Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.69M
Total Bought
$121.6K
Total Sold
$21.8K
Net Transaction
+$99.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CATERPILLAR INC DEL(CAT)100,379100,379057714.20%+14
SAMSUNG ELECTRONICS CO LTD15,72716,160+43332462.71%+13
FREEPORT MCMORAN ORD(FCX)380,000429,300+49,30019251.49%+6
PROCTER AND GAMBLE CO(PG)127,883164,180+36,29718241.40%+5
FERGUSON ENTERPRISES ORD(FERG)495,819497,309+1,4901111146.74%+3
MICRON TECHNOLOGY ORD(MU)58,80059,630+83017201.19%+3
GRAINGER W W INC(GWW)36,73336,733037402.36%+3
JOHNSON & JOHNSON(JNJ)75,79975,799016191.09%+3
ALCOA CORP(AA)201,571201,571011130.79%+3
BROADCOM INC(AVGO)9,57018,810+9,240360.34%+3
LOCKHEED MARTIN CORP(LMT)17,00017,00008100.61%+2
WALMART INC(WMT)148,650148,010-64017181.08%+2
WATERS CORP(WAT)11,00019,807+8,807460.35%+2
VERIZON COMMUNICATIONS INC(VZ)0180,664+180,664090.54%+9
COCA COLA CO(KO)209,500214,700+5,20015160.96%+2
AMAZON COM ORD(AMZN)235,680267,460+31,78054563.29%+1
NVIDIA CORP(NVDA)459,030498,160+39,13086875.13%+1
HONEYWELL INTL INC(HON)44,54543,985-5609100.59%+1
MERCK & CO INC(MRK)138,371131,371-7,00015160.93%+1
FLUOR CORP NEW(FLR)175,000175,0000780.48%+1
RAYTHEON CO(RTX)112,878113,678+80021221.29%+1
QNITY ELECTRONICS INC(Q)37,72837,241-487340.25%+1
MONDELEZ INTL INC(MDLZ)0313,030+313,0300181.06%+18
COLGATE PALMOLIVE CO(CL)141,842145,342+3,50011120.73%+1
STARBUCKS CORP(SBUX)45,75055,750+10,000450.29%+1
INTEL CORP(INTC)142,600142,6000560.37%+1
PEPSICO INC(PEP)64,00064,00009100.59%+1
TJX COS INC NEW(TJX)81,26882,888+1,62012130.78%+1
VISA 'A'(V)66,79579,895+13,10023241.42%+1
PFIZER INC(PFE)175,500175,5000450.29%+1
DOW INC(DOW)27,27327,2730110.07%0
AT&T INC(T)120,000120,0000330.21%0
DUPONT DE NEMOURS INC(DD)084,477+84,477040.23%+4
NETFLIX INC(NFLX)59,10062,110+3,010660.35%0
BRISTOL MYERS SQUIBB CO(BMY)59,49259,4920340.21%0
TARGET CORP(TGT)16,50016,5000220.12%0
CORTEVA INC(CTVA)23,00023,0000220.11%0
BALL CORP62,33262,3320340.22%0
GE VERNOVA ORD(GEV)1,6131,6130110.08%0
FASTENAL(FAST)49,20649,2060220.13%0
SOLSTICE ADVANCED MATLS INC(SOLS)10,63610,6360110.05%0
SIGNET JEWELERS LIMITED
SHS
0141,270+141,2700120.71%+12
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)41,60541,6050330.18%0
TEXAS INSTRS INC(TXN)9,0559,0550220.10%0
HERSHEY CO(HSY)1,8702,530+660010.03%0
YUM BRANDS INC(YUM)42,42042,4200670.39%0
YUM CHINA HLDGS INC(YUMC)168,530168,5300880.49%0
WASTE MGMT INC DEL(WM)15,09115,0910330.20%0
ALPHABET INC(GOOG)0500+500000.01%0
CARRIER GLOBAL CORPORATION(CARR)92,20088,200-4,000550.29%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400330.17%0
ALTABA INC172,500172,5000000.00%0
CAZOO GROUP A110000
MERCADOLIBRE INC(MELI)35350000.00%-0
EMBECTA CORP7940-79400-0
MASIMO CORP2,5501,750-800000.02%-0
ELECTRONIC ARTS ORD(EA)39,80039,8000880.48%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)3,5593,5590000.01%-0
JACKSON FINANCIAL CL.A(JXN)61,70061,7000770.39%-0
STRYKER CORPORATION(SYK)10,60011,000+400440.21%-0
ROYAL CARIBBEAN CRUISES LTD
COM
31,25031,2500990.51%-0
KIMBERLY CLARK CORP(KMB)26,30026,3000330.15%-0
EMERSON ELEC CO(EMR)111,000111,500+50015150.86%-0
KRAFT HEINZ CO(KHC)74,62174,6210220.10%-0
COMCAST CORP(CCZ)121,000121,0000430.20%-0
GENERAL ELECTRIC CO(GE)6,4516,4510220.11%-0
MASTERCARD INC(MA)36,47041,350+4,88021211.22%-0
SOLVENTUM ORD(SOLV)21,42721,4270210.08%-0
SABRE CORP250,0000-250,00000-0
RALPH LAUREN CORP(RL)38,50038,500014130.78%-0
OTIS WORLDWIDE CORP(OTIS)38,10038,1000330.17%-0
CISCO SYS INC(CSCO)110,655104,655-6,000980.48%-0
INVESCO LTD(IVZ)258,136258,1360760.37%-1
HOME DEPOT INC(HD)038,600+38,6000130.75%+13
THERMO FISHER SCIENTIFIC ORD(TMO)7,0957,0950430.21%-1
INTL PAPER CO(IP)120,820116,820-4,000540.24%-1
FOX CORP(FOX)44,33344,3330330.15%-1
XYLEM ORD(XYL)40,44040,4400650.29%-1
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000320.15%-1
LAUDER ESTEE COS INC(EL)23,60023,6000220.10%-1
NIKE INC(NKE)79,75079,7500540.25%-1
CITIGROUP INC(C)305,034306,034+1,00036352.05%-1
AGILENT TECHNOLOGIES INC(A)44,70045,360+660650.31%-1
AUTOMATIC DATA PROCESSING IN17,60017,6000540.21%-1
MARSH & MCLENNAN COS INC(MRSH)81,92681,926015140.84%-1
AUTODESK INC17,88017,8800540.25%-1
KENVUE INC(KVUE)58,9650-58,96510-1
DOMINOS PIZZA ORD(DPZ)17,35017,3500760.37%-1
WELLS FARGO CO NEW(WFC)81,50081,5000860.38%-1
BOEING CO(BA)66,50066,500014130.78%-1
3M CO(MMM)85,70985,709014120.73%-1
LILLY ELI & CO(LLY)10,50010,500011100.57%-2
AMCOR PLC(AMCR)205,7880-205,78820-2
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000750.31%-2
PAYPAL HLDGS INC(PYPL)0137,100+137,100060.37%+6
BECTON DICKINSON & CO(BDX)61,16561,915+75012100.57%-2
BANK AMER CORP505,050511,050+6,00028251.47%-3
UNITED RENTALS INC(URI)035,218+35,2180261.51%+26
BRUKER CORP(BRKR)285,000285,000013100.61%-3
UNITEDHEALTH GROUP INC(UNH)61,39561,795+40020170.99%-4
Page 1 of 1