Shelter Ins Retirement Plan Portfolio Holdings by Sector
Shelter Ins Retirement Plan
- $84.4 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA IEMG 3 stocks |
$76,417
90.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$3,473
4.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
OTIS 1 stocks |
$1,584
1.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$1,198
1.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$900
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$862
1.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|