Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 11, 2022

Total Value ($000): $821,025 (100.0% shares, 0.0% debt)

Holdings (96)

MSFT MICROSOFT CORP 8.6%
Value ($000) $70,365 Shares 228,400 Est. Cost $119.83 Unrealized +143.2%
AAPL APPLE INC 5.7%
Value ($000) $47,056 Shares 269,400 Est. Cost $90.20 Unrealized +82.7%
GOOGL ALPHABET INC 3.2%
Value ($000) $26,626 Shares 9,575 Est. Cost $57.80 Unrealized +133.2%
CAT CATERPILLAR INC DEL 3.2%
Value ($000) $26,416 Shares 118,550 Est. Cost $114.62 Unrealized +70.5%
DIS DISNEY WALT CO 2.5%
Value ($000) $20,398 Shares 148,703 Est. Cost $122.16 Unrealized +15.6%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $20,134 Shares 147,707 Est. Cost $85.34 Unrealized +56.6%
MDLZ MONDELEZ INTL INC 2.4%
Value ($000) $19,853 Shares 316,230 Est. Cost $38.76 Unrealized +51.3%
GWW GRAINGER W W INC 2.4%
Value ($000) $19,342 Shares 37,500 Est. Cost $272.27 Unrealized +73.9%
META FACEBOOK INC 2.2%
Value ($000) $18,419 Shares 82,855 Est. Cost $219.68 Unrealized +13.0%
AA ALCOA CORP 2.2%
Value ($000) $18,147 Shares 201,571 Est. Cost $23.95 Unrealized +190.4%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $17,631 Shares 99,479 Est. Cost $110.34 Unrealized +37.6%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $16,933 Shares 332,483 Est. Cost $38.95 Unrealized +6.6%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $16,876 Shares 110,443 Est. Cost $82.07 Unrealized +73.2%
ADBE ADOBE INC 2.0%
Value ($000) $16,686 Shares 36,637 Est. Cost $252.10 Unrealized +90.8%
BAC BANK AMER CORP 2.0%
Value ($000) $16,599 Shares 402,800 Est. Cost $23.92 Unrealized +70.6%
C CITIGROUP INC 2.0%
Value ($000) $16,411 Shares 307,384 Est. Cost $49.69 Unrealized +7.7%
MMM 3M CO 1.8%
Value ($000) $14,902 Shares 100,100 Est. Cost $124.80 Unrealized -8.2%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $14,729 Shares 86,426 Est. Cost $79.33 Unrealized +87.4%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $14,020 Shares 75,000 Est. Cost $95.83 Unrealized +79.3%
URI UNITED RENTALS INC 1.5%
Value ($000) $12,507 Shares 35,218 Est. Cost $121.03 Unrealized +161.3%
ORCL ORACLE CORP 1.5%
Value ($000) $12,457 Shares 150,569 Est. Cost $53.03 Unrealized +45.2%
PYPL PAYPAL HLDGS INC 1.5%
Value ($000) $12,414 Shares 107,350 Est. Cost $130.88 Unrealized +1.4%
MRK MERCK & CO INC 1.4%
Value ($000) $11,764 Shares 143,371 Est. Cost $63.57 Unrealized +9.9%
RTX RAYTHEON CO 1.4%
Value ($000) $11,381 Shares 114,878 Est. Cost $53.70 Unrealized +61.6%
PEP PEPSICO INC 1.3%
Value ($000) $10,759 Shares 64,300 Est. Cost $92.45 Unrealized +60.5%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $10,753 Shares 141,842 Est. Cost $54.99 Unrealized +31.5%
SIG SIGNET JEWELERS LIMITED 1.2%
Value ($000) $10,262 Shares 141,270 Est. Cost $37.47 Unrealized +103.1%
EMR EMERSON ELEC CO 1.2%
Value ($000) $10,244 Shares 104,500 Est. Cost $56.02 Unrealized +56.1%
BA BOEING CO 1.2%
Value ($000) $9,891 Shares 51,650 Est. Cost $329.31 Unrealized -39.0%
HD HOME DEPOT INC 1.2%
Value ($000) $9,608 Shares 32,100 Est. Cost $182.27 Unrealized +72.3%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $9,384 Shares 35,265 Est. Cost $218.86 Unrealized +10.1%
IVZ INVESCO LTD 1.1%
Value ($000) $9,318 Shares 404,237 Est. Cost $13.47 Unrealized +37.8%
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $9,296 Shares 116,000 Est. Cost $61.56 Unrealized
NKE NIKE INC 1.1%
Value ($000) $9,017 Shares 67,000 Est. Cost $76.47 Unrealized +72.5%
MA MASTERCARD INC 1.1%
Value ($000) $8,703 Shares 24,350 Est. Cost $258.33 Unrealized +36.1%
HON HONEYWELL INTL INC 1.1%
Value ($000) $8,667 Shares 44,545 Est. Cost $120.79 Unrealized +41.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $7,934 Shares 88,500 Est. Cost $68.84 Unrealized +19.8%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $7,849 Shares 175,326 Est. Cost $52.02 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $7,750 Shares 125,000 Est. Cost $38.48 Unrealized +40.5%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $7,504 Shares 17,000 Est. Cost $329.03 Unrealized +11.0%
YUM YUM BRANDS INC 0.8%
Value ($000) $6,650 Shares 56,100 Est. Cost $83.46 Unrealized +37.1%
DD DUPONT DE NEMOURS INC 0.8%
Value ($000) $6,330 Shares 86,019 Est. Cost $20.37 Unrealized +47.6%
PFE PFIZER INC 0.8%
Value ($000) $6,238 Shares 120,500 Est. Cost $33.41 Unrealized +27.1%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $6,168 Shares 2,625 Est. Cost $1726.46 Unrealized +33.1%
CSCO CISCO SYS INC 0.8%
Value ($000) $6,166 Shares 110,655 Est. Cost $39.51 Unrealized +27.3%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $6,020 Shares 82,443 Est. Cost $41.80 Unrealized +36.0%
CMCSA COMCAST CORP 0.7%
Value ($000) $5,665 Shares 121,000 Est. Cost $34.83 Unrealized +23.0%
BALL BALL CORP 0.7%
Value ($000) $5,611 Shares 62,332 Est. Cost $49.32 Unrealized +74.8%
TJX TJX COS INC NEW 0.7%
Value ($000) $5,529 Shares 91,268 Est. Cost $47.42 Unrealized +33.4%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $5,474 Shares 20,100 Est. Cost $139.96 Unrealized +101.7%
FLR FLUOR CORP NEW 0.7%
Value ($000) $5,449 Shares 190,000 Est. Cost $35.16 Unrealized -31.4%
SABR SABRE CORP 0.7%
Value ($000) $5,406 Shares 473,000 Est. Cost $11.34 Unrealized -13.6%
IP INTL PAPER CO 0.6%
Value ($000) $5,308 Shares 115,010 Est. Cost $30.92 Unrealized +25.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $5,193 Shares 21,000 Est. Cost $154.59 Unrealized +47.3%
V VISA 'A' 0.6%
Value ($000) $5,169 Shares 23,250 Est. Cost $217.75 Unrealized -3.5%
WMT WALMART INC 0.6%
Value ($000) $4,952 Shares 33,250 Est. Cost $30.29 Unrealized +47.2%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $4,596 Shares 20,200 Est. Cost $126.21 Unrealized +56.0%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $4,414 Shares 96,200 Est. Cost $17.13 Unrealized +160.3%
RL RALPH LAUREN CORP 0.5%
Value ($000) $4,366 Shares 38,500 Est. Cost $105.11 Unrealized +3.2%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $4,268 Shares 108,342 Est. Cost $29.14 Unrealized +6.5%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $4,192 Shares 86,500 Est. Cost $40.76 Unrealized +19.0%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $4,174 Shares 100,492 Est. Cost $45.48 Unrealized +3.6%
WAT WATERS CORP 0.5%
Value ($000) $4,092 Shares 13,180 Est. Cost $218.30 Unrealized +49.0%
JXN JACKSON FINANCIAL CL.A 0.5%
Value ($000) $4,021 Shares 90,932 Est. Cost $21.96 Unrealized +55.9%
INTC INTEL CORP 0.5%
Value ($000) $4,010 Shares 81,000 Est. Cost $44.98 Unrealized +2.7%
ADSK AUTODESK INC 0.5%
Value ($000) $3,844 Shares 17,945 Est. Cost $271.95 Unrealized -15.3%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,700 Shares 48,100 Est. Cost $47.48 Unrealized +58.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value ($000) $3,679 Shares 28,000 Est. Cost $113.18 Unrealized +5.0%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,238 Shares 26,300 Est. Cost $93.03 Unrealized +22.6%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $3,110 Shares 23,500 Est. Cost $77.15 Unrealized +73.6%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value ($000) $2,910 Shares 34,750 Est. Cost $102.63 Unrealized -24.6%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,888 Shares 31,750 Est. Cost $77.40 Unrealized +11.0%
T AT&T INC 0.3%
Value ($000) $2,836 Shares 120,000 Est. Cost $14.83 Unrealized +0.5%
FDX FEDEX CORP 0.3%
Value ($000) $2,544 Shares 11,000 Est. Cost $126.12 Unrealized +71.3%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $2,512 Shares 27,450 Est. Cost $62.95 Unrealized -7.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $2,419 Shares 17,500 Est. Cost $114.37 Unrealized +14.2%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,393 Shares 15,091 Est. Cost $87.01 Unrealized +63.8%
DOW DOW INC 0.2%
Value ($000) $1,858 Shares 29,155 Est. Cost $36.37 Unrealized +32.7%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,780 Shares 9,740 Est. Cost $110.26 Unrealized +44.0%
CTVA CORTEVA INC 0.2%
Value ($000) $1,755 Shares 30,521 Est. Cost $25.02 Unrealized +95.8%
FOXA FOX CORP 0.2%
Value ($000) $1,749 Shares 44,333 Est. Cost $32.59 Unrealized +18.3%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,660 Shares 9,055 Est. Cost $85.38 Unrealized +84.2%
FAST FASTENAL 0.2%
Value ($000) $1,461 Shares 24,603 Est. Cost $15.16 Unrealized +67.6%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1,124 Shares 29,647 Est. Cost $22.82 Unrealized +49.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,069 Shares 4,000 Est. Cost $173.69 Unrealized +42.9%
CME CME GROUP INC 0.1%
Value ($000) $920 Shares 4,363 Est. Cost $140.28 Unrealized +43.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $716 Shares 2,500 Est. Cost $145.78 Unrealized +70.5%
NFLX NETFLIX INC 0.1%
Value ($000) $674 Shares 1,800 Est. Cost $41.63 Unrealized 0.0%
TWI TITAN INTL INC ILL 0.1%
Value ($000) $546 Shares 37,085 Est. Cost $5.59 Unrealized +109.1%
ALTABA INC 0.1%
Value ($000) $502 Shares 172,500 Est. Cost $24.35 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $348 Shares 10,454 Est. Cost $26.31 Unrealized +13.9%
OGN ORGANON 0.0%
Value ($000) $245 Shares 7,000 Est. Cost $26.93 Unrealized +6.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $42 Shares 35 Est. Cost $1404.74 Unrealized -22.5%
MCO MOODYS CORP 0.0%
Value ($000) $20 Shares 60 Est. Cost $154.93 Unrealized +109.9%
CAZOO GROUP A 0.0%
Value ($000) $9 Shares 3,235 Est. Cost $2.78 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 333 Est. Cost $22.16 Unrealized +13.2%