Shelter Mutual Insurance Co
CIK 1455288 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $472.8M
- 持仓
- 58
- 截至
- 2026年6月30日
按 13F 价值排名第 3912（共 9443） · 前 41.4%
投资组合价值同比（季度）：+5.1% 13F不披露现金
- 前十大持仓权重
- 40.05%
- 前二十五大持仓权重
- 73.82%
- 持仓高于 1%
- 38
- 有效持仓数量
- 35.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.53% 估计买入 $12022191 · 卖出 $7076238
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 98.3% 仍持有
- 新仓位
- 0
- 增加
- 2
- 减少
- 2
- 已结清
- 1
本页内容
行业细分
Industrials
12.6%
Healthcare
8.2%
Financial Services
7.9%
Technology
6.3%
Retail
6.1%
Materials
4.6%
Energy
3.7%
Financials
2.5%
Consumer products
1.9%
Consumer Staples
1.8%
Utilities
1.5%
Consumer Discretionary
1.5%
其他/未映射
41.5%
完整投资组合 58 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $31651087 | 6.69% | 42264 | $10425681 | 上涨 ×3 | ||
| VXUS Vanguard Total International Stock ETF | $26914218 | 5.69% | 314823 | $2638216 | |||
| BRKA | $25460900 | 5.38% | 34 | $1044140 | |||
| CAT Caterpillar, Inc. Common Stock | $17826426 | 3.77% | 16740 | $3140050 | 下跌 ×1 | ||
| VTI | $16226254 | 3.43% | 43850 | $2158735 | |||
| IEFA | $15508334 | 3.28% | 160575 | $971479 | |||
| ABBV AbbVie Inc. Common Stock | $14324607 | 3.03% | 56925 | $1943988 | |||
| V Visa Inc. | $13932885 | 2.95% | 40610 | $1658919 | |||
| WMT Walmart Inc. - Common Stock | $13791217 | 2.92% | 121766 | $-1341862 | |||
| LIN Linde plc - Ordinary Shares | $13720774 | 2.90% | 26440 | $612880 | |||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $13709748 | 2.90% | 27600 | $1385244 | |||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $13536587 | 2.86% | 263974 | $13199 | |||
| DE Deere & Company Common Stock | $12886414 | 2.73% | 20315 | $1442974 | |||
| ORCL Oracle Corporation Common Stock | $12121151 | 2.56% | 82710 | $-46317 | |||
| IBM International Business Machines Corporation Common Stock | $10824054 | 2.29% | 38491 | $1494220 | |||
| MBB iShares MBS ETF | $10700798 | 2.26% | 113212 | $-48681 | |||
| LQD | $10383028 | 2.20% | 95196 | $7616 | |||
| CME CME Group Inc. - Class A Common Stock | $10140514 | 2.14% | 45920 | $-3421958 | |||
| AXP American Express Company Common Stock | $9719614 | 2.06% | 28735 | $1027851 | |||
| ITW Illinois Tool Works Inc. Common Stock | $9693645 | 2.05% | 35840 | $364851 | |||
| UNP Union Pacific Corporation Common Stock | $9662256 | 2.04% | 35523 | $1043666 | |||
| JPM JP Morgan Chase & Co. Common Stock | $9492570 | 2.01% | 29000 | $961930 | |||
| LOW Lowe's Companies, Inc. Common Stock | $9066549 | 1.92% | 41120 | $-649285 | |||
| XOM Exxon Mobil Corporation Common Stock | $8908675 | 1.88% | 65160 | $-2146371 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $8820175 | 1.87% | 113750 | $-1758575 | |||
| PG Procter & Gamble Company (The) Common Stock | $8753675 | 1.85% | 59695 | $131329 | |||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $7887791 | 1.67% | 94680 | $1000768 | |||
| NEE NextEra Energy, Inc. Common Stock | $7242780 | 1.53% | 82520 | $-421678 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $7127341 | 1.51% | 39700 | $-405734 | |||
| PEP PepsiCo, Inc. - Common Stock | $6908108 | 1.46% | 51020 | $-1014788 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $6612710 | 1.40% | 35785 | $33984 | 下跌 ×1 | ||
| IEMG | $6388124 | 1.35% | 77114 | $1009422 | |||
| TGT Target Corporation Common Stock | $6215730 | 1.31% | 47590 | $447822 | |||
| AGG | $5707187 | 1.21% | 57660 | $-16721 | |||
| BND Vanguard Total Bond Market ETF | $5621958 | 1.19% | 76583 | $-17614 | |||
| BAB | $5330129 | 1.13% | 198589 | $-23830 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $5167152 | 1.09% | 97200 | $-3888 | |||
| BKNG Booking Holdings Inc. - Common Stock | $4901600 | 1.04% | 27500 | $270248 | 上涨 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $4663095 | 0.99% | 48818 | $436433 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $4056777 | 0.86% | 32110 | $-418394 | |||
| BN Brookfield Corporation Class A Limited Voting Shares | $3585908 | 0.76% | 84196 | $178496 | |||
| PFE Pfizer, Inc. Common Stock | $3511346 | 0.74% | 145820 | $-583280 | |||
| GOVT | $3119311 | 0.66% | 136932 | $-17801 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $3099956 | 0.66% | 53800 | $-163014 | |||
| BLV | $2619340 | 0.55% | 38000 | $5700 | |||
| MKL Markel Group Inc. Common Stock | $2343612 | 0.50% | 1200 | $46728 | |||
| OTIS Otis Worldwide Corporation Common Stock | $2233920 | 0.47% | 31200 | $-170976 | |||
| HAS Hasbro, Inc. - Common Stock | $1957383 | 0.41% | 23700 | $-260937 | |||
| BRKB | $1738355 | 0.37% | 3474 | $73614 | |||
| STZ Constellation Brands, Inc. Common Stock | $1432627 | 0.30% | 10300 | $-112373 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $929551 | 0.20% | 11762 | $-2823 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $902290 | 0.19% | 10917 | $-1092 | |||
| SPAB | $839279 | 0.18% | 32900 | $-4277 | |||
| BIV | $836030 | 0.18% | 10900 | $-5232 | |||
| TLH | $588854 | 0.12% | 5868 | $-2171 | |||
| VLUE | $530948 | 0.11% | 2657 | $156298 | |||
| BBAG | $477880 | 0.10% | 10400 | $-2184 | |||
| QLTA | $475300 | 0.10% | 10000 | $-800 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $31651087 | 6.69% | 上涨 ×3 |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IWR | 2026年3月31日 | 3980 | $383155 | 不再跟踪 |