CSU Producer Resources, Inc.

data from 30/09/2025

Capitalization

$ 33.859 M 5.73 %

Average holding period

29 ans

Performance

$ 25.296 M 127.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CSU Producer Resources, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AVGO BROADCOM ORD 18.51% 6.268 M $ 19000 2019/06/30 1.031 M $ 19.68 %
2025/09/30 VLO VALERO ENERGY ORD 12.60% 4.267 M $ 25059 2016/12/31 898.114 K $ 26.66 %
2025/09/30 RTX RTX ORD 7.41% 2.510 M $ 15000 2020/06/30 319.650 K $ 14.59 %
2025/09/30 HD HOME DEPOT ORD 5.98% 2.026 M $ 5000 2019/03/31 192.750 K $ 10.51 %
2025/09/30 PM PHILIP MORRIS INTERNATIONAL ORD 5.75% 1.946 M $ 12000 2014/03/31 -239.160 K $ -10.94 %
2025/09/30 NSC NORFOLK SOUTHERN ORD 4.79% 1.622 M $ 5400 2013/06/30 239.976 K $ 17.36 %
2025/09/30 ACN ACCENTURE CL A ORD 4.73% 1.603 M $ 6500 2014/09/30 -339.884 K $ -17.49 %
2025/09/30 ADI ANALOG DEVICES ORD 4.64% 1.572 M $ 6400 2022/03/31 49.151 K $ 3.23 %
2025/09/30 APD AIR PRODUCTS AND CHEMICALS ORD 4.48% 1.516 M $ 5560 2018/12/31 -51.930 K $ -3.31 %
2025/09/30 QCOM QUALCOMM ORD 4.30% 1.456 M $ 8750 2015/03/31 62.125 K $ 4.46 %
2025/09/30 CMCSA COMCAST CL A ORD 4.12% 1.393 M $ 44350 2020/06/30 -189.374 K $ -11.96 %
2025/09/30 MDLZ MONDELEZ INTERNATIONAL CL A ORD 3.55% 1.203 M $ 19250 2020/06/30 -95.672 K $ -7.37 %
2025/09/30 CB CHUBB ORD 3.51% 1.189 M $ 4213 2016/03/31 -31.471 K $ -2.58 %
2025/09/30 UNH UNITEDHEALTH GRP ORD 3.37% 1.139 M $ 3300 2014/06/30 109.988 K $ 10.68 %
2025/09/30 AMT AMERICAN TOWER REIT 2.73% 923.136 K $ 4800 2018/03/31 -137.760 K $ -12.99 %
2025/09/30 RF REGIONS FINANCIAL ORD 2.61% 884.292 K $ 33534 2024/03/31 95.571 K $ 12.12 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES CL A ORD 1.79% 604.859 K $ 12334 2016/06/30 -108.785 K $ -15.24 %
2025/09/30 ADC AGREE REALTY REIT ORD 1.68% 568.320 K $ 8000 2022/12/31 -16.159 K $ -2.76 %
2025/09/30 PNW PINNACLE WEST ORD 1.48% 502.275 K $ 5602 2020/09/30 1.064 K $ 0.21 %
2025/09/30 WAL WESTERN ALLIANCE ORD 1.15% 389.373 K $ 4490 2024/03/31 39.242 K $ 11.21 %
2025/09/30 T AT&T ORD 0.60% 203.328 K $ 7200 2017/09/30 -5.040 K $ -2.42 %
2025/09/30 TJX TJX ORD 0.21% 72.270 K $ 500 2019/03/31 10.524 K $ 17.05 %