account_balance
Investment manager · 13F filer · SEC CIK 1322853
Foyston, Gordon & Payne Inc
Reported value$499Mas of Sep 30, 2026
Positions69 4 new, 3 sold out
Top 10 weight40.7%MSFT alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.7%Trimmed −16%
METAMeta Platforms, Inc.
6.1%
AVGOBroadcom Inc.
4.5%Trimmed −5%
GOOGLAlphabet Inc.
4.1%Trimmed −14%
PMPhilip Morris International Inc.
4.0%
BKNGBooking Holdings Inc.
3.4%Added +10%
HONAHoneywell Aerospace Inc.
3.1%Added +180%
NVDANVIDIA Corp
3.1%Added +41%
LPLALPL Financial Holdings Inc.
3.0%Added +35%
ITGartner Inc
2.9%
ALLEAllegion PLC
2.9%+2%
SEICSEI Investments Co
2.8%Trimmed −13%
MSFTMicrosoft Corp
6.7%Trimmed −16%
METAMeta Platforms, Inc.
6.1%
AVGOBroadcom Inc.
4.5%−5%
GOOGLAlphabet Inc.
4.1%−14%
PMPhilip Morris International Inc.
4.0%
BKNGBooking Holdings Inc.
3.4%
HONAHoneywell Aerospace Inc.
3.1%
NVDANVIDIA Corp
3.1%
LPLALPL Financial Holdings Inc.
3.0%
IT2.9%ALLE2.9%SEICBoxes 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
MSFT Microsoft Corp 6.7% Trimmed −16%META Meta Platforms, Inc. 6.1% HeldAVGO Broadcom Inc. 4.5% Trimmed −5%GOOGL Alphabet Inc. 4.1% Trimmed −14%PM Philip Morris International Inc. 4.0% HeldBKNG Booking Holdings Inc. 3.4% Added +10%HONA Honeywell Aerospace Inc. 3.1% Added +180%NVDA NVIDIA Corp 3.1% Added +41%LPLA LPL Financial Holdings Inc. 3.0% Added +35%IT Gartner Inc 2.9% HeldALLE Allegion PLC 2.9% Added +2%SEIC SEI Investments Co 2.8% Trimmed −13%
What changed
Biggest moves since Jun 30, 2026
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