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Portfolio (Quarterly) Guide ↗

CSU Producer Resources, Inc.

· CIK 0001534469
13F Portfolio $35M AUM 23 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 All
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WAL WESTERN ALLIANCE ORD Financial Services 4,490.0 $318K 0.91% $70.85 +7.2%
22 T AT&T ORD Communication Services 7,200.0 $209K 0.60% $28.99 -14.9%
23 TJX TJX ORD Consumer Cyclical 500.0 $80K 0.23% $159.70 -7.7%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Energy 17.7%
Industrials 12.7%
Consumer Defensive 8.9%
Basic Materials 7.5%
Financial Services 6.1%
Consumer Cyclical 4.9%
Communication Services 4.2%
Real Estate 4.1%
Healthcare 2.6%