Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $650,659 (100.0% shares, 0.0% debt)

Holdings (100)

MSFT MICROSOFT CORP 8.2%
Value ($000) $53,418 Shares 229,450 Est. Cost $119.83 Unrealized +114.4%
AAPL APPLE INC 5.7%
Value ($000) $36,923 Shares 267,400 Est. Cost $90.20 Unrealized +71.0%
CAT CATERPILLAR INC DEL 3.0%
Value ($000) $19,454 Shares 118,550 Est. Cost $114.62 Unrealized +50.2%
GOOGL ALPHABET INC 2.9%
Value ($000) $18,895 Shares 197,500 Est. Cost $107.53 Unrealized +2.3%
GWW GRAINGER W W INC 2.8%
Value ($000) $18,351 Shares 37,500 Est. Cost $272.27 Unrealized +87.3%
DIS DISNEY WALT CO 2.7%
Value ($000) $17,628 Shares 186,698 Est. Cost $119.12 Unrealized -12.2%
MDLZ MONDELEZ INTL INC 2.7%
Value ($000) $17,333 Shares 316,230 Est. Cost $38.76 Unrealized +46.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $16,269 Shares 99,479 Est. Cost $110.34 Unrealized +38.6%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $15,713 Shares 150,207 Est. Cost $85.80 Unrealized +23.1%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $13,954 Shares 110,443 Est. Cost $82.07 Unrealized +59.1%
MRSH MARSH & MCLENNAN COS INC 2.0%
Value ($000) $12,912 Shares 86,426 Est. Cost $79.33 Unrealized +92.0%
C CITIGROUP INC 2.0%
Value ($000) $12,809 Shares 307,384 Est. Cost $49.69 Unrealized -12.1%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $12,631 Shares 332,483 Est. Cost $38.95 Unrealized -8.2%
MRK MERCK & CO INC 1.9%
Value ($000) $12,354 Shares 143,371 Est. Cost $63.57 Unrealized +26.5%
META FACEBOOK INC 1.9%
Value ($000) $12,273 Shares 90,455 Est. Cost $214.75 Unrealized -25.0%
BAC BANK AMER CORP 1.9%
Value ($000) $12,173 Shares 402,800 Est. Cost $23.92 Unrealized +27.9%
MMM 3M CO 1.7%
Value ($000) $11,068 Shares 100,100 Est. Cost $124.80 Unrealized -22.7%
ADBE ADOBE INC 1.7%
Value ($000) $11,024 Shares 40,057 Est. Cost $262.88 Unrealized +43.9%
PEP PEPSICO INC 1.6%
Value ($000) $10,498 Shares 64,300 Est. Cost $92.45 Unrealized +67.0%
HD HOME DEPOT INC 1.6%
Value ($000) $10,240 Shares 37,050 Est. Cost $194.04 Unrealized +39.5%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $10,120 Shares 75,000 Est. Cost $95.83 Unrealized +51.3%
CL COLGATE PALMOLIVE CO 1.5%
Value ($000) $9,969 Shares 141,842 Est. Cost $54.99 Unrealized +31.8%
URI UNITED RENTALS INC 1.5%
Value ($000) $9,522 Shares 35,218 Est. Cost $121.03 Unrealized +132.9%
RTX RAYTHEON CO 1.4%
Value ($000) $9,407 Shares 114,878 Est. Cost $53.70 Unrealized +56.1%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $9,240 Shares 107,350 Est. Cost $130.88 Unrealized -32.4%
ORCL ORACLE CORP 1.4%
Value ($000) $9,200 Shares 150,569 Est. Cost $53.03 Unrealized +32.3%
ACTIVISION BLIZZARD INC 1.3%
Value ($000) $8,625 Shares 116,000 Est. Cost $61.56 Unrealized
SIG SIGNET JEWELERS LIMITED 1.2%
Value ($000) $8,088 Shares 141,270 Est. Cost $37.47 Unrealized +54.1%
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $7,858 Shares 35,265 Est. Cost $218.86 Unrealized +7.1%
EMR EMERSON ELEC CO 1.2%
Value ($000) $7,651 Shares 104,500 Est. Cost $56.02 Unrealized +38.6%
BA BOEING CO 1.2%
Value ($000) $7,545 Shares 62,250 Est. Cost $298.35 Unrealized -48.6%
HON HONEYWELL INTL INC 1.1%
Value ($000) $7,437 Shares 44,545 Est. Cost $120.79 Unrealized +34.2%
KO COCA COLA CO 1.1%
Value ($000) $7,009 Shares 125,000 Est. Cost $38.48 Unrealized +45.7%
MA MASTERCARD INC 1.1%
Value ($000) $6,933 Shares 24,350 Est. Cost $258.33 Unrealized +25.9%
AA ALCOA CORP 1.0%
Value ($000) $6,779 Shares 201,571 Est. Cost $23.95 Unrealized +87.4%
NKE NIKE INC 1.0%
Value ($000) $6,628 Shares 79,750 Est. Cost $82.04 Unrealized +23.8%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $6,575 Shares 17,000 Est. Cost $329.03 Unrealized +15.7%
V VISA 'A' 1.0%
Value ($000) $6,496 Shares 36,550 Est. Cost $211.17 Unrealized -6.1%
YUM YUM BRANDS INC 0.9%
Value ($000) $5,974 Shares 56,100 Est. Cost $83.46 Unrealized +30.3%
BMY BRISTOL MYERS SQUIBB CO 0.9%
Value ($000) $5,863 Shares 82,443 Est. Cost $41.80 Unrealized +49.0%
TJX TJX COS INC NEW 0.9%
Value ($000) $5,673 Shares 91,268 Est. Cost $47.42 Unrealized +26.3%
IVZ INVESCO LTD 0.9%
Value ($000) $5,546 Shares 404,237 Est. Cost $13.47 Unrealized +6.9%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $5,505 Shares 175,326 Est. Cost $52.02 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $5,283 Shares 120,500 Est. Cost $33.41 Unrealized +21.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.8%
Value ($000) $5,086 Shares 88,500 Est. Cost $68.84 Unrealized -10.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $4,848 Shares 21,000 Est. Cost $154.59 Unrealized +52.8%
YUMC YUM CHINA HLDGS INC 0.7%
Value ($000) $4,755 Shares 100,492 Est. Cost $45.48 Unrealized +5.6%
FLR FLUOR CORP NEW 0.7%
Value ($000) $4,731 Shares 190,000 Est. Cost $35.16 Unrealized -27.5%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $4,569 Shares 20,200 Est. Cost $126.21 Unrealized +73.6%
CSCO CISCO SYS INC 0.7%
Value ($000) $4,427 Shares 110,655 Est. Cost $39.51 Unrealized +1.4%
WMT WALMART INC 0.7%
Value ($000) $4,380 Shares 33,750 Est. Cost $30.47 Unrealized +37.8%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $4,346 Shares 20,100 Est. Cost $139.96 Unrealized +71.9%
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $4,337 Shares 86,019 Est. Cost $20.37 Unrealized +9.2%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $4,313 Shares 2,625 Est. Cost $1726.46 Unrealized +7.1%
IP INTL PAPER CO 0.6%
Value ($000) $3,647 Shares 115,010 Est. Cost $30.92 Unrealized +13.3%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $3,611 Shares 108,342 Est. Cost $29.14 Unrealized +8.0%
WAT WATERS CORP 0.5%
Value ($000) $3,556 Shares 13,180 Est. Cost $218.30 Unrealized +46.2%
CMCSA COMCAST CORP 0.5%
Value ($000) $3,548 Shares 121,000 Est. Cost $34.83 Unrealized -3.3%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $3,482 Shares 86,500 Est. Cost $40.76 Unrealized -3.4%
ADSK AUTODESK INC 0.5%
Value ($000) $3,464 Shares 18,545 Est. Cost $269.37 Unrealized -25.0%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $3,424 Shares 96,200 Est. Cost $17.13 Unrealized +119.5%
RL RALPH LAUREN CORP 0.5%
Value ($000) $3,267 Shares 38,500 Est. Cost $105.11 Unrealized -16.3%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,070 Shares 48,100 Est. Cost $47.48 Unrealized +45.9%
BALL BALL CORP 0.5%
Value ($000) $3,016 Shares 62,332 Est. Cost $49.32 Unrealized +18.8%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $2,961 Shares 26,300 Est. Cost $93.03 Unrealized +22.9%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,860 Shares 23,500 Est. Cost $77.15 Unrealized +62.6%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2,675 Shares 31,750 Est. Cost $77.40 Unrealized +1.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value ($000) $2,540 Shares 28,000 Est. Cost $113.18 Unrealized -8.2%
JXN JACKSON FINANCIAL CL.A 0.4%
Value ($000) $2,523 Shares 90,932 Est. Cost $21.96 Unrealized +14.1%
SABR SABRE CORP 0.4%
Value ($000) $2,436 Shares 473,000 Est. Cost $11.34 Unrealized -41.2%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,420 Shares 15,091 Est. Cost $87.01 Unrealized +79.9%
SYK STRYKER CORPORATION 0.3%
Value ($000) $2,251 Shares 11,100 Est. Cost $193.48 Unrealized +4.9%
INTC INTEL CORP 0.3%
Value ($000) $2,088 Shares 81,000 Est. Cost $44.98 Unrealized -28.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $1,960 Shares 17,500 Est. Cost $114.37 Unrealized +5.8%
T AT&T INC 0.3%
Value ($000) $1,843 Shares 120,000 Est. Cost $14.83 Unrealized +1.7%
CTVA CORTEVA INC 0.3%
Value ($000) $1,746 Shares 30,521 Est. Cost $25.02 Unrealized +124.5%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,701 Shares 27,450 Est. Cost $62.95 Unrealized -31.4%
FDX FEDEX CORP 0.3%
Value ($000) $1,634 Shares 11,000 Est. Cost $126.12 Unrealized +55.2%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,492 Shares 9,740 Est. Cost $110.26 Unrealized +38.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,402 Shares 9,055 Est. Cost $85.38 Unrealized +77.6%
FOXA FOX CORP 0.2%
Value ($000) $1,360 Shares 44,333 Est. Cost $32.59 Unrealized -0.7%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,335 Shares 11,000 Est. Cost $15.79 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,317 Shares 34,750 Est. Cost $102.63 Unrealized -61.2%
DOW DOW INC 0.2%
Value ($000) $1,280 Shares 29,155 Est. Cost $36.37 Unrealized +14.0%
FAST FASTENAL 0.2%
Value ($000) $1,133 Shares 24,603 Est. Cost $15.16 Unrealized +53.0%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $1,061 Shares 29,647 Est. Cost $22.82 Unrealized +50.8%
LLY LILLY ELI & CO 0.1%
Value ($000) $809 Shares 2,500 Est. Cost $145.78 Unrealized +111.3%
CME CME GROUP INC 0.1%
Value ($000) $773 Shares 4,363 Est. Cost $140.28 Unrealized +21.5%
ALTABA INC 0.1%
Value ($000) $585 Shares 172,500 Est. Cost $24.35 Unrealized
TWI TITAN INTL INC ILL 0.1%
Value ($000) $450 Shares 37,085 Est. Cost $5.59 Unrealized +156.7%
NFLX NETFLIX INC 0.1%
Value ($000) $424 Shares 1,800 Est. Cost $41.63 Unrealized -46.6%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $334 Shares 29,030 Est. Cost $18.55 Unrealized -26.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $203 Shares 7,053 Est. Cost $25.42 Unrealized +2.9%
OGN ORGANON 0.0%
Value ($000) $164 Shares 7,000 Est. Cost $26.93 Unrealized -4.8%
MASI MASIMO CORP 0.0%
Value ($000) $113 Shares 800 Est. Cost $133.79 Unrealized +9.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $29 Shares 35 Est. Cost $1404.74 Unrealized -38.8%
MCO MOODYS CORP 0.0%
Value ($000) $15 Shares 60 Est. Cost $154.93 Unrealized +82.2%
SLVM SYLVAMO CORP 0.0%
Value ($000) $12 Shares 363 Est. Cost $26.31 Unrealized +30.7%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 333 Est. Cost $22.16 Unrealized -4.3%
CAZOO GROUP A 0.0%
Value ($000) $1 Shares 3,235 Est. Cost $2.78 Unrealized