9%
Value ($000) $10,329 Shares 150,092 Est. Cost $54.99 Unrealized +7.5%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $9,624 Shares 86,426 Est. Cost $79.33 Unrealized +19.8%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $9,334 Shares 75,000 Est. Cost $95.83 Unrealized +14.9%
PEP PEPSICO INC 1.6%
Value ($000) $8,785 Shares 64,300 Est. Cost $92.45 Unrealized +22.0%
ORCL ORACLE CORP 1.5%
Value ($000) $8,015 Shares 151,319 Est. Cost $46.07 Unrealized +9.5%
EMR EMERSON ELEC CO 1.5%
Value ($000) $7,968 Shares 104,500 Est. Cost $56.02 Unrealized +12.1%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $7,387 Shares 125,326 Est. Cost $54.78 Unrealized
IVZ INVESCO LTD 1.4%
Value ($000) $7,264 Shares 404,237 Est. Cost $13.47 Unrealized -3.9%
HON HONEYWELL INTL INC 1.3%
Value ($000) $6,999 Shares 39,545 Est. Cost $121.16 Unrealized +18.8%
NKE NIKE INC 1.1%
Value ($000) $6,077 Shares 60,000 Est. Cost $75.37 Unrealized +15.2%
TJX TJX COS INC NEW 1.1%
Value ($000) $5,876 Shares 96,268 Est. Cost $45.47 Unrealized +20.1%
YUM YUM BRANDS INC 1.1%
Value ($000) $5,649 Shares 56,100 Est. Cost $83.46 Unrealized +10.7%
CSCO CISCO SYS INC 1.0%
Value ($000) $5,514 Shares 115,000 Est. Cost $39.51 Unrealized -2.4%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $5,512 Shares 102,500 Est. Cost $40.76 Unrealized +9.7%
HD HOME DEPOT INC 1.0%
Value ($000) $5,369 Shares 24,600 Est. Cost $154.70 Unrealized +26.0%
URI UNITED RENTALS INC 0.9%
Value ($000) $4,919 Shares 29,500 Est. Cost $119.60 Unrealized +17.6%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $4,865 Shares 12,500 Est. Cost $243.60 Unrealized +33.3%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $4,721 Shares 17,365 Est. Cost $212.74 Unrealized +6.4%
TIFFANY & CO NEW 0.9%
Value ($000) $4,693 Shares 35,116 Est. Cost $105.74 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.9%
Value ($000) $4,641 Shares 34,750 Est. Cost $108.13 Unrealized +4.3%
RL RALPH LAUREN CORP 0.8%
Value ($000) $4,513 Shares 38,500 Est. Cost $104.01 Unrealized -9.9%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $4,326 Shares 40,000 Est. Cost $94.45 Unrealized +10.1%
MCD MCDONALDS CORP 0.8%
Value ($000) $4,148 Shares 21,000 Est. Cost $154.59 Unrealized +11.2%
BALL BALL CORP 0.8%
Value ($000) $4,030 Shares 62,332 Est. Cost $49.32 Unrealized +27.9%
FLR FLUOR CORP NEW 0.8%
Value ($000) $4,019 Shares 213,000 Est. Cost $35.16 Unrealized -49.0%
IP INTL PAPER CO 0.7%
Value ($000) $3,868 Shares 84,010 Est. Cost $31.81 Unrealized +0.2%
MRK MERCK & CO INC 0.7%
Value ($000) $3,819 Shares 42,000 Est. Cost $60.29 Unrealized +12.0%
WMT WALMART INC 0.7%
Value ($000) $3,682 Shares 31,000 Est. Cost $29.24 Unrealized +24.4%
KO COCA COLA CO 0.7%
Value ($000) $3,596 Shares 65,000 Est. Cost $37.78 Unrealized +17.8%
MA MASTERCARD INC 0.7%
Value ($000) $3,580 Shares 12,000 Est. Cost $207.20 Unrealized +31.6%
AA ALCOA CORP 0.7%
Value ($000) $3,474 Shares 161,571 Est. Cost $26.63 Unrealized -25.7%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $3,426 Shares 16,600 Est. Cost $134.56 Unrealized +33.2%
ALTABA INC 0.6%
Value ($000) $3,386 Shares 172,500 Est. Cost $74.13 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $3,363 Shares 52,443 Est. Cost $38.30 Unrealized +18.0%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $3,351 Shares 104,342 Est. Cost $29.09 Unrealized -22.2%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $3,342 Shares 24,300 Est. Cost $91.30 Unrealized +19.1%
SIG SIGNET JEWELERS LIMITED 0.6%
Value ($000) $3,071 Shares 141,270 Est. Cost $24.14 Unrealized -31.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $3,008 Shares 48,500 Est. Cost $63.20 Unrealized -10.9%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $2,850 Shares 59,400 Est. Cost $39.39 Unrealized +12.8%
INTC INTEL CORP 0.5%
Value ($000) $2,811 Shares 47,000 Est. Cost $43.83 Unrealized +12.4%
GENERAL ELECTRIC CO 0.5%
Value ($000) $2,636 Shares 236,396 Est. Cost $9.98 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $2,360 Shares 10,100 Est. Cost $226.93 Unrealized -2.7%
T AT&T INC 0.4%
Value ($000) $2,344 Shares 60,000 Est. Cost $14.16 Unrealized +33.2%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $1,958 Shares 30,521 Est. Cost $27.24 Unrealized -10.0%
RAYTHEON CO 0.3%
Value ($000) $1,755 Shares 8,000 Est. Cost $173.88 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,739 Shares 10,200 Est. Cost $125.45 Unrealized +15.7%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,719 Shares 15,091 Est. Cost $87.01 Unrealized +17.3%
DOW DOW INC 0.3%
Value ($000) $1,595 Shares 29,155 Est. Cost $36.37 Unrealized +0.9%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,587 Shares 75,000 Est. Cost $12.50 Unrealized +12.4%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $1,485 Shares 25,000 Est. Cost $45.52 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,371 Shares 35,000 Est. Cost $29.24 Unrealized -8.7%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $1,334 Shares 9,740 Est. Cost $110.26 Unrealized +8.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,161 Shares 9,055 Est. Cost $85.38 Unrealized +21.5%
META FACEBOOK INC 0.2%
Value ($000) $943 Shares 4,600 Est. Cost $162.42 Unrealized +18.4%
CTVA CORTEVA INC 0.2%
Value ($000) $902 Shares 30,521 Est. Cost $25.02 Unrealized -2.1%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $858 Shares 29,647 Est. Cost $22.82 Unrealized +8.1%
CME CME GROUP INC 0.1%
Value ($000) $785 Shares 4,363 Est. Cost $137.96 Unrealized +17.4%
FOXA FOX CORP 0.1%
Value ($000) $717 Shares 19,333 Est. Cost $35.41 Unrealized -10.8%
APERGY CORP 0.1%
Value ($000) $510 Shares 15,082 Est. Cost $41.06 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $328 Shares 2,500 Est. Cost $110.95 Unrealized -3.1%
SABR SABRE CORP 0.1%
Value ($000) $269 Shares 12,000 Est. Cost $22.20 Unrealized -0.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $255 Shares 2,300 Est. Cost $116.24 Unrealized -3.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $201 Shares 1,500 Est. Cost $94.64 Unrealized +5.6%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $134 Shares 37,085 Est. Cost $5.59 Unrealized -47.0%
WAB WABTEC CORP 0.0%
Value ($000) $70 Shares 900 Est. Cost $69.17 Unrealized +3.2%
MCO MOODYS CORP 0.0%
Value ($000) $14 Shares 60 Est. Cost $154.93 Unrealized +36.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 333 Est. Cost $22.16 Unrealized -48.6%