§ 13F · FUND PROFILE
Shelter Mutual Insurance Co.
AUM · $473M (13F)Positions · 58Turnover · n/a · Q2Filed · Aug 11, 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 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 42K | $32M | 6.7% | +30% |
| 2 | VXUS | VANGUARD STAR FDS | 315K | $27M | 5.7% | ±0% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 34 | $25M | 5.4% | ±0% |
| 4 | CAT | CATERPILLAR INC | 17K | $18M | 3.8% | −19% |
| 5 | VTI | VANGUARD INDEX FDS | 44K | $16M | 3.4% | ±0% |
| 6 | IEFA | ISHARES TR | 161K | $16M | 3.3% | ±0% |
| 7 | ABBV | ABBVIE INC | 57K | $14M | 3.0% | ±0% |
| 8 | V | VISA INC | 41K | $14M | 2.9% | ±0% |
| 9 | WMT | WALMART INC | 122K | $14M | 2.9% | ±0% |
| 10 | LIN | LINDE PLC | 26K | $14M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHELTER SIGNAL
AC read
Shelter Mutual Insurance Co is a Income / Defensive fund managing $473 million in assets. The fund runs a portfolio of 58 positions.
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