Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 24, 2020

Total Value ($000): $569,155 (100.0% shares, 0.0% debt)

Holdings (89)

MSFT MICROSOFT CORP 7.9%
Value ($000) $44,985 Shares 221,100 Est. Cost $113.07 Unrealized +53.1%
AAPL APPLE INC 4.4%
Value ($000) $25,029 Shares 68,650 Est. Cost $42.90 Unrealized +75.0%
VZ VERIZON COMMUNICATIONS INC 3.6%
Value ($000) $20,582 Shares 373,883 Est. Cost $38.95 Unrealized +4.6%
MDLZ MONDELEZ INTL INC 2.8%
Value ($000) $16,159 Shares 316,230 Est. Cost $38.76 Unrealized +14.9%
ADBE ADOBE INC 2.8%
Value ($000) $15,940 Shares 36,637 Est. Cost $252.10 Unrealized +47.0%
MMM 3M CO 2.7%
Value ($000) $15,598 Shares 100,100 Est. Cost $124.80 Unrealized -17.9%
C CITIGROUP INC 2.7%
Value ($000) $15,449 Shares 302,384 Est. Cost $49.69 Unrealized -22.1%
CAT CATERPILLAR INC DEL 2.7%
Value ($000) $15,196 Shares 120,250 Est. Cost $114.62 Unrealized -7.4%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $14,398 Shares 153,207 Est. Cost $85.34 Unrealized -4.2%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $13,962 Shares 99,479 Est. Cost $110.34 Unrealized +12.6%
GOOGL ALPHABET INC 2.4%
Value ($000) $13,576 Shares 9,575 Est. Cost $57.80 Unrealized +15.8%
PG PROCTER AND GAMBLE CO 2.4%
Value ($000) $13,469 Shares 112,750 Est. Cost $82.07 Unrealized +23.7%
META FACEBOOK INC 2.3%
Value ($000) $13,078 Shares 57,600 Est. Cost $191.87 Unrealized +8.1%
GWW GRAINGER W W INC 2.1%
Value ($000) $11,780 Shares 37,500 Est. Cost $272.27 Unrealized -0.6%
DIS DISNEY WALT CO 2.1%
Value ($000) $11,760 Shares 105,553 Est. Cost $108.76 Unrealized -0.8%
ORACLE CORP 2.1%
Value ($000) $11,746 Shares 323,819 Est. Cost $56.44 Unrealized
CL COLGATE PALMOLIVE CO 1.9%
Value ($000) $10,993 Shares 150,092 Est. Cost $54.99 Unrealized +13.4%
CVX CHEVRON CORP NEW 1.9%
Value ($000) $10,873 Shares 121,864 Est. Cost $86.14 Unrealized -18.9%
BA BOEING CO 1.7%
Value ($000) $9,639 Shares 52,650 Est. Cost $329.31 Unrealized -53.3%
BAC BANK AMER CORP 1.7%
Value ($000) $9,456 Shares 398,500 Est. Cost $23.92 Unrealized -14.0%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $9,274 Shares 86,426 Est. Cost $79.33 Unrealized +17.2%
PEP PEPSICO INC 1.5%
Value ($000) $8,499 Shares 64,300 Est. Cost $92.45 Unrealized +19.8%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $8,086 Shares 180,980 Est. Cost $53.04 Unrealized -34.4%
SIG LOCKHEED MARTIN CORP 1.3%
Value ($000) $7,651 Shares 158,270 Est. Cost $22.55 Unrealized -58.5%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $7,640 Shares 180,326 Est. Cost $52.02 Unrealized
RAYTHEON CO 1.3%
Value ($000) $7,399 Shares 120,178 Est. Cost $98.98 Unrealized
BDX BECTON DICKINSON & CO 1.3%
Value ($000) $7,145 Shares 29,865 Est. Cost $217.85 Unrealized +1.1%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $7,135 Shares 75,000 Est. Cost $95.83 Unrealized -10.7%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $6,968 Shares 40,000 Est. Cost $94.45 Unrealized +46.0%
HD HOME DEPOT INC 1.2%
Value ($000) $6,780 Shares 27,100 Est. Cost $157.97 Unrealized +26.4%
DD DUPONT DE NEMOURS INC 1.2%
Value ($000) $6,640 Shares 125,021 Est. Cost $20.37 Unrealized -14.4%
NKE NIKE INC 1.2%
Value ($000) $6,567 Shares 67,000 Est. Cost $76.47 Unrealized +11.8%
EMR EMERSON ELEC CO 1.1%
Value ($000) $6,479 Shares 104,500 Est. Cost $56.02 Unrealized -10.2%
HON HONEYWELL INTL INC 1.1%
Value ($000) $6,442 Shares 44,545 Est. Cost $120.79 Unrealized -2.4%
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $6,297 Shares 83,000 Est. Cost $55.28 Unrealized
MA MASTERCARD INC 1.0%
Value ($000) $5,762 Shares 19,500 Est. Cost $238.21 Unrealized +14.7%
CSCO CISCO SYS INC 0.9%
Value ($000) $5,362 Shares 115,000 Est. Cost $39.51 Unrealized -6.4%
URI UNITED RENTALS INC 0.9%
Value ($000) $5,248 Shares 35,218 Est. Cost $121.03 Unrealized +1.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $5,025 Shares 88,500 Est. Cost $59.27 Unrealized -16.8%
KO COCA COLA CO 0.9%
Value ($000) $4,909 Shares 110,000 Est. Cost $38.16 Unrealized +1.5%
YUM YUM BRANDS INC 0.9%
Value ($000) $4,875 Shares 56,100 Est. Cost $83.46 Unrealized -7.9%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $4,845 Shares 82,443 Est. Cost $41.80 Unrealized +14.6%
CMCSA COMCAST CORP 0.8%
Value ($000) $4,714 Shares 121,000 Est. Cost $34.83 Unrealized -5.9%
IVZ INVESCO LTD 0.8%
Value ($000) $4,346 Shares 404,237 Est. Cost $13.47 Unrealized -47.6%
BALL BALL CORP 0.8%
Value ($000) $4,330 Shares 62,332 Est. Cost $49.32 Unrealized +28.1%
TIFFANY & CO NEW 0.8%
Value ($000) $4,275 Shares 35,116 Est. Cost $105.74 Unrealized
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $4,180 Shares 2,625 Est. Cost $1726.46 Unrealized -13.3%
TJX TJX COS INC NEW 0.7%
Value ($000) $4,108 Shares 81,268 Est. Cost $45.47 Unrealized +2.6%
IP INTL PAPER CO 0.7%
Value ($000) $4,050 Shares 115,010 Est. Cost $30.92 Unrealized -19.8%
MCD MCDONALDS CORP 0.7%
Value ($000) $3,869 Shares 21,000 Est. Cost $154.59 Unrealized +4.1%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $3,791 Shares 20,100 Est. Cost $139.96 Unrealized +18.3%
WMT WALMART INC 0.7%
Value ($000) $3,709 Shares 31,000 Est. Cost $29.24 Unrealized +30.2%
T AT&T INC 0.6%
Value ($000) $3,623 Shares 120,000 Est. Cost $14.83 Unrealized +4.5%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $3,432 Shares 24,300 Est. Cost $91.30 Unrealized +23.4%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $3,325 Shares 104,342 Est. Cost $29.09 Unrealized -20.7%
MRK MERCK & CO INC 0.6%
Value ($000) $3,247 Shares 42,000 Est. Cost $60.29 Unrealized +4.3%
CHKP KINDER MORGAN INC DEL 0.5%
Value ($000) $3,015 Shares 92,500 Est. Cost $106.39 Unrealized -0.4%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $3,006 Shares 20,200 Est. Cost $126.21 Unrealized +0.6%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $2,883 Shares 50,750 Est. Cost $47.48 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $2,854 Shares 59,400 Est. Cost $39.39 Unrealized +19.7%
INTC INTEL CORP 0.5%
Value ($000) $2,811 Shares 47,000 Est. Cost $43.83 Unrealized +21.4%
RL RALPH LAUREN CORP 0.5%
Value ($000) $2,791 Shares 38,500 Est. Cost $104.01 Unrealized -36.1%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $2,621 Shares 102,500 Est. Cost $40.76 Unrealized -41.2%
FLR FLUOR CORP NEW 0.5%
Value ($000) $2,573 Shares 213,000 Est. Cost $35.16 Unrealized -70.2%
SABR SABRE CORP 0.4%
Value ($000) $2,547 Shares 316,000 Est. Cost $16.93 Unrealized -58.1%
PFE PFIZER INC 0.4%
Value ($000) $2,386 Shares 73,000 Est. Cost $27.51 Unrealized -5.5%
WAT WATERS CORP 0.4%
Value ($000) $2,377 Shares 13,180 Est. Cost $218.30 Unrealized -13.4%
AA ALCOA CORP 0.4%
Value ($000) $2,264 Shares 201,571 Est. Cost $23.95 Unrealized -64.3%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $2,254 Shares 101,500 Est. Cost $17.13 Unrealized 0.0%
V VISA 'A' 0.4%
Value ($000) $2,170 Shares 11,250 Est. Cost $179.08 Unrealized -2.0%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,076 Shares 23,500 Est. Cost $77.15 Unrealized +2.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.3%
Value ($000) $1,746 Shares 34,750 Est. Cost $108.13 Unrealized -58.9%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,612 Shares 236,396 Est. Cost $9.98 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,597 Shares 15,091 Est. Cost $87.01 Unrealized +5.9%
FDX FEDEX CORP 0.3%
Value ($000) $1,541 Shares 11,000 Est. Cost $126.12 Unrealized -10.3%
FOXA FOX CORP 0.2%
Value ($000) $1,189 Shares 44,333 Est. Cost $32.59 Unrealized -23.0%
DOW DOW INC 0.2%
Value ($000) $1,188 Shares 29,155 Est. Cost $36.37 Unrealized -26.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,149 Shares 9,055 Est. Cost $85.38 Unrealized +16.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,111 Shares 9,740 Est. Cost $110.26 Unrealized -15.2%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,103 Shares 15,000 Est. Cost $66.33 Unrealized 0.0%
FAST FASTENAL 0.2%
Value ($000) $1,053 Shares 24,603 Est. Cost $15.16 Unrealized +9.4%
CME LILLY ELI & CO 0.2%
Value ($000) $1,036 Shares 6,863 Est. Cost $140.28 Unrealized +2.9%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $842 Shares 29,647 Est. Cost $22.82 Unrealized +3.3%
CTVA CORTEVA INC 0.1%
Value ($000) $817 Shares 30,521 Est. Cost $25.02 Unrealized -2.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $721 Shares 4,000 Est. Cost $173.69 Unrealized 0.0%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $55 Shares 37,085 Est. Cost $5.59 Unrealized -76.0%
WAB WABTEC CORP 0.0%
Value ($000) $52 Shares 900 Est. Cost $69.17 Unrealized -20.8%
MCO MOODYS CORP 0.0%
Value ($000) $16 Shares 60 Est. Cost $154.93 Unrealized +56.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 333 Est. Cost $22.16 Unrealized -68.6%