Institutions / Cincinnati Specialty Underwriters Insurance CO

Cincinnati Specialty Underwriters Insurance CO

CIK 1426763 · Institution · as of Dec 31, 2025

Portfolio value

$433.46M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 38 →

Company	Class	Value	Shares	% of portfolio
Broadcom Inc.	—	$134.81M	389,500	31.1%
Apple Inc.	—	$83.73M	308,000	19.3%
Microsoft Corp	—	$29.02M	60,000	6.7%
Enbridge Ord	—	$21.22M	443,664	4.9%
JPMorgan Chase & Co	—	$14.98M	46,500	3.5%
Automatic Data Processing Inc	—	$12.09M	47,000	2.8%
Home Depot, Inc.	—	$11.01M	32,000	2.5%
Analog Devices Inc	—	$10.12M	37,300	2.3%
Wec Energy Group, Inc.	—	$10.02M	95,000	2.3%
RPM International Inc	—	$8.32M	80,000	1.9%
Valero Energy Corp	—	$7.18M	44,133	1.7%
Cisco Systems, Inc.	—	$6.89M	89,500	1.6%
Accenture plc	—	$6.71M	25,000	1.5%
3M Co	—	$6.42M	40,100	1.5%
AbbVie Inc.	—	$6.21M	27,200	1.4%
TJX Cos Inc/The	—	$5.68M	37,000	1.3%
American Tower Corp	—	$5.27M	30,000	1.2%
RTX Corp	—	$4.77M	26,000	1.1%
Lam Research Corp	—	$4.76M	27,830	1.1%
Snap-on Inc	—	$4.65M	13,500	1.1%
US Bancorp \De	—	$4.19M	78,500	1.0%
Nextera Energy Inc	—	$4.01M	50,000	0.9%
Mcdonald'S Corp	—	$3.51M	11,500	0.8%
Abbott Laboratories	—	$3.41M	27,200	0.8%
Air Products & Chemicals, Inc.	—	$3.21M	13,000	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.