Shelter Ins Retirement Plan Portfolio Holdings by Sector
Shelter Ins Retirement Plan
- $77.2 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA IEMG 3 stocks |
$69,938
90.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2,764
3.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
OTIS 1 stocks |
$1,651
2.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$1,121
1.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$972
1.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$750
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|