Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $1,010 (100.0% shares, 0.0% debt)

Holdings (103)

FERG1GBX FERGUSON PLC 10.0%
Value ($000) $101 Shares 525,754 Est. Cost $0.13 Unrealized
MSFT MICROSOFT CORP 8.7%
Value ($000) $88 Shares 234,050 Est. Cost $123.07 Unrealized +184.7%
AAPL APPLE INC 4.9%
Value ($000) $50 Shares 259,200 Est. Cost $90.20 Unrealized +102.7%
GOOGL ALPHABET INC 4.0%
Value ($000) $40 Shares 287,350 Est. Cost $107.31 Unrealized +24.3%
META FACEBOOK INC 3.2%
Value ($000) $32 Shares 90,455 Est. Cost $214.75 Unrealized +50.6%
GWW GRAINGER W W INC 3.0%
Value ($000) $30 Shares 36,733 Est. Cost $272.27 Unrealized +177.8%
CAT CATERPILLAR INC DEL 3.0%
Value ($000) $30 Shares 101,079 Est. Cost $114.62 Unrealized +119.2%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $26 Shares 150,207 Est. Cost $85.80 Unrealized +68.9%
ADBE ADOBE INC 2.4%
Value ($000) $24 Shares 40,657 Est. Cost $264.25 Unrealized +118.3%
MDLZ MONDELEZ INTL INC 2.3%
Value ($000) $23 Shares 316,230 Est. Cost $38.76 Unrealized +65.9%
URI UNITED RENTALS INC 2.0%
Value ($000) $20 Shares 35,218 Est. Cost $121.03 Unrealized +282.3%
DIS DISNEY WALT CO 1.8%
Value ($000) $18 Shares 200,798 Est. Cost $117.36 Unrealized -26.6%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $16 Shares 86,426 Est. Cost $79.33 Unrealized +135.7%
BA BOEING CO 1.6%
Value ($000) $16 Shares 62,250 Est. Cost $298.35 Unrealized -28.3%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $16 Shares 110,443 Est. Cost $82.07 Unrealized +71.3%
ORCL ORACLE CORP 1.6%
Value ($000) $16 Shares 150,569 Est. Cost $53.03 Unrealized +101.2%
C CITIGROUP INC 1.6%
Value ($000) $16 Shares 307,384 Est. Cost $49.69 Unrealized -16.8%
SIG SIGNET JEWELERS LIMITED 1.5%
Value ($000) $15 Shares 141,270 Est. Cost $37.47 Unrealized +113.0%
MRK MERCK & CO INC 1.5%
Value ($000) $15 Shares 136,371 Est. Cost $63.57 Unrealized +52.3%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $14 Shares 89,413 Est. Cost $110.90 Unrealized +29.5%
BAC BANK AMER CORP 1.4%
Value ($000) $14 Shares 407,250 Est. Cost $23.99 Unrealized +15.1%
HD HOME DEPOT INC 1.3%
Value ($000) $13 Shares 38,750 Est. Cost $212.78 Unrealized +38.0%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $13 Shares 69,800 Est. Cost $95.83 Unrealized +63.8%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $13 Shares 332,483 Est. Cost $38.95 Unrealized -20.4%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $11 Shares 141,842 Est. Cost $54.99 Unrealized +30.4%
MMM 3M CO 1.1%
Value ($000) $11 Shares 100,100 Est. Cost $124.80 Unrealized -39.5%
PEP PEPSICO INC 1.1%
Value ($000) $11 Shares 64,300 Est. Cost $92.45 Unrealized +66.3%
MA MASTERCARD INC 1.0%
Value ($000) $10 Shares 24,350 Est. Cost $258.33 Unrealized +53.7%
EMR EMERSON ELEC CO 1.0%
Value ($000) $10 Shares 104,500 Est. Cost $56.02 Unrealized +57.2%
RTX RAYTHEON CO 1.0%
Value ($000) $10 Shares 114,878 Est. Cost $53.70 Unrealized +40.8%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $10 Shares 39,565 Est. Cost $219.31 Unrealized +7.8%
V VISA 'A' 0.9%
Value ($000) $10 Shares 36,550 Est. Cost $211.17 Unrealized +14.9%
HON HONEYWELL INTL INC 0.9%
Value ($000) $9 Shares 44,545 Est. Cost $120.79 Unrealized +42.7%
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $9 Shares 2,625 Est. Cost $1726.46 Unrealized +77.7%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $9 Shares 150,850 Est. Cost $112.75 Unrealized -49.3%
NKE NIKE INC 0.9%
Value ($000) $9 Shares 79,750 Est. Cost $82.04 Unrealized +25.5%
TJX TJX COS INC NEW 0.8%
Value ($000) $9 Shares 91,268 Est. Cost $47.42 Unrealized +84.0%
WMT WALMART INC 0.8%
Value ($000) $8 Shares 49,750 Est. Cost $37.28 Unrealized +38.5%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $8 Shares 17,000 Est. Cost $329.03 Unrealized +26.9%
FLR FLUOR CORP NEW 0.7%
Value ($000) $7 Shares 190,000 Est. Cost $35.16 Unrealized +5.1%
KO COCA COLA CO 0.7%
Value ($000) $7 Shares 125,000 Est. Cost $38.48 Unrealized +38.4%
IVZ INVESCO LTD 0.7%
Value ($000) $7 Shares 404,237 Est. Cost $13.47 Unrealized -3.0%
YUM YUM BRANDS INC 0.7%
Value ($000) $7 Shares 54,100 Est. Cost $83.46 Unrealized +43.4%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $7 Shares 13,100 Est. Cost $464.88 Unrealized +10.0%
AA ALCOA CORP 0.7%
Value ($000) $7 Shares 201,571 Est. Cost $23.95 Unrealized +10.1%
DD DUPONT DE NEMOURS INC 0.7%
Value ($000) $7 Shares 86,019 Est. Cost $20.37 Unrealized +42.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $6 Shares 85,500 Est. Cost $68.84 Unrealized -3.1%
YUMC YUM CHINA HLDGS INC 0.6%
Value ($000) $6 Shares 149,492 Est. Cost $46.38 Unrealized +0.4%
MCD MCDONALDS CORP 0.6%
Value ($000) $6 Shares 21,000 Est. Cost $154.59 Unrealized +67.3%
CSCO CISCO SYS INC 0.6%
Value ($000) $6 Shares 110,655 Est. Cost $39.51 Unrealized +21.4%
RL RALPH LAUREN CORP 0.5%
Value ($000) $6 Shares 38,500 Est. Cost $105.11 Unrealized +13.9%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $6 Shares 96,200 Est. Cost $17.13 Unrealized +200.9%
NVDA NVIDIA CORP 0.5%
Value ($000) $5 Shares 11,000 Est. Cost $15.79 Unrealized +193.4%
CMCSA COMCAST CORP 0.5%
Value ($000) $5 Shares 121,000 Est. Cost $34.83 Unrealized +15.1%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $5 Shares 20,200 Est. Cost $126.21 Unrealized +75.9%
JXN JACKSON FINANCIAL CL.A 0.5%
Value ($000) $5 Shares 90,932 Est. Cost $21.96 Unrealized +84.9%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $5 Shares 175,326 Est. Cost $52.02 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $5 Shares 31,100 Est. Cost $135.43 Unrealized -6.1%
ADSK AUTODESK INC 0.4%
Value ($000) $5 Shares 18,545 Est. Cost $269.37 Unrealized -19.8%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value ($000) $4 Shares 33,750 Est. Cost $102.63 Unrealized -2.4%
WAT WATERS CORP 0.4%
Value ($000) $4 Shares 13,180 Est. Cost $218.30 Unrealized +26.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $4 Shares 44,950 Est. Cost $81.74 Unrealized +12.8%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $4 Shares 48,100 Est. Cost $47.48 Unrealized +69.0%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $4 Shares 86,500 Est. Cost $40.76 Unrealized +0.6%
IP INTL PAPER CO 0.4%
Value ($000) $4 Shares 115,010 Est. Cost $30.92 Unrealized +3.4%
INTC INTEL CORP 0.4%
Value ($000) $4 Shares 81,000 Est. Cost $44.98 Unrealized -11.0%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $4 Shares 108,342 Est. Cost $29.14 Unrealized +4.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value ($000) $4 Shares 46,600 Est. Cost $95.98 Unrealized -28.3%
BALL BALL CORP 0.4%
Value ($000) $4 Shares 62,332 Est. Cost $49.32 Unrealized +1.5%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $4 Shares 69,303 Est. Cost $41.80 Unrealized +12.5%
PFE PFIZER INC 0.3%
Value ($000) $3 Shares 115,500 Est. Cost $33.41 Unrealized -21.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $3 Shares 23,500 Est. Cost $77.15 Unrealized +51.9%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3 Shares 26,300 Est. Cost $93.03 Unrealized +19.5%
SYK STRYKER CORPORATION 0.3%
Value ($000) $3 Shares 10,600 Est. Cost $193.48 Unrealized +42.1%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $3 Shares 15,091 Est. Cost $87.01 Unrealized +86.7%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $3 Shares 17,500 Est. Cost $114.37 Unrealized +23.5%
TGT TARGET CORP 0.2%
Value ($000) $2 Shares 16,500 Est. Cost $134.98 Unrealized -16.3%
SABR SABRE CORP 0.2%
Value ($000) $2 Shares 473,000 Est. Cost $11.34 Unrealized -66.0%
T AT&T INC 0.2%
Value ($000) $2 Shares 120,000 Est. Cost $14.83 Unrealized -4.2%
KVUE KENVUE INC 0.2%
Value ($000) $2 Shares 92,900 Est. Cost $21.04 Unrealized -12.5%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2 Shares 9,740 Est. Cost $110.26 Unrealized +51.1%
DOW DOW INC 0.2%
Value ($000) $2 Shares 29,155 Est. Cost $36.37 Unrealized +22.8%
FAST FASTENAL 0.2%
Value ($000) $2 Shares 24,603 Est. Cost $15.16 Unrealized +89.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2 Shares 9,055 Est. Cost $85.38 Unrealized +70.4%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $2 Shares 11,930 Est. Cost $62.95 Unrealized +45.3%
CTVA CORTEVA INC 0.1%
Value ($000) $1 Shares 30,521 Est. Cost $25.02 Unrealized +86.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $1 Shares 2,500 Est. Cost $145.78 Unrealized +294.5%
FOXA FOX CORP 0.1%
Value ($000) $1 Shares 44,333 Est. Cost $32.59 Unrealized -9.5%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 29,647 Est. Cost $22.82 Unrealized +28.0%
CME CME GROUP INC 0.1%
Value ($000) $1 Shares 4,363 Est. Cost $140.28 Unrealized +38.8%
GEHC GE HEALTHCARE TECHNOLOGIES 0.1%
Value ($000) $1 Shares 9,148 Est. Cost $71.08 Unrealized -1.8%
TWI TITAN INTL INC ILL 0.1%
Value ($000) $1 Shares 37,085 Est. Cost $5.59 Unrealized +135.6%
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 900 Est. Cost $41.63 Unrealized +4.9%
ALTABA INC 0.0%
Value ($000) $0 Shares 172,500 Est. Cost $24.35 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $135.25 Unrealized -31.1%
TMO THERMO FISHER SCIENTIFIC ORD 0.0%
Value ($000) $0 Shares 200 Est. Cost $480.76 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $58.47 Unrealized -4.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $1404.74 Unrealized +0.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 1,247 Est. Cost $25.42 Unrealized -41.2%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $154.93 Unrealized +120.6%
OGN ORGANON 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $26.93 Unrealized -54.2%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 333 Est. Cost $22.16 Unrealized -26.1%
CZOOF CAZOO GROUP A 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.50 Unrealized 0.0%