Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.31M
Total Bought
$90.3K
Total Sold
$49.8K
Net Transaction
+$40.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ALPHABET INC(GOOG)0433,945+433,9450826.28%+82
AMAZON COM ORD(AMZN)13,30077,400+64,1002171.30%+14
NVIDIA CORP(NVDA)221,700272,400+50,70027372.80%+10
MICRON TECHNOLOGY ORD(MU)073,900+73,900060.48%+6
ELECTRONIC ARTS ORD(EA)032,500+32,500050.36%+5
VISA 'A'(V)49,95057,630+7,68014181.39%+5
JPMORGAN CHASE & CO(JPM)145,257144,744-51331352.66%+4
MASTERCARD INC(MA)24,70030,880+6,18012161.25%+4
THERMO FISHER SCIENTIFIC ORD(TMO)2957,095+6,800040.28%+4
APPLE INC(AAPL)288,700282,600-6,10067715.41%+3
BOOKING HOLDINGS INC(BKNG)4,3254,360+3518221.66%+3
FACEBOOK INC(META)89,30592,750+3,44551544.15%+3
BECTON DICKINSON & CO(BDX)46,26562,265+16,00011141.08%+3
FREEPORT MCMORAN ORD(FCX)075,000+75,000030.22%+3
UNITEDHEALTH GROUP INC(UNH)39,82551,375+11,55023261.99%+3
DISNEY WALT CO(DIS)200,798193,862-6,93619221.65%+2
CITIGROUP INC(C)307,884305,034-2,85019211.64%+2
BOEING CO(BA)080,250+80,2500141.09%+14
ROYAL CARIBBEAN CRUISES LTD
COM
33,75033,7500680.60%+2
EMERSON ELEC CO(EMR)104,500104,500011130.99%+2
RALPH LAUREN CORP(RL)38,50038,5000790.68%+1
PROCTER AND GAMBLE CO(PG)110,443122,243+11,80019201.57%+1
BANK AMER CORP409,850398,475-11,37516181.34%+1
WELLS FARGO CO NEW(WFC)86,50086,5000560.47%+1
WALMART INC(WMT)149,250146,250-3,00012131.01%+1
HONEYWELL INTL INC(HON)44,54544,54509100.77%+1
CISCO SYS INC(CSCO)110,655110,6550670.50%+1
AMERICAN EXPRESS CO(AXP)65,90062,345-3,55518191.42%+1
PAYPAL HLDGS INC(PYPL)150,850144,850-6,00012120.95%+1
GRAINGER W W INC(GWW)36,73336,733038392.96%+1
INTL PAPER CO(IP)115,010115,0100660.47%+1
AUTODESK INC18,54518,5450550.42%0
XYLEM ORD(XYL)03,125+3,125000.03%0
AUTOMATIC DATA PROCESSING IN20,20020,2000660.45%0
FLUOR CORP NEW(FLR)190,000190,0000990.72%0
FOX CORP(FOX)44,33344,3330220.16%0
GE VERNOVA ORD(GEV)2,6132,6130110.07%0
WATERS CORP(WAT)13,18013,1800550.37%0
AT&T INC(T)120,000120,0000330.21%0
MASIMO CORP2,5502,5500000.03%0
WALGREENS BOOTS ALLIANCE INC175,326175,3260220.13%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400220.18%0
YUM CHINA HLDGS INC(YUMC)180,010168,530-11,480880.62%0
FASTENAL(FAST)24,60324,6030220.14%0
SCHWAB CHARLES CORP(SCHW)1,2501,2500000.01%0
EMBECTA CORP9149140000.00%0
MOODYS CORP(MCO)60600000.00%0
CAZOO GROUP A110000
STRYKER CORPORATION(SYK)10,60010,6000440.29%-0
MERCADOLIBRE INC(MELI)35350000.00%-0
CME GROUP INC(CME)4,3634,3630110.08%-0
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000770.50%-0
TITAN INTL INC ILL37,08537,0850000.02%-0
CORTEVA INC(CTVA)30,52130,5210220.13%-0
WASTE MGMT INC DEL(WM)15,09115,0910330.23%-0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000330.25%-0
GE HEALTHCARE TECHNOLOGIES(GEHC)8,7328,7320110.05%-0
SOLVENTUM ORD(SOLV)24,77523,927-848220.12%-0
ALCOA CORP(AA)201,571201,5710880.58%-0
KEURIG DR PEPPER INC(KDP)29,64729,6470110.07%-0
GENERAL ELECTRIC CO(GE)7,7017,7010110.10%-0
TEXAS INSTRS INC(TXN)9,0559,0550220.13%-0
DOMINOS PIZZA ORD(DPZ)16,92516,9250770.54%-0
ALTABA INC172,500172,5000000.01%-0
BRISTOL MYERS SQUIBB CO(BMY)69,30359,492-9,811430.26%-0
LILLY ELI & CO(LLY)2,5002,5000220.15%-0
KIMBERLY CLARK CORP(KMB)26,30026,3000430.26%-0
MCDONALDS CORP(MCD)21,00021,0000660.47%-0
AGILENT TECHNOLOGIES INC(A)23,50023,5000330.24%-0
SABRE CORP473,000385,000-88,000210.11%-0
TJX COS INC NEW(TJX)86,46881,268-5,20010100.75%-0
TARGET CORP(TGT)16,50016,5000320.17%-0
JACKSON FINANCIAL CL.A(JXN)89,43289,4320880.60%-0
KENVUE INC(KVUE)92,90082,652-10,248220.14%-0
DOW INC(DOW)29,15529,1550210.09%-0
STARBUCKS CORP(SBUX)46,45044,950-1,500540.31%-0
KRAFT HEINZ CO(KHC)110,342110,3420430.26%-0
INTEL CORP(INTC)0148,200+148,200030.23%+3
COMCAST CORP(CCZ)121,000121,0000550.35%-1
INVESCO LTD(IVZ)404,237372,873-31,364770.50%-1
HOME DEPOT INC(HD)38,75038,750016151.15%-1
PFIZER INC(PFE)230,500228,000-2,500760.46%-1
RAYTHEON CO(RTX)114,878114,878014131.02%-1
OTIS WORLDWIDE CORP(OTIS)48,10046,100-2,000540.33%-1
BALL CORP62,33262,3320430.26%-1
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)45,62745,376-251540.29%-1
NIKE INC(NKE)79,75079,7500760.46%-1
3M CO(MMM)100,10097,557-2,54314130.96%-1
DUPONT DE NEMOURS INC(DD)86,01986,0190870.50%-1
MICROSOFT CORP(MSFT)0250,996+250,99601068.09%+106
YUM BRANDS INC(YUM)54,10047,920-6,180860.49%-1
PEPSICO INC(PEP)64,30064,300011100.75%-1
LAUDER ESTEE COS INC(EL)31,10023,600-7,500320.14%-1
COCA COLA CO(KO)130,800128,480-2,320980.61%-1
CARRIER GLOBAL CORPORATION(CARR)96,20092,200-4,000860.48%-1
LOCKHEED MARTIN CORP(LMT)17,00017,00001080.63%-2
COLGATE PALMOLIVE CO(CL)143,342143,342015131.00%-2
MARSH & MCLENNAN COS INC(MRSH)86,42681,926-4,50019171.33%-2
MERCK & CO INC(MRK)0136,371+136,3710141.04%+14
VERIZON COMMUNICATIONS INC(VZ)332,483322,564-9,91915130.99%-2
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