Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value ($000): $814 (100.0% shares, 0.0% debt)

Holdings (100)

FERG1GBX FERGUSON PLC 8.3%
Value ($000) $68 Shares 540,754 Est. Cost $0.13 Unrealized
MSFT MICROSOFT CORP 7.0%
Value ($000) $57 Shares 236,150 Est. Cost $123.07 Unrealized +90.2%
AAPL APPLE INC 4.2%
Value ($000) $34 Shares 264,400 Est. Cost $90.20 Unrealized +56.0%
CAT CATERPILLAR INC DEL 3.5%
Value ($000) $28 Shares 118,550 Est. Cost $114.62 Unrealized +80.2%
MDLZ MONDELEZ INTL INC 2.6%
Value ($000) $21 Shares 316,230 Est. Cost $38.76 Unrealized +49.6%
GWW GRAINGER W W INC 2.6%
Value ($000) $21 Shares 37,500 Est. Cost $272.27 Unrealized +101.5%
GOOGL ALPHABET INC 2.5%
Value ($000) $20 Shares 229,000 Est. Cost $105.72 Unrealized -10.8%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $20 Shares 150,207 Est. Cost $85.80 Unrealized +37.1%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $18 Shares 99,479 Est. Cost $110.34 Unrealized +42.3%
DIS DISNEY WALT CO 2.1%
Value ($000) $17 Shares 200,398 Est. Cost $117.36 Unrealized -20.4%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $17 Shares 110,443 Est. Cost $82.07 Unrealized +58.1%
MRK MERCK & CO INC 2.0%
Value ($000) $16 Shares 143,371 Est. Cost $63.57 Unrealized +46.0%
MRSH MARSH & MCLENNAN COS INC 1.8%
Value ($000) $14 Shares 86,426 Est. Cost $79.33 Unrealized +96.6%
C CITIGROUP INC 1.7%
Value ($000) $14 Shares 307,384 Est. Cost $49.69 Unrealized -18.4%
ADBE ADOBE INC 1.7%
Value ($000) $13 Shares 40,057 Est. Cost $262.88 Unrealized +21.7%
BAC BANK AMER CORP 1.6%
Value ($000) $13 Shares 402,800 Est. Cost $23.92 Unrealized +32.6%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $13 Shares 332,483 Est. Cost $38.95 Unrealized -21.0%
URI UNITED RENTALS INC 1.5%
Value ($000) $13 Shares 35,218 Est. Cost $121.03 Unrealized +163.0%
ORCL ORACLE CORP 1.5%
Value ($000) $12 Shares 150,569 Est. Cost $53.03 Unrealized +38.0%
MMM 3M CO 1.5%
Value ($000) $12 Shares 100,100 Est. Cost $124.80 Unrealized -27.3%
BA BOEING CO 1.5%
Value ($000) $12 Shares 62,250 Est. Cost $298.35 Unrealized -45.2%
PEP PEPSICO INC 1.4%
Value ($000) $12 Shares 64,300 Est. Cost $92.45 Unrealized +74.0%
RTX RAYTHEON CO 1.4%
Value ($000) $12 Shares 114,878 Est. Cost $53.70 Unrealized +63.2%
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $11 Shares 141,842 Est. Cost $54.99 Unrealized +26.8%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $11 Shares 75,000 Est. Cost $95.83 Unrealized +48.6%
META FACEBOOK INC 1.3%
Value ($000) $11 Shares 90,455 Est. Cost $214.75 Unrealized -45.7%
HD HOME DEPOT INC 1.3%
Value ($000) $11 Shares 33,550 Est. Cost $194.04 Unrealized +44.9%
EMR EMERSON ELEC CO 1.2%
Value ($000) $10 Shares 104,500 Est. Cost $56.02 Unrealized +50.9%
BDX BECTON DICKINSON & CO 1.2%
Value ($000) $10 Shares 39,265 Est. Cost $219.31 Unrealized +1.8%
SIG SIGNET JEWELERS LIMITED 1.2%
Value ($000) $10 Shares 141,270 Est. Cost $37.47 Unrealized +63.5%
HON HONEYWELL INTL INC 1.2%
Value ($000) $10 Shares 44,545 Est. Cost $120.79 Unrealized +48.0%
NKE NIKE INC 1.1%
Value ($000) $9 Shares 79,750 Est. Cost $82.04 Unrealized +16.2%
AA ALCOA CORP 1.1%
Value ($000) $9 Shares 201,571 Est. Cost $23.95 Unrealized +75.2%
ACTIVISION BLIZZARD INC 1.1%
Value ($000) $9 Shares 116,000 Est. Cost $61.56 Unrealized
MA MASTERCARD INC 1.0%
Value ($000) $8 Shares 24,350 Est. Cost $258.33 Unrealized +25.2%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $8 Shares 17,000 Est. Cost $329.03 Unrealized +29.6%
KO COCA COLA CO 1.0%
Value ($000) $8 Shares 125,000 Est. Cost $38.48 Unrealized +42.7%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $8 Shares 107,350 Est. Cost $130.88 Unrealized -39.0%
V VISA 'A' 0.9%
Value ($000) $8 Shares 36,550 Est. Cost $211.17 Unrealized -6.7%
IVZ INVESCO LTD 0.9%
Value ($000) $7 Shares 404,237 Est. Cost $13.47 Unrealized +9.6%
TJX TJX COS INC NEW 0.9%
Value ($000) $7 Shares 91,268 Est. Cost $47.42 Unrealized +49.1%
YUM YUM BRANDS INC 0.9%
Value ($000) $7 Shares 56,100 Est. Cost $83.46 Unrealized +36.7%
FLR FLUOR CORP NEW 0.8%
Value ($000) $7 Shares 190,000 Est. Cost $35.16 Unrealized -9.2%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $7 Shares 175,326 Est. Cost $52.02 Unrealized
YUMC YUM CHINA HLDGS INC 0.8%
Value ($000) $7 Shares 119,492 Est. Cost $46.33 Unrealized +9.7%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $6 Shares 82,443 Est. Cost $41.80 Unrealized +56.0%
PFE PFIZER INC 0.7%
Value ($000) $6 Shares 115,500 Est. Cost $33.41 Unrealized +20.3%
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $6 Shares 86,019 Est. Cost $20.37 Unrealized +22.7%
MCD MCDONALDS CORP 0.7%
Value ($000) $6 Shares 21,000 Est. Cost $154.59 Unrealized +58.6%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $5 Shares 2,625 Est. Cost $1726.46 Unrealized +8.2%
CSCO CISCO SYS INC 0.6%
Value ($000) $5 Shares 110,655 Est. Cost $39.51 Unrealized +5.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $5 Shares 88,500 Est. Cost $68.84 Unrealized -19.1%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $5 Shares 20,100 Est. Cost $139.96 Unrealized +50.8%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $5 Shares 20,200 Est. Cost $126.21 Unrealized +81.4%
WMT WALMART INC 0.6%
Value ($000) $5 Shares 33,750 Est. Cost $30.47 Unrealized +49.9%
WAT WATERS CORP 0.6%
Value ($000) $5 Shares 13,180 Est. Cost $218.30 Unrealized +44.9%
KHC KRAFT HEINZ CO 0.5%
Value ($000) $4 Shares 108,342 Est. Cost $29.14 Unrealized +11.6%
CMCSA COMCAST CORP 0.5%
Value ($000) $4 Shares 121,000 Est. Cost $34.83 Unrealized -13.7%
RL RALPH LAUREN CORP 0.5%
Value ($000) $4 Shares 38,500 Est. Cost $105.11 Unrealized -10.4%
IP INTL PAPER CO 0.5%
Value ($000) $4 Shares 115,010 Est. Cost $30.92 Unrealized -3.0%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $4 Shares 96,200 Est. Cost $17.13 Unrealized +126.9%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $4 Shares 48,100 Est. Cost $47.48 Unrealized +47.8%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $4 Shares 86,500 Est. Cost $40.76 Unrealized +0.2%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $4 Shares 26,300 Est. Cost $93.03 Unrealized +21.2%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $4 Shares 23,500 Est. Cost $77.15 Unrealized +81.1%
ADSK AUTODESK INC 0.4%
Value ($000) $3 Shares 18,545 Est. Cost $269.37 Unrealized -25.5%
BALL BALL CORP 0.4%
Value ($000) $3 Shares 62,332 Est. Cost $49.32 Unrealized +0.4%
JXN JACKSON FINANCIAL CL.A 0.4%
Value ($000) $3 Shares 90,932 Est. Cost $21.96 Unrealized +36.4%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3 Shares 31,750 Est. Cost $77.40 Unrealized +13.1%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value ($000) $3 Shares 28,000 Est. Cost $113.18 Unrealized -20.6%
SABR SABRE CORP 0.4%
Value ($000) $3 Shares 473,000 Est. Cost $11.34 Unrealized -50.8%
SYK STRYKER CORPORATION 0.3%
Value ($000) $3 Shares 11,100 Est. Cost $193.48 Unrealized +13.6%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2 Shares 15,091 Est. Cost $87.01 Unrealized +76.0%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $2 Shares 27,450 Est. Cost $62.95 Unrealized -23.1%
T AT&T INC 0.3%
Value ($000) $2 Shares 120,000 Est. Cost $14.83 Unrealized +1.9%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $2 Shares 17,500 Est. Cost $114.37 Unrealized +9.1%
INTC INTEL CORP 0.3%
Value ($000) $2 Shares 81,000 Est. Cost $44.98 Unrealized -40.7%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2 Shares 9,740 Est. Cost $110.26 Unrealized +53.6%
CTVA CORTEVA INC 0.2%
Value ($000) $2 Shares 30,521 Est. Cost $25.02 Unrealized +144.4%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $2 Shares 34,750 Est. Cost $102.63 Unrealized -49.8%
NVDA NVIDIA CORP 0.2%
Value ($000) $2 Shares 11,000 Est. Cost $15.79 Unrealized -7.2%
FDX FEDEX CORP 0.2%
Value ($000) $2 Shares 9,000 Est. Cost $126.12 Unrealized +22.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1 Shares 9,055 Est. Cost $85.38 Unrealized +77.9%
DOW DOW INC 0.2%
Value ($000) $1 Shares 29,155 Est. Cost $36.37 Unrealized +11.4%
FOXA FOX CORP 0.2%
Value ($000) $1 Shares 44,333 Est. Cost $32.59 Unrealized -10.0%
FAST FASTENAL 0.1%
Value ($000) $1 Shares 24,603 Est. Cost $15.16 Unrealized +49.3%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 29,647 Est. Cost $22.82 Unrealized +50.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $1 Shares 2,500 Est. Cost $145.78 Unrealized +137.2%
CME CME GROUP INC 0.1%
Value ($000) $1 Shares 4,363 Est. Cost $140.28 Unrealized +7.6%
ALTABA INC 0.1%
Value ($000) $1 Shares 172,500 Est. Cost $24.35 Unrealized
TWI TITAN INTL INC ILL 0.1%
Value ($000) $1 Shares 37,085 Est. Cost $5.59 Unrealized +155.2%
NFLX NETFLIX INC 0.1%
Value ($000) $1 Shares 1,800 Est. Cost $41.63 Unrealized -32.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 29,030 Est. Cost $18.55 Unrealized -39.1%
OGN ORGANON 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $26.93 Unrealized -18.4%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $135.25 Unrealized +1.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 7,053 Est. Cost $25.42 Unrealized +6.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $1404.74 Unrealized -36.6%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $154.93 Unrealized +71.9%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 333 Est. Cost $22.16 Unrealized -18.2%
CAZOO GROUP A 0.0%
Value ($000) $0 Shares 3,235 Est. Cost $2.78 Unrealized