Fund HoldingsSHELL ASSET MANAGEMENT CO

Total Portfolio Value
$2.17M
Total Bought
$67.0K
Total Sold
$357.9K
Net Transaction
-$290.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FAIR ISAAC CORP(FICO)06,885+6,885080.37%+8
DEVON ENERGY CORP NEW(DVN)0118,464+118,464050.25%+5
COPART INC(CPRT)092,095+92,095050.21%+5
XYLEM INC(XYL)52,17367,079+14,906580.35%+3
BROOKFIELD RENEWABLE CORP(BEPC)0193,667+193,667060.26%+6
BROADCOM INC(AVGO)016,300+16,3000180.84%+18
CELESTICA INC(CLS)140,264185,427+45,163350.25%+2
AMERICAN TOWER CORP NEW(AMT)035,768+35,768080.36%+8
PROGRESSIVE CORP(PGR)39,69146,354+6,663670.34%+2
CANADIAN IMPERIAL BK COMM TO(CM)042,392+42,392020.09%+2
GENERAL ELECTRIC CO(GE)020,722+20,722030.12%+3
CBOE GLOBAL MKTS INC(CBOE)31,34335,682+4,339560.29%+1
ALTRIA GROUP INC(MO)058,453+58,453020.11%+2
DARDEN RESTAURANTS INC(DRI)022,748+22,748040.17%+4
REGENCY CTRS CORP(REG)023,222+23,222020.07%+2
PAYCHEX INC(PAYX)012,213+12,213010.07%+1
TERADYNE INC(TER)013,562+13,562010.07%+1
LIVE NATION ENTERTAINMENT IN(LYV)012,711+12,711010.05%+1
INTERNATIONAL BUSINESS MACHS(IBM)027,477+27,477040.21%+4
PDD HOLDINGS INC(PDD)37,38433,117-4,267450.22%+1
S&P GLOBAL INC(SPGI)029,252+29,2520130.60%+13
IQVIA HLDGS INC(IQV)04,904+4,904010.05%+1
ISHARES TR
MSCI INDIA ETF
0230,291+230,2910110.52%+11
SERVICENOW INC(NOW)018,082+18,0820130.59%+13
VERISK ANALYTICS INC(VRSK)05,603+5,603010.06%+1
SALESFORCE INC(CRM)44,21037,724-6,4869100.46%+1
KRAFT HEINZ CO(KHC)033,829+33,829010.06%+1
DESCARTES SYS GROUP INC(DSGX)010,867+10,867010.04%+1
CARDINAL HEALTH INC(CAH)09,830+9,830010.05%+1
STANTEC INC(STN)030,512+30,512020.11%+2
VERALTO CORP(VLTO)09,719+9,719010.04%+1
GE HEALTHCARE TECHNOLOGIES I(GEHC)019,917+19,917020.07%+2
ADVANCED MICRO DEVICES INC(AMD)064,941+64,9410100.44%+10
PEMBINA PIPELINE CORP(PBA)029,888+29,888010.05%+1
BIOGEN INC(BIIB)07,462+7,462020.09%+2
NETFLIX INC(NFLX)011,930+11,930060.27%+6
HUBBELL INC(HUBB)03,489+3,489010.05%+1
NEWMONT CORP(NEM)070,973+70,973030.14%+3
ZIMMER BIOMET HOLDINGS INC(ZBH)04,525+4,525010.03%+1
JUNIPER NETWORKS INC36,95652,312+15,356120.07%+1
CGI INC(GIB)06,452+6,452010.03%+1
BEYOND INC065,658+65,658020.08%+2
ADOBE INC(ADBE)30,33426,781-3,55315160.74%+1
HOWMET AEROSPACE INC(HWM)010,380+10,380010.03%+1
AMPHENOL CORP NEW07,867+7,867010.04%+1
BOSTON PROPERTIES INC(BXP)09,180+9,180010.03%+1
CROWDSTRIKE HLDGS INC(CRWD)13,65610,849-2,807230.13%0
POWER INTEGRATIONS INC(POWI)031,608+31,608030.12%+3
KARUNA THERAPEUTICS INC01,404+1,404000.02%0
INTEL CORP(INTC)082,321+82,321040.19%+4
SAIA INC(SAIA)0937+937000.02%0
DECKERS OUTDOOR CORP(DECK)3,4613,264-197220.10%0
PULTE GROUP INC(PHM)03,792+3,792000.02%0
KENVUE INC(KVUE)020,046+20,046000.02%0
ATLASSIAN CORPORATION01,562+1,562000.02%0
REINSURANCE GRP OF AMERICA I(RGA)04,937+4,937010.04%+1
ISHARES TR
MSCI INDIA SM CP
73,45171,614-1,837550.23%0
UNUM GROUP(UNM)014,316+14,316010.03%+1
LENDINGCLUB CORP(HAPN)0324,575+324,575030.13%+3
WILLIAMS COS INC(WMB)025,477+25,477010.04%+1
DOORDASH INC(DASH)03,434+3,434000.02%0
SHOPIFY INC(SHOP)039,130+39,130030.14%+3
TYLER TECHNOLOGIES INC(TYL)02,685+2,685010.05%+1
ENTEGRIS INC(ENTG)04,038+4,038000.02%0
NNN REIT INC(NNN)012,008+12,008010.02%+1
OPENDOOR TECHNOLOGIES INC(OPEN)069,761+69,761000.01%0
SYNCHRONY FINANCIAL(SYF)86,95777,463-9,494330.14%0
HEWLETT PACKARD ENTERPRISE C(HPE)067,538+67,538010.05%+1
REXFORD INDL RLTY INC(REXR)09,124+9,124010.02%+1
ARVINAS INC06,733+6,733000.01%0
PVH CORPORATION(PVH)04,949+4,949010.03%+1
VOYA FINANCIAL INC(VOYA)06,574+6,574000.02%0
UNITY SOFTWARE INC(U)0170,039+170,039070.32%+7
PNC FINL SVCS GROUP INC(PNC)015,937+15,937020.11%+2
T-MOBILE US INC(TMUS)07,481+7,481010.06%+1
DEXCOM INC(DXCM)037,310+37,310050.21%+5
COMFORT SYS USA INC(FIX)01,155+1,155000.01%0
CIRRUS LOGIC INC(CRUS)02,843+2,843000.01%0
ALLY FINL INC(ALLY)032,121+32,121010.05%+1
PNM RES INC(TXNM)05,562+5,562000.01%0
REGAL REXNORD CORPORATION(RRX)04,050+4,050010.03%+1
EAST WEST BANCORP INC(EWBC)010,859+10,859010.04%+1
ONEOK INC NEW(OKE)027,127+27,127020.09%+2
FIRST INDL RLTY TR INC(FR)08,177+8,177000.02%0
ROIVANT SCIENCES LTD(ROIV)019,675+19,675000.01%0
DAQO NEW ENERGY CORP(DQ)08,900+8,900000.01%0
SIMPSON MFG INC(SSD)01,089+1,089000.01%0
GODADDY INC(GDDY)015,251+15,251020.07%+2
SIMPLY GOOD FOODS CO(SMPL)05,255+5,255000.01%0
CADENCE DESIGN SYSTEM INC(CDNS)58,28150,891-7,39014140.64%0
BURLINGTON STORES INC(BURL)02,327+2,327000.02%0
ISHARES TR
MSCI SAUDI ARBIA
059,171+59,171030.12%+3
CME GROUP INC(CME)01,679+1,679000.02%0
ELEMENT SOLUTIONS INC(ESI)08,648+8,648000.01%0
BLACK HILLS CORP03,693+3,693000.01%0
DISCOVER FINL SVCS019,036+19,036020.10%+2
INNOSPEC INC(IOSP)01,573+1,573000.01%0
COMMERCIAL METALS CO(CMC)03,766+3,766000.01%0
GXO LOGISTICS INCORPORATED(GXO)04,589+4,589000.01%0
BARRICK GOLD CORP028,813+28,813010.02%+1
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