Shelter Mutual Insurance Co
59 holdingsFiling period: 2026-06-30Current AUM: $493.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 42.3K | $31.7M | $32.8M | 6.64% | +9.8K | 2026-06-30 |
| 2 | VXUS | Vanguard Star Fds | 314.8K | $26.9M | $26.4M | 5.34% | -- | 2026-06-30 |
| 3 | BRK-A | Berkshire Hathaway Inc Del | 34 | $25.5M | $25.5M | 5.16% | -- | 2026-06-30 |
| 4 | CAT | Caterpillar Inc | 16.7K | $17.8M | $11.9M | 2.42% | -3,990 | 2026-06-30 |
| 5 | VTI | Vanguard Index Fds | 43.9K | $16.2M | $16.6M | 3.37% | -- | 2026-06-30 |
| 6 | IEFA | iShares TR | 160.6K | $15.5M | $15.5M | 3.14% | -- | 2026-06-30 |
| 7 | ABBV | Abbvie Inc | 56.9K | $14.3M | $16.3M | 3.30% | -- | 2026-06-30 |
| 8 | V | Visa Inc | 40.6K | $13.9M | $16.3M | 3.30% | -- | 2026-06-30 |
| 9 | WMT | Walmart Inc | 121.8K | $13.8M | $14.5M | 2.93% | -- | 2026-06-30 |
| 10 | — | Linde PLC | 26.4K | $13.7M | $13.7M | 2.78% | -- | 2026-06-30 |
| 11 | VRTX | Vertex Pharmaceuticals Inc | 27.6K | $13.7M | $14.6M | 2.96% | -- | 2026-06-30 |
| 12 | USIG | iShares TR | 264.0K | $13.5M | $13.0M | 2.64% | -- | 2026-06-30 |
| 13 | DE | Deere & Co | 20.3K | $12.9M | $13.0M | 2.64% | -- | 2026-06-30 |
| 14 | ORCL | Oracle Corp | 82.7K | $12.1M | $12.0M | 2.42% | -- | 2026-06-30 |
| 15 | IBM | International Business Machs | 38.5K | $10.8M | $9.7M | 1.97% | -- | 2026-06-30 |
| 16 | MBB | iShares TR | 113.2K | $10.7M | $10.3M | 2.10% | -- | 2026-06-30 |
| 17 | LQD | iShares TR | 95.2K | $10.4M | $9.9M | 2.01% | -- | 2026-06-30 |
| 18 | CME | Cme Group Inc | 45.9K | $10.1M | $13.5M | 2.74% | -- | 2026-06-30 |
| 19 | AXP | American Express Co | 28.7K | $9.7M | $9.1M | 1.85% | -- | 2026-06-30 |
| 20 | ITW | Illinois Tool Wks Inc | 35.8K | $9.7M | $9.9M | 2.00% | -- | 2026-06-30 |
| 21 | UNP | Union Pac Corp | 35.5K | $9.7M | $10.6M | 2.14% | -- | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 29.0K | $9.5M | $9.8M | 1.99% | -- | 2026-06-30 |
| 23 | LOW | Lowes Cos Inc | 41.1K | $9.1M | $8.2M | 1.65% | -- | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 65.2K | $8.9M | $11.9M | 2.40% | -- | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 65.2K | $8.9M | $11.9M | 2.40% | -- | 2026-06-30 |
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