Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.26M
Total Bought
$135.1K
Total Sold
$117.3K
Net Transaction
+$17.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FERGUSON ENTERPRISES ORD(FERG)0509,604+509,60401018.02%+101
NVIDIA CORP(NVDA)126,800221,700+94,90016272.13%+11
BOOKING HOLDINGS INC(BKNG)2,6254,325+1,70010181.44%+8
DOMINOS PIZZA ORD(DPZ)016,925+16,925070.58%+7
APPLE INC(AAPL)288,700288,700061675.33%+7
FACEBOOK INC(META)89,55589,305-25045514.05%+6
UNITED RENTALS INC(URI)035,218+35,2180282.26%+28
CATERPILLAR INC DEL(CAT)0100,379+100,3790393.11%+39
GRAINGER W W INC(GWW)036,733+36,7330383.02%+38
ORACLE CORP(ORCL)148,569146,569-2,00021251.98%+4
3M CO(MMM)100,100100,100010141.08%+3
PAYPAL HLDGS INC(PYPL)150,850150,85009120.93%+3
UNITEDHEALTH GROUP INC(UNH)39,82539,825020231.84%+3
AMERICAN EXPRESS CO(AXP)65,90065,900015181.42%+3
MONDELEZ INTL INC(MDLZ)316,230316,230021231.85%+3
YUM CHINA HLDGS INC(YUMC)179,492180,010+518680.64%+3
RAYTHEON CO(RTX)114,878114,878012141.10%+2
HOME DEPOT INC(HD)38,75038,750013161.24%+2
LOCKHEED MARTIN CORP(LMT)17,00017,00008100.79%+2
WALMART INC(WMT)149,250149,250010120.96%+2
SIGNET JEWELERS LIMITED
SHS
141,270141,270013151.15%+2
CARRIER GLOBAL CORPORATION(CARR)96,20096,2000680.61%+2
JOHNSON & JOHNSON(JNJ)89,41389,413013141.15%+1
JACKSON FINANCIAL CL.A(JXN)90,93289,432-1,500780.65%+1
MASTERCARD INC(MA)24,70024,700011120.97%+1
AMAZON COM ORD(AMZN)6,20013,300+7,100120.20%+1
JPMORGAN CHASE & CO(JPM)145,257145,257029312.43%+1
VERIZON COMMUNICATIONS INC(VZ)332,483332,483014151.18%+1
COCA COLA CO(KO)128,800130,800+2,000890.74%+1
MARSH & MCLENNAN COS INC(MRSH)86,42686,426018191.53%+1
INVESCO LTD(IVZ)404,237404,2370670.56%+1
MCDONALDS CORP(MCD)21,00021,0000560.51%+1
NIKE INC(NKE)79,75079,7500670.56%+1
COLGATE PALMOLIVE CO(CL)143,342143,342014151.18%+1
WATERS CORP(WAT)13,18013,1800450.38%+1
PROCTER AND GAMBLE CO(PG)110,443110,443018191.52%+1
STARBUCKS CORP(SBUX)46,45046,4500450.36%+1
FLUOR CORP NEW(FLR)190,000190,0000890.72%+1
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000670.52%+1
AUTOMATIC DATA PROCESSING IN20,20020,2000560.44%+1
DUPONT DE NEMOURS INC(DD)86,01986,0190780.61%+1
RALPH LAUREN CORP(RL)38,50038,5000770.59%+1
BRISTOL MYERS SQUIBB CO(BMY)69,30369,3030340.28%+1
INTL PAPER CO(IP)115,010115,0100560.45%+1
CISCO SYS INC(CSCO)110,655110,6550560.47%+1
TJX COS INC NEW(TJX)86,46886,468010100.80%+1
VISA 'A'(V)49,95049,950013141.09%+1
ROYAL CARIBBEAN CRUISES LTD
COM
33,75033,7500560.47%+1
AUTODESK INC18,54518,5450550.40%+1
BALL CORP62,33262,3320440.34%0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000330.27%0
SABRE CORP473,000473,0000120.14%0
BECTON DICKINSON & CO(BDX)45,71546,265+55011110.88%0
KENVUE INC(KVUE)92,90092,9000220.17%0
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.28%0
SOLVENTUM ORD(SOLV)25,02524,775-250120.14%0
YUM BRANDS INC(YUM)54,10054,1000780.60%0
OTIS WORLDWIDE CORP(OTIS)48,10048,1000550.40%0
FOX CORP(FOX)44,33344,3330220.15%0
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)46,60045,627-973450.38%0
AT&T INC(T)120,000120,0000230.21%0
GE VERNOVA ORD(GEV)1,9252,613+688010.05%0
PEPSICO INC(PEP)64,30064,300011110.87%0
KRAFT HEINZ CO(KHC)110,342110,3420440.31%0
COMCAST CORP(CCZ)121,000121,0000550.40%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400220.18%0
GENERAL ELECTRIC CO(GE)7,7017,7010110.12%0
STRYKER CORPORATION(SYK)10,60010,6000440.30%0
CME GROUP INC(CME)4,3634,3630110.08%0
PFIZER INC(PFE)230,500230,5000670.53%0
FASTENAL(FAST)24,60324,6030220.14%0
CORTEVA INC(CTVA)30,52130,5210220.14%0
GE HEALTHCARE TECHNOLOGIES(GEHC)8,7328,7320110.06%0
TARGET CORP(TGT)16,50016,5000230.20%0
KEURIG DR PEPPER INC(KDP)29,64729,6470110.09%0
TEXAS INSTRS INC(TXN)9,0559,0550220.15%0
KIMBERLY CLARK CORP(KMB)26,30026,3000440.30%0
BANK AMER CORP407,250409,850+2,60016161.29%0
DOW INC(DOW)29,15529,1550220.13%0
TITAN INTL INC ILL37,08537,0850000.02%0
MASIMO CORP2,5502,5500000.03%0
THERMO FISHER SCIENTIFIC ORD(TMO)2952950000.01%0
MERCADOLIBRE INC(MELI)35350000.01%0
MOODYS CORP(MCO)60600000.00%0
EMBECTA CORP9149140000.00%0
ALTABA INC172,500172,5000000.02%0
CAZOO GROUP A110000
RESIDEO TECHNOLOGIES INC(REZI)3330-33300-0
SCHWAB CHARLES CORP(SCHW)1,2501,2500000.01%-0
ORGANON(OGN)1,3000-1,30000-0
LILLY ELI & CO(LLY)2,5002,5000220.18%-0
WASTE MGMT INC DEL(WM)15,09115,0910330.25%-0
EMERSON ELEC CO(EMR)104,500104,500012110.91%-0
CITIGROUP INC(C)306,284307,884+1,60019191.53%-0
LAUDER ESTEE COS INC(EL)31,10031,1000330.25%-0
ALCOA CORP(AA)201,571201,5710880.62%-0
WELLS FARGO CO NEW(WFC)86,50086,5000550.39%-0
HONEYWELL INTL INC(HON)44,54544,54501090.73%-0
WALGREENS BOOTS ALLIANCE INC175,326175,3260220.12%-1
DISNEY WALT CO(DIS)0200,798+200,7980191.53%+19
Page 1 of 1