Fund HoldingsWesleyan Assurance Society

Total Portfolio Value
$1.73M
Total Bought
$82.5K
Total Sold
$32.6K
Net Transaction
+$49.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)542,285542,785+5001321709.80%+38
CATERPILLAR INC DEL(CAT)100,379100,379048573.32%+10
SAMSUNG ELECTRONICS CO LTD15,72715,727023321.87%+9
APPLE INC(AAPL)343,650344,050+40087945.40%+6
CITIGROUP INC(C)305,034305,034031362.05%+5
FREEPORT MCMORAN ORD(FCX)380,000380,000015191.11%+4
BRUKER CORP(BRKR)0285,000+285,0000130.77%+13
ALCOA CORP(AA)201,571201,57107110.62%+4
MICRON TECHNOLOGY ORD(MU)77,80058,800-19,00013170.97%+4
BROADCOM INC(AVGO)09,570+9,570030.19%+3
LILLY ELI & CO(LLY)10,50010,50008110.65%+3
MERCK & CO INC(MRK)136,371138,371+2,00011150.84%+3
QNITY ELECTRONICS INC(Q)037,728+37,728030.18%+3
AMAZON COM ORD(AMZN)234,230235,680+1,45051543.14%+3
AMERICAN EXPRESS CO(AXP)62,34561,545-80021231.31%+2
GRAINGER W W INC(GWW)036,733+36,7330372.14%+37
BANK AMER CORP502,550505,050+2,50026281.60%+2
JOHNSON & JOHNSON(JNJ)75,79975,799014160.91%+2
RALPH LAUREN CORP(RL)38,50038,500012140.79%+2
RAYTHEON CO(RTX)114,878112,878-2,00019211.19%+1
WALMART INC(WMT)146,250148,650+2,40015170.95%+1
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)85,50085,5000670.41%+1
JPMORGAN CHASE & CO(JPM)145,304145,604+30046472.71%+1
CISCO SYS INC(CSCO)110,655110,6550890.49%+1
NETFLIX INC(NFLX)3,87059,100+55,230560.32%+1
WATERS CORP(WAT)11,00011,0000340.24%+1
INVESCO LTD(IVZ)258,136258,1360670.39%+1
COCA COLA CO(KO)208,500209,500+1,00014150.85%+1
YUM CHINA HLDGS INC(YUMC)168,530168,5300780.46%+1
VISA 'A'(V)66,39566,795+40023231.35%+1
WELLS FARGO CO NEW(WFC)81,50081,5000780.44%+1
TJX COS INC NEW(TJX)81,26881,268012120.72%+1
NVIDIA CORP(NVDA)455,230459,030+3,80085864.94%+1
THERMO FISHER SCIENTIFIC ORD(TMO)7,0957,0950340.24%+1
BRISTOL MYERS SQUIBB CO(BMY)59,49259,4920330.19%+1
SOLSTICE ADVANCED MATLS INC(SOLS)010,636+10,636010.03%+1
INTEL CORP(INTC)142,600142,6000550.30%0
FOX CORP(FOX)44,33344,3330330.19%0
3M CO(MMM)85,70985,709013140.79%0
BECTON DICKINSON & CO(BDX)61,16561,165011120.68%0
LAUDER ESTEE COS INC(EL)23,60023,6000220.14%0
AGILENT TECHNOLOGIES INC(A)44,70044,7000660.35%0
HERSHEY CO(HSY)01,870+1,870000.02%0
JACKSON FINANCIAL CL.A(JXN)61,70061,7000670.38%0
INTERNATIONAL FLAVORS & FRAGRANCE(IFF)41,60541,6050330.16%0
MASTERCARD INC(MA)36,25036,470+22021211.20%0
PEPSICO INC(PEP)64,00064,0000990.53%0
EMERSON ELEC CO(EMR)111,000111,000015150.85%0
BALL CORP62,33262,3320330.19%0
TARGET CORP(TGT)16,50016,5000120.09%0
SOLVENTUM ORD(SOLV)21,42721,4270220.10%0
TRAVELERS COMPANIES INC(TRV)9,7409,7400330.16%0
BOOKING HOLDINGS INC(BKNG)05,361+5,3610291.66%+29
BOEING CO(BA)66,50066,500014140.83%0
KENVUE INC(KVUE)58,96558,9650110.06%0
AMCOR PLC(AMCR)205,788205,7880220.10%0
GENERAL ELECTRIC CO(GE)6,4516,4510220.11%0
GE HEALTHCARE TECHNOLOGIES(GEHC)3,5593,5590000.02%0
DISNEY WALT CO(DIS)0221,339+221,3390251.45%+25
DOW INC(DOW)27,27327,2730110.04%0
ALTABA INC172,500172,5000000.00%0
CAZOO GROUP A110000
EMBECTA CORP914794-120000.00%-0
MERCADOLIBRE INC(MELI)35350000.00%-0
CORTEVA INC(CTVA)23,00023,0000220.09%-0
STARBUCKS CORP(SBUX)45,75045,7500440.22%-0
WASTE MGMT INC DEL(WM)15,09115,0910330.19%-0
YUM BRANDS INC(YUM)42,42042,4200660.37%-0
MASIMO CORP2,5502,5500000.02%-0
TEXAS INSTRS INC(TXN)9,0559,0550220.09%-0
PFIZER INC(PFE)175,500175,5000440.25%-0
SABRE CORP250,000250,0000000.02%-0
SCHWAB CHARLES CORP(SCHW)1,2500-1,25000-0
ELECTRONIC ARTS ORD(EA)40,90039,800-1,100880.47%-0
COLGATE PALMOLIVE CO(CL)0141,842+141,8420110.65%+11
KRAFT HEINZ CO(KHC)74,62174,6210220.10%-0
ADOBE INC(ADBE)052,082+52,0820181.05%+18
OTIS WORLDWIDE CORP(OTIS)38,10038,1000330.19%-0
COMCAST CORP(CCZ)121,000121,0000440.21%-0
STRYKER CORPORATION(SYK)10,60010,6000440.21%-0
DOMINOS PIZZA ORD(DPZ)17,35017,3500770.42%-0
LOCKHEED MARTIN CORP(LMT)17,00017,0000880.47%-0
CHECK POINT SOFTWARE TECH LT
ORD
17,50017,5000430.19%-0
AUTODESK INC17,88017,8800650.31%-0
AT&T INC(T)120,000120,0000330.17%-0
FLUOR CORP NEW(FLR)0175,000+175,000070.40%+7
FASTENAL(FAST)49,20649,2060220.11%-0
XYLEM ORD(XYL)40,44040,4400660.32%-0
NIKE INC(NKE)79,75079,7500650.29%-0
GE VERNOVA ORD(GEV)2,6131,613-1,000210.06%-1
KIMBERLY CLARK CORP(KMB)26,30026,3000330.15%-1
CARRIER GLOBAL CORPORATION(CARR)92,20092,2000650.28%-1
AUTOMATIC DATA PROCESSING IN17,60017,6000550.26%-1
HONEYWELL INTL INC(HON)44,54544,5450990.50%-1
INTL PAPER CO(IP)120,820120,8200650.27%-1
UNITEDHEALTH GROUP INC(UNH)61,29561,395+10021201.17%-1
MARSH & MCLENNAN COS INC(MRSH)81,92681,926017150.88%-1
PROCTER AND GAMBLE CO(PG)127,883127,883020181.06%-1
ROYAL CARIBBEAN CRUISES LTD
COM
31,25031,25001090.50%-1
FERGUSON ENTERPRISES ORD(FERG)500,753495,819-4,9341121116.39%-1
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