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Home > Institutional Investor > Wesleyan Assurance Society > Profile

Instuitional Investor - Wesleyan Assurance Society

Fund Profile
Filing Period:
Fund Name: Wesleyan Assurance Society
Portfolio Value $1,978,076
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 531,615 $189,818 9.6%
2.
Ferguson Enterprises Ord
 497,309 $117,892 5.96%
3.
Caterpillar Inc
 CAT 99,679 $106,104 5.36%
4.
Apple Inc.
 AAPL 348,050 $100,618 5.09%
5.
Nvidia Corp
 NVDA 499,590 $99,798 5.05%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.