Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.15M
Total Bought
$66.5K
Total Sold
$16.3K
Net Transaction
+$50.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0288,700+288,7000615.26%+61
ALPHABET INC(GOOG)346,800364,800+18,00052665.75%+14
MICROSOFT CORP(MSFT)234,050242,400+8,350981089.38%+10
NVIDIA CORP(NVDA)11,000126,800+115,80010161.36%+6
ADOBE INC(ADBE)46,13251,382+5,25023292.47%+5
UNITEDHEALTH GROUP INC(UNH)32,07539,825+7,75016201.76%+4
ORACLE CORP(ORCL)150,569148,569-2,00019211.82%+2
VISA 'A'(V)40,55049,950+9,40011131.13%+2
FACEBOOK INC(META)89,55589,555043453.91%+2
BOEING CO(BA)080,250+80,2500151.27%+15
SOLVENTUM ORD(SOLV)025,025+25,025010.11%+1
ALCOA CORP(AA)201,571201,5710780.69%+1
AMAZON COM ORD(AMZN)06,200+6,200010.10%+1
PFIZER INC(PFE)190,500230,500+40,000560.56%+1
COLGATE PALMOLIVE CO(CL)141,842143,342+1,50013141.20%+1
WALMART INC(WMT)149,250149,25009100.88%+1
BOOKING HOLDINGS INC(BKNG)2,6252,625010100.90%+1
INTEL CORP(INTC)84,000148,200+64,200450.40%+1
TJX COS INC NEW(TJX)86,46886,46809100.83%+1
BANK AMER CORP407,250407,250015161.40%+1
JACKSON FINANCIAL CL.A(JXN)90,93290,9320670.58%+1
ROYAL CARIBBEAN CRUISES LTD
COM
33,75033,7500550.47%+1
COCA COLA CO(KO)125,000128,800+3,800880.71%+1
INTL PAPER CO(IP)115,010115,0100450.43%0
CARRIER GLOBAL CORPORATION(CARR)96,20096,2000660.53%0
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)46,60046,6000440.38%0
MARSH & MCLENNAN COS INC(MRSH)86,42686,426018181.58%0
HONEYWELL INTL INC(HON)44,54544,54509100.82%0
RAYTHEON CO(RTX)114,878114,878011121.00%0
DUPONT DE NEMOURS INC(DD)86,01986,0190770.60%0
GE VERNOVA ORD(GEV)01,925+1,925000.03%0
LILLY ELI & CO(LLY)2,5002,5000220.20%0
JPMORGAN CHASE & CO(JPM)145,257145,257029292.55%0
PROCTER AND GAMBLE CO(PG)110,443110,443018181.58%0
AMERICAN EXPRESS CO(AXP)65,90065,900015151.32%0
FLUOR CORP NEW(FLR)190,000190,0000880.72%0
KIMBERLY CLARK CORP(KMB)26,30026,3000340.31%0
LOCKHEED MARTIN CORP(LMT)17,00017,0000880.69%0
TEXAS INSTRS INC(TXN)9,0559,0550220.15%0
AT&T INC(T)120,000120,0000220.20%0
FOX CORP(FOX)44,33344,3330120.13%0
WELLS FARGO CO NEW(WFC)86,50086,5000550.44%0
SABRE CORP473,000473,0000110.11%0
CITIGROUP INC(C)306,284306,284019191.68%0
KEURIG DR PEPPER INC(KDP)29,64729,6470110.09%0
THERMO FISHER SCIENTIFIC ORD(TMO)200295+95000.01%0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000330.25%0
WASTE MGMT INC DEL(WM)15,09115,0910330.28%0
MERCADOLIBRE INC(MELI)35350000.00%0
ORGANON(OGN)1,3001,3000000.00%0
SCHWAB CHARLES CORP(SCHW)1,2501,2500000.01%0
MOODYS CORP(MCO)60600000.00%0
ALTABA INC172,500172,5000000.03%0
RESIDEO TECHNOLOGIES INC(REZI)3333330000.00%0
CAZOO GROUP A110000
EMBECTA CORP1,247914-333000.00%-0
MASIMO CORP2,5502,5500000.03%-0
CME GROUP INC(CME)4,3634,3630110.07%-0
CORTEVA INC(CTVA)30,52130,5210220.14%-0
GENERAL ELECTRIC CO(GE)7,7017,7010110.11%-0
DOW INC(DOW)29,15529,1550220.13%-0
OTIS WORLDWIDE CORP(OTIS)48,10048,1000550.40%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)9,1488,732-416110.06%-0
STRYKER CORPORATION(SYK)10,60010,6000440.31%-0
TITAN INTL INC ILL37,08537,0850000.02%-0
AUTOMATIC DATA PROCESSING IN20,20020,2000550.42%-0
VERIZON COMMUNICATIONS INC(VZ)332,483332,483014141.19%-0
AUTODESK INC18,54518,5450550.40%-0
TRAVELERS COMPANIES INC(TRV)9,7409,7400220.17%-0
CISCO SYS INC(CSCO)110,655110,6550650.46%-0
KENVUE INC(KVUE)92,90092,9000220.15%-0
EMERSON ELEC CO(EMR)104,500104,500012121.00%-0
YUM BRANDS INC(YUM)54,10054,1000770.62%-0
FASTENAL(FAST)24,60324,6030220.13%-0
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.26%-0
3M CO(MMM)100,100100,100011100.89%-0
YUM CHINA HLDGS INC(YUMC)149,492179,492+30,000660.48%-0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000660.50%-0
BALL CORP62,33262,3320440.32%-0
TARGET CORP(TGT)16,50016,5000320.21%-0
BECTON DICKINSON & CO(BDX)45,16545,715+55011110.93%-0
RALPH LAUREN CORP(RL)38,50038,5000770.58%-0
STARBUCKS CORP(SBUX)44,95046,450+1,500440.31%-0
COMCAST CORP(CCZ)121,000121,0000550.41%-1
KRAFT HEINZ CO(KHC)110,342110,3420440.31%-1
MCDONALDS CORP(MCD)21,00021,0000650.46%-1
PEPSICO INC(PEP)64,30064,300011110.92%-1
INVESCO LTD(IVZ)404,237404,2370760.52%-1
WATERS CORP(WAT)13,18013,1800540.33%-1
MASTERCARD INC(MA)24,35024,700+35012110.94%-1
BRISTOL MYERS SQUIBB CO(BMY)69,30369,3030430.25%-1
JOHNSON & JOHNSON(JNJ)89,41389,413014131.13%-1
MERCK & CO INC(MRK)136,371136,371018171.46%-1
PAYPAL HLDGS INC(PYPL)150,850150,85001090.76%-1
MONDELEZ INTL INC(MDLZ)316,230316,230022211.79%-1
SIGNET JEWELERS LIMITED
SHS
141,270141,270014131.10%-1
LAUDER ESTEE COS INC(EL)31,10031,1000530.29%-1
NIKE INC(NKE)079,750+79,750060.52%+6
HOME DEPOT INC(HD)38,75038,750015131.16%-2
WALGREENS BOOTS ALLIANCE INC175,326175,3260420.18%-2
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