Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 21, 2021

Total Value ($000): $783,149 (100.0% shares, 0.0% debt)

Holdings (94)

MSFT MICROSOFT CORP 8.3%
Value ($000) $64,901 Shares 230,400 Est. Cost $119.83 Unrealized +134.3%
AAPL APPLE INC 5.0%
Value ($000) $38,806 Shares 274,600 Est. Cost $90.20 Unrealized +59.5%
GOOGL ALPHABET INC 3.3%
Value ($000) $25,578 Shares 9,575 Est. Cost $57.80 Unrealized +133.6%
JPM JPMORGAN CHASE & CO 3.1%
Value ($000) $24,592 Shares 150,207 Est. Cost $85.34 Unrealized +64.4%
CAT CATERPILLAR INC DEL 2.9%
Value ($000) $22,494 Shares 117,250 Est. Cost $114.62 Unrealized +67.6%
META FACEBOOK INC 2.8%
Value ($000) $22,272 Shares 65,655 Est. Cost $212.21 Unrealized +68.5%
C CITIGROUP INC 2.7%
Value ($000) $21,215 Shares 302,384 Est. Cost $49.69 Unrealized +20.1%
ADBE ADOBE INC 2.7%
Value ($000) $21,082 Shares 36,637 Est. Cost $252.10 Unrealized +149.7%
DIS DISNEY WALT CO 2.5%
Value ($000) $19,947 Shares 117,953 Est. Cost $115.08 Unrealized +51.3%
VZ VERIZON COMMUNICATIONS INC 2.5%
Value ($000) $19,650 Shares 363,883 Est. Cost $38.95 Unrealized +8.7%
MDLZ MONDELEZ INTL INC 2.3%
Value ($000) $18,386 Shares 316,230 Est. Cost $38.76 Unrealized +43.0%
MMM 3M CO 2.2%
Value ($000) $17,562 Shares 100,100 Est. Cost $124.80 Unrealized +10.0%
BAC BANK AMER CORP 2.2%
Value ($000) $16,908 Shares 398,500 Est. Cost $23.92 Unrealized +50.8%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $16,059 Shares 99,479 Est. Cost $110.34 Unrealized +36.2%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $15,437 Shares 110,443 Est. Cost $82.07 Unrealized +55.1%
GWW GRAINGER W W INC 1.9%
Value ($000) $14,740 Shares 37,500 Est. Cost $272.27 Unrealized +52.3%
MRSH MARSH & MCLENNAN COS INC 1.7%
Value ($000) $13,081 Shares 86,426 Est. Cost $79.33 Unrealized +78.5%
ORCL ORACLE CORP 1.6%
Value ($000) $12,878 Shares 147,819 Est. Cost $52.75 Unrealized +58.0%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $12,557 Shares 75,000 Est. Cost $95.83 Unrealized +65.2%
URI UNITED RENTALS INC 1.6%
Value ($000) $12,350 Shares 35,218 Est. Cost $121.03 Unrealized +168.6%
BA BOEING CO 1.4%
Value ($000) $11,351 Shares 51,650 Est. Cost $329.31 Unrealized -32.3%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $11,344 Shares 150,092 Est. Cost $54.99 Unrealized +30.4%
SIG SIGNET JEWELERS LIMITED 1.4%
Value ($000) $11,146 Shares 141,270 Est. Cost $37.47 Unrealized +86.0%
MRK MERCK & CO INC 1.3%
Value ($000) $10,561 Shares 140,621 Est. Cost $63.49 Unrealized +4.2%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $10,404 Shares 40,000 Est. Cost $94.45 Unrealized +199.7%
RTX RAYTHEON CO 1.3%
Value ($000) $9,870 Shares 114,878 Est. Cost $53.70 Unrealized +44.1%
AA ALCOA CORP 1.3%
Value ($000) $9,863 Shares 201,571 Est. Cost $23.95 Unrealized +68.5%
EMR EMERSON ELEC CO 1.3%
Value ($000) $9,841 Shares 104,500 Est. Cost $56.02 Unrealized +62.8%
IVZ INVESCO LTD 1.2%
Value ($000) $9,742 Shares 404,237 Est. Cost $13.47 Unrealized +53.3%
NKE NIKE INC 1.2%
Value ($000) $9,730 Shares 67,000 Est. Cost $76.47 Unrealized +99.5%
PEP PEPSICO INC 1.2%
Value ($000) $9,669 Shares 64,300 Est. Cost $92.45 Unrealized +46.0%
HON HONEYWELL INTL INC 1.2%
Value ($000) $9,456 Shares 44,545 Est. Cost $120.79 Unrealized +61.1%
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $8,976 Shares 116,000 Est. Cost $61.56 Unrealized
HD HOME DEPOT INC 1.1%
Value ($000) $8,896 Shares 27,100 Est. Cost $157.97 Unrealized +86.5%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $8,522 Shares 34,665 Est. Cost $218.86 Unrealized +4.2%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $8,484 Shares 180,326 Est. Cost $52.02 Unrealized
YUM YUM BRANDS INC 0.9%
Value ($000) $6,862 Shares 56,100 Est. Cost $83.46 Unrealized +40.0%
MA MASTERCARD INC 0.9%
Value ($000) $6,777 Shares 19,500 Est. Cost $238.21 Unrealized +48.9%
CMCSA COMCAST CORP 0.9%
Value ($000) $6,766 Shares 121,000 Est. Cost $34.83 Unrealized +47.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.8%
Value ($000) $6,567 Shares 88,500 Est. Cost $68.84 Unrealized 0.0%
KO COCA COLA CO 0.8%
Value ($000) $6,556 Shares 125,000 Est. Cost $38.48 Unrealized +26.8%
IP INTL PAPER CO 0.8%
Value ($000) $6,430 Shares 115,010 Est. Cost $30.92 Unrealized +48.4%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $6,231 Shares 2,625 Est. Cost $1726.46 Unrealized +27.8%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $6,027 Shares 20,100 Est. Cost $139.96 Unrealized +118.1%
CSCO CISCO SYS INC 0.8%
Value ($000) $6,021 Shares 110,655 Est. Cost $39.51 Unrealized +24.6%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $5,863 Shares 17,000 Est. Cost $329.03 Unrealized -2.5%
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $5,848 Shares 86,019 Est. Cost $20.37 Unrealized +39.2%
BALL BALL CORP 0.7%
Value ($000) $5,609 Shares 62,332 Est. Cost $49.32 Unrealized +69.7%
SABR SABRE CORP 0.7%
Value ($000) $5,596 Shares 473,000 Est. Cost $11.34 Unrealized 0.0%
TJX TJX COS INC NEW 0.7%
Value ($000) $5,359 Shares 81,268 Est. Cost $45.47 Unrealized +43.9%
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $5,251 Shares 101,500 Est. Cost $17.13 Unrealized +196.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $5,063 Shares 21,000 Est. Cost $154.59 Unrealized +39.6%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $4,877 Shares 82,443 Est. Cost $41.80 Unrealized +31.2%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $4,757 Shares 102,500 Est. Cost $40.76 Unrealized +2.0%
WAT WATERS CORP 0.6%
Value ($000) $4,706 Shares 13,180 Est. Cost $218.30 Unrealized +79.4%
WMT WALMART INC 0.6%
Value ($000) $4,319 Shares 31,000 Est. Cost $29.24 Unrealized +55.5%
RL RALPH LAUREN CORP 0.5%
Value ($000) $4,274 Shares 38,500 Est. Cost $105.11 Unrealized 0.0%
INTC INTEL CORP 0.5%
Value ($000) $4,208 Shares 79,000 Est. Cost $44.92 Unrealized +10.9%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $4,036 Shares 20,200 Est. Cost $126.21 Unrealized +48.7%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,958 Shares 48,100 Est. Cost $47.48 Unrealized +73.1%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $3,845 Shares 66,184 Est. Cost $41.69 Unrealized +47.5%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $3,842 Shares 104,342 Est. Cost $29.09 Unrealized +5.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.5%
Value ($000) $3,743 Shares 28,000 Est. Cost $113.18 Unrealized +14.8%
A AGILENT TECHNOLOGIES INC 0.5%
Value ($000) $3,701 Shares 23,500 Est. Cost $77.15 Unrealized +103.6%
T AT&T INC 0.4%
Value ($000) $3,241 Shares 120,000 Est. Cost $14.83 Unrealized +8.4%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,219 Shares 24,300 Est. Cost $91.30 Unrealized +26.5%
PFE PFIZER INC 0.4%
Value ($000) $3,139 Shares 73,000 Est. Cost $27.51 Unrealized +29.7%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value ($000) $3,089 Shares 34,750 Est. Cost $102.63 Unrealized -22.5%
FLR FLUOR CORP NEW 0.4%
Value ($000) $3,032 Shares 190,000 Est. Cost $35.16 Unrealized -53.3%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $2,827 Shares 27,450 Est. Cost $62.95 Unrealized 0.0%
V VISA 'A' 0.3%
Value ($000) $2,505 Shares 11,250 Est. Cost $226.99 Unrealized 0.0%
JXN JACKSON FINANCIAL CL.A 0.3%
Value ($000) $2,480 Shares 95,581 Est. Cost $21.96 Unrealized 0.0%
FDX FEDEX CORP 0.3%
Value ($000) $2,411 Shares 11,000 Est. Cost $126.12 Unrealized +96.6%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,253 Shares 15,091 Est. Cost $87.01 Unrealized +60.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $1,977 Shares 17,500 Est. Cost $114.37 Unrealized +6.5%
ALTABA INC 0.2%
Value ($000) $1,949 Shares 172,500 Est. Cost $24.35 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,853 Shares 16,800 Est. Cost $68.34 Unrealized +54.7%
FOXA FOX CORP 0.2%
Value ($000) $1,778 Shares 44,333 Est. Cost $32.59 Unrealized +6.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,740 Shares 9,055 Est. Cost $85.38 Unrealized +96.7%
DOW DOW INC 0.2%
Value ($000) $1,678 Shares 29,155 Est. Cost $36.37 Unrealized +31.5%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,480 Shares 9,740 Est. Cost $110.26 Unrealized +28.6%
CTVA CORTEVA INC 0.2%
Value ($000) $1,284 Shares 30,521 Est. Cost $25.02 Unrealized +64.8%
FAST FASTENAL 0.2%
Value ($000) $1,269 Shares 24,603 Est. Cost $15.16 Unrealized +61.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,054 Shares 4,000 Est. Cost $173.69 Unrealized +46.9%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1,013 Shares 29,647 Est. Cost $22.82 Unrealized +36.6%
CME CME GROUP INC 0.1%
Value ($000) $723 Shares 4,363 Est. Cost $140.28 Unrealized +20.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $577 Shares 2,500 Est. Cost $145.78 Unrealized +62.3%
ADSK AUTODESK INC 0.0%
Value ($000) $379 Shares 1,330 Est. Cost $306.09 Unrealized 0.0%
OGN ORGANON 0.0%
Value ($000) $325 Shares 9,900 Est. Cost $26.93 Unrealized -2.4%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $265 Shares 37,085 Est. Cost $5.59 Unrealized +41.3%
VTRS VIATRIS INC 0.0%
Value ($000) $76 Shares 5,583 Est. Cost $13.33 Unrealized -12.1%
WAB WABTEC CORP 0.0%
Value ($000) $62 Shares 719 Est. Cost $69.17 Unrealized +21.4%
MCO MOODYS CORP 0.0%
Value ($000) $21 Shares 60 Est. Cost $154.93 Unrealized +134.4%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 333 Est. Cost $22.16 Unrealized +31.2%