Shelter Ins Retirement Plan Portfolio Holdings by Sector
Shelter Ins Retirement Plan
- $75 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA IEMG 3 stocks |
$68,071
90.75% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$2,376
3.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
OTIS 1 stocks |
$1,540
2.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$1,363
1.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$945
1.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$713
0.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|