Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 3, 2020

Total Value ($000): $607,646 (100.0% shares, 0.0% debt)

Holdings (93)

MSFT MICROSOFT CORP 7.6%
Value ($000) $46,455 Shares 221,100 Est. Cost $113.07 Unrealized +77.6%
AAPL APPLE INC 5.2%
Value ($000) $31,747 Shares 274,600 Est. Cost $90.20 Unrealized +17.5%
VZ VERIZON COMMUNICATIONS INC 3.6%
Value ($000) $21,629 Shares 363,883 Est. Cost $38.95 Unrealized +9.3%
MDLZ MONDELEZ INTL INC 3.0%
Value ($000) $18,158 Shares 316,230 Est. Cost $38.76 Unrealized +25.3%
ADBE ADOBE INC 3.0%
Value ($000) $17,939 Shares 36,637 Est. Cost $252.10 Unrealized +84.5%
CAT CATERPILLAR INC DEL 2.9%
Value ($000) $17,917 Shares 120,250 Est. Cost $114.62 Unrealized +10.6%
MMM 3M CO 2.6%
Value ($000) $16,027 Shares 100,100 Est. Cost $124.80 Unrealized -11.6%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $15,656 Shares 112,750 Est. Cost $82.07 Unrealized +41.8%
META FACEBOOK INC 2.5%
Value ($000) $15,075 Shares 57,600 Est. Cost $191.87 Unrealized +33.5%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $14,790 Shares 99,479 Est. Cost $110.34 Unrealized +15.1%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $14,743 Shares 153,207 Est. Cost $85.34 Unrealized +0.1%
GOOGL ALPHABET INC 2.3%
Value ($000) $14,024 Shares 9,575 Est. Cost $57.80 Unrealized +30.8%
GWW GRAINGER W W INC 2.2%
Value ($000) $13,377 Shares 37,500 Est. Cost $272.27 Unrealized +19.1%
DIS DISNEY WALT CO 2.2%
Value ($000) $13,101 Shares 105,553 Est. Cost $108.76 Unrealized +12.3%
C CITIGROUP INC 2.1%
Value ($000) $13,018 Shares 302,384 Est. Cost $49.69 Unrealized -17.4%
CL COLGATE PALMOLIVE CO 1.9%
Value ($000) $11,574 Shares 150,092 Est. Cost $54.99 Unrealized +22.5%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $9,907 Shares 86,426 Est. Cost $79.33 Unrealized +33.2%
BAC BANK AMER CORP 1.6%
Value ($000) $9,592 Shares 398,500 Est. Cost $23.92 Unrealized -8.8%
ORCL ORACLE CORP 1.5%
Value ($000) $9,029 Shares 151,319 Est. Cost $52.75 Unrealized 0.0%
PEP PEPSICO INC 1.5%
Value ($000) $8,889 Shares 64,300 Est. Cost $92.45 Unrealized +24.6%
BA BOEING CO 1.4%
Value ($000) $8,696 Shares 52,650 Est. Cost $329.31 Unrealized -48.2%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $8,624 Shares 119,864 Est. Cost $86.14 Unrealized -22.8%
NKE NIKE INC 1.4%
Value ($000) $8,411 Shares 67,000 Est. Cost $76.47 Unrealized +30.3%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $7,878 Shares 40,000 Est. Cost $94.45 Unrealized +98.9%
HD HOME DEPOT INC 1.2%
Value ($000) $7,521 Shares 27,100 Est. Cost $157.97 Unrealized +50.4%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $7,516 Shares 75,000 Est. Cost $95.83 Unrealized -4.1%
HON HONEYWELL INTL INC 1.2%
Value ($000) $7,327 Shares 44,545 Est. Cost $120.79 Unrealized +10.3%
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $7,067 Shares 30,365 Est. Cost $217.97 Unrealized +3.4%
DD DUPONT DE NEMOURS INC 1.1%
Value ($000) $6,931 Shares 125,021 Est. Cost $20.37 Unrealized +3.5%
RTX RAYTHEON CO 1.1%
Value ($000) $6,910 Shares 120,178 Est. Cost $53.70 Unrealized 0.0%
EMR EMERSON ELEC CO 1.1%
Value ($000) $6,849 Shares 104,500 Est. Cost $56.02 Unrealized +4.9%
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $6,715 Shares 83,000 Est. Cost $55.28 Unrealized
MA MASTERCARD INC 1.1%
Value ($000) $6,586 Shares 19,500 Est. Cost $238.21 Unrealized +32.5%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $6,516 Shares 17,000 Est. Cost $329.03 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $6,476 Shares 180,326 Est. Cost $52.02 Unrealized
KO COCA COLA CO 1.0%
Value ($000) $6,165 Shares 125,000 Est. Cost $38.48 Unrealized +6.0%
URI UNITED RENTALS INC 1.0%
Value ($000) $6,139 Shares 35,218 Est. Cost $121.03 Unrealized +34.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $6,139 Shares 88,500 Est. Cost $59.27 Unrealized +1.2%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $6,089 Shares 177,480 Est. Cost $53.04 Unrealized -39.1%
CMCSA COMCAST CORP 0.9%
Value ($000) $5,593 Shares 121,000 Est. Cost $34.83 Unrealized +8.0%
BALL BALL CORP 0.9%
Value ($000) $5,177 Shares 62,332 Est. Cost $49.32 Unrealized +46.2%
YUM YUM BRANDS INC 0.8%
Value ($000) $5,122 Shares 56,100 Est. Cost $83.46 Unrealized -0.1%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $4,968 Shares 82,443 Est. Cost $41.80 Unrealized +16.2%
IP INTL PAPER CO 0.8%
Value ($000) $4,661 Shares 115,010 Est. Cost $30.92 Unrealized -9.6%
MCD MCDONALDS CORP 0.8%
Value ($000) $4,609 Shares 21,000 Est. Cost $154.59 Unrealized +17.3%
IVZ INVESCO LTD 0.8%
Value ($000) $4,608 Shares 404,237 Est. Cost $13.47 Unrealized -37.2%
CSCO CISCO SYS INC 0.7%
Value ($000) $4,526 Shares 115,000 Est. Cost $39.51 Unrealized -6.2%
TJX TJX COS INC NEW 0.7%
Value ($000) $4,520 Shares 81,268 Est. Cost $45.47 Unrealized +10.1%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $4,484 Shares 2,625 Est. Cost $1726.46 Unrealized +0.1%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $4,384 Shares 20,100 Est. Cost $139.96 Unrealized +36.3%
WMT WALMART INC 0.7%
Value ($000) $4,336 Shares 31,000 Est. Cost $29.24 Unrealized +41.3%
INTC INTEL CORP 0.7%
Value ($000) $4,089 Shares 79,000 Est. Cost $44.92 Unrealized +3.6%
TIFFANY & CO NEW 0.7%
Value ($000) $4,067 Shares 35,116 Est. Cost $105.74 Unrealized
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $3,586 Shares 24,300 Est. Cost $91.30 Unrealized +35.2%
MRK MERCK & CO INC 0.6%
Value ($000) $3,478 Shares 42,000 Est. Cost $60.29 Unrealized +9.3%
T AT&T INC 0.6%
Value ($000) $3,414 Shares 120,000 Est. Cost $14.83 Unrealized +4.9%
ALTABA INC 0.6%
Value ($000) $3,386 Shares 172,500 Est. Cost $56.44 Unrealized
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,164 Shares 50,750 Est. Cost $47.48 Unrealized +18.9%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $3,145 Shares 59,400 Est. Cost $39.39 Unrealized +34.4%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $3,123 Shares 104,342 Est. Cost $29.09 Unrealized -11.0%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $3,099 Shares 101,500 Est. Cost $17.13 Unrealized +53.9%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $2,817 Shares 20,200 Est. Cost $126.21 Unrealized -1.0%
FDX FEDEX CORP 0.5%
Value ($000) $2,764 Shares 11,000 Est. Cost $126.12 Unrealized +43.5%
PFE PFIZER INC 0.4%
Value ($000) $2,678 Shares 73,000 Est. Cost $27.51 Unrealized -1.4%
SIG SIGNET JEWELERS LIMITED 0.4%
Value ($000) $2,640 Shares 141,270 Est. Cost $22.55 Unrealized -38.9%
RL RALPH LAUREN CORP 0.4%
Value ($000) $2,616 Shares 38,500 Est. Cost $104.01 Unrealized -38.1%
WAT WATERS CORP 0.4%
Value ($000) $2,579 Shares 13,180 Est. Cost $218.30 Unrealized -4.8%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $2,408 Shares 102,500 Est. Cost $40.76 Unrealized -46.5%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,371 Shares 23,500 Est. Cost $77.15 Unrealized +20.9%
AA ALCOA CORP 0.4%
Value ($000) $2,344 Shares 201,571 Est. Cost $23.95 Unrealized -46.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value ($000) $2,248 Shares 34,750 Est. Cost $108.13 Unrealized -46.5%
V VISA 'A' 0.4%
Value ($000) $2,246 Shares 11,250 Est. Cost $179.08 Unrealized +7.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $2,105 Shares 17,500 Est. Cost $106.39 Unrealized +14.7%
SABR SABRE CORP 0.3%
Value ($000) $2,057 Shares 316,000 Est. Cost $16.93 Unrealized -56.2%
FLR FLUOR CORP NEW 0.3%
Value ($000) $1,877 Shares 213,000 Est. Cost $35.16 Unrealized -70.1%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,708 Shares 15,091 Est. Cost $87.01 Unrealized +16.5%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,470 Shares 236,396 Est. Cost $9.98 Unrealized
DOW DOW INC 0.2%
Value ($000) $1,371 Shares 29,155 Est. Cost $36.37 Unrealized -7.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,292 Shares 9,055 Est. Cost $85.38 Unrealized +36.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,288 Shares 15,000 Est. Cost $66.33 Unrealized +6.7%
FOXA FOX CORP 0.2%
Value ($000) $1,233 Shares 44,333 Est. Cost $32.59 Unrealized -24.3%
FAST FASTENAL 0.2%
Value ($000) $1,109 Shares 24,603 Est. Cost $15.16 Unrealized +32.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,053 Shares 9,740 Est. Cost $110.26 Unrealized -7.1%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $924 Shares 75,000 Est. Cost $10.12 Unrealized 0.0%
CTVA CORTEVA INC 0.1%
Value ($000) $879 Shares 30,521 Est. Cost $25.02 Unrealized +5.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $833 Shares 4,000 Est. Cost $173.69 Unrealized +5.7%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $818 Shares 29,647 Est. Cost $22.82 Unrealized +12.2%
CME CME GROUP INC 0.1%
Value ($000) $624 Shares 4,363 Est. Cost $140.28 Unrealized -2.9%
LLY LILLY ELI & CO 0.1%
Value ($000) $369 Shares 2,500 Est. Cost $145.78 Unrealized 0.0%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $107 Shares 37,085 Est. Cost $5.59 Unrealized -60.6%
WAB WABTEC CORP 0.0%
Value ($000) $56 Shares 900 Est. Cost $69.17 Unrealized -10.1%
MCO MOODYS CORP 0.0%
Value ($000) $17 Shares 60 Est. Cost $154.93 Unrealized +76.1%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 333 Est. Cost $22.16 Unrealized -42.8%