account_balance

Investment manager · 13F filer · SEC CIK 1037766

Caledonia Investments PLC

Reported value$890Mas of Sep 30, 2026
Positions15 0 new, 0 sold out
Top 10 weight87.4%PM alone is 14%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PM Philip Morris International Inc. 14.0% Trimmed −7%TXN Texas Instruments Inc 12.5% HeldMSFT Microsoft Corp 10.0% Trimmed −13%WSO Watsco Inc 8.9% Added +12%TMO Thermo Fisher Scientific Inc. 8.5% HeldFAST Fastenal Co 7.7% HeldSCHW Charles Schwab Corp 7.4% HeldMCO Moody's Corp 7.0% HeldORCL Oracle Corp 6.3% Added +9%CTAS Cintas Corp 5.2% HeldBABA Alibaba Group Holding Ltd 3.4% HeldPOOL Pool Corp 3.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 17, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist