Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 30, 2021

Total Value ($000): $797,918 (100.0% shares, 0.0% debt)

Holdings (91)

MSFT MICROSOFT CORP 7.5%
Value ($000) $59,885 Shares 221,100 Est. Cost $113.07 Unrealized +116.5%
AAPL APPLE INC 4.7%
Value ($000) $37,598 Shares 274,600 Est. Cost $90.20 Unrealized +40.2%
CAT CATERPILLAR INC DEL 3.2%
Value ($000) $25,517 Shares 117,250 Est. Cost $114.62 Unrealized +84.8%
GOOGL ALPHABET INC 2.9%
Value ($000) $23,361 Shares 9,575 Est. Cost $57.80 Unrealized +100.5%
JPM JPMORGAN CHASE & CO 2.9%
Value ($000) $23,351 Shares 150,207 Est. Cost $85.34 Unrealized +63.7%
ADBE ADOBE INC 2.7%
Value ($000) $21,456 Shares 36,637 Est. Cost $252.10 Unrealized +104.5%
C CITIGROUP INC 2.7%
Value ($000) $21,388 Shares 302,384 Est. Cost $49.69 Unrealized +26.2%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value ($000) $20,388 Shares 363,883 Est. Cost $38.95 Unrealized +11.5%
META FACEBOOK INC 2.5%
Value ($000) $20,028 Shares 57,600 Est. Cost $191.87 Unrealized +66.0%
MMM 3M CO 2.5%
Value ($000) $19,877 Shares 100,100 Est. Cost $124.80 Unrealized +12.5%
MDLZ MONDELEZ INTL INC 2.5%
Value ($000) $19,745 Shares 316,230 Est. Cost $38.76 Unrealized +40.9%
DIS DISNEY WALT CO 2.3%
Value ($000) $18,723 Shares 106,553 Est. Cost $108.76 Unrealized +61.6%
SIG SIGNET JEWELERS LIMITED 2.2%
Value ($000) $17,541 Shares 229,770 Est. Cost $37.47 Unrealized +63.5%
GWW GRAINGER W W INC 2.1%
Value ($000) $16,425 Shares 37,500 Est. Cost $272.27 Unrealized +54.3%
BAC BANK AMER CORP 2.1%
Value ($000) $16,422 Shares 398,500 Est. Cost $23.92 Unrealized +52.8%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $16,387 Shares 99,479 Est. Cost $110.34 Unrealized +31.3%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $14,900 Shares 110,443 Est. Cost $82.07 Unrealized +47.1%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $12,393 Shares 75,000 Est. Cost $95.83 Unrealized +54.3%
BA BOEING CO 1.6%
Value ($000) $12,373 Shares 51,650 Est. Cost $329.31 Unrealized -26.6%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $12,204 Shares 150,092 Est. Cost $54.99 Unrealized +33.5%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value ($000) $12,158 Shares 86,426 Est. Cost $79.33 Unrealized +57.8%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $11,712 Shares 111,864 Est. Cost $86.14 Unrealized +1.1%
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $11,654 Shares 40,000 Est. Cost $94.45 Unrealized +179.0%
ORCL ORACLE CORP 1.4%
Value ($000) $11,505 Shares 147,819 Est. Cost $52.75 Unrealized +39.5%
URI UNITED RENTALS INC 1.4%
Value ($000) $11,235 Shares 35,218 Est. Cost $121.03 Unrealized +158.4%
IVZ INVESCO LTD 1.4%
Value ($000) $10,801 Shares 404,237 Est. Cost $13.47 Unrealized +66.1%
NKE NIKE INC 1.3%
Value ($000) $10,345 Shares 67,000 Est. Cost $76.47 Unrealized +64.3%
EMR EMERSON ELEC CO 1.3%
Value ($000) $10,055 Shares 104,500 Est. Cost $56.02 Unrealized +52.6%
RTX RAYTHEON CO 1.2%
Value ($000) $9,800 Shares 114,878 Est. Cost $53.70 Unrealized +41.0%
HON HONEYWELL INTL INC 1.2%
Value ($000) $9,771 Shares 44,545 Est. Cost $120.79 Unrealized +59.1%
PEP PEPSICO INC 1.2%
Value ($000) $9,523 Shares 64,300 Est. Cost $92.45 Unrealized +36.5%
WALGREENS BOOTS ALLIANCE INC 1.2%
Value ($000) $9,487 Shares 180,326 Est. Cost $52.02 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $8,814 Shares 139,800 Est. Cost $53.04 Unrealized -5.7%
HD HOME DEPOT INC 1.1%
Value ($000) $8,638 Shares 27,100 Est. Cost $157.97 Unrealized +79.7%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $8,427 Shares 34,665 Est. Cost $218.86 Unrealized +1.5%
ACTIVISION BLIZZARD INC 1.0%
Value ($000) $7,922 Shares 83,000 Est. Cost $55.28 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $7,699 Shares 99,000 Est. Cost $62.38 Unrealized +2.8%
ALTABA INC 1.0%
Value ($000) $7,619 Shares 626,500 Est. Cost $24.35 Unrealized
AA ALCOA CORP 0.9%
Value ($000) $7,420 Shares 201,571 Est. Cost $23.95 Unrealized +45.0%
MA MASTERCARD INC 0.9%
Value ($000) $7,118 Shares 19,500 Est. Cost $238.21 Unrealized +52.1%
IP INTL PAPER CO 0.9%
Value ($000) $7,049 Shares 115,010 Est. Cost $30.92 Unrealized +50.8%
CMCSA COMCAST CORP 0.9%
Value ($000) $6,899 Shares 121,000 Est. Cost $34.83 Unrealized +40.9%
KO COCA COLA CO 0.8%
Value ($000) $6,762 Shares 125,000 Est. Cost $38.48 Unrealized +22.8%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $6,654 Shares 86,019 Est. Cost $20.37 Unrealized +50.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.8%
Value ($000) $6,567 Shares 56,000 Est. Cost $114.37 Unrealized +3.2%
YUM YUM BRANDS INC 0.8%
Value ($000) $6,452 Shares 56,100 Est. Cost $83.46 Unrealized +29.5%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $6,432 Shares 17,000 Est. Cost $329.03 Unrealized +2.9%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $6,389 Shares 20,100 Est. Cost $139.96 Unrealized +102.1%
CSCO CISCO SYS INC 0.7%
Value ($000) $5,865 Shares 110,655 Est. Cost $39.51 Unrealized +16.0%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $5,738 Shares 2,625 Est. Cost $1726.46 Unrealized +33.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.7%
Value ($000) $5,594 Shares 46,000 Est. Cost $102.63 Unrealized -16.6%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $5,507 Shares 82,443 Est. Cost $41.80 Unrealized +28.9%
TJX TJX COS INC NEW 0.7%
Value ($000) $5,479 Shares 81,268 Est. Cost $45.47 Unrealized +40.0%
BALL BALL CORP 0.6%
Value ($000) $5,050 Shares 62,332 Est. Cost $49.32 Unrealized +65.4%
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $4,930 Shares 101,500 Est. Cost $17.13 Unrealized +145.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,851 Shares 21,000 Est. Cost $154.59 Unrealized +35.4%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $4,641 Shares 102,500 Est. Cost $40.76 Unrealized -1.9%
WAT WATERS CORP 0.6%
Value ($000) $4,550 Shares 13,180 Est. Cost $218.30 Unrealized +45.0%
INTC INTEL CORP 0.6%
Value ($000) $4,433 Shares 79,000 Est. Cost $44.92 Unrealized +19.3%
WMT WALMART INC 0.5%
Value ($000) $4,372 Shares 31,000 Est. Cost $29.24 Unrealized +49.8%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $4,255 Shares 104,342 Est. Cost $29.09 Unrealized +16.3%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.5%
Value ($000) $4,180 Shares 28,000 Est. Cost $113.18 Unrealized +11.6%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $4,012 Shares 20,200 Est. Cost $126.21 Unrealized +39.7%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $4,002 Shares 60,400 Est. Cost $39.79 Unrealized +60.3%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,931 Shares 48,100 Est. Cost $47.48 Unrealized +51.0%
FLR FLUOR CORP NEW 0.4%
Value ($000) $3,505 Shares 198,000 Est. Cost $35.16 Unrealized -41.4%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $3,472 Shares 23,500 Est. Cost $77.15 Unrealized +71.4%
T AT&T INC 0.4%
Value ($000) $3,452 Shares 120,000 Est. Cost $14.83 Unrealized +14.6%
FDX FEDEX CORP 0.4%
Value ($000) $3,280 Shares 11,000 Est. Cost $126.12 Unrealized +114.3%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,249 Shares 24,300 Est. Cost $91.30 Unrealized +23.1%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,954 Shares 219,607 Est. Cost $9.98 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,859 Shares 73,000 Est. Cost $27.51 Unrealized +12.7%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,114 Shares 15,091 Est. Cost $87.01 Unrealized +47.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,878 Shares 16,800 Est. Cost $68.34 Unrealized +48.7%
DOW DOW INC 0.2%
Value ($000) $1,845 Shares 29,155 Est. Cost $36.37 Unrealized +40.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,741 Shares 9,055 Est. Cost $85.38 Unrealized +92.3%
FOXA FOX CORP 0.2%
Value ($000) $1,646 Shares 44,333 Est. Cost $32.59 Unrealized +8.5%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,458 Shares 9,740 Est. Cost $110.26 Unrealized +28.1%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,367 Shares 75,000 Est. Cost $10.12 Unrealized +35.5%
CTVA CORTEVA INC 0.2%
Value ($000) $1,353 Shares 30,521 Est. Cost $25.02 Unrealized +75.5%
FAST FASTENAL 0.2%
Value ($000) $1,279 Shares 24,603 Est. Cost $15.16 Unrealized +53.6%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1,045 Shares 29,647 Est. Cost $22.82 Unrealized +38.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,038 Shares 4,000 Est. Cost $173.69 Unrealized +40.2%
CME CME GROUP INC 0.1%
Value ($000) $766 Shares 4,363 Est. Cost $140.28 Unrealized +25.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $574 Shares 2,500 Est. Cost $145.78 Unrealized +31.6%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $314 Shares 37,085 Est. Cost $5.59 Unrealized +74.5%
OGN ORGANON 0.0%
Value ($000) $299 Shares 9,900 Est. Cost $26.93 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $80 Shares 5,583 Est. Cost $13.33 Unrealized -11.0%
WAB WABTEC CORP 0.0%
Value ($000) $59 Shares 719 Est. Cost $69.17 Unrealized +14.3%
MCO MOODYS CORP 0.0%
Value ($000) $22 Shares 60 Est. Cost $154.93 Unrealized +106.7%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 333 Est. Cost $22.16 Unrealized +33.6%