SHELTER MUTUAL INSURANCE CO Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 44
New Positions 0
Increased Positions 3
Decreased Positions 9
Positions with Activity 12
Sold Out Positions 3
Total Mkt Value (in $ millions) 313

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

Sector Weighting

Basic Materials 3.5%
Capital Goods 6.8%
Conglomerates
Consumer Cyclical 2.59%
Consumer/Non-Cyclical 17.12%
Energy 11%
Financial 16.75%
Healthcare 12.65%
Services 10.64%
Technology 11.82%
Transportation 4.39%
Utilities 2.77%

44 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PEPSICO INC COM 16,843 New 177,930
VISA INC COM CL A 15,288 New 224,040
UNION PAC CORP COM 13,733 -360 (2.56) 142,073
3M CO COM 13,310 New 85,660
INTERNATIONAL BUSINESS MACHS COM 11,936 New 72,300
ORACLE CORP COM 11,518 New 285,380
PROCTER & GAMBLE CO COM 11,197 New 140,090
SMUCKER J M CO COM NEW 10,562 New 97,120
SCHLUMBERGER LTD COM 10,431 New 124,160
ROYAL DUTCH SHELL PLC SPONS ADR A 9,956 New 174,880
GENERAL ELECTRIC CO COM 9,466 New 353,490
WAL-MART STORES INC COM 9,273 New 129,042
LOWES COS INC COM 9,151 -3,048 (24.99) 137,200
PFIZER INC COM 8,993 New 269,500
EXXON MOBIL CORP COM 8,950 New 107,652
VERISK ANALYTICS INC COM 8,606 New 117,800
ILLINOIS TOOL WKS INC COM 8,120 -2,707 (25) 86,940
MEDTRONIC PLC SHS 8,104 (0) 109,796
EXPRESS SCRIPTS HLDG CO COM 8,091 New 90,662
CATERPILLAR INC DEL COM 7,957 New 94,300


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