Wesleyan Assurance Society — 13F holdings

Wesleyan Assurance Society reported 109 holdings worth $1.98B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. GOOGL ALPHABET INC — $190M (9.6%)
2. FERG FERGUSON ENTERPRISES INC — $118M (6.0%)
3. CAT CATERPILLAR INC — $106M (5.4%)
4. AAPL APPLE INC — $101M (5.1%)
5. NVDA NVIDIA CORPORATION — $99.8M (5.0%)
6. MSFT MICROSOFT CORP — $99.5M (5.0%)
7. SSNHZ SAMSUNG ELECTRONICS CO LTD — $87.1M (4.4%)
8. MU MICRON TECHNOLOGY INC — $67.0M (3.4%)
9. AMZN AMAZON COM INC — $63.7M (3.2%)
10. META META PLATFORMS INC — $57.5M (2.9%)