Fund HoldingsSHELL ASSET MANAGEMENT CO

Total Portfolio Value
$2.11M
Total Bought
$45.4K
Total Sold
$317.8K
Net Transaction
-$272.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL59,92666,143+6,21727351.67%+8
AGNICO EAGLE MINES LTD(AEM)0126,963+126,9630140.65%+14
THERMO FISHER SCIENTIFIC INC(TMO)021,082+21,0820100.50%+10
INGREDION INC(INGR)092,634+92,6340130.59%+13
VISA INC(V)96,90993,981-2,92831331.56%+2
REGENCY CTRS CORP(REG)34,09960,491+26,392340.21%+2
EQUINOX GOLD CORP(EQX)01,138,558+1,138,558080.37%+8
CVS HEALTH CORP(CVS)046,285+46,285030.15%+3
BROWN & BROWN INC(BRO)097,438+97,4380120.58%+12
PROGRESSIVE CORP(PGR)051,198+51,1980140.69%+14
ABBOTT LABS0113,170+113,1700150.71%+15
NEWMONT CORP(NEM)0212,647+212,6470100.49%+10
INTERNATIONAL PAPER CO(IP)055,274+55,274030.14%+3
PHILIP MORRIS INTL INC(PM)043,798+43,798070.33%+7
DHT HOLDINGS INC(DHT)357,306456,412+99,106350.23%+1
STONEX GROUP INC(SNEX)0176,025+176,0250130.64%+13
UBER TECHNOLOGIES INC(UBER)0126,366+126,366090.44%+9
DANAHER CORPORATION(DHR)030,463+30,463060.30%+6
MP MATERIALS CORP(MP)0146,544+146,544040.17%+4
GILEAD SCIENCES INC(GILD)064,563+64,563070.34%+7
BIONTECH SE(BNTX)19,44035,212+15,772230.15%+1
MONOLITHIC PWR SYS INC(MPWR)5,2137,027+1,814340.19%+1
ABBVIE INC(ABBV)035,642+35,642070.35%+7
ELI LILLY & CO(LLY)034,804+34,8040291.36%+29
PAN AMERN SILVER CORP(PAAS)035,238+35,238010.04%+1
CBOE GLOBAL MKTS INC(CBOE)030,420+30,420070.33%+7
EXELON CORP(EXC)0104,665+104,665050.23%+5
OREILLY AUTOMOTIVE INC(ORLY)03,739+3,739050.25%+5
PURE STORAGE INC(P)54,17192,049+37,878340.19%+1
PDD HOLDINGS INC(PDD)033,720+33,720040.19%+4
GE AEROSPACE(GE)021,387+21,387040.20%+4
CHEVRON CORP NEW(CVX)042,113+42,113070.33%+7
SHOPIFY INC(SHOP)19,60828,813+9,205230.13%+1
THE CIGNA GROUP(CI)014,595+14,595050.23%+5
CONSOLIDATED EDISON INC(ED)030,389+30,389030.16%+3
INTUITIVE SURGICAL INC026,365+26,3650130.62%+13
FRANCO NEV CORP(FNV)015,923+15,923030.12%+3
VERTEX PHARMACEUTICALS INC(VRTX)013,372+13,372060.31%+6
TRANSDIGM GROUP INC(TDG)08,634+8,6340120.57%+12
AT&T INC(T)0122,017+122,017030.16%+3
MCKESSON CORP(MCK)06,579+6,579040.21%+4
ELEVANCE HEALTH INC(ELV)010,426+10,426050.22%+5
WELLTOWER INC(WELL)32,31229,935-2,377450.22%+1
DEVON ENERGY CORP NEW(DVN)0128,741+128,741050.23%+5
HARTFORD INSURANCE GROUP INC(HIG)46,66045,023-1,637560.26%0
REPUBLIC SVCS INC(RSG)13,70113,304-397330.15%0
INTERACTIVE BROKERS GROUP IN(IBKR)02,718+2,718000.02%0
COCA COLA CO(KO)059,995+59,995040.20%+4
INTERCONTINENTAL EXCHANGE IN(ICE)022,224+22,224040.18%+4
FISERV INC(FISV)64,15561,680-2,47513140.65%0
T-MOBILE US INC(TMUS)010,397+10,397030.13%+3
CENCORA INC08,595+8,595020.11%+2
CINTAS CORP(CTAS)028,738+28,738060.28%+6
MERCADOLIBRE INC(MELI)02,122+2,122040.20%+4
SEA LTD(SE)014,777+14,777020.09%+2
WASTE MGMT INC DEL(WM)018,648+18,648040.20%+4
INTERNATIONAL BUSINESS MACHS(IBM)016,432+16,432040.19%+4
EXXON MOBIL CORP056,679+56,679070.32%+7
LENDINGCLUB CORP(HAPN)229,663398,025+168,362440.20%0
EQUINIX INC(EQIX)03,675+3,675030.14%+3
AMGEN INC(AMGN)08,636+8,636030.13%+3
COSTAR GROUP INC(CSGP)068,907+68,907050.26%+5
AIRBNB INC03,028+3,028000.02%0
AMERICAN WTR WKS CO INC NEW016,961+16,961030.12%+3
JABIL INC(JBL)03,636+3,636000.02%0
WASTE CONNECTIONS INC(WCN)016,573+16,573030.15%+3
HCA HEALTHCARE INC(HCA)010,301+10,301040.17%+4
VERIZON COMMUNICATIONS INC(VZ)074,567+74,567030.16%+3
WHEATON PRECIOUS METALS CORP(WPM)014,202+14,202010.05%+1
CARDINAL HEALTH INC(CAH)019,111+19,111030.13%+3
FASTENAL CO(FAST)097,028+97,028080.36%+8
RTX CORPORATION(RTX)021,504+21,504030.14%+3
UNITED AIRLS HLDGS INC(UAL)04,104+4,104000.01%0
COMMVAULT SYS INC(CVLT)01,784+1,784000.01%0
MATTEL INC(MAT)024,071+24,071000.02%0
SITEONE LANDSCAPE SUPPLY INC(SITE)02,285+2,285000.01%0
CROCS INC(CROX)02,555+2,555000.01%0
DUOLINGO INC(DUOL)0865+865000.01%0
OUTFRONT MEDIA INC(OUT)016,024+16,024000.01%0
TRAVELERS COMPANIES INC(TRV)015,035+15,035040.19%+4
COHERENT CORP(COHR)03,764+3,764000.01%0
GALLAGHER ARTHUR J & CO(AJG)05,264+5,264020.09%+2
THOMSON REUTERS CORP(TRI)31,86631,006-860550.25%0
UMB FINL CORP(UMBF)02,334+2,334000.01%0
PAYLOCITY HLDG CORP(PCTY)01,248+1,248000.01%0
DEERE & CO(DE)07,611+7,611040.17%+4
TORONTO DOMINION BK ONT(TD)043,272+43,272030.12%+3
NEXTRACKER INC055,125+55,125020.11%+2
KLA CORP(KLAC)07,795+7,795050.25%+5
ALAMOS GOLD INC NEW023,475+23,475010.03%+1
EXPEDITORS INTL WASH INC(EXPD)023,942+23,942030.14%+3
GENERAC HLDGS INC(GNRC)01,908+1,908000.01%0
OCCIDENTAL PETE CORP(OXY)021,908+21,908010.05%+1
VICI PPTYS INC(VICI)043,516+43,516010.07%+1
DARDEN RESTAURANTS INC(DRI)14,20013,721-479330.14%0
MARSH & MCLENNAN COS INC(MRSH)05,771+5,771010.07%+1
KIMBERLY-CLARK CORP(KMB)023,148+23,148030.16%+3
VERISIGN INC03,683+3,683010.04%+1
XPO INC(XPO)03,626+3,626000.02%0
VEEVA SYS INC(VEEV)013,578+13,578030.15%+3
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