Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$936.1K
Total Bought
$16.9K
Total Sold
$19.1K
Net Transaction
-$2.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
FERGUSON PLC540,754540,754071859.11%+14
MICROSOFT CORP(MSFT)235,150234,050-1,10068808.51%+12
APPLE INC(AAPL)263,900261,200-2,70043515.41%+7
FACEBOOK INC(META)90,45590,455019262.77%+7
UNITEDHEALTH GROUP INC(UNH)013,100+13,100060.67%+6
ADOBE INC(ADBE)40,65740,657016202.12%+4
ALPHABET INC(GOOG)254,500255,300+80026313.26%+4
ORACLE CORP(ORCL)150,569150,569014181.92%+4
GRAINGER W W INC(GWW)37,50037,500026303.16%+4
JPMORGAN CHASE & CO(JPM)150,207150,207020222.33%+2
TARGET CORP(TGT)016,500+16,500020.23%+2
CATERPILLAR INC DEL(CAT)114,079114,079026283.00%+2
PAYPAL HLDGS INC(PYPL)107,350150,850+43,5008101.07%+2
MARSH & MCLENNAN COS INC(MRSH)86,42686,426014161.74%+2
UNITED RENTALS INC(URI)35,21835,218014161.67%+2
NVIDIA CORP(NVDA)11,00011,0000350.50%+2
ROYAL CARIBBEAN CRUISES LTD
COM
34,75034,7500240.39%+1
MERCK & CO INC(MRK)136,371136,371015161.68%+1
JOHNSON & JOHNSON(JNJ)100,979100,979016171.78%+1
MONDELEZ INTL INC(MDLZ)316,230316,230022232.46%+1
HONEYWELL INTL INC(HON)44,54544,5450990.99%+1
MASTERCARD INC(MA)24,35024,35009101.02%+1
AMERICAN EXPRESS CO(AXP)71,80071,800012121.34%+1
BECTON DICKINSON & CO(BDX)39,26539,265010101.11%+1
TJX COS INC NEW(TJX)91,26891,2680780.83%+1
HOME DEPOT INC(HD)36,25036,250011111.20%+1
WELLS FARGO CO NEW(WFC)86,50086,5000340.39%0
COMCAST CORP(CCZ)121,000121,0000550.54%0
VISA 'A'(V)36,55036,5500890.93%0
MCDONALDS CORP(MCD)21,00021,0000660.67%0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)88,50088,5000560.62%0
CARRIER GLOBAL CORPORATION(CARR)96,20096,2000450.51%0
EMERSON ELEC CO(EMR)104,500104,5000991.01%0
PROCTER AND GAMBLE CO(PG)110,443110,443016171.79%0
WALMART INC(WMT)33,75033,7500550.57%0
LILLY ELI & CO(LLY)2,5002,5000110.13%0
COLGATE PALMOLIVE CO(CL)141,842141,842011111.17%0
RALPH LAUREN CORP(RL)38,50038,5000450.51%0
OTIS WORLDWIDE CORP(OTIS)48,10048,1000440.46%0
BALL CORP62,33262,3320340.39%0
PEPSICO INC(PEP)64,30064,300012121.27%0
NETFLIX INC(NFLX)1,8001,8000110.08%0
GENERAL ELECTRIC CO(GE)11,93011,9300110.14%0
INVESCO LTD(IVZ)404,237404,2370770.73%0
WASTE MGMT INC DEL(WM)15,09115,0910230.28%0
FASTENAL(FAST)24,60324,6030110.16%0
BOOKING HOLDINGS INC(BKNG)2,6252,6250770.76%0
KIMBERLY CLARK CORP(KMB)26,30026,3000440.39%0
YUM BRANDS INC(YUM)56,10054,100-2,000770.80%0
FEDEX CORP(FDX)4,0004,0000110.11%0
STRYKER CORPORATION(SYK)11,10010,600-500330.35%0
INTEL CORP(INTC)81,00081,0000330.29%0
BANK AMER CORP407,250407,250012121.25%0
TITAN INTL INC ILL37,08537,0850000.05%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400220.18%0
RAYTHEON CO(RTX)114,878114,878011111.20%0
MOODYS CORP(MCO)60600000.00%0
ALTABA INC172,500172,5000000.03%0
RESIDEO TECHNOLOGIES INC(REZI)3333330000.00%0
CAZOO GROUP A0161+161000
FOX CORP(FOX)44,33344,3330220.16%-0
MERCADOLIBRE INC(MELI)35350000.00%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)9,1489,1480110.08%-0
ORGANON(OGN)7,0007,0000000.02%-0
MASIMO CORP(MASI)1,3001,3000000.02%-0
CME GROUP INC(CME)4,3634,3630110.08%-0
DUPONT DE NEMOURS INC(DD)86,01986,0190660.66%-0
DOW INC(DOW)29,15529,1550220.17%-0
EMBECTA CORP7,0537,0530000.02%-0
TEXAS INSTRS INC(TXN)9,0559,0550220.17%-0
AUTOMATIC DATA PROCESSING IN20,20020,2000440.47%-0
CISCO SYS INC(CSCO)110,655110,6550660.61%-0
AUTODESK INC18,54518,5450440.41%-0
WARNER BROS DISCOVERY INC(WBD)29,03029,0300000.04%-0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000220.23%-0
BOEING CO(BA)62,25062,250013131.40%-0
CORTEVA INC(CTVA)30,52130,5210220.19%-0
KEURIG DR PEPPER INC(KDP)29,64729,6470110.10%-0
ACTIVISION BLIZZARD INC116,000116,000010101.04%-0
STARBUCKS CORP(SBUX)31,75031,7500330.34%-0
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)28,00030,100+2,100320.26%-0
LOCKHEED MARTIN CORP(LMT)17,00017,0000880.84%-0
COCA COLA CO(KO)125,000125,0000880.80%-0
FLUOR CORP NEW(FLR)190,000190,0000660.60%-0
CITIGROUP INC(C)307,384307,384014141.51%-0
KRAFT HEINZ CO(KHC)108,342108,3420440.41%-0
AT&T INC(T)120,000120,0000220.20%-0
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.30%-0
BRISTOL MYERS SQUIBB CO(BMY)82,44382,4430650.56%-0
PFIZER INC(PFE)115,500115,5000540.45%-0
INTL PAPER CO(IP)115,010115,0100440.39%-0
3M CO(MMM)100,100100,100011101.07%-0
SABRE CORP473,000473,0000220.16%-1
VERIZON COMMUNICATIONS INC(VZ)332,483332,483013121.32%-1
WATERS CORP(WAT)13,18013,1800440.38%-1
JACKSON FINANCIAL CL.A(JXN)90,93290,9320330.30%-1
YUM CHINA HLDGS INC(YUMC)119,492119,4920870.72%-1
NIKE INC(NKE)79,75079,75001090.94%-1
LAUDER ESTEE COS INC(EL)20,10020,1000540.42%-1
WALGREENS BOOTS ALLIANCE INC175,326175,3260650.53%-1
Page 1 of 1