Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$899.7K
Total Bought
$9.0K
Total Sold
$21.6K
Net Transaction
-$12.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)255,300287,350+32,05031384.18%+7
KENVUE INC(KVUE)092,900+92,900020.21%+2
FERGUSON PLC540,754525,754-15,00085879.67%+2
FLUOR CORP NEW(FLR)190,000190,0000670.77%+1
FACEBOOK INC(META)90,45590,455026273.02%+1
ACTIVISION BLIZZARD INC116,000116,000010111.21%+1
BOOKING HOLDINGS INC(BKNG)2,6252,6250780.90%+1
SIGNET JEWELERS LIMITED
SHS
0141,270+141,2700101.13%+10
ADOBE INC(ADBE)40,65740,657020212.30%+1
JACKSON FINANCIAL CL.A(JXN)90,93290,9320330.39%+1
EMERSON ELEC CO(EMR)104,500104,50009101.12%+1
SABRE CORP473,000473,0000220.24%+1
CARRIER GLOBAL CORPORATION(CARR)96,20096,2000550.59%+1
AUTOMATIC DATA PROCESSING IN20,20020,2000450.54%0
INTL PAPER CO(IP)115,010115,0100440.45%0
TJX COS INC NEW(TJX)91,26891,2680880.90%0
COMCAST CORP(CCZ)121,000121,0000550.60%0
UNITEDHEALTH GROUP INC(UNH)13,10013,1000670.73%0
DUPONT DE NEMOURS INC(DD)86,01986,0190660.71%0
CISCO SYS INC(CSCO)110,655110,6550660.66%0
MARSH & MCLENNAN COS INC(MRSH)86,42686,426016161.83%0
LILLY ELI & CO(LLY)2,5002,5000110.15%0
INTEL CORP(INTC)81,00081,0000330.32%0
NVIDIA CORP(NVDA)11,00011,0000550.53%0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000220.26%0
WATERS CORP(WAT)13,18013,1800440.40%0
WALMART INC(WMT)33,75033,7500550.60%0
CME GROUP INC(CME)4,3634,3630110.09%0
TITAN INTL INC ILL37,08537,0850000.06%0
MASTERCARD INC(MA)24,35024,350010101.07%0
SCHWAB CHARLES CORP(SCHW)01,250+1,250000.01%0
AUTODESK INC18,54518,5450440.43%0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)88,50085,500-3,000660.64%0
KEURIG DR PEPPER INC(KDP)29,64729,6470110.10%0
GENERAL ELECTRIC CO(GE)11,93011,9300110.15%0
MERCADOLIBRE INC(MELI)35350000.00%0
ALTABA INC172,500172,5000000.03%0
CAZOO GROUP A1611610000
RESIDEO TECHNOLOGIES INC(REZI)3333330000.00%-0
MOODYS CORP(MCO)60600000.00%-0
UNITED RENTALS INC(URI)35,21835,218016161.74%-0
JPMORGAN CHASE & CO(JPM)150,207150,207022222.42%-0
DOW INC(DOW)29,15529,1550220.17%-0
YUM CHINA HLDGS INC(YUMC)119,492119,4920770.74%-0
TRAVELERS COMPANIES INC(TRV)9,7409,7400220.18%-0
MASIMO CORP1,3001,3000000.01%-0
FASTENAL(FAST)24,60324,6030110.15%-0
AT&T INC(T)120,000120,0000220.20%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)9,1489,1480110.07%-0
ORGANON(OGN)7,0001,300-5,700000.00%-0
FOX CORP(FOX)44,33344,3330210.15%-0
EMBECTA CORP7,0531,247-5,806000.00%-0
WELLS FARGO CO NEW(WFC)86,50086,5000440.39%-0
CORTEVA INC(CTVA)30,52130,5210220.17%-0
TEXAS INSTRS INC(TXN)9,0559,0550210.16%-0
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.29%-0
KRAFT HEINZ CO(KHC)108,342108,3420440.41%-0
BECTON DICKINSON & CO(BDX)39,26539,265010101.13%-0
STARBUCKS CORP(SBUX)31,75031,7500330.32%-0
CATERPILLAR INC DEL(CAT)114,079101,848-12,23128283.09%-0
VISA 'A'(V)36,55036,5500980.93%-0
RALPH LAUREN CORP(RL)38,50038,5000540.50%-0
WASTE MGMT INC DEL(WM)15,09115,0910320.26%-0
STRYKER CORPORATION(SYK)10,60010,6000330.32%-0
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)30,10030,1000220.23%-0
TARGET CORP(TGT)16,50016,5000220.20%-0
WARNER BROS DISCOVERY INC(WBD)29,0300-29,03000-0
ROYAL CARIBBEAN CRUISES LTD
COM
34,75034,7500430.36%-0
PFIZER INC(PFE)115,500115,5000440.43%-0
OTIS WORLDWIDE CORP(OTIS)48,10048,1000440.43%-0
KIMBERLY CLARK CORP(KMB)26,30026,3000430.35%-0
NETFLIX INC(NFLX)1,800900-900100.04%-0
BALL CORP62,33262,3320430.34%-1
COCA COLA CO(KO)125,000125,0000870.78%-1
BANK AMER CORP407,250407,250012111.24%-1
PROCTER AND GAMBLE CO(PG)110,443110,443017161.79%-1
3M CO(MMM)100,100100,10001091.04%-1
YUM BRANDS INC(YUM)54,10054,1000770.75%-1
MCDONALDS CORP(MCD)21,00021,0000660.61%-1
COLGATE PALMOLIVE CO(CL)141,842141,842011101.12%-1
LOCKHEED MARTIN CORP(LMT)17,00017,0000870.77%-1
INVESCO LTD(IVZ)404,237404,2370760.65%-1
ALCOA CORP(AA)0201,571+201,571060.65%+6
FEDEX CORP(FDX)4,0000-4,00010-1
PEPSICO INC(PEP)64,30064,300012111.21%-1
HONEYWELL INTL INC(HON)44,54544,5450980.91%-1
LAUDER ESTEE COS INC(EL)20,10020,1000430.32%-1
HOME DEPOT INC(HD)36,25033,750-2,50011101.13%-1
WALGREENS BOOTS ALLIANCE INC175,326175,3260540.43%-1
MONDELEZ INTL INC(MDLZ)316,230316,230023222.44%-1
NIKE INC(NKE)79,75079,7500980.85%-1
BOEING CO(BA)62,25062,250013121.33%-1
PAYPAL HLDGS INC(PYPL)150,850150,85001090.98%-1
BRISTOL MYERS SQUIBB CO(BMY)82,44369,303-13,140540.45%-1
CITIGROUP INC(C)307,384307,384014131.41%-2
VERIZON COMMUNICATIONS INC(VZ)332,483332,483012111.20%-2
DISNEY WALT CO(DIS)0200,798+200,7980161.81%+16
MERCK & CO INC(MRK)136,371136,371016141.56%-2
ORACLE CORP(ORCL)150,569150,569018161.77%-2
AMERICAN EXPRESS CO(AXP)71,80069,800-2,00012101.16%-2
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