Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $1,154 (100.0% shares, 0.0% debt)

Holdings (105)

MSFT MICROSOFT CORP 9.4%
Value ($000) $108 Shares 242,400 Est. Cost $133.21 Unrealized +213.2%
FERG1GBX FERGUSON PLC 8.6%
Value ($000) $100 Shares 517,104 Est. Cost $0.13 Unrealized
GOOGL ALPHABET INC 5.8%
Value ($000) $66 Shares 364,800 Est. Cost $115.92 Unrealized +44.4%
AAPL APPLE INC 5.3%
Value ($000) $61 Shares 288,700 Est. Cost $99.76 Unrealized +85.6%
META FACEBOOK INC 3.9%
Value ($000) $45 Shares 89,555 Est. Cost $214.75 Unrealized +125.1%
CAT CATERPILLAR INC DEL 2.9%
Value ($000) $34 Shares 101,079 Est. Cost $114.62 Unrealized +195.5%
GWW GRAINGER W W INC 2.9%
Value ($000) $33 Shares 36,733 Est. Cost $272.27 Unrealized +240.7%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $29 Shares 145,257 Est. Cost $85.80 Unrealized +120.5%
ADBE ADOBE INC 2.5%
Value ($000) $29 Shares 51,382 Est. Cost $319.64 Unrealized +51.5%
URI UNITED RENTALS INC 2.0%
Value ($000) $23 Shares 35,218 Est. Cost $121.03 Unrealized +441.4%
ORCL ORACLE CORP 1.8%
Value ($000) $21 Shares 148,569 Est. Cost $53.03 Unrealized +130.6%
MDLZ MONDELEZ INTL INC 1.8%
Value ($000) $21 Shares 316,230 Est. Cost $38.76 Unrealized +68.1%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $20 Shares 39,825 Est. Cost $477.96 Unrealized -1.0%
DIS DISNEY WALT CO 1.7%
Value ($000) $20 Shares 200,798 Est. Cost $117.36 Unrealized -10.1%
C CITIGROUP INC 1.7%
Value ($000) $19 Shares 306,284 Est. Cost $49.69 Unrealized +18.1%
PG PROCTER AND GAMBLE CO 1.6%
Value ($000) $18 Shares 110,443 Est. Cost $82.07 Unrealized +91.5%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $18 Shares 86,426 Est. Cost $79.33 Unrealized +152.3%
MRK MERCK & CO INC 1.5%
Value ($000) $17 Shares 136,371 Est. Cost $63.57 Unrealized +91.5%
BAC BANK AMER CORP 1.4%
Value ($000) $16 Shares 407,250 Est. Cost $23.99 Unrealized +53.5%
NVDA NVIDIA CORP 1.4%
Value ($000) $16 Shares 126,800 Est. Cost $93.66 Unrealized +7.9%
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $15 Shares 65,900 Est. Cost $95.83 Unrealized +137.2%
BA BOEING CO 1.3%
Value ($000) $15 Shares 80,250 Est. Cost $273.45 Unrealized -34.8%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $14 Shares 143,342 Est. Cost $55.35 Unrealized +60.9%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $14 Shares 332,483 Est. Cost $38.95 Unrealized -6.4%
HD HOME DEPOT INC 1.2%
Value ($000) $13 Shares 38,750 Est. Cost $212.78 Unrealized +53.9%
V VISA 'A' 1.1%
Value ($000) $13 Shares 49,950 Est. Cost $227.30 Unrealized +19.2%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $13 Shares 89,413 Est. Cost $110.90 Unrealized +27.5%
SIG SIGNET JEWELERS LIMITED 1.1%
Value ($000) $13 Shares 141,270 Est. Cost $37.47 Unrealized +158.1%
RTX RAYTHEON CO 1.0%
Value ($000) $12 Shares 114,878 Est. Cost $53.70 Unrealized +86.4%
EMR EMERSON ELEC CO 1.0%
Value ($000) $12 Shares 104,500 Est. Cost $56.02 Unrealized +91.8%
MA MASTERCARD INC 0.9%
Value ($000) $11 Shares 24,700 Est. Cost $261.07 Unrealized +73.0%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $11 Shares 45,715 Est. Cost $220.80 Unrealized +3.2%
PEP PEPSICO INC 0.9%
Value ($000) $11 Shares 64,300 Est. Cost $92.45 Unrealized +75.6%
BKNG BOOKING HOLDINGS INC 0.9%
Value ($000) $10 Shares 2,625 Est. Cost $1726.46 Unrealized +111.7%
MMM 3M CO 0.9%
Value ($000) $10 Shares 100,100 Est. Cost $124.80 Unrealized -24.5%
WMT WALMART INC 0.9%
Value ($000) $10 Shares 149,250 Est. Cost $49.79 Unrealized +24.5%
TJX TJX COS INC NEW 0.8%
Value ($000) $10 Shares 86,468 Est. Cost $47.42 Unrealized +108.1%
HON HONEYWELL INTL INC 0.8%
Value ($000) $10 Shares 44,545 Est. Cost $120.79 Unrealized +52.2%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $9 Shares 150,850 Est. Cost $112.75 Unrealized -43.7%
FLR FLUOR CORP NEW 0.7%
Value ($000) $8 Shares 190,000 Est. Cost $35.16 Unrealized +18.3%
KO COCA COLA CO 0.7%
Value ($000) $8 Shares 128,800 Est. Cost $39.08 Unrealized +50.7%
AA ALCOA CORP 0.7%
Value ($000) $8 Shares 201,571 Est. Cost $23.95 Unrealized +58.4%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $8 Shares 17,000 Est. Cost $329.03 Unrealized +34.2%
YUM YUM BRANDS INC 0.6%
Value ($000) $7 Shares 54,100 Est. Cost $83.46 Unrealized +59.7%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $7 Shares 86,019 Est. Cost $20.37 Unrealized +54.9%
JXN JACKSON FINANCIAL CL.A 0.6%
Value ($000) $7 Shares 90,932 Est. Cost $21.96 Unrealized +206.9%
RL RALPH LAUREN CORP 0.6%
Value ($000) $7 Shares 38,500 Est. Cost $105.11 Unrealized +60.2%
PFE PFIZER INC 0.6%
Value ($000) $6 Shares 230,500 Est. Cost $29.06 Unrealized -14.8%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $6 Shares 96,200 Est. Cost $17.13 Unrealized +251.4%
IVZ INVESCO LTD 0.5%
Value ($000) $6 Shares 404,237 Est. Cost $13.47 Unrealized +6.1%
NKE NIKE INC 0.5%
Value ($000) $6 Shares 79,750 Est. Cost $82.04 Unrealized +9.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $6 Shares 85,500 Est. Cost $68.84 Unrealized -4.1%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $6 Shares 179,492 Est. Cost $44.74 Unrealized -18.2%
RCL ROYAL CARIBBEAN CRUISES LTD 0.5%
Value ($000) $5 Shares 33,750 Est. Cost $102.63 Unrealized +37.7%
MCD MCDONALDS CORP 0.5%
Value ($000) $5 Shares 21,000 Est. Cost $154.59 Unrealized +65.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $5 Shares 110,655 Est. Cost $39.51 Unrealized +14.6%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $5 Shares 86,500 Est. Cost $40.76 Unrealized +39.5%
IP INTL PAPER CO 0.4%
Value ($000) $5 Shares 115,010 Est. Cost $30.92 Unrealized +23.2%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $5 Shares 20,200 Est. Cost $126.21 Unrealized +87.5%
CMCSA COMCAST CORP 0.4%
Value ($000) $5 Shares 121,000 Est. Cost $34.83 Unrealized +6.6%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $5 Shares 48,100 Est. Cost $47.48 Unrealized +97.4%
ADSK AUTODESK INC 0.4%
Value ($000) $5 Shares 18,545 Est. Cost $269.37 Unrealized -16.6%
INTC INTEL CORP 0.4%
Value ($000) $5 Shares 148,200 Est. Cost $39.56 Unrealized -17.8%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value ($000) $4 Shares 46,600 Est. Cost $95.98 Unrealized -7.8%
WAT WATERS CORP 0.3%
Value ($000) $4 Shares 13,180 Est. Cost $218.30 Unrealized +46.2%
BALL BALL CORP 0.3%
Value ($000) $4 Shares 62,332 Est. Cost $49.32 Unrealized +32.6%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $4 Shares 26,300 Est. Cost $93.03 Unrealized +34.7%
SBUX STARBUCKS CORP 0.3%
Value ($000) $4 Shares 46,450 Est. Cost $81.62 Unrealized -4.4%
SYK STRYKER CORPORATION 0.3%
Value ($000) $4 Shares 10,600 Est. Cost $193.48 Unrealized +72.3%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $4 Shares 110,342 Est. Cost $29.21 Unrealized +11.4%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $3 Shares 31,100 Est. Cost $135.43 Unrealized -6.3%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $3 Shares 15,091 Est. Cost $87.01 Unrealized +133.1%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $3 Shares 23,500 Est. Cost $77.15 Unrealized +79.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $3 Shares 17,500 Est. Cost $114.37 Unrealized +36.3%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $3 Shares 69,303 Est. Cost $41.80 Unrealized -1.9%
TGT TARGET CORP 0.2%
Value ($000) $2 Shares 16,500 Est. Cost $134.98 Unrealized +9.6%
T AT&T INC 0.2%
Value ($000) $2 Shares 120,000 Est. Cost $14.83 Unrealized +9.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $2 Shares 2,500 Est. Cost $145.78 Unrealized +442.6%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2 Shares 175,326 Est. Cost $52.02 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2 Shares 9,740 Est. Cost $110.26 Unrealized +89.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2 Shares 9,055 Est. Cost $85.38 Unrealized +106.3%
KVUE KENVUE INC 0.1%
Value ($000) $2 Shares 92,900 Est. Cost $21.04 Unrealized -13.6%
CTVA CORTEVA INC 0.1%
Value ($000) $2 Shares 30,521 Est. Cost $25.02 Unrealized +116.1%
DOW DOW INC 0.1%
Value ($000) $2 Shares 29,155 Est. Cost $36.37 Unrealized +40.8%
FAST FASTENAL 0.1%
Value ($000) $2 Shares 24,603 Est. Cost $15.16 Unrealized +115.1%
FOXA FOX CORP 0.1%
Value ($000) $2 Shares 44,333 Est. Cost $32.59 Unrealized -1.4%
SOLV SOLVENTUM ORD 0.1%
Value ($000) $1 Shares 25,025 Est. Cost $60.70 Unrealized 0.0%
SABR SABRE CORP 0.1%
Value ($000) $1 Shares 473,000 Est. Cost $11.34 Unrealized -75.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1 Shares 7,701 Est. Cost $62.95 Unrealized +150.9%
AMZN AMAZON COM ORD 0.1%
Value ($000) $1 Shares 6,200 Est. Cost $183.70 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 29,647 Est. Cost $22.82 Unrealized +38.2%
CME CME GROUP INC 0.1%
Value ($000) $1 Shares 4,363 Est. Cost $140.28 Unrealized +39.0%
GEHC GE HEALTHCARE TECHNOLOGIES 0.1%
Value ($000) $1 Shares 8,732 Est. Cost $71.08 Unrealized +14.5%
GEV GE VERNOVA ORD 0.0%
Value ($000) $0 Shares 1,925 Est. Cost $158.10 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2,550 Est. Cost $132.25 Unrealized -0.4%
ALTABA INC 0.0%
Value ($000) $0 Shares 172,500 Est. Cost $24.35 Unrealized
TWI TITAN INTL INC ILL 0.0%
Value ($000) $0 Shares 37,085 Est. Cost $5.59 Unrealized +69.7%
TMO THERMO FISHER SCIENTIFIC ORD 0.0%
Value ($000) $0 Shares 295 Est. Cost $509.42 Unrealized +11.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $58.47 Unrealized +23.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $1404.74 Unrealized +12.4%
OGN ORGANON 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $26.93 Unrealized -30.7%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $154.93 Unrealized +153.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 914 Est. Cost $25.42 Unrealized -55.6%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 333 Est. Cost $22.16 Unrealized -6.6%
CZOOF CAZOO GROUP A 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.50 Unrealized -85.0%