Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $1,262 (100.0% shares, 0.0% debt)

Holdings (104)

MSFT MICROSOFT CORP 8.5%
Value ($000) $107 Shares 248,400 Est. Cost $140.21 Unrealized +201.8%
FERG FERGUSON ENTERPRISES ORD 8.0%
Value ($000) $101 Shares 509,604 Est. Cost $197.54 Unrealized 0.0%
AAPL APPLE INC 5.3%
Value ($000) $67 Shares 288,700 Est. Cost $99.76 Unrealized +122.5%
GOOGL ALPHABET INC 4.8%
Value ($000) $61 Shares 364,800 Est. Cost $115.92 Unrealized +43.8%
META FACEBOOK INC 4.1%
Value ($000) $51 Shares 89,305 Est. Cost $214.75 Unrealized +138.5%
CAT CATERPILLAR INC DEL 3.1%
Value ($000) $39 Shares 100,379 Est. Cost $114.62 Unrealized +195.5%
GWW GRAINGER W W INC 3.0%
Value ($000) $38 Shares 36,733 Est. Cost $272.27 Unrealized +251.5%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $31 Shares 145,257 Est. Cost $85.80 Unrealized +138.9%
URI UNITED RENTALS INC 2.3%
Value ($000) $28 Shares 35,218 Est. Cost $121.03 Unrealized +487.3%
NVDA NVIDIA CORP 2.1%
Value ($000) $27 Shares 221,700 Est. Cost $104.11 Unrealized +13.4%
ADBE ADOBE INC 2.1%
Value ($000) $27 Shares 51,382 Est. Cost $319.64 Unrealized +71.6%
ORCL ORACLE CORP 2.0%
Value ($000) $25 Shares 146,569 Est. Cost $53.03 Unrealized +169.8%
MDLZ MONDELEZ INTL INC 1.8%
Value ($000) $23 Shares 316,230 Est. Cost $38.76 Unrealized +73.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $23 Shares 39,825 Est. Cost $477.96 Unrealized +14.7%
DIS DISNEY WALT CO 1.5%
Value ($000) $19 Shares 200,798 Est. Cost $117.36 Unrealized -22.8%
MRSH MARSH & MCLENNAN COS INC 1.5%
Value ($000) $19 Shares 86,426 Est. Cost $79.33 Unrealized +173.5%
C CITIGROUP INC 1.5%
Value ($000) $19 Shares 307,884 Est. Cost $49.69 Unrealized +19.6%
PG PROCTER AND GAMBLE CO 1.5%
Value ($000) $19 Shares 110,443 Est. Cost $82.07 Unrealized +100.1%
BKNG BOOKING HOLDINGS INC 1.4%
Value ($000) $18 Shares 4,325 Est. Cost $2539.15 Unrealized +49.4%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $18 Shares 65,900 Est. Cost $95.83 Unrealized +155.8%
BAC BANK AMER CORP 1.3%
Value ($000) $16 Shares 409,850 Est. Cost $23.99 Unrealized +61.6%
HD HOME DEPOT INC 1.2%
Value ($000) $16 Shares 38,750 Est. Cost $212.78 Unrealized +65.7%
MRK MERCK & CO INC 1.2%
Value ($000) $15 Shares 136,371 Est. Cost $63.57 Unrealized +77.7%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $15 Shares 332,483 Est. Cost $38.95 Unrealized -1.4%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $15 Shares 143,342 Est. Cost $55.35 Unrealized +78.7%
SIG SIGNET JEWELERS LIMITED 1.2%
Value ($000) $15 Shares 141,270 Est. Cost $37.47 Unrealized +121.4%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $14 Shares 89,413 Est. Cost $110.90 Unrealized +37.7%
RTX RAYTHEON CO 1.1%
Value ($000) $14 Shares 114,878 Est. Cost $53.70 Unrealized +106.8%
V VISA 'A' 1.1%
Value ($000) $14 Shares 49,950 Est. Cost $227.30 Unrealized +17.8%
MMM 3M CO 1.1%
Value ($000) $14 Shares 100,100 Est. Cost $124.80 Unrealized -4.5%
BA BOEING CO 1.0%
Value ($000) $12 Shares 80,250 Est. Cost $273.45 Unrealized -37.3%
MA MASTERCARD INC 1.0%
Value ($000) $12 Shares 24,700 Est. Cost $261.07 Unrealized +76.9%
WMT WALMART INC 1.0%
Value ($000) $12 Shares 149,250 Est. Cost $49.79 Unrealized +45.6%
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $12 Shares 150,850 Est. Cost $112.75 Unrealized -40.8%
EMR EMERSON ELEC CO 0.9%
Value ($000) $11 Shares 104,500 Est. Cost $56.02 Unrealized +87.6%
BDX BECTON DICKINSON & CO 0.9%
Value ($000) $11 Shares 46,265 Est. Cost $220.88 Unrealized +3.1%
PEP PEPSICO INC 0.9%
Value ($000) $11 Shares 64,300 Est. Cost $92.45 Unrealized +76.2%
TJX TJX COS INC NEW 0.8%
Value ($000) $10 Shares 86,468 Est. Cost $47.42 Unrealized +137.7%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $10 Shares 17,000 Est. Cost $329.03 Unrealized +56.9%
KO COCA COLA CO 0.7%
Value ($000) $9 Shares 130,800 Est. Cost $39.49 Unrealized +66.3%
HON HONEYWELL INTL INC 0.7%
Value ($000) $9 Shares 44,545 Est. Cost $120.79 Unrealized +55.9%
FLR FLUOR CORP NEW 0.7%
Value ($000) $9 Shares 190,000 Est. Cost $35.16 Unrealized +34.1%
JXN JACKSON FINANCIAL CL.A 0.6%
Value ($000) $8 Shares 89,432 Est. Cost $21.96 Unrealized +261.7%
YUMC YUM CHINA HLDGS INC 0.6%
Value ($000) $8 Shares 180,010 Est. Cost $44.74 Unrealized -25.6%
AA ALCOA CORP 0.6%
Value ($000) $8 Shares 201,571 Est. Cost $23.95 Unrealized +40.0%
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $8 Shares 96,200 Est. Cost $17.13 Unrealized +300.0%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $8 Shares 86,019 Est. Cost $20.37 Unrealized +61.9%
YUM YUM BRANDS INC 0.6%
Value ($000) $8 Shares 54,100 Est. Cost $83.46 Unrealized +55.0%
RL RALPH LAUREN CORP 0.6%
Value ($000) $7 Shares 38,500 Est. Cost $105.11 Unrealized +61.3%
DPZ DOMINOS PIZZA ORD 0.6%
Value ($000) $7 Shares 16,925 Est. Cost $425.05 Unrealized 0.0%
IVZ INVESCO LTD 0.6%
Value ($000) $7 Shares 404,237 Est. Cost $13.47 Unrealized +14.7%
NKE NIKE INC 0.6%
Value ($000) $7 Shares 79,750 Est. Cost $82.04 Unrealized -7.4%
PFE PFIZER INC 0.5%
Value ($000) $7 Shares 230,500 Est. Cost $29.06 Unrealized -8.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $7 Shares 85,500 Est. Cost $68.84 Unrealized +5.9%
MCD MCDONALDS CORP 0.5%
Value ($000) $6 Shares 21,000 Est. Cost $154.59 Unrealized +72.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.5%
Value ($000) $6 Shares 33,750 Est. Cost $102.63 Unrealized +55.2%
CSCO CISCO SYS INC 0.5%
Value ($000) $6 Shares 110,655 Est. Cost $39.51 Unrealized +18.4%
IP INTL PAPER CO 0.4%
Value ($000) $6 Shares 115,010 Est. Cost $30.92 Unrealized +42.9%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $6 Shares 20,200 Est. Cost $126.21 Unrealized +100.8%
ADSK AUTODESK INC 0.4%
Value ($000) $5 Shares 18,545 Est. Cost $269.37 Unrealized -6.6%
CMCSA COMCAST CORP 0.4%
Value ($000) $5 Shares 121,000 Est. Cost $34.83 Unrealized +8.4%
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $5 Shares 48,100 Est. Cost $47.48 Unrealized +95.9%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $5 Shares 86,500 Est. Cost $40.76 Unrealized +34.6%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.4%
Value ($000) $5 Shares 45,627 Est. Cost $95.98 Unrealized +0.6%
WAT WATERS CORP 0.4%
Value ($000) $5 Shares 13,180 Est. Cost $218.30 Unrealized +49.1%
SBUX STARBUCKS CORP 0.4%
Value ($000) $5 Shares 46,450 Est. Cost $81.62 Unrealized +1.5%
BALL BALL CORP 0.3%
Value ($000) $4 Shares 62,332 Est. Cost $49.32 Unrealized +26.1%
KHC KRAFT HEINZ CO 0.3%
Value ($000) $4 Shares 110,342 Est. Cost $29.21 Unrealized +8.9%
SYK STRYKER CORPORATION 0.3%
Value ($000) $4 Shares 10,600 Est. Cost $193.48 Unrealized +76.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $4 Shares 26,300 Est. Cost $93.03 Unrealized +44.2%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $4 Shares 69,303 Est. Cost $41.80 Unrealized +4.4%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $3 Shares 23,500 Est. Cost $77.15 Unrealized +75.8%
INTC INTEL CORP 0.3%
Value ($000) $3 Shares 148,200 Est. Cost $39.56 Unrealized -37.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $3 Shares 17,500 Est. Cost $114.37 Unrealized +60.1%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $3 Shares 15,091 Est. Cost $87.01 Unrealized +134.8%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $3 Shares 31,100 Est. Cost $135.43 Unrealized -31.9%
T AT&T INC 0.2%
Value ($000) $3 Shares 120,000 Est. Cost $14.83 Unrealized +26.6%
TGT TARGET CORP 0.2%
Value ($000) $3 Shares 16,500 Est. Cost $134.98 Unrealized +4.5%
AMZN AMAZON COM ORD 0.2%
Value ($000) $2 Shares 13,300 Est. Cost $183.04 Unrealized -0.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2 Shares 9,740 Est. Cost $110.26 Unrealized +95.3%
LLY LILLY ELI & CO 0.2%
Value ($000) $2 Shares 2,500 Est. Cost $145.78 Unrealized +510.7%
KVUE KENVUE INC 0.2%
Value ($000) $2 Shares 92,900 Est. Cost $21.04 Unrealized -6.7%
FOXA FOX CORP 0.1%
Value ($000) $2 Shares 44,333 Est. Cost $32.59 Unrealized +17.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2 Shares 9,055 Est. Cost $85.38 Unrealized +126.0%
CTVA CORTEVA INC 0.1%
Value ($000) $2 Shares 30,521 Est. Cost $25.02 Unrealized +115.0%
FAST FASTENAL 0.1%
Value ($000) $2 Shares 24,603 Est. Cost $15.16 Unrealized +117.1%
SABR SABRE CORP 0.1%
Value ($000) $2 Shares 473,000 Est. Cost $11.34 Unrealized -72.6%
SOLV SOLVENTUM ORD 0.1%
Value ($000) $2 Shares 24,775 Est. Cost $60.70 Unrealized -0.9%
DOW DOW INC 0.1%
Value ($000) $2 Shares 29,155 Est. Cost $36.37 Unrealized +31.8%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $2 Shares 175,326 Est. Cost $52.02 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $1 Shares 7,701 Est. Cost $62.95 Unrealized +166.8%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 29,647 Est. Cost $22.82 Unrealized +47.4%
CME CME GROUP INC 0.1%
Value ($000) $1 Shares 4,363 Est. Cost $140.28 Unrealized +40.0%
GEHC GE HEALTHCARE TECHNOLOGIES 0.1%
Value ($000) $1 Shares 8,732 Est. Cost $71.08 Unrealized +17.8%
GEV GE VERNOVA ORD 0.1%
Value ($000) $1 Shares 2,613 Est. Cost $166.91 Unrealized +14.8%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2,550 Est. Cost $132.25 Unrealized -12.3%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $0 Shares 37,085 Est. Cost $5.59 Unrealized +42.1%
ALTABA INC 0.0%
Value ($000) $0 Shares 172,500 Est. Cost $24.35 Unrealized
TMO THERMO FISHER SCIENTIFIC ORD 0.0%
Value ($000) $0 Shares 295 Est. Cost $509.42 Unrealized +15.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $58.47 Unrealized +10.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $1404.74 Unrealized +34.0%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $154.93 Unrealized +196.1%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 914 Est. Cost $25.42 Unrealized -46.2%
CZOOF CAZOO GROUP A 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.50 Unrealized -99.8%