Shelter Ins Retirement Plan Portfolio Holdings by Sector
Shelter Ins Retirement Plan
- $78.2 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA IEMG 3 stocks |
$70,878
90.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2,981
3.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
OTIS 1 stocks |
$1,481
1.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$1,171
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$1,035
1.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$682
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|