Shelter Ins Retirement Plan
CIK: 0001455290SEC EDGAR →
Portfolio Value
$92K
Holdings
8
As of
Q4 2025
New Positions
8
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 80,061 | $54K | 58.70% |
| 2 | ISHARES TR | 224,262 | $20K | 21.74% |
| 3 | ISHARES INC | 148,902 | $10K | 10.87% |
| 4 | BOOKING HOLDINGS INC | 600 | $3K | 3.26% |
| 5 | HASBRO INC | 12,200 | $1K | 1.09% |
| 6 | MARKEL GROUP INC | 600 | $1K | 1.09% |
| 7 | OTIS WORLDWIDE CORP | 16,000 | $1K | 1.09% |
| 8 | CONSTELLATION BRANDS INC | 5,300 | $0 | 0.00% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 3 | $65K | 72.2% |
| Unknown | 1 | $20K | 22.2% |
| Consumer Cyclical | 2 | $4K | 4.4% |
| Industrials | 1 | $1K | 1.1% |
| Consumer Defensive | 1 | $0 | 0.0% |