Wesleyan Assurance Society Diversified Active

Location: Birmingham, United Kingdom

CIK: 0001773368 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 24, 2024

Total Value: $1.129B

Holdings (102)

FERG1GBX FERGUSON PLC 10.1%
Value $114M Shares 519,104 Est. Cost $125.52 Unrealized
MSFT MICROSOFT CORP 8.7%
Value $98.31M Shares 234,050 Est. Cost $123.07 Unrealized +224.4%
GOOGL ALPHABET INC 4.6%
Value $52.3M Shares 346,800 Est. Cost $113.25 Unrealized +25.4%
AAPL APPLE INC 4.1%
Value $45.82M Shares 267,200 Est. Cost $92.90 Unrealized +94.0%
META FACEBOOK INC 3.9%
Value $43.47M Shares 89,555 Est. Cost $214.75 Unrealized +106.4%
GWW GRAINGER W W INC 3.3%
Value $37.3M Shares 36,733 Est. Cost $272.27 Unrealized +237.0%
CAT CATERPILLAR INC DEL 3.3%
Value $37.02M Shares 101,079 Est. Cost $114.62 Unrealized +171.4%
JPM JPMORGAN CHASE & CO 2.6%
Value $29.09M Shares 145,257 Est. Cost $85.80 Unrealized +102.3%
URI UNITED RENTALS INC 2.2%
Value $25.36M Shares 35,218 Est. Cost $121.03 Unrealized +421.5%
DIS DISNEY WALT CO 2.2%
Value $24.57M Shares 200,798 Est. Cost $117.36 Unrealized -12.8%
ADBE ADOBE INC 2.1%
Value $23.26M Shares 46,132 Est. Cost $300.91 Unrealized +90.5%
MDLZ MONDELEZ INTL INC 2.0%
Value $22.12M Shares 316,230 Est. Cost $38.76 Unrealized +77.8%
C CITIGROUP INC 1.7%
Value $19.36M Shares 306,284 Est. Cost $49.69 Unrealized +5.7%
ORCL ORACLE CORP 1.7%
Value $18.91M Shares 150,569 Est. Cost $53.03 Unrealized +111.9%
MRK MERCK & CO INC 1.6%
Value $17.99M Shares 136,371 Est. Cost $63.57 Unrealized +82.1%
PG PROCTER AND GAMBLE CO 1.6%
Value $17.91M Shares 110,443 Est. Cost $82.07 Unrealized +82.6%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value $17.79M Shares 86,426 Est. Cost $79.33 Unrealized +143.8%
UNH UNITEDHEALTH GROUP INC 1.4%
Value $15.86M Shares 32,075 Est. Cost $479.13 Unrealized +2.1%
BAC BANK AMER CORP 1.4%
Value $15.44M Shares 407,250 Est. Cost $23.99 Unrealized +36.7%
AXP AMERICAN EXPRESS CO 1.3%
Value $15M Shares 65,900 Est. Cost $95.83 Unrealized +111.7%
HD HOME DEPOT INC 1.3%
Value $14.86M Shares 38,750 Est. Cost $212.78 Unrealized +63.8%
JNJ JOHNSON & JOHNSON 1.3%
Value $14.14M Shares 89,413 Est. Cost $110.90 Unrealized +35.5%
SIG SIGNET JEWELERS LIMITED 1.3%
Value $14.13M Shares 141,270 Est. Cost $37.47 Unrealized +160.4%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value $13.95M Shares 332,483 Est. Cost $38.95 Unrealized -7.8%
BA BOEING CO 1.2%
Value $13.16M Shares 68,250 Est. Cost $290.19 Unrealized -29.2%
CL COLGATE PALMOLIVE CO 1.1%
Value $12.77M Shares 141,842 Est. Cost $54.99 Unrealized +47.9%
EMR EMERSON ELEC CO 1.0%
Value $11.85M Shares 104,500 Est. Cost $56.02 Unrealized +77.4%
MA MASTERCARD INC 1.0%
Value $11.71M Shares 24,350 Est. Cost $258.33 Unrealized +75.2%
V VISA 'A' 1.0%
Value $11.3M Shares 40,550 Est. Cost $217.21 Unrealized +25.4%
PEP PEPSICO INC 1.0%
Value $11.25M Shares 64,300 Est. Cost $92.45 Unrealized +70.1%
RTX RAYTHEON CO 1.0%
Value $11.21M Shares 114,878 Est. Cost $53.70 Unrealized +61.7%
BDX BECTON DICKINSON & CO 1.0%
Value $11.17M Shares 45,165 Est. Cost $220.71 Unrealized +4.5%
MMM 3M CO 0.9%
Value $10.61M Shares 100,100 Est. Cost $124.80 Unrealized -36.5%
PYPL PAYPAL HLDGS INC 0.9%
Value $10.1M Shares 150,850 Est. Cost $112.75 Unrealized -45.7%
NVDA NVIDIA CORP 0.9%
Value $9.928M Shares 11,000 Est. Cost $15.79 Unrealized +358.9%
BKNG BOOKING HOLDINGS INC 0.8%
Value $9.512M Shares 2,625 Est. Cost $1726.46 Unrealized +103.2%
HON HONEYWELL INTL INC 0.8%
Value $9.141M Shares 44,545 Est. Cost $120.79 Unrealized +49.6%
WMT WALMART INC 0.8%
Value $8.979M Shares 149,250 Est. Cost $49.79 Unrealized +12.6%
TJX TJX COS INC NEW 0.8%
Value $8.764M Shares 86,468 Est. Cost $47.42 Unrealized +99.6%
FLR FLUOR CORP NEW 0.7%
Value $8.026M Shares 190,000 Est. Cost $35.16 Unrealized +9.2%
LMT LOCKHEED MARTIN CORP 0.7%
Value $7.729M Shares 17,000 Est. Cost $329.03 Unrealized +26.4%
KO COCA COLA CO 0.7%
Value $7.644M Shares 125,000 Est. Cost $38.48 Unrealized +47.4%
YUM YUM BRANDS INC 0.7%
Value $7.498M Shares 54,100 Est. Cost $83.46 Unrealized +54.3%
NKE NIKE INC 0.7%
Value $7.493M Shares 79,750 Est. Cost $82.04 Unrealized +19.2%
RL RALPH LAUREN CORP 0.6%
Value $7.224M Shares 38,500 Est. Cost $105.11 Unrealized +53.0%
AA ALCOA CORP 0.6%
Value $6.799M Shares 201,571 Est. Cost $23.95 Unrealized +19.3%
IVZ INVESCO LTD 0.6%
Value $6.702M Shares 404,237 Est. Cost $13.47 Unrealized +9.8%
DD DUPONT DE NEMOURS INC 0.6%
Value $6.592M Shares 86,019 Est. Cost $20.37 Unrealized +40.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value $6.259M Shares 85,500 Est. Cost $68.84 Unrealized +7.7%
JXN JACKSON FINANCIAL CL.A 0.5%
Value $6.012M Shares 90,932 Est. Cost $21.96 Unrealized +130.7%
YUMC YUM CHINA HLDGS INC 0.5%
Value $5.947M Shares 149,492 Est. Cost $46.38 Unrealized -14.9%
MCD MCDONALDS CORP 0.5%
Value $5.918M Shares 21,000 Est. Cost $154.59 Unrealized +79.8%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value $5.591M Shares 96,200 Est. Cost $17.13 Unrealized +220.8%
CSCO CISCO SYS INC 0.5%
Value $5.519M Shares 110,655 Est. Cost $39.51 Unrealized +19.5%
PFE PFIZER INC 0.5%
Value $5.283M Shares 190,500 Est. Cost $29.96 Unrealized -17.7%
CMCSA COMCAST CORP 0.5%
Value $5.244M Shares 121,000 Est. Cost $34.83 Unrealized +16.7%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $5.042M Shares 20,200 Est. Cost $126.21 Unrealized +85.6%
WFC WELLS FARGO CO NEW 0.4%
Value $5.012M Shares 86,500 Est. Cost $40.76 Unrealized +23.0%
ADSK AUTODESK INC 0.4%
Value $4.829M Shares 18,545 Est. Cost $269.37 Unrealized -6.1%
EL LAUDER ESTEE COS INC 0.4%
Value $4.79M Shares 31,100 Est. Cost $135.43 Unrealized +0.9%
OTIS OTIS WORLDWIDE CORP 0.4%
Value $4.774M Shares 48,100 Est. Cost $47.48 Unrealized +88.6%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value $4.686M Shares 33,750 Est. Cost $102.63 Unrealized +19.6%
WAT WATERS CORP 0.4%
Value $4.535M Shares 13,180 Est. Cost $218.30 Unrealized +50.6%
IP INTL PAPER CO 0.4%
Value $4.483M Shares 115,010 Est. Cost $30.92 Unrealized +8.7%
BALL BALL CORP 0.4%
Value $4.197M Shares 62,332 Est. Cost $49.32 Unrealized +20.0%
SBUX STARBUCKS CORP 0.4%
Value $4.106M Shares 44,950 Est. Cost $81.74 Unrealized +8.4%
KHC KRAFT HEINZ CO 0.4%
Value $4.068M Shares 110,342 Est. Cost $29.21 Unrealized +12.3%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value $4.004M Shares 46,600 Est. Cost $95.98 Unrealized -19.6%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value $3.799M Shares 175,326 Est. Cost $52.02 Unrealized
SYK STRYKER CORPORATION 0.3%
Value $3.789M Shares 10,600 Est. Cost $193.48 Unrealized +70.7%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value $3.758M Shares 69,303 Est. Cost $41.80 Unrealized +10.4%
INTC INTEL CORP 0.3%
Value $3.709M Shares 84,000 Est. Cost $44.95 Unrealized -2.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value $3.417M Shares 23,500 Est. Cost $77.15 Unrealized +75.2%
KMB KIMBERLY CLARK CORP 0.3%
Value $3.401M Shares 26,300 Est. Cost $93.03 Unrealized +22.6%
WM WASTE MGMT INC DEL 0.3%
Value $3.216M Shares 15,091 Est. Cost $87.01 Unrealized +119.6%
TGT TARGET CORP 0.3%
Value $2.921M Shares 16,500 Est. Cost $134.98 Unrealized +5.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value $2.87M Shares 17,500 Est. Cost $114.37 Unrealized +40.1%
TRV TRAVELERS COMPANIES INC 0.2%
Value $2.241M Shares 9,740 Est. Cost $110.26 Unrealized +87.5%
T AT&T INC 0.2%
Value $2.112M Shares 120,000 Est. Cost $14.83 Unrealized +5.3%
KVUE KENVUE INC 0.2%
Value $1.991M Shares 92,900 Est. Cost $21.04 Unrealized -10.4%
LLY LILLY ELI & CO 0.2%
Value $1.941M Shares 2,500 Est. Cost $145.78 Unrealized +381.9%
FAST FASTENAL 0.2%
Value $1.898M Shares 24,603 Est. Cost $15.16 Unrealized +124.1%
CTVA CORTEVA INC 0.2%
Value $1.76M Shares 30,521 Est. Cost $25.02 Unrealized +102.2%
DOW DOW INC 0.1%
Value $1.689M Shares 29,155 Est. Cost $36.37 Unrealized +34.6%
TXN TEXAS INSTRS INC 0.1%
Value $1.577M Shares 9,055 Est. Cost $85.38 Unrealized +84.9%
FOXA FOX CORP 0.1%
Value $1.386M Shares 44,333 Est. Cost $32.59 Unrealized -8.9%
GE GENERAL ELECTRIC CO 0.1%
Value $1.351M Shares 7,701 Est. Cost $62.95 Unrealized +84.9%
SABR SABRE CORP 0.1%
Value $1.14M Shares 473,000 Est. Cost $11.34 Unrealized -70.4%
KDP KEURIG DR PEPPER INC 0.1%
Value $909K Shares 29,647 Est. Cost $22.82 Unrealized +27.3%
CME CME GROUP INC 0.1%
Value $904K Shares 4,363 Est. Cost $140.28 Unrealized +40.6%
GEHC GE HEALTHCARE TECHNOLOGIES 0.1%
Value $831K Shares 9,148 Est. Cost $71.08 Unrealized +16.7%
TWI TITAN INTL INC ILL 0.0%
Value $461K Shares 37,085 Est. Cost $5.59 Unrealized +145.8%
MASI MASIMO CORP 0.0%
Value $374K Shares 2,550 Est. Cost $132.25 Unrealized -2.4%
ALTABA INC 0.0%
Value $302K Shares 172,500 Est. Cost $24.35 Unrealized
TMO THERMO FISHER SCIENTIFIC ORD 0.0%
Value $116K Shares 200 Est. Cost $480.76 Unrealized +16.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value $90,000 Shares 1,250 Est. Cost $58.47 Unrealized +9.9%
MELI MERCADOLIBRE INC 0.0%
Value $53,000 Shares 35 Est. Cost $1404.74 Unrealized +16.5%
OGN ORGANON 0.0%
Value $24,000 Shares 1,300 Est. Cost $26.93 Unrealized -41.1%
MCO MOODYS CORP 0.0%
Value $24,000 Shares 60 Est. Cost $154.93 Unrealized +145.3%
EMBC EMBECTA CORP 0.0%
Value $17,000 Shares 1,247 Est. Cost $25.42 Unrealized -44.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value $7,000 Shares 333 Est. Cost $22.16 Unrealized -10.9%
CZOOF CAZOO GROUP A 0.0%
Value $0 Shares 1 Est. Cost $34.50 Unrealized -86.1%