Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.01M
Total Bought
$11.4K
Total Sold
$14.1K
Net Transaction
-$2.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0234,050+234,0500888.71%+88
FERGUSON PLC525,754525,75408710110.01%+14
APPLE INC(AAPL)0259,200+259,2000504.94%+50
GRAINGER W W INC(GWW)036,733+36,7330303.02%+30
SIGNET JEWELERS LIMITED
SHS
141,270141,270010151.50%+5
FACEBOOK INC(META)90,45590,455027323.17%+5
UNITED RENTALS INC(URI)35,21835,218016202.00%+5
BOEING CO(BA)62,25062,250012161.61%+4
JPMORGAN CHASE & CO(JPM)150,207150,207022262.53%+4
ADOBE INC(ADBE)40,65740,657021242.40%+4
HOME DEPOT INC(HD)33,75038,750+5,00010131.33%+3
CITIGROUP INC(C)307,384307,384013161.57%+3
AMERICAN EXPRESS CO(AXP)69,80069,800010131.29%+3
BANK AMER CORP407,250407,250011141.36%+3
ALPHABET INC(GOOG)287,350287,350038403.97%+3
WALMART INC(WMT)33,75049,750+16,000580.78%+2
CATERPILLAR INC DEL(CAT)101,848101,079-76928302.96%+2
DISNEY WALT CO(DIS)200,798200,798016181.79%+2
VERIZON COMMUNICATIONS INC(VZ)332,483332,483011131.24%+2
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)30,10046,600+16,500240.37%+2
LAUDER ESTEE COS INC(EL)20,10031,100+11,000350.45%+2
3M CO(MMM)100,100100,10009111.08%+2
STARBUCKS CORP(SBUX)31,75044,950+13,200340.43%+1
RAYTHEON CO(RTX)0114,878+114,8780100.96%+10
INVESCO LTD(IVZ)404,237404,2370670.71%+1
COLGATE PALMOLIVE CO(CL)141,842141,842010111.12%+1
BOOKING HOLDINGS INC(BKNG)2,6252,6250890.92%+1
INTEL CORP(INTC)81,00081,0000340.40%+1
JACKSON FINANCIAL CL.A(JXN)90,93290,9320350.46%+1
ROYAL CARIBBEAN CRUISES LTD
COM
34,75033,750-1,000340.43%+1
HONEYWELL INTL INC(HON)44,54544,5450890.92%+1
VISA 'A'(V)36,55036,55008100.94%+1
RALPH LAUREN CORP(RL)38,50038,5000460.55%+1
NIKE INC(NKE)79,75079,7500890.86%+1
ALCOA CORP(AA)201,571201,5710670.68%+1
MONDELEZ INTL INC(MDLZ)316,230316,230022232.27%+1
MERCK & CO INC(MRK)136,371136,371014151.47%+1
LOCKHEED MARTIN CORP(LMT)17,00017,0000780.76%+1
MASTERCARD INC(MA)24,35024,350010101.03%+1
WELLS FARGO CO NEW(WFC)86,50086,5000440.42%+1
WATERS CORP(WAT)13,18013,1800440.43%+1
MCDONALDS CORP(MCD)21,00021,0000660.62%+1
WALGREENS BOOTS ALLIANCE INC175,326175,3260450.45%+1
AUTODESK INC18,54518,5450450.45%+1
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000660.64%+1
NVIDIA CORP(NVDA)11,00011,0000550.54%+1
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.32%+1
TARGET CORP(TGT)16,50016,5000220.23%+1
BALL CORP62,33262,3320340.35%0
FLUOR CORP NEW(FLR)190,000190,0000770.74%0
TJX COS INC NEW(TJX)91,26891,2680890.85%0
PAYPAL HLDGS INC(PYPL)150,850150,8500990.92%0
OTIS WORLDWIDE CORP(OTIS)48,10048,1000440.43%0
WASTE MGMT INC DEL(WM)15,09115,0910230.27%0
COCA COLA CO(KO)125,000125,0000770.73%0
KRAFT HEINZ CO(KHC)108,342108,3420440.40%0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000230.26%0
YUM BRANDS INC(YUM)54,10054,1000770.70%0
UNITEDHEALTH GROUP INC(UNH)13,10013,1000770.68%0
STRYKER CORPORATION(SYK)10,60010,6000330.31%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400220.18%0
FASTENAL(FAST)24,60324,6030120.16%0
CARRIER GLOBAL CORPORATION(CARR)96,20096,2000560.55%0
AT&T INC(T)120,000120,0000220.20%0
GENERAL ELECTRIC CO(GE)11,93011,9300120.15%0
DUPONT DE NEMOURS INC(DD)86,01986,0190670.66%0
KENVUE INC(KVUE)92,90092,9000220.20%0
LILLY ELI & CO(LLY)2,5002,5000110.14%0
THERMO FISHER SCIENTIFIC ORD(TMO)0200+200000.01%0
TEXAS INSTRS INC(TXN)9,0559,0550120.15%0
NETFLIX INC(NFLX)9009000000.04%0
DOW INC(DOW)29,15529,1550220.16%0
JOHNSON & JOHNSON(JNJ)089,413+89,4130141.39%+14
GE HEALTHCARE TECHNOLOGIES(GEHC)9,1489,1480110.07%0
INTL PAPER CO(IP)115,010115,0100440.41%0
PROCTER AND GAMBLE CO(PG)110,443110,443016161.60%0
EMERSON ELEC CO(EMR)104,500104,500010101.01%0
TITAN INTL INC ILL37,08537,0850010.05%0
KEURIG DR PEPPER INC(KDP)29,64729,6470110.10%0
CME GROUP INC(CME)4,3634,3630110.09%0
MASIMO CORP1,3001,3000000.02%0
PEPSICO INC(PEP)64,30064,300011111.08%0
KIMBERLY CLARK CORP(KMB)26,30026,3000330.32%0
SCHWAB CHARLES CORP(SCHW)1,2501,2500000.01%0
MERCADOLIBRE INC(MELI)35350000.01%0
EMBECTA CORP1,2471,2470000.00%0
MOODYS CORP(MCO)60600000.00%0
RESIDEO TECHNOLOGIES INC(REZI)3333330000.00%0
ALTABA INC172,500172,5000000.03%0
CAZOO GROUP A01+1000
CAZOO GROUP A1610-161000
ORGANON(OGN)1,3001,3000000.00%-0
SABRE CORP473,000473,0000220.21%-0
COMCAST CORP(CCZ)121,000121,0000550.53%-0
FOX CORP(FOX)44,33344,3330110.13%-0
MARSH & MCLENNAN COS INC(MRSH)86,42686,426016161.62%-0
ORACLE CORP(ORCL)150,569150,569016161.57%-0
CORTEVA INC(CTVA)30,52130,5210210.14%-0
AUTOMATIC DATA PROCESSING IN20,20020,2000550.47%-0
YUM CHINA HLDGS INC(YUMC)119,492149,492+30,000760.63%-0
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