Shelter Ins Profit Sharing

data from 30/09/2015

Capitalization

$ 202.382 M -13.19 %

Average holding period

11 ans

Performance

$ 99.384 M 66 518.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Shelter Ins Profit Sharing

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/09/30 TGT TARGET CORP 4.65% 9.416 M $ 119700 2012/09/30 -355.508 K $ -3.64 %
2015/09/30 BRK-A BERKSHIRE HATHAWAY 4.24% 8.591 M $ 44 2012/09/30 -422.840 K $ -4.69 %
2015/09/30 IBM INTERNATIONAL BUSINESS MACHINE 4.10% 8.307 M $ 57300 2012/09/30 -1.013 M $ -10.87 %
2015/09/30 PEP PEPSICO INCORPORATED 4.03% 8.157 M $ 86500 2012/09/30 92.159 K $ 1.03 %
2015/09/30 SLB SCHLUMBERGER LTD 3.92% 7.932 M $ 115000 2012/09/30 -1.980 M $ -19.98 %
2015/09/30 PG PROCTER & GAMBLE CO 3.73% 7.554 M $ 105000 2012/09/30 -733.949 K $ -8.05 %
2015/09/30 UNP UNION PACIFIC CORPORATION 3.66% 7.409 M $ 83800 2012/09/30 -647.976 K $ -7.30 %
2015/09/30 LOW LOWE'S CORP 3.62% 7.326 M $ 106300 2012/09/30 235.365 K $ 2.91 %
2015/09/30 XOM EXXON MOBIL CORPORATION 3.44% 6.959 M $ 93600 2012/09/30 -828.360 K $ -10.64 %
2015/09/30 V VISA INC/A 3.40% 6.875 M $ 98700 2012/09/30 283.629 K $ 3.74 %
2015/09/30 GE GENERAL ELECTRIC COMPANY 3.30% 6.688 M $ 265200 2012/09/30 -222.714 K $ -3.16 %
2015/09/30 SJM JM SMUCKER CO 2.99% 6.047 M $ 53000 2012/09/30 332.280 K $ 5.24 %
2015/09/30 RDS-B ROYAL DUTCH SHELL PLC - ADR B 2.97% 6.001 M $ 126400 2014/09/30 -1.248 M $ -17.21 %
2015/09/30 WMT WAL-MART STORES 2.95% 5.965 M $ 92000 2012/09/30 -618.744 K $ -8.59 %
2015/09/30 VRSK VERISK ANALYTICS INC - CLASS A 2.87% 5.809 M $ 78600 2012/09/30 90.389 K $ 1.58 %
2015/09/30 INTC INTEL CORP 2.83% 5.721 M $ 189800 2012/09/30 -53.144 K $ -0.92 %
2015/09/30 CAT CATERPILLAR TRACTOR CO 2.70% 5.461 M $ 83555 2012/09/30 -1.626 M $ -22.94 %
2015/09/30 ORCL ORACLE CORP 2.68% 5.418 M $ 150000 2012/09/30 -733.590 K $ -10.37 %
2015/09/30 MMM 3M COMPANY 2.51% 5.075 M $ 35800 2012/09/30 -449.591 K $ -6.79 %
2015/09/30 AXP AMERICAN EXPRESS COMPANY 2.48% 5.026 M $ 67800 2012/09/30 -290.790 K $ -4.62 %
2015/09/30 ITW ILLINOIS TOOL WORKS 2.38% 4.815 M $ 58500 2012/09/30 -554.580 K $ -10.33 %
2015/09/30 PFE PFIZER INC 2.37% 4.796 M $ 152700 2012/09/30 -321.891 K $ -6.29 %
2015/09/30 ABBV ABBVIE INC 2.35% 4.750 M $ 87300 2013/06/30 -1.116 M $ -19.02 %
2015/09/30 MRK MERCK & CO. 2.19% 4.435 M $ 89800 2012/09/30 -676.653 K $ -13.24 %
2015/09/30 ECL ECOLAB INC 2.04% 4.125 M $ 37600 2012/09/30 -140.029 K $ -2.96 %
2015/09/30 BP BP P.L.C. 1.90% 3.848 M $ 125900 2012/09/30 -1.183 M $ -23.52 %
2015/09/30 PM PHILIP MORRIS INTERNATIONAL 1.89% 3.824 M $ 48200 2012/09/30 -44.940 K $ -1.05 %
2015/09/30 CME CME GROUP INC 1.88% 3.802 M $ 41000 2012/09/30 -13.120 K $ -0.34 %
2015/09/30 EMR EMERSON ELECTRIC CO 1.80% 3.644 M $ 82500 2012/09/30 -928.949 K $ -20.31 %
2015/09/30 BEN FRANKLIN RESOURCES 1.77% 3.588 M $ 96300 2012/09/30 -1.133 M $ -24.00 %
2015/09/30 MDT MEDTRONIC INC 1.76% 3.555 M $ 53100 2015/03/31 -380.195 K $ -9.66 %
2015/09/30 ABT ABBOTT LABS 1.73% 3.511 M $ 87300 2012/09/30 -773.478 K $ -18.05 %
2015/09/30 ESRX EXPRESS SCRIPTS HOLDING CO 1.49% 3.020 M $ 37300 2012/09/30 -297.654 K $ -8.97 %
2015/09/30 ENB ENBRIDGE INC. 1.35% 2.725 M $ 73400 2012/09/30 -709.043 K $ -20.65 %
2015/09/30 BHP BHP BILLITON LTD - SPON ADR 1.29% 2.615 M $ 82700 2012/09/30 -750.924 K $ -22.30 %
2015/09/30 PRAXAIR INC 1.28% 2.587 M $ 25400 2012/09/30 -450.088 K $ -14.82 %
2015/09/30 TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD 1.22% 2.473 M $ 43800 2012/09/30 -115.632 K $ -4.47 %
2015/09/30 ITC HOLDINGS CORP 1.13% 2.280 M $ 68400 2012/09/30 78.659 K $ 3.57 %
2015/09/30 ENSCO PLC-CL A 0.61% 1.228 M $ 87200 2012/09/30 -714.168 K $ -36.77 %
2015/09/30 SPWR SUNPOWER CORP 0.40% 802.000 K $ 40000 2015/09/30 0.000 $ 0.00 %
2015/09/30 SOUHY SOUTH32 - ADR 0.11% 222.000 K $ 33080 2015/06/30 -64.506 K $ -29.06 %
2015/09/30 AVP AVON PRODUCTS 0.00% 0.000 $ 0 2012/09/30 0.000 $ 0.00 %