Shelter Mutual Insurance Co
59 holdingsFiling period: 2026-03-31Current AUM: $476.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 34 | $24.4M | $24.4M | 5.12% | -- | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 314.8K | $24.3M | $26.6M | 5.59% | -- | 2026-03-31 |
| 3 | IVV | ISHARES TR | 32.5K | $21.2M | $24.4M | 5.11% | +598 | 2026-03-31 |
| 4 | WMT | WALMART INC | 121.8K | $15.1M | $13.5M | 2.84% | -- | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC | 20.7K | $14.7M | $16.9M | 3.54% | -- | 2026-03-31 |
| 6 | IEFA | ISHARES TR | 160.6K | $14.5M | $15.8M | 3.31% | -- | 2026-03-31 |
| 7 | VTI | VANGUARD INDEX FDS | 43.9K | $14.1M | $16.1M | 3.39% | -- | 2026-03-31 |
| 8 | CME | CME GROUP INC | 45.9K | $13.6M | $12.3M | 2.58% | -- | 2026-03-31 |
| 9 | USIG | ISHARES TR | 264.0K | $13.5M | $13.3M | 2.79% | -10,016 | 2026-03-31 |
| 10 | — | LINDE PLC | 26.4K | $13.1M | $13.1M | 2.75% | -- | 2026-03-31 |
| 11 | ABBV | ABBVIE INC | 56.9K | $12.4M | $14.3M | 3.00% | -- | 2026-03-31 |
| 12 | VRTX | VERTEX PHARMACEUTICALS INC | 27.6K | $12.3M | $13.2M | 2.76% | -- | 2026-03-31 |
| 13 | V | VISA INC | 40.6K | $12.3M | $14.9M | 3.12% | -- | 2026-03-31 |
| 14 | ORCL | ORACLE CORP | 82.7K | $12.2M | $10.7M | 2.25% | -- | 2026-03-31 |
| 15 | DE | DEERE & CO | 20.3K | $11.4M | $12.0M | 2.53% | -- | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 65.2K | $11.1M | $10.1M | 2.12% | -- | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 65.2K | $11.1M | $10.1M | 2.12% | -- | 2026-03-31 |
| 18 | MBB | ISHARES TR | 113.2K | $10.7M | $10.5M | 2.21% | +3.6K | 2026-03-31 |
| 19 | SHEL | SHELL PLC | 113.8K | $10.6M | $10.5M | 2.19% | -- | 2026-03-31 |
| 20 | LQD | ISHARES TR | 95.2K | $10.4M | $10.1M | 2.12% | -- | 2026-03-31 |
| 21 | LOW | LOWES COS INC | 41.1K | $9.7M | $8.5M | 1.79% | -- | 2026-03-31 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | 38.5K | $9.3M | $8.6M | 1.81% | -- | 2026-03-31 |
| 23 | ITW | ILLINOIS TOOL WKS INC | 35.8K | $9.3M | $10.3M | 2.16% | -- | 2026-03-31 |
| 24 | AXP | AMERICAN EXPRESS CO | 28.7K | $8.7M | $9.7M | 2.03% | -- | 2026-03-31 |
| 25 | PG | PROCTER AND GAMBLE CO | 59.7K | $8.6M | $8.6M | 1.81% | -- | 2026-03-31 |
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