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Institutional Investor
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Top Percentile
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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
21
1
0
0
1
0
11
2
0
SHELTER INS RETIREMENT PLAN

Time Period2019-03-31

Total Holdings44

Total Value ($x1000)193,931
Activities
New1

Increased0

Unchanged39

Decreased4

Sold Out2

Top 10 Stock Holdingstotal 39.51%
4.63

V4.41

ORCL4.25

UNP4.23

WMT4.11

 
BRK.A3.88

PG3.73

INTC3.63

PEP3.34

LOW3.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VANGUARD...
4.63%
COM
V
4.41%
COM CL A
ORCL
4.25%
COM
UNP
4.23%
COM
WMT
4.11%
COM
BRK.A
3.88%
CL A
PG
3.73%
COM
INTC
3.63%
COM
PEP
3.34%
COM
LOW
3.3%
COM
CME
3.05%
COM
IBM
2.74%
COM
VANGUARD...
2.71%
COM
ABBV
2.6%
COM
ABT
2.58%
COM
AXP
2.58%
COM
CAT
2.56%
COM
XOM
2.51%
COM
PM
2.45%
COM
IEMG
2.41%
CORE MSCI EMKT
MDT
2.39%
SHS
DE
2.37%
COM
ITW
2.05%
COM
RDS/B
2.02%
SPON ADR B
VRSK
1.98%
CL A
BHP
1.96%
SPONSORED ADR
MMM
1.94%
COM
PFE
1.75%
COM
SJM
1.63%
COM NEW
OAK
1.56%
UNIT 99/99/9999
SLB
1.55%
COM
LIN
1.53%
COM
ENB
1.38%
COM
APA
1.24%
COM
TGT
1.24%
COM
NEE
1.23%
COM
GILD
1.19%
COM
DISCK
1.03%
COM SER C
GE
0.92%
COM
ECL
0.88%
COM
BBT
0.82%
COM
CLB
0.77%
COM
CI
0.53%
COM
ATVI
0.31%
COM
BEN
0.83%
COM
TEVA
0.27%
ADR