Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 1, 2022

Total Value ($000): $845,270 (100.0% shares, 0.0% debt)

Holdings (94)

MSFT MICROSOFT CORP 9.2%
Value ($000) $77,463 Shares 230,400 Est. Cost $119.83 Unrealized +161.5%
AAPL APPLE INC 5.7%
Value ($000) $48,287 Shares 271,900 Est. Cost $90.20 Unrealized +71.5%
GOOGL ALPHABET INC 3.3%
Value ($000) $27,739 Shares 9,575 Est. Cost $57.80 Unrealized +147.3%
CAT CATERPILLAR INC DEL 2.9%
Value ($000) $24,345 Shares 117,750 Est. Cost $114.62 Unrealized +62.9%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $23,782 Shares 150,207 Est. Cost $85.34 Unrealized +73.2%
META FACEBOOK INC 2.6%
Value ($000) $22,081 Shares 65,655 Est. Cost $212.21 Unrealized +55.4%
MDLZ MONDELEZ INTL INC 2.5%
Value ($000) $20,966 Shares 316,230 Est. Cost $38.76 Unrealized +42.7%
ADBE ADOBE INC 2.5%
Value ($000) $20,776 Shares 36,637 Est. Cost $252.10 Unrealized +147.9%
DIS DISNEY WALT CO 2.4%
Value ($000) $20,593 Shares 132,953 Est. Cost $119.90 Unrealized +31.6%
GWW GRAINGER W W INC 2.3%
Value ($000) $19,434 Shares 37,500 Est. Cost $272.27 Unrealized +66.2%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $18,907 Shares 363,883 Est. Cost $38.95 Unrealized +3.7%
C CITIGROUP INC 2.2%
Value ($000) $18,376 Shares 304,384 Est. Cost $49.69 Unrealized +15.1%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $18,064 Shares 110,443 Est. Cost $82.07 Unrealized +63.4%
BAC BANK AMER CORP 2.1%
Value ($000) $17,794 Shares 400,050 Est. Cost $23.92 Unrealized +71.5%
MMM 3M CO 2.1%
Value ($000) $17,779 Shares 100,100 Est. Cost $124.80 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $17,014 Shares 99,479 Est. Cost $110.34 Unrealized +31.5%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $15,017 Shares 86,426 Est. Cost $79.33 Unrealized +96.9%
ORCL ORACLE CORP 1.5%
Value ($000) $12,977 Shares 148,819 Est. Cost $52.75 Unrealized +68.5%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $12,807 Shares 150,092 Est. Cost $54.99 Unrealized +29.0%
SIG SIGNET JEWELERS LIMITED 1.5%
Value ($000) $12,286 Shares 141,270 Est. Cost $37.47 Unrealized +133.1%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $12,267 Shares 75,000 Est. Cost $95.83 Unrealized +68.8%
AA ALCOA CORP 1.4%
Value ($000) $12,004 Shares 201,571 Est. Cost $23.95 Unrealized +100.2%
URI UNITED RENTALS INC 1.4%
Value ($000) $11,703 Shares 35,218 Est. Cost $121.03 Unrealized +185.3%
HD HOME DEPOT INC 1.3%
Value ($000) $11,246 Shares 27,100 Est. Cost $157.97 Unrealized +117.2%
PEP PEPSICO INC 1.3%
Value ($000) $11,170 Shares 64,300 Est. Cost $92.45 Unrealized +55.2%
NKE NIKE INC 1.3%
Value ($000) $11,167 Shares 67,000 Est. Cost $76.47 Unrealized +102.1%
MRK MERCK & CO INC 1.3%
Value ($000) $10,854 Shares 141,621 Est. Cost $63.49 Unrealized +10.1%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $10,560 Shares 56,000 Est. Cost $129.14 Unrealized +67.2%
BA BOEING CO 1.2%
Value ($000) $10,397 Shares 51,650 Est. Cost $329.31 Unrealized -35.8%
RTX RAYTHEON CO 1.2%
Value ($000) $9,884 Shares 114,878 Est. Cost $53.70 Unrealized +47.7%
EMR EMERSON ELEC CO 1.1%
Value ($000) $9,715 Shares 104,500 Est. Cost $56.02 Unrealized +54.4%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $9,404 Shares 180,326 Est. Cost $52.02 Unrealized
IVZ INVESCO LTD 1.1%
Value ($000) $9,301 Shares 404,237 Est. Cost $13.47 Unrealized +50.2%
HON HONEYWELL INTL INC 1.1%
Value ($000) $9,289 Shares 44,545 Est. Cost $120.79 Unrealized +53.2%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $8,793 Shares 34,965 Est. Cost $218.86 Unrealized +2.1%
MA MASTERCARD INC 1.0%
Value ($000) $8,570 Shares 23,850 Est. Cost $256.37 Unrealized +31.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $7,851 Shares 88,500 Est. Cost $68.84 Unrealized +9.3%
YUM YUM BRANDS INC 0.9%
Value ($000) $7,791 Shares 56,100 Est. Cost $83.46 Unrealized +41.6%
ACTIVISION BLIZZARD INC 0.9%
Value ($000) $7,715 Shares 116,000 Est. Cost $61.56 Unrealized
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $7,443 Shares 20,100 Est. Cost $139.96 Unrealized +127.0%
KO COCA COLA CO 0.9%
Value ($000) $7,401 Shares 125,000 Est. Cost $38.48 Unrealized +27.8%
CSCO CISCO SYS INC 0.8%
Value ($000) $7,011 Shares 110,655 Est. Cost $39.51 Unrealized +27.7%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $6,948 Shares 86,019 Est. Cost $20.37 Unrealized +43.4%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $6,298 Shares 2,625 Est. Cost $1726.46 Unrealized +35.1%
TJX TJX COS INC NEW 0.7%
Value ($000) $6,170 Shares 81,268 Est. Cost $45.47 Unrealized +43.6%
CMCSA COMCAST CORP 0.7%
Value ($000) $6,091 Shares 121,000 Est. Cost $34.83 Unrealized +32.5%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $6,041 Shares 17,000 Est. Cost $329.03 Unrealized -6.1%
BALL BALL CORP 0.7%
Value ($000) $5,998 Shares 62,332 Est. Cost $49.32 Unrealized +77.2%
MCD MCDONALDS CORP 0.7%
Value ($000) $5,628 Shares 21,000 Est. Cost $154.59 Unrealized +48.5%
CARR CARRIER GLOBAL CORPORATION 0.7%
Value ($000) $5,505 Shares 101,500 Est. Cost $17.13 Unrealized +197.4%
IP INTL PAPER CO 0.6%
Value ($000) $5,404 Shares 115,010 Est. Cost $30.92 Unrealized +32.7%
BMY BRISTOL MYERS SQUIBB CO 0.6%
Value ($000) $5,140 Shares 82,443 Est. Cost $41.80 Unrealized +17.8%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $4,981 Shares 20,200 Est. Cost $126.21 Unrealized +64.2%
WAT WATERS CORP 0.6%
Value ($000) $4,911 Shares 13,180 Est. Cost $218.30 Unrealized +60.2%
FLR FLUOR CORP NEW 0.6%
Value ($000) $4,704 Shares 190,000 Est. Cost $35.16 Unrealized -39.5%
YUMC YUM CHINA HLDGS INC 0.6%
Value ($000) $4,660 Shares 93,492 Est. Cost $45.36 Unrealized +19.6%
WMT WALMART INC 0.5%
Value ($000) $4,631 Shares 32,000 Est. Cost $29.73 Unrealized +51.9%
RL RALPH LAUREN CORP 0.5%
Value ($000) $4,576 Shares 38,500 Est. Cost $105.11 Unrealized +4.6%
PFE PFIZER INC 0.5%
Value ($000) $4,310 Shares 73,000 Est. Cost $27.51 Unrealized +46.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.5%
Value ($000) $4,217 Shares 28,000 Est. Cost $113.18 Unrealized +14.5%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $4,188 Shares 48,100 Est. Cost $47.48 Unrealized +65.2%
INTC INTEL CORP 0.5%
Value ($000) $4,172 Shares 81,000 Est. Cost $44.98 Unrealized +5.1%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $4,149 Shares 86,500 Est. Cost $40.76 Unrealized +9.0%
SABR SABRE CORP 0.5%
Value ($000) $4,063 Shares 473,000 Est. Cost $11.34 Unrealized -15.4%
JXN JACKSON FINANCIAL CL.A 0.4%
Value ($000) $3,803 Shares 90,932 Est. Cost $21.96 Unrealized +21.3%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $3,801 Shares 105,842 Est. Cost $29.10 Unrealized +1.4%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $3,753 Shares 23,500 Est. Cost $77.15 Unrealized +96.3%
V VISA 'A' 0.4%
Value ($000) $3,738 Shares 17,250 Est. Cost $220.43 Unrealized -5.6%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,472 Shares 24,300 Est. Cost $91.30 Unrealized +26.2%
ADSK AUTODESK INC 0.4%
Value ($000) $3,345 Shares 11,895 Est. Cost $293.11 Unrealized -0.6%
T AT&T INC 0.3%
Value ($000) $2,952 Shares 120,000 Est. Cost $14.83 Unrealized -1.1%
FDX FEDEX CORP 0.3%
Value ($000) $2,845 Shares 11,000 Est. Cost $126.12 Unrealized +74.4%
RCL ROYAL CARIBBEAN CRUISES LTD 0.3%
Value ($000) $2,672 Shares 34,750 Est. Cost $102.63 Unrealized -22.2%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $2,593 Shares 27,450 Est. Cost $62.95 Unrealized -2.2%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,519 Shares 15,091 Est. Cost $87.01 Unrealized +73.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,141 Shares 18,300 Est. Cost $71.12 Unrealized +43.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $2,040 Shares 17,500 Est. Cost $114.37 Unrealized +1.3%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,707 Shares 9,055 Est. Cost $85.38 Unrealized +99.3%
DOW DOW INC 0.2%
Value ($000) $1,653 Shares 29,155 Est. Cost $36.37 Unrealized +23.9%
FOXA FOX CORP 0.2%
Value ($000) $1,636 Shares 44,333 Est. Cost $32.59 Unrealized +14.6%
FAST FASTENAL 0.2%
Value ($000) $1,576 Shares 24,603 Est. Cost $15.16 Unrealized +75.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,524 Shares 9,740 Est. Cost $110.26 Unrealized +30.5%
CTVA CORTEVA INC 0.2%
Value ($000) $1,443 Shares 30,521 Est. Cost $25.02 Unrealized +74.0%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1,092 Shares 29,647 Est. Cost $22.82 Unrealized +38.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,070 Shares 4,000 Est. Cost $173.69 Unrealized +44.6%
CME CME GROUP INC 0.1%
Value ($000) $865 Shares 4,363 Est. Cost $140.28 Unrealized +31.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $690 Shares 2,500 Est. Cost $145.78 Unrealized +67.3%
ALTABA INC 0.1%
Value ($000) $543 Shares 172,500 Est. Cost $24.35 Unrealized
TWI TITAN INTL INC ILL 0.0%
Value ($000) $406 Shares 37,085 Est. Cost $5.59 Unrealized +40.4%
SLVM SYLVAMO CORP 0.0%
Value ($000) $291 Shares 10,454 Est. Cost $26.31 Unrealized 0.0%
OGN ORGANON 0.0%
Value ($000) $213 Shares 7,000 Est. Cost $26.93 Unrealized +0.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $47 Shares 35 Est. Cost $1404.74 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $23 Shares 60 Est. Cost $154.93 Unrealized +140.3%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 333 Est. Cost $22.16 Unrealized +17.0%