Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.35M
Total Bought
$105.1K
Total Sold
$39.0K
Net Transaction
+$66.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMAZON COM ORD(AMZN)77,400183,290+105,89017352.59%+18
NVIDIA CORP(NVDA)272,400455,980+183,58037503.69%+13
FREEPORT MCMORAN ORD(FCX)75,000305,000+230,0003120.86%+9
BRUKER CORP(BRKR)0175,000+175,000070.54%+7
COCA COLA CO(KO)128,480208,310+79,8308151.11%+7
UNITEDHEALTH GROUP INC(UNH)51,37561,555+10,18026322.40%+6
APPLE INC(AAPL)282,600343,650+61,05071765.67%+6
VISA 'A'(V)57,63066,585+8,95518231.73%+5
XYLEM ORD(XYL)3,12540,440+37,315050.36%+4
FACEBOOK INC(META)92,750100,635+7,88554584.31%+4
MASTERCARD INC(MA)30,88036,270+5,39016201.48%+4
BANK AMER CORP398,475502,550+104,07518211.56%+3
BOOKING HOLDINGS INC(BKNG)4,3605,326+96622251.82%+3
MARSH & MCLENNAN COS INC(MRSH)81,92681,926017201.49%+3
MONDELEZ INTL INC(MDLZ)0316,230+316,2300211.60%+21
RAYTHEON CO(RTX)114,878114,878013151.13%+2
VERIZON COMMUNICATIONS INC(VZ)322,564322,564013151.09%+2
ELECTRONIC ARTS ORD(EA)32,50041,500+9,000560.45%+1
JPMORGAN CHASE & CO(JPM)144,744146,579+1,83535362.67%+1
PROCTER AND GAMBLE CO(PG)122,243126,883+4,64020221.61%+1
YUM BRANDS INC(YUM)47,92047,9200680.56%+1
JOHNSON & JOHNSON(JNJ)075,799+75,7990130.93%+13
DOMINOS PIZZA ORD(DPZ)16,92517,350+425780.59%+1
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000340.30%+1
AT&T INC(T)120,000120,0000330.25%+1
YUM CHINA HLDGS INC(YUMC)168,530168,5300890.65%+1
NETFLIX INC(NFLX)01,000+1,000010.05%+1
MICRON TECHNOLOGY ORD(MU)73,90078,100+4,200670.50%+1
WASTE MGMT INC DEL(WM)15,09115,0910330.26%0
STARBUCKS CORP(SBUX)44,95045,750+800440.33%0
COLGATE PALMOLIVE CO(CL)143,342142,967-37513131.00%0
FOX CORP(FOX)44,33344,3330230.19%0
INTEL CORP(INTC)148,200144,000-4,200330.24%0
KIMBERLY CLARK CORP(KMB)26,30026,3000340.28%0
CISCO SYS INC(CSCO)110,655110,6550770.51%0
BRISTOL MYERS SQUIBB CO(BMY)59,49259,4920340.27%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400230.19%0
CITIGROUP INC(C)305,034305,034021221.61%0
CORTEVA INC(CTVA)30,52130,5210220.14%0
CME GROUP INC(CME)4,3634,3630110.09%0
FASTENAL(FAST)24,60324,6030220.14%0
INTL PAPER CO(IP)115,010120,820+5,810660.47%0
LILLY ELI & CO(LLY)2,5002,5000220.15%0
WELLS FARGO CO NEW(WFC)86,50086,5000660.46%0
STRYKER CORPORATION(SYK)10,60010,6000440.29%0
TJX COS INC NEW(TJX)81,26881,268010100.74%0
SOLVENTUM ORD(SOLV)23,92721,427-2,500220.12%0
MERCADOLIBRE INC(MELI)35350000.01%0
GENERAL ELECTRIC CO(GE)7,7016,451-1,250110.10%0
SCHWAB CHARLES CORP(SCHW)1,2501,2500000.01%0
MASIMO CORP2,5502,5500000.03%0
ALTABA INC172,500172,5000000.01%0
CAZOO GROUP A110000
3M CO(MMM)97,55785,709-11,84813130.94%-0
EMBECTA CORP9149140000.00%-0
BECTON DICKINSON & CO(BDX)62,26561,565-70014141.05%-0
MOODYS CORP(MCO)600-6000-0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000770.49%-0
GE VERNOVA ORD(GEV)2,6132,6130110.06%-0
TEXAS INSTRS INC(TXN)9,0559,0550220.12%-0
COMCAST CORP(CCZ)121,000121,0000540.33%-0
DISNEY WALT CO(DIS)193,862217,862+24,00022211.60%-0
THERMO FISHER SCIENTIFIC ORD(TMO)7,0957,0950440.26%-0
PEPSICO INC(PEP)64,30064,000-30010100.71%-0
BALL CORP62,33262,3320330.24%-0
LAUDER ESTEE COS INC(EL)23,60023,6000220.12%-0
DOW INC(DOW)29,15527,273-1,882110.07%-0
DUPONT DE NEMOURS INC(DD)86,01984,477-1,542760.47%-0
TITAN INTL INC ILL37,0850-37,08500-0
WALGREENS BOOTS ALLIANCE INC175,326123,326-52,000210.10%-0
JACKSON FINANCIAL CL.A(JXN)89,43289,4320870.56%-0
OTIS WORLDWIDE CORP(OTIS)46,10038,100-8,000440.29%-0
KENVUE INC(KVUE)82,65258,965-23,687210.11%-0
WALMART INC(WMT)146,250146,250013130.95%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)8,7323,559-5,173100.02%-0
RALPH LAUREN CORP(RL)38,50038,5000980.63%-0
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.20%-0
CARRIER GLOBAL CORPORATION(CARR)92,20092,2000660.43%-0
TARGET CORP(TGT)16,50016,5000220.13%-1
AUTOMATIC DATA PROCESSING IN20,20017,600-2,600650.40%-1
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)45,37641,605-3,771430.24%-1
HONEYWELL INTL INC(HON)44,54544,54501090.70%-1
LOCKHEED MARTIN CORP(LMT)17,00017,0000880.56%-1
SABRE CORP385,000250,000-135,000110.05%-1
EMERSON ELEC CO(EMR)104,500111,000+6,50013120.90%-1
AUTODESK INC18,54517,880-665550.35%-1
WATERS CORP(WAT)13,18011,000-2,180540.30%-1
INVESCO LTD(IVZ)372,873372,8730760.42%-1
KEURIG DR PEPPER INC(KDP)29,6471,500-28,147100.00%-1
HOME DEPOT INC(HD)38,75038,600-15015141.05%-1
NIKE INC(NKE)79,75079,7500650.38%-1
KRAFT HEINZ CO(KHC)110,34274,621-35,721320.17%-1
MERCK & CO INC(MRK)136,371136,371014120.91%-1
ROYAL CARIBBEAN CRUISES LTD
COM
33,75031,250-2,500860.48%-1
ALCOA CORP(AA)201,571201,5710860.46%-1
PFIZER INC(PFE)228,000175,500-52,500640.33%-2
AMERICAN EXPRESS CO(AXP)62,34562,345019171.25%-2
GRAINGER W W INC(GWW)36,73336,733039362.69%-2
ALPHABET INC(GOOG)433,945514,130+80,18582795.91%-3
UNITED RENTALS INC(URI)035,218+35,2180221.64%+22
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