Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 9, 2022

Total Value ($000): $698,812 (100.0% shares, 0.0% debt)

Holdings (99)

MSFT MICROSOFT CORP 8.4%
Value ($000) $58,667 Shares 228,400 Est. Cost $119.83 Unrealized +119.8%
AAPL APPLE INC 5.3%
Value ($000) $36,843 Shares 269,400 Est. Cost $90.20 Unrealized +64.8%
GOOGL ALPHABET INC 3.1%
Value ($000) $21,412 Shares 9,825 Est. Cost $59.31 Unrealized +97.0%
CAT CATERPILLAR INC DEL 3.0%
Value ($000) $21,192 Shares 118,550 Est. Cost $114.62 Unrealized +72.1%
MDLZ MONDELEZ INTL INC 2.8%
Value ($000) $19,635 Shares 316,230 Est. Cost $38.76 Unrealized +47.7%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $17,692 Shares 99,479 Est. Cost $110.34 Unrealized +44.9%
GWW GRAINGER W W INC 2.4%
Value ($000) $17,044 Shares 37,500 Est. Cost $272.27 Unrealized +72.4%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $16,918 Shares 150,207 Est. Cost $85.80 Unrealized +31.7%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $16,877 Shares 332,483 Est. Cost $38.95 Unrealized +3.0%
DIS DISNEY WALT CO 2.4%
Value ($000) $16,504 Shares 174,698 Est. Cost $120.12 Unrealized -9.7%
PG PROCTER AND GAMBLE CO 2.3%
Value ($000) $15,906 Shares 110,443 Est. Cost $82.07 Unrealized +67.3%
C CITIGROUP INC 2.0%
Value ($000) $14,146 Shares 307,384 Est. Cost $49.69 Unrealized -11.9%
MRSH MARSH & MCLENNAN COS INC 1.9%
Value ($000) $13,418 Shares 86,426 Est. Cost $79.33 Unrealized +91.2%
ADBE ADOBE INC 1.9%
Value ($000) $13,414 Shares 36,637 Est. Cost $252.10 Unrealized +61.4%
META FACEBOOK INC 1.9%
Value ($000) $13,361 Shares 82,855 Est. Cost $219.68 Unrealized -12.8%
MRK MERCK & CO INC 1.9%
Value ($000) $13,098 Shares 143,371 Est. Cost $63.57 Unrealized +24.6%
MMM 3M CO 1.9%
Value ($000) $12,959 Shares 100,100 Est. Cost $124.80 Unrealized -15.7%
BAC BANK AMER CORP 1.8%
Value ($000) $12,551 Shares 402,800 Est. Cost $23.92 Unrealized +36.9%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $11,369 Shares 141,842 Est. Cost $54.99 Unrealized +30.6%
RTX RAYTHEON CO 1.6%
Value ($000) $11,051 Shares 114,878 Est. Cost $53.70 Unrealized +64.8%
PEP PEPSICO INC 1.5%
Value ($000) $10,716 Shares 64,300 Est. Cost $92.45 Unrealized +62.0%
ORCL ORACLE CORP 1.5%
Value ($000) $10,520 Shares 150,569 Est. Cost $53.03 Unrealized +31.7%
AXP AMERICAN EXPRESS CO 1.5%
Value ($000) $10,402 Shares 75,000 Est. Cost $95.83 Unrealized +64.4%
AA ALCOA CORP 1.3%
Value ($000) $9,188 Shares 201,571 Est. Cost $23.95 Unrealized +159.8%
HD HOME DEPOT INC 1.3%
Value ($000) $9,072 Shares 33,050 Est. Cost $184.77 Unrealized +45.6%
ACTIVISION BLIZZARD INC 1.3%
Value ($000) $9,032 Shares 116,000 Est. Cost $61.56 Unrealized
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $8,697 Shares 35,265 Est. Cost $218.86 Unrealized +9.0%
URI UNITED RENTALS INC 1.2%
Value ($000) $8,559 Shares 35,218 Est. Cost $121.03 Unrealized +135.4%
BA BOEING CO 1.2%
Value ($000) $8,521 Shares 62,250 Est. Cost $298.35 Unrealized -50.6%
EMR EMERSON ELEC CO 1.2%
Value ($000) $8,312 Shares 104,500 Est. Cost $56.02 Unrealized +46.2%
NKE NIKE INC 1.2%
Value ($000) $8,150 Shares 79,750 Est. Cost $82.04 Unrealized +35.7%
KO COCA COLA CO 1.1%
Value ($000) $7,868 Shares 125,000 Est. Cost $38.48 Unrealized +47.5%
HON HONEYWELL INTL INC 1.1%
Value ($000) $7,742 Shares 44,545 Est. Cost $120.79 Unrealized +37.7%
MA MASTERCARD INC 1.1%
Value ($000) $7,683 Shares 24,350 Est. Cost $258.33 Unrealized +30.6%
SIG SIGNET JEWELERS LIMITED 1.1%
Value ($000) $7,547 Shares 141,270 Est. Cost $37.47 Unrealized +66.3%
PYPL PAYPAL HLDGS INC 1.1%
Value ($000) $7,499 Shares 107,350 Est. Cost $130.88 Unrealized -33.9%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $7,312 Shares 17,000 Est. Cost $329.03 Unrealized +20.9%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $6,645 Shares 175,326 Est. Cost $52.02 Unrealized
IVZ INVESCO LTD 0.9%
Value ($000) $6,528 Shares 404,237 Est. Cost $13.47 Unrealized +18.7%
YUM YUM BRANDS INC 0.9%
Value ($000) $6,370 Shares 56,100 Est. Cost $83.46 Unrealized +29.9%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $6,354 Shares 82,443 Est. Cost $41.80 Unrealized +55.4%
PFE PFIZER INC 0.9%
Value ($000) $6,326 Shares 120,500 Est. Cost $33.41 Unrealized +25.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $5,974 Shares 88,500 Est. Cost $68.84 Unrealized +4.7%
V VISA 'A' 0.8%
Value ($000) $5,857 Shares 29,750 Est. Cost $214.10 Unrealized -6.1%
MCD MCDONALDS CORP 0.7%
Value ($000) $5,185 Shares 21,000 Est. Cost $154.59 Unrealized +46.4%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $5,124 Shares 20,100 Est. Cost $139.96 Unrealized +70.4%
TJX TJX COS INC NEW 0.7%
Value ($000) $5,098 Shares 91,268 Est. Cost $47.42 Unrealized +21.1%
YUMC YUM CHINA HLDGS INC 0.7%
Value ($000) $4,878 Shares 100,492 Est. Cost $45.48 Unrealized -7.4%
IP INTL PAPER CO 0.7%
Value ($000) $4,811 Shares 115,010 Est. Cost $30.92 Unrealized +27.2%
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $4,782 Shares 86,019 Est. Cost $20.37 Unrealized +24.4%
CMCSA COMCAST CORP 0.7%
Value ($000) $4,748 Shares 121,000 Est. Cost $34.83 Unrealized +10.1%
CSCO CISCO SYS INC 0.7%
Value ($000) $4,719 Shares 110,655 Est. Cost $39.51 Unrealized +8.4%
FLR FLUOR CORP NEW 0.7%
Value ($000) $4,625 Shares 190,000 Est. Cost $35.16 Unrealized -23.6%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $4,591 Shares 2,625 Est. Cost $1726.46 Unrealized +21.6%
WAT WATERS CORP 0.6%
Value ($000) $4,364 Shares 13,180 Est. Cost $218.30 Unrealized +45.4%
BALL BALL CORP 0.6%
Value ($000) $4,287 Shares 62,332 Est. Cost $49.32 Unrealized +46.1%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $4,243 Shares 20,200 Est. Cost $126.21 Unrealized +60.5%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $4,132 Shares 108,342 Est. Cost $29.14 Unrealized +15.2%
WMT WALMART INC 0.6%
Value ($000) $4,043 Shares 33,250 Est. Cost $30.29 Unrealized +45.4%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $3,554 Shares 26,300 Est. Cost $93.03 Unrealized +23.4%
RL RALPH LAUREN CORP 0.5%
Value ($000) $3,452 Shares 38,500 Est. Cost $105.11 Unrealized -11.2%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $3,430 Shares 96,200 Est. Cost $17.13 Unrealized +117.7%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,399 Shares 48,100 Est. Cost $47.48 Unrealized +46.3%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $3,388 Shares 86,500 Est. Cost $40.76 Unrealized -2.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.5%
Value ($000) $3,336 Shares 28,000 Est. Cost $113.18 Unrealized -0.6%
ADSK AUTODESK INC 0.5%
Value ($000) $3,190 Shares 18,545 Est. Cost $269.37 Unrealized -28.6%
INTC INTEL CORP 0.4%
Value ($000) $3,033 Shares 81,000 Est. Cost $44.98 Unrealized -9.7%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,791 Shares 23,500 Est. Cost $77.15 Unrealized +55.4%
SABR SABRE CORP 0.4%
Value ($000) $2,748 Shares 473,000 Est. Cost $11.34 Unrealized -26.3%
T AT&T INC 0.4%
Value ($000) $2,516 Shares 120,000 Est. Cost $14.83 Unrealized +9.9%
FDX FEDEX CORP 0.4%
Value ($000) $2,495 Shares 11,000 Est. Cost $126.12 Unrealized +56.0%
JXN JACKSON FINANCIAL CL.A 0.3%
Value ($000) $2,432 Shares 90,932 Est. Cost $21.96 Unrealized +38.4%
SBUX STARBUCKS CORP 0.3%
Value ($000) $2,426 Shares 31,750 Est. Cost $77.40 Unrealized -9.1%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,309 Shares 15,091 Est. Cost $87.01 Unrealized +70.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $2,131 Shares 17,500 Est. Cost $114.37 Unrealized +12.2%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,749 Shares 27,450 Est. Cost $62.95 Unrealized -24.4%
CTVA CORTEVA INC 0.2%
Value ($000) $1,653 Shares 30,521 Est. Cost $25.02 Unrealized +123.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,648 Shares 9,740 Est. Cost $110.26 Unrealized +46.7%
DOW DOW INC 0.2%
Value ($000) $1,505 Shares 29,155 Est. Cost $36.37 Unrealized +42.4%
FOXA FOX CORP 0.2%
Value ($000) $1,426 Shares 44,333 Est. Cost $32.59 Unrealized +3.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,392 Shares 9,055 Est. Cost $85.38 Unrealized +76.8%
FAST FASTENAL 0.2%
Value ($000) $1,228 Shares 24,603 Est. Cost $15.16 Unrealized +62.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,213 Shares 34,750 Est. Cost $102.63 Unrealized -40.4%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $1,049 Shares 29,647 Est. Cost $22.82 Unrealized +44.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $895 Shares 4,500 Est. Cost $179.49 Unrealized +25.9%
CME CME GROUP INC 0.1%
Value ($000) $836 Shares 4,363 Est. Cost $140.28 Unrealized +29.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $811 Shares 2,500 Est. Cost $145.78 Unrealized +99.6%
TWI TITAN INTL INC ILL 0.1%
Value ($000) $560 Shares 37,085 Est. Cost $5.59 Unrealized +188.9%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $390 Shares 29,030 Est. Cost $18.55 Unrealized 0.0%
ALTABA INC 0.1%
Value ($000) $373 Shares 172,500 Est. Cost $24.35 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $315 Shares 1,800 Est. Cost $41.63 Unrealized -46.7%
OGN ORGANON 0.0%
Value ($000) $236 Shares 7,000 Est. Cost $26.93 Unrealized +9.6%
EMBC EMBECTA CORP 0.0%
Value ($000) $179 Shares 7,053 Est. Cost $25.42 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $105 Shares 800 Est. Cost $133.79 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $22 Shares 35 Est. Cost $1404.74 Unrealized -37.9%
MCO MOODYS CORP 0.0%
Value ($000) $16 Shares 60 Est. Cost $154.93 Unrealized +87.2%
SLVM SYLVAMO CORP 0.0%
Value ($000) $12 Shares 363 Est. Cost $26.31 Unrealized +44.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 333 Est. Cost $22.16 Unrealized +1.9%
CAZOO GROUP A 0.0%
Value ($000) $2 Shares 3,235 Est. Cost $2.78 Unrealized