Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $1,671 (100.0% shares, 0.0% debt)

Holdings (106)

MSFT MICROSOFT CORP 8.2%
Value ($000) $137 Shares 263,948 Est. Cost $156.27 Unrealized +225.5%
GOOGL ALPHABET INC 7.9%
Value ($000) $132 Shares 542,285 Est. Cost $135.46 Unrealized +54.4%
FERG FERGUSON ENTERPRISES ORD 6.7%
Value ($000) $112 Shares 500,753 Est. Cost $197.54 Unrealized +13.8%
AAPL APPLE INC 5.2%
Value ($000) $87 Shares 343,650 Est. Cost $123.04 Unrealized +83.3%
NVDA NVIDIA CORP 5.1%
Value ($000) $85 Shares 455,230 Est. Cost $116.95 Unrealized +49.0%
META FACEBOOK INC 4.4%
Value ($000) $74 Shares 100,375 Est. Cost $260.99 Unrealized +184.8%
AMZN AMAZON COM ORD 3.1%
Value ($000) $51 Shares 234,230 Est. Cost $207.59 Unrealized +9.0%
CAT CATERPILLAR INC DEL 2.9%
Value ($000) $48 Shares 100,379 Est. Cost $114.62 Unrealized +271.1%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $46 Shares 145,304 Est. Cost $87.87 Unrealized +236.8%
GWW GRAINGER W W INC 2.1%
Value ($000) $35 Shares 36,733 Est. Cost $272.27 Unrealized +267.6%
ORCL ORACLE CORP 2.0%
Value ($000) $34 Shares 120,020 Est. Cost $53.03 Unrealized +379.3%
URI UNITED RENTALS INC 2.0%
Value ($000) $34 Shares 35,218 Est. Cost $121.03 Unrealized +634.1%
C CITIGROUP INC 1.9%
Value ($000) $31 Shares 305,034 Est. Cost $49.69 Unrealized +89.4%
BKNG BOOKING HOLDINGS INC 1.7%
Value ($000) $29 Shares 5,306 Est. Cost $2939.97 Unrealized +89.2%
BAC BANK AMER CORP 1.6%
Value ($000) $26 Shares 502,550 Est. Cost $28.06 Unrealized +72.3%
DIS DISNEY WALT CO 1.5%
Value ($000) $25 Shares 219,839 Est. Cost $116.15 Unrealized +0.7%
SSNHZ SAMSUNG ELECTRONICS CO LTD 1.4%
Value ($000) $23 Shares 15,727 Est. Cost $1.49 Unrealized
V VISA 'A' 1.4%
Value ($000) $23 Shares 66,395 Est. Cost $250.15 Unrealized +38.0%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $21 Shares 61,295 Est. Cost $495.58 Unrealized -39.7%
AXP AMERICAN EXPRESS CO 1.2%
Value ($000) $21 Shares 62,345 Est. Cost $95.83 Unrealized +230.3%
MA MASTERCARD INC 1.2%
Value ($000) $21 Shares 36,250 Est. Cost $346.03 Unrealized +65.7%
MDLZ MONDELEZ INTL INC 1.2%
Value ($000) $20 Shares 316,230 Est. Cost $38.76 Unrealized +63.6%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $20 Shares 127,883 Est. Cost $92.84 Unrealized +66.8%
RTX RAYTHEON CO 1.1%
Value ($000) $19 Shares 114,878 Est. Cost $53.70 Unrealized +187.3%
ADBE ADOBE INC 1.1%
Value ($000) $18 Shares 52,082 Est. Cost $322.00 Unrealized +11.4%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $17 Shares 81,926 Est. Cost $79.33 Unrealized +157.2%
HD HOME DEPOT INC 0.9%
Value ($000) $16 Shares 38,600 Est. Cost $212.78 Unrealized +82.9%
WMT WALMART INC 0.9%
Value ($000) $15 Shares 146,250 Est. Cost $49.79 Unrealized +99.3%
FCX FREEPORT MCMORAN ORD 0.9%
Value ($000) $15 Shares 380,000 Est. Cost $39.02 Unrealized +10.7%
EMR EMERSON ELEC CO 0.9%
Value ($000) $15 Shares 111,000 Est. Cost $59.70 Unrealized +126.9%
BA BOEING CO 0.9%
Value ($000) $14 Shares 66,500 Est. Cost $273.45 Unrealized -17.5%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $14 Shares 322,564 Est. Cost $38.95 Unrealized +9.1%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $14 Shares 75,799 Est. Cost $110.90 Unrealized +52.8%
KO COCA COLA CO 0.8%
Value ($000) $14 Shares 208,500 Est. Cost $49.25 Unrealized +37.9%
SIG SIGNET JEWELERS LIMITED 0.8%
Value ($000) $14 Shares 141,270 Est. Cost $37.47 Unrealized +128.4%
MMM 3M CO 0.8%
Value ($000) $13 Shares 85,709 Est. Cost $124.80 Unrealized +22.7%
MU MICRON TECHNOLOGY ORD 0.8%
Value ($000) $13 Shares 77,800 Est. Cost $100.96 Unrealized +26.6%
RL RALPH LAUREN CORP 0.7%
Value ($000) $12 Shares 38,500 Est. Cost $105.11 Unrealized +181.9%
TJX TJX COS INC NEW 0.7%
Value ($000) $12 Shares 81,268 Est. Cost $47.42 Unrealized +179.0%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $11 Shares 61,165 Est. Cost $221.99 Unrealized -17.1%
MRK MERCK & CO INC 0.7%
Value ($000) $11 Shares 136,371 Est. Cost $63.57 Unrealized +27.4%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $11 Shares 141,842 Est. Cost $55.35 Unrealized +52.9%
RCL ROYAL CARIBBEAN CRUISES LTD 0.6%
Value ($000) $10 Shares 31,250 Est. Cost $102.63 Unrealized +223.5%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $10 Shares 149,850 Est. Cost $110.68 Unrealized -36.5%
HON HONEYWELL INTL INC 0.6%
Value ($000) $9 Shares 44,545 Est. Cost $120.79 Unrealized +71.5%
BRKR BRUKER CORP 0.6%
Value ($000) $9 Shares 285,000 Est. Cost $46.64 Unrealized -23.8%
PEP PEPSICO INC 0.5%
Value ($000) $9 Shares 64,000 Est. Cost $92.45 Unrealized +51.9%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $8 Shares 17,000 Est. Cost $329.03 Unrealized +36.2%
EA ELECTRONIC ARTS ORD 0.5%
Value ($000) $8 Shares 40,900 Est. Cost $149.03 Unrealized +10.9%
LLY LILLY ELI & CO 0.5%
Value ($000) $8 Shares 10,500 Est. Cost $623.97 Unrealized +19.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $8 Shares 110,655 Est. Cost $39.51 Unrealized +70.6%
DPZ DOMINOS PIZZA ORD 0.4%
Value ($000) $7 Shares 17,350 Est. Cost $425.55 Unrealized +5.9%
FLR FLUOR CORP NEW 0.4%
Value ($000) $7 Shares 175,000 Est. Cost $35.16 Unrealized +30.9%
YUMC YUM CHINA HLDGS INC 0.4%
Value ($000) $7 Shares 168,530 Est. Cost $44.74 Unrealized +1.6%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $7 Shares 81,500 Est. Cost $40.76 Unrealized +97.4%
AA ALCOA CORP 0.4%
Value ($000) $7 Shares 201,571 Est. Cost $23.95 Unrealized +29.3%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $7 Shares 84,477 Est. Cost $20.37 Unrealized +52.9%
YUM YUM BRANDS INC 0.4%
Value ($000) $6 Shares 42,420 Est. Cost $83.46 Unrealized +75.0%
JXN JACKSON FINANCIAL CL.A 0.4%
Value ($000) $6 Shares 61,700 Est. Cost $21.96 Unrealized +319.2%
XYL XYLEM ORD 0.4%
Value ($000) $6 Shares 40,440 Est. Cost $122.81 Unrealized +12.4%
IVZ INVESCO LTD 0.4%
Value ($000) $6 Shares 258,136 Est. Cost $13.47 Unrealized +52.1%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $6 Shares 44,700 Est. Cost $92.90 Unrealized +29.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value ($000) $6 Shares 85,500 Est. Cost $68.84 Unrealized +4.3%
ADSK AUTODESK INC 0.3%
Value ($000) $6 Shares 17,880 Est. Cost $269.37 Unrealized +13.1%
IP INTL PAPER CO 0.3%
Value ($000) $6 Shares 120,820 Est. Cost $31.97 Unrealized +50.1%
NKE NIKE INC 0.3%
Value ($000) $6 Shares 79,750 Est. Cost $82.04 Unrealized -10.1%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $6 Shares 92,200 Est. Cost $17.13 Unrealized +294.8%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $5 Shares 17,600 Est. Cost $126.21 Unrealized +136.0%
INTC INTEL CORP 0.3%
Value ($000) $5 Shares 142,600 Est. Cost $39.56 Unrealized -38.8%
NFLX NETFLIX INC 0.3%
Value ($000) $5 Shares 3,870 Est. Cost $114.53 Unrealized +6.6%
PFE PFIZER INC 0.3%
Value ($000) $4 Shares 175,500 Est. Cost $29.06 Unrealized -16.9%
SYK STRYKER CORPORATION 0.2%
Value ($000) $4 Shares 10,600 Est. Cost $193.48 Unrealized +98.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $4 Shares 45,750 Est. Cost $81.96 Unrealized +8.1%
CMCSA COMCAST CORP 0.2%
Value ($000) $4 Shares 121,000 Est. Cost $34.83 Unrealized -4.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $4 Shares 17,500 Est. Cost $114.37 Unrealized +76.2%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $3 Shares 38,100 Est. Cost $47.48 Unrealized +89.8%
TMO THERMO FISHER SCIENTIFIC ORD 0.2%
Value ($000) $3 Shares 7,095 Est. Cost $545.94 Unrealized -14.9%
T AT&T INC 0.2%
Value ($000) $3 Shares 120,000 Est. Cost $14.83 Unrealized +89.3%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $3 Shares 15,091 Est. Cost $87.01 Unrealized +157.1%
WAT WATERS CORP 0.2%
Value ($000) $3 Shares 11,000 Est. Cost $218.30 Unrealized +38.2%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3 Shares 26,300 Est. Cost $93.03 Unrealized +36.3%
BALL BALL CORP 0.2%
Value ($000) $3 Shares 62,332 Est. Cost $49.32 Unrealized +8.9%
FOXA FOX CORP 0.2%
Value ($000) $3 Shares 44,333 Est. Cost $32.59 Unrealized +77.0%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $3 Shares 9,740 Est. Cost $110.26 Unrealized +141.2%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $3 Shares 59,492 Est. Cost $41.80 Unrealized +8.9%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.2%
Value ($000) $3 Shares 41,605 Est. Cost $95.98 Unrealized -29.3%
FAST FASTENAL 0.1%
Value ($000) $2 Shares 49,206 Est. Cost $27.64 Unrealized +69.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $2 Shares 23,600 Est. Cost $135.43 Unrealized -34.7%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $2 Shares 74,621 Est. Cost $29.21 Unrealized -9.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $2 Shares 6,451 Est. Cost $62.95 Unrealized +333.2%
AMCOR PLC 0.1%
Value ($000) $2 Shares 205,788 Est. Cost $9.15 Unrealized -2.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $2 Shares 9,055 Est. Cost $85.38 Unrealized +126.4%
GEV GE VERNOVA ORD 0.1%
Value ($000) $2 Shares 2,613 Est. Cost $166.91 Unrealized +262.8%
SOLV SOLVENTUM ORD 0.1%
Value ($000) $2 Shares 21,427 Est. Cost $60.70 Unrealized +20.8%
CTVA CORTEVA INC 0.1%
Value ($000) $2 Shares 23,000 Est. Cost $25.02 Unrealized +188.4%
TGT TARGET CORP 0.1%
Value ($000) $1 Shares 16,500 Est. Cost $134.98 Unrealized -28.3%
KVUE KENVUE INC 0.1%
Value ($000) $1 Shares 58,965 Est. Cost $21.04 Unrealized -4.6%
DOW DOW INC 0.0%
Value ($000) $1 Shares 27,273 Est. Cost $36.37 Unrealized -33.1%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 250,000 Est. Cost $11.34 Unrealized -79.2%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2,550 Est. Cost $132.25 Unrealized +14.5%
GEHC GE HEALTHCARE TECHNOLOGIES 0.0%
Value ($000) $0 Shares 3,559 Est. Cost $71.08 Unrealized +4.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $58.47 Unrealized +61.7%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $1404.74 Unrealized +70.9%
ALTABA INC 0.0%
Value ($000) $0 Shares 172,500 Est. Cost $24.35 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 914 Est. Cost $25.42 Unrealized -51.2%
CZOOF CAZOO GROUP A 0.0%
Value ($000) $0 Shares 1 Est. Cost $34.50 Unrealized -100.0%