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Portfolio (Quarterly) Guide ↗

Wesleyan Assurance Society

· CIK 0001773368
13F Portfolio $2M AUM 109 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 4 Added 8 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC 21,992.0 $5K 0.25% NEW $0.22
2 HONEYWELL AEROSPACE INC 21,992.0 $5K 0.25% NEW $0.22
3 DUPONT DE NEMOURS INC 28,158.0 $4K 0.19% NEW $0.14
4 NEM NEWMONT CORP Basic Materials 4,670.0 $436.0 0.02% NEW $0.09 +128785.6%
5 TTWO TAKE-TWO INTERATIVE SOFTWARE Communication Services 1,300.0 $325.0 0.02% NEW $0.25 +96544.0%
6 TSLA TESLA INC Consumer Cyclical 570.0 $240.0 0.01% NEW $0.42 +80483.8%

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 24.0%
Industrials 22.6%
Communication Services 15.8%
Financial Services 12.3%
Consumer Cyclical 10.0%
Healthcare 7.0%
Consumer Defensive 5.7%
Basic Materials 2.4%
Utilities 0.1%