SHELTER INS PROFIT SHARING Information

1817 W BROADWAY, COLUMBIA, Missouri, 65218, (800) 743-5837

Report Date: 03/31/2013

Position Statistics:

Total Positions 50
New Positions 1
Increased Positions 1
Decreased Positions 1
Positions with Activity 2
Sold Out Positions 1
Total Mkt Value
(in $ millions)
235

Sector Weighting

Basic Materials 2.78%
Capital Goods 6.22%
Conglomerates
Consumer Cyclical 2.3%
Consumer/Non-Cyclical 14.47%
Energy 11.76%
Financial 23.7%
Healthcare 10.09%
Services 10.7%
Technology 12.56%
Transportation 3.48%
Utilities 1.93%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

50 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 11,200 11,200 New 67,000
INTERNATIONAL BUSINESS MACHS COM 8,972 New 43,000
UNION PAC CORP COM 8,192 New 51,700
AMERICAN EXPRESS CO COM 8,104 New 107,900
SCHLUMBERGER LTD COM 7,685 New 99,700
BERKSHIRE HATHAWAY INC DEL CL A 7,444 New 44
CATERPILLAR INC DEL COM 7,361 New 83,555
PROCTER & GAMBLE CO COM 7,226 New 91,700
PEPSICO INC COM 6,974 New 84,400
EXXON MOBIL CORP COM 6,756 New 72,800
LOWES COS INC COM 6,622 New 156,000
ROYAL DUTCH SHELL PLC SPONS ADR A 6,469 New 94,600
WAL-MART STORES INC COM 6,191 New 80,000
SMUCKER J M CO COM NEW 5,973 New 58,500
INTEL CORP COM 5,724 New 237,000
ORACLE CORP COM 5,651 New 161,000
VISA INC COM CL A 5,501 New 30,300
ILLINOIS TOOL WKS INC COM 5,408 New 76,000
GENERAL ELECTRIC CO COM 5,354 New 226,300
HSBC HLDGS PLC SPON ADR NEW 5,346 New 91,900