Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 28, 2020

Total Value ($000): $469,348 (100.0% shares, 0.0% debt)

Holdings (90)

MSFT MICROSOFT CORP 7.2%
Value ($000) $33,593 Shares 213,100 Est. Cost $110.81 Unrealized +41.1%
VZ VERIZON COMMUNICATIONS INC 4.3%
Value ($000) $20,089 Shares 373,883 Est. Cost $38.95 Unrealized +5.3%
AAPL APPLE INC 3.6%
Value ($000) $16,821 Shares 66,150 Est. Cost $41.69 Unrealized +70.5%
MDLZ MONDELEZ INTL INC 3.4%
Value ($000) $15,834 Shares 316,230 Est. Cost $38.76 Unrealized +20.5%
CAT CATERPILLAR INC DEL 3.0%
Value ($000) $13,954 Shares 120,250 Est. Cost $114.62 Unrealized -1.1%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $13,807 Shares 153,207 Est. Cost $85.34 Unrealized +21.4%
MMM 3M CO 2.9%
Value ($000) $13,665 Shares 100,100 Est. Cost $124.80 Unrealized -15.1%
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $13,030 Shares 99,479 Est. Cost $110.34 Unrealized +8.9%
C CITIGROUP INC 2.7%
Value ($000) $12,724 Shares 302,384 Est. Cost $49.69 Unrealized +9.1%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $12,404 Shares 112,750 Est. Cost $82.07 Unrealized +26.5%
ADBE ADOBE INC 2.5%
Value ($000) $11,664 Shares 36,637 Est. Cost $252.10 Unrealized +35.7%
GOOGL ALPHABET INC 2.4%
Value ($000) $11,126 Shares 9,575 Est. Cost $57.80 Unrealized +16.4%
RAYTHEON CO 2.3%
Value ($000) $10,623 Shares 109,500 Est. Cost $102.63 Unrealized
DIS DISNEY WALT CO 2.2%
Value ($000) $10,196 Shares 105,553 Est. Cost $108.76 Unrealized +13.6%
CL COLGATE PALMOLIVE CO 2.1%
Value ($000) $9,959 Shares 150,092 Est. Cost $54.99 Unrealized +11.9%
META FACEBOOK INC 2.0%
Value ($000) $9,607 Shares 57,600 Est. Cost $191.87 Unrealized +1.3%
GWW GRAINGER W W INC 2.0%
Value ($000) $9,341 Shares 37,500 Est. Cost $272.27 Unrealized +1.2%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $8,818 Shares 121,864 Est. Cost $86.14 Unrealized -11.8%
BAC BANK AMER CORP 1.8%
Value ($000) $8,452 Shares 398,500 Est. Cost $23.92 Unrealized +8.3%
WALGREENS BOOTS ALLIANCE INC 1.8%
Value ($000) $8,245 Shares 180,326 Est. Cost $52.02 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $7,718 Shares 64,300 Est. Cost $92.45 Unrealized +22.0%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $7,459 Shares 86,426 Est. Cost $79.33 Unrealized +22.7%
ORCL ORACLE CORP 1.6%
Value ($000) $7,313 Shares 151,319 Est. Cost $46.07 Unrealized +3.1%
BA BOEING CO 1.5%
Value ($000) $7,254 Shares 48,650 Est. Cost $343.74 Unrealized -20.6%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $6,865 Shares 180,980 Est. Cost $53.04 Unrealized -20.6%
BDX BECTON DICKINSON & CO 1.5%
Value ($000) $6,853 Shares 29,865 Est. Cost $217.85 Unrealized +3.3%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $6,421 Shares 75,000 Est. Cost $95.83 Unrealized +12.3%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $5,763 Shares 17,000 Est. Cost $267.77 Unrealized +25.1%
NKE NIKE INC 1.2%
Value ($000) $5,550 Shares 67,000 Est. Cost $76.47 Unrealized +12.3%
HON HONEYWELL INTL INC 1.1%
Value ($000) $5,291 Shares 39,545 Est. Cost $121.16 Unrealized +12.7%
HD HOME DEPOT INC 1.1%
Value ($000) $5,060 Shares 27,100 Est. Cost $157.97 Unrealized +20.4%
EMR EMERSON ELEC CO 1.1%
Value ($000) $4,977 Shares 104,500 Est. Cost $56.02 Unrealized +3.1%
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $4,937 Shares 83,000 Est. Cost $55.28 Unrealized
MA MASTERCARD INC 1.0%
Value ($000) $4,717 Shares 19,500 Est. Cost $238.21 Unrealized +20.8%
TIFFANY & CO NEW 1.0%
Value ($000) $4,548 Shares 35,116 Est. Cost $105.74 Unrealized
CSCO CISCO SYS INC 1.0%
Value ($000) $4,517 Shares 115,000 Est. Cost $39.51 Unrealized -7.2%
DD DUPONT DE NEMOURS INC 0.9%
Value ($000) $4,263 Shares 125,021 Est. Cost $20.37 Unrealized -10.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $4,111 Shares 88,500 Est. Cost $59.27 Unrealized -8.1%
BALL BALL CORP 0.9%
Value ($000) $4,025 Shares 62,332 Est. Cost $49.32 Unrealized +32.4%
TJX TJX COS INC NEW 0.8%
Value ($000) $3,885 Shares 81,268 Est. Cost $45.47 Unrealized +17.3%
YUM YUM BRANDS INC 0.8%
Value ($000) $3,845 Shares 56,100 Est. Cost $83.46 Unrealized +0.1%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $3,828 Shares 40,000 Est. Cost $94.45 Unrealized +16.6%
IVZ INVESCO LTD 0.8%
Value ($000) $3,670 Shares 404,237 Est. Cost $13.47 Unrealized -13.1%
URI UNITED RENTALS INC 0.8%
Value ($000) $3,616 Shares 35,218 Est. Cost $121.03 Unrealized +6.1%
IP INTL PAPER CO 0.8%
Value ($000) $3,577 Shares 115,010 Est. Cost $30.92 Unrealized -7.8%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $3,531 Shares 2,625 Est. Cost $1726.46 Unrealized 0.0%
WMT WALMART INC 0.7%
Value ($000) $3,520 Shares 31,000 Est. Cost $29.24 Unrealized +21.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $3,471 Shares 21,000 Est. Cost $154.59 Unrealized +11.2%
ALTABA INC 0.7%
Value ($000) $3,386 Shares 172,500 Est. Cost $74.13 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $3,232 Shares 42,000 Est. Cost $60.29 Unrealized +8.0%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $3,107 Shares 24,300 Est. Cost $91.30 Unrealized +22.8%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $2,940 Shares 102,500 Est. Cost $40.76 Unrealized -10.1%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $2,920 Shares 52,443 Est. Cost $38.30 Unrealized +26.8%
KO COCA COLA CO 0.6%
Value ($000) $2,874 Shares 65,000 Est. Cost $37.78 Unrealized +19.1%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $2,645 Shares 16,600 Est. Cost $134.56 Unrealized +32.7%
CMCSA COMCAST CORP 0.6%
Value ($000) $2,612 Shares 76,000 Est. Cost $36.05 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $2,578 Shares 104,342 Est. Cost $29.09 Unrealized -28.9%
RL RALPH LAUREN CORP 0.5%
Value ($000) $2,572 Shares 38,500 Est. Cost $104.01 Unrealized -9.6%
INTC INTEL CORP 0.5%
Value ($000) $2,544 Shares 47,000 Est. Cost $43.83 Unrealized +19.4%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $2,532 Shares 59,400 Est. Cost $39.39 Unrealized +13.2%
GENERAL ELECTRIC CO 0.4%
Value ($000) $1,872 Shares 236,396 Est. Cost $9.98 Unrealized
SABR SABRE CORP 0.4%
Value ($000) $1,871 Shares 316,000 Est. Cost $16.93 Unrealized -1.2%
WAT WATERS CORP 0.4%
Value ($000) $1,853 Shares 10,180 Est. Cost $226.93 Unrealized -7.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.4%
Value ($000) $1,759 Shares 17,500 Est. Cost $108.29 Unrealized -1.1%
T AT&T INC 0.4%
Value ($000) $1,749 Shares 60,000 Est. Cost $14.16 Unrealized +28.3%
PFE PFIZER INC 0.4%
Value ($000) $1,730 Shares 53,000 Est. Cost $28.08 Unrealized -8.0%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $1,681 Shares 23,500 Est. Cost $77.15 Unrealized 0.0%
FLR FLUOR CORP NEW 0.3%
Value ($000) $1,470 Shares 213,000 Est. Cost $35.16 Unrealized -60.6%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,398 Shares 15,091 Est. Cost $87.01 Unrealized +19.7%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,394 Shares 10,200 Est. Cost $125.45 Unrealized +13.2%
FDX FEDEX CORP 0.3%
Value ($000) $1,331 Shares 11,000 Est. Cost $126.12 Unrealized 0.0%
V VISA 'A' 0.3%
Value ($000) $1,248 Shares 7,750 Est. Cost $180.69 Unrealized 0.0%
AA ALCOA CORP 0.3%
Value ($000) $1,240 Shares 201,571 Est. Cost $23.95 Unrealized -45.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,118 Shares 34,750 Est. Cost $108.13 Unrealized -17.7%
FOXA FOX CORP 0.2%
Value ($000) $1,047 Shares 44,333 Est. Cost $32.59 Unrealized -6.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,042 Shares 75,000 Est. Cost $12.50 Unrealized +6.9%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $968 Shares 9,740 Est. Cost $110.26 Unrealized -0.6%
SIG SIGNET JEWELERS LIMITED 0.2%
Value ($000) $907 Shares 141,270 Est. Cost $24.14 Unrealized -20.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $905 Shares 9,055 Est. Cost $85.38 Unrealized +19.0%
DOW DOW INC 0.2%
Value ($000) $852 Shares 29,155 Est. Cost $36.37 Unrealized -15.9%
FAST FASTENAL 0.2%
Value ($000) $767 Shares 24,603 Est. Cost $15.16 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $720 Shares 29,647 Est. Cost $22.82 Unrealized +2.1%
CTVA CORTEVA INC 0.2%
Value ($000) $716 Shares 30,521 Est. Cost $25.02 Unrealized +2.2%
CME CME GROUP INC 0.1%
Value ($000) $683 Shares 4,363 Est. Cost $137.96 Unrealized +15.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $346 Shares 2,500 Est. Cost $110.95 Unrealized +15.5%
APERGY CORP 0.0%
Value ($000) $87 Shares 15,082 Est. Cost $41.06 Unrealized
TWI TITAN INTL INC ILL 0.0%
Value ($000) $57 Shares 37,085 Est. Cost $5.59 Unrealized -54.2%
WAB WABTEC CORP 0.0%
Value ($000) $43 Shares 900 Est. Cost $69.17 Unrealized -4.1%
MCO MOODYS CORP 0.0%
Value ($000) $13 Shares 60 Est. Cost $154.93 Unrealized +49.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 333 Est. Cost $22.16 Unrealized -57.4%