Shelter Mutual Insurance Co
CIK: 0001455288SEC EDGAR →
Portfolio Value
$448K
Holdings
58
As of
Q4 2025
New Positions
58
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 34 | $25K | 5.58% |
| 2 | VANGUARD STAR FDS | 314,823 | $23K | 5.13% |
| 3 | ISHARES TR | 31,896 | $21K | 4.69% |
| 4 | ORACLE CORP | 82,710 | $16K | 3.57% |
| 5 | VANGUARD INDEX FDS | 43,850 | $14K | 3.13% |
| 6 | ISHARES TR | 160,575 | $14K | 3.13% |
| 7 | VISA INC | 40,610 | $14K | 3.13% |
| 8 | ISHARES TR | 273,990 | $14K | 3.13% |
| 9 | ABBVIE INC | 56,925 | $13K | 2.90% |
| 10 | WALMART INC | 121,766 | $13K | 2.90% |
Quarterly Changes
New Positions (58)
$25K · 34 shares
$23K · 315K shares
$21K · 32K shares
$16K · 83K shares
$14K · 161K shares
$14K · 44K shares
$14K · 41K shares
$14K · 274K shares
$13K · 57K shares
$13K · 122K shares
$12K · 46K shares
$12K · 28K shares
$11K · 38K shares
$11K · 26K shares
$11K · 21K shares
$10K · 110K shares
$10K · 29K shares
$10K · 95K shares
$9K · 41K shares
$9K · 29K shares
$9K · 20K shares
$8K · 60K shares
$8K · 36K shares
$8K · 40K shares
$8K · 51K shares
$8K · 114K shares
$8K · 36K shares
$7K · 65K shares
$7K · 51K shares
$6K · 83K shares
$5K · 199K shares
$5K · 97K shares
$5K · 77K shares
$5K · 77K shares
$5K · 1K shares
$5K · 58K shares
$5K · 95K shares
$4K · 51K shares
$4K · 48K shares
$3K · 146K shares
$3K · 138K shares
$3K · 84K shares
$3K · 32K shares
$2K · 1K shares
$2K · 31K shares
$2K · 38K shares
$2K · 54K shares
$1K · 3K shares
$1K · 24K shares
$1K · 10K shares
$0 · 4K shares
$0 · 4K shares
$0 · 12K shares
$0 · 10K shares
$0 · 10K shares
$0 · 11K shares
$0 · 11K shares
$0 · 33K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $173K | 41.7% |
| Unknown | 5 | $47K | 11.3% |
| Industrials | 6 | $46K | 11.1% |
| Technology | 3 | $35K | 8.4% |
| Healthcare | 5 | $33K | 8.0% |
| Consumer Defensive | 4 | $29K | 7.0% |
| Basic Materials | 2 | $16K | 3.9% |
| Consumer Cyclical | 3 | $15K | 3.6% |
| Energy | 2 | $15K | 3.6% |
| Utilities | 1 | $6K | 1.4% |