Shelter Mutual Insurance CO Portfolio Holdings by Sector
Shelter Mutual Insurance CO
- $387 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VXUS USIG IEFA LQD MBB IVV AGG BND 21 stocks |
$109,653
28.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$24,725
6.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$24,671
6.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$21,400
5.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV PFE BMY GILD 4 stocks |
$20,108
5.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$19,772
5.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL XOM 2 stocks |
$14,142
3.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL 1 stocks |
$13,782
3.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$12,708
3.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW OTIS 2 stocks |
$11,976
3.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$11,114
2.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$10,934
2.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$10,664
2.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$10,148
2.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$10,007
2.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
IBM 1 stocks |
$8,461
2.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$8,100
2.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM 1 stocks |
$7,847
2.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$7,758
2.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$6,951
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$5,915
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$5,465
1.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$4,623
1.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$2,276
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$2,071
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$1,325
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|