Cincinnati Specialty Underwriters Insurance CO's Q3 2026 13F: no position changes
Form 13F-HR for the quarter ended Sep 30, 2026 · filed Nov 3, 2026 · 45 reported positions · accession 0001104659-26-121831
What changed this quarter
No equity positions were opened, closed, increased or reduced in this filing.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 61.0% of the equity book
Changes in the top 10 this quarter: ADP entered · TMO entered · OC left · LAM RESEARCH ORD left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | APPLE ORD (AAPL) | 16.3% | 18.6% | |
| 2 | BROADCOM ORD (AVGO) | 14.6% | 13.5% | |
| 3 | MICROSOFT ORD (MSFT) | 5.0% | 6.8% | |
| 4 | ENBRIDGE ORD (ENB) | 5.4% | 4.5% | |
| 5 | VALERO ENERGY ORD (VLO) | 2.6% | 3.8% | |
| 6 | ANALOG DEVICES ORD (ADI) | 3.3% | 3.3% | |
| 7 | CISCO SYSTEMS ORD (CSCO) | 3.4% | 3.1% | |
| 8 | AUTOMATIC DATA PROCESSING ORD (ADP) | 2.3% | 2.7% | Entered the top 10 |
| 9 | ABBVIE ORD (ABBV) | 2.5% | 2.6% | |
| 10 | THERMO FISHER SCIENTIFIC ORD (TMO) | 1.8% | 2.3% | Entered the top 10 |
| — | OWENS CORNING ORD (OC) | 3.0% | 2.2% | Left the top 10 |
| — | LAM RESEARCH ORD | 2.7% | 2.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).