§ 13F · FUND PROFILE
Cincinnati Specialty Underwriters Insurance CO.
AUM · $449M (13F)Positions · 45Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE ORD | 253K | $73M | 16.3% | ±0% |
| 2 | AVGO | BROADCOM ORD | 174K | $66M | 14.6% | −4% |
| 3 | ENB | ENBRIDGE ORD | 444K | $24M | 5.4% | ±0% |
| 4 | MSFT | MICROSOFT ORD | 60K | $22M | 5.0% | ±0% |
| 5 | CSCO | CISCO SYSTEMS ORD | 130K | $15M | 3.4% | ±0% |
| 6 | ADI | ANALOG DEVICES ORD | 37K | $15M | 3.3% | ±0% |
| 7 | OC | OWENS CORNIING ORD | 84K | $13M | 3.0% | ±0% |
| 8 | — | LAM RESEARCH ORD | 28K | $12M | 2.7% | ±0% |
| 9 | VLO | VALERO ENERGY ORD | 44K | $11M | 2.6% | ±0% |
| 10 | ABBV | ABBVIE ORD | 45K | $11M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CINCINNATI SIGNAL
AC read
Cincinnati Specialty Underwriters Insurance CO is a Income / Defensive fund managing $449 million in assets. The fund runs a portfolio of 45 positions.
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