Shelter Mutual Insurance CO Portfolio Holdings by Sector
Shelter Mutual Insurance CO
- $399 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS USIG IEFA LQD MBB IVV AGG BND 21 stocks |
$112,595
28.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$28,997
7.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$24,963
6.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV PFE GILD BMY 4 stocks |
$22,638
5.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$19,685
4.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$19,509
4.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL XOM 2 stocks |
$16,084
4.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$13,381
3.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$12,182
3.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
ITW OTIS 2 stocks |
$12,107
3.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$12,051
3.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$11,815
2.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL 1 stocks |
$11,563
2.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$10,173
2.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$9,590
2.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$9,571
2.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$8,391
2.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM 1 stocks |
$7,847
1.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$7,649
1.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$7,113
1.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$5,849
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$5,067
1.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$4,595
1.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$2,243
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$1,890
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$1,457
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|