Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.54M
Total Bought
$91.3K
Total Sold
$59.6K
Net Transaction
+$31.6K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0264,271+264,27101318.51%+131
FERGUSON ENTERPRISES ORD(FERG)0501,320+501,32001097.07%+109
NVIDIA CORP(NVDA)455,980455,230-75050724.66%+22
ALPHABET INC(GOOG)514,130543,730+29,60079966.21%+16
FACEBOOK INC(META)100,635100,470-16558744.80%+16
AMAZON COM ORD(AMZN)183,290232,430+49,14035513.30%+16
ORACLE CORP(ORCL)0135,769+135,7690301.92%+30
JPMORGAN CHASE & CO(JPM)146,579146,579036422.75%+7
BOOKING HOLDINGS INC(BKNG)5,3265,324-225311.99%+6
LILLY ELI & CO(LLY)2,50010,500+8,000280.53%+6
CATERPILLAR INC DEL(CAT)0100,379+100,3790392.52%+39
DISNEY WALT CO(DIS)217,862217,442-42021271.75%+5
FREEPORT MCMORAN ORD(FCX)305,000380,000+75,00012161.07%+5
UNITED RENTALS INC(URI)35,21835,218022271.72%+4
BRUKER CORP(BRKR)175,000285,000+110,0007120.76%+4
CITIGROUP INC(C)305,034305,034022261.68%+4
ROYAL CARIBBEAN CRUISES LTD
COM
31,25031,25006100.63%+3
AMERICAN EXPRESS CO(AXP)62,34562,345017201.29%+3
SIGNET JEWELERS LIMITED
SHS
0141,270+141,2700110.73%+11
MICRON TECHNOLOGY ORD(MU)78,10078,10007100.62%+3
BANK AMER CORP502,550502,550021241.54%+3
FLUOR CORP NEW(FLR)0175,000+175,000090.58%+9
EMERSON ELEC CO(EMR)111,000111,000012150.96%+3
BOEING CO(BA)066,500+66,5000140.90%+14
AGILENT TECHNOLOGIES INC(A)23,50044,700+21,200350.34%+3
AMRIZE LTD(AMRZ)048,768+48,768020.15%+2
RALPH LAUREN CORP(RL)38,50038,50008110.68%+2
GRAINGER W W INC(GWW)36,73336,733036382.47%+2
AMCOR LTD ORD NPV(AMCR)0205,788+205,788020.12%+2
PAYPAL HLDGS INC(PYPL)0149,850+149,8500110.72%+11
RAYTHEON CO(RTX)114,878114,878015171.09%+2
WALMART INC(WMT)146,250146,250013140.93%+1
NETFLIX INC(NFLX)1,0001,240+240120.11%+1
HONEYWELL INTL INC(HON)44,54544,54509100.67%+1
CARRIER GLOBAL CORPORATION(CARR)92,20092,2000670.44%+1
AUTODESK INC17,88017,8800560.36%+1
CISCO SYS INC(CSCO)110,655110,6550780.50%+1
WELLS FARGO CO NEW(WFC)86,50086,5000670.45%+1
ELECTRONIC ARTS ORD(EA)41,50041,5000670.43%+1
NIKE INC(NKE)79,75079,7500560.37%+1
GE VERNOVA ORD(GEV)2,6132,6130110.09%+1
MASTERCARD INC(MA)36,27036,190-8020201.32%0
3M CO(MMM)85,70985,709013130.84%0
XYLEM ORD(XYL)40,44040,4400550.34%0
GENERAL ELECTRIC CO(GE)6,4516,4510120.11%0
CORTEVA INC(CTVA)30,52130,5210220.15%0
LAUDER ESTEE COS INC(EL)23,60023,6000220.12%0
LOCKHEED MARTIN CORP(LMT)17,00017,0000880.51%0
TEXAS INSTRS INC(TXN)9,0559,0550220.12%0
BALL CORP62,33262,3320330.23%0
STRYKER CORPORATION(SYK)10,60010,6000440.27%0
VISA 'A'(V)66,58566,290-29523241.52%0
ADOBE INC(ADBE)052,082+52,0820201.30%+20
FASTENAL(FAST)24,60349,206+24,603220.13%0
TJX COS INC NEW(TJX)81,26881,268010100.65%0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000770.43%0
SABRE CORP250,000250,0000110.05%0
AT&T INC(T)120,000120,0000330.22%0
AUTOMATIC DATA PROCESSING IN17,60017,6000550.35%0
WALGREENS BOOTS ALLIANCE INC123,326123,3260110.09%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400330.17%0
MERCADOLIBRE INC(MELI)35350000.01%0
SCHWAB CHARLES CORP(SCHW)1,2501,2500000.01%0
HOME DEPOT INC(HD)38,60038,600014140.92%0
MASIMO CORP2,5502,5500000.03%0
CAZOO GROUP A110000
KEURIG DR PEPPER INC(KDP)1,5001,5000000.00%-0
EMBECTA CORP9149140000.00%-0
SOLVENTUM ORD(SOLV)21,42721,4270220.11%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)3,5593,5590000.02%-0
FOX CORP(FOX)44,33344,3330320.16%-0
ALTABA INC172,500172,5000000.01%-0
WASTE MGMT INC DEL(WM)15,09115,0910330.22%-0
INTEL CORP(INTC)144,000144,0000330.21%-0
TARGET CORP(TGT)16,50016,5000220.11%-0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000440.25%-0
MONDELEZ INTL INC(MDLZ)316,230316,230021211.38%-0
DOMINOS PIZZA ORD(DPZ)17,35017,3500880.50%-0
COMCAST CORP(CCZ)121,000121,0000440.28%-0
OTIS WORLDWIDE CORP(OTIS)38,10038,1000440.24%-0
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)41,60541,6050330.20%-0
KENVUE INC(KVUE)58,96558,9650110.08%-0
PFIZER INC(PFE)175,500175,5000440.28%-0
ALCOA CORP(AA)201,571201,5710660.39%-0
WATERS CORP(WAT)11,00011,0000440.25%-0
DOW INC(DOW)27,27327,2730110.05%-0
COCA COLA CO(KO)208,310207,660-65015150.95%-0
STARBUCKS CORP(SBUX)45,75045,7500440.27%-0
KRAFT HEINZ CO(KHC)74,62174,6210220.12%-0
KIMBERLY CLARK CORP(KMB)26,30026,3000430.22%-0
COLGATE PALMOLIVE CO(CL)142,967142,687-28013130.84%-0
YUM BRANDS INC(YUM)47,92047,9200870.46%-0
DUPONT DE NEMOURS INC(DD)84,47784,4770660.38%-1
THERMO FISHER SCIENTIFIC ORD(TMO)7,0957,0950430.19%-1
VERIZON COMMUNICATIONS INC(VZ)322,564322,564015140.90%-1
INTL PAPER CO(IP)120,820120,8200660.36%-1
BRISTOL MYERS SQUIBB CO(BMY)59,49259,4920430.18%-1
JOHNSON & JOHNSON(JNJ)75,79975,799013120.75%-1
PEPSICO INC(PEP)64,00064,00001080.55%-1
CME GROUP INC(CME)4,3630-4,36310-1
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