SHELTER MUTUAL INSURANCE CO Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 50
New Positions 1
Increased Positions 3
Decreased Positions 7
Positions with Activity 10
Sold Out Positions 5
Total Mkt Value (in $ millions) 371

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

Sector Weighting

Basic Materials 3.79%
Capital Goods 6.1%
Conglomerates
Consumer Cyclical 2.76%
Consumer/Non-Cyclical 16.87%
Energy 12.54%
Financial 18.98%
Healthcare 10.31%
Services 8.38%
Technology 13.27%
Transportation 4.14%
Utilities 2.55%

50 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 20,794 New 101
PEPSICO INC COM 16,457 New 177,930
UNION PAC CORP COM 15,348 -2,190 (12.49) 145,800
ROYAL DUTCH SHELL PLC SPONS ADR A 14,160 New 174,880
INTERNATIONAL BUSINESS MACHS COM 13,903 New 72,300
SCHLUMBERGER LTD COM 13,613 New 124,160
3M CO COM 12,335 -769 (5.87) 85,660
VISA INC COM CL A 11,903 937 8.55 56,010
ORACLE CORP COM 11,852 New 285,380
PROCTER & GAMBLE CO COM 11,643 New 140,090
EXXON MOBIL CORP COM 10,707 1,262 13.36 107,652
CATERPILLAR INC DEL COM 10,285 New 94,300
ILLINOIS TOOL WKS INC COM 10,225 New 115,920
COVIDIEN PLC SHS 9,972 New 114,850
SMUCKER J M CO COM NEW 9,965 New 97,120
WAL-MART STORES INC COM 9,743 New 129,042
LOWES COS INC COM 9,604 New 182,900
GENERAL ELECTRIC CO COM 9,184 New 353,490
INTEL CORP COM 8,857 New 253,650
EMERSON ELEC CO COM 8,769 New 136,970