account_balance

Investment manager · 13F filer · SEC CIK 1601407

Troy Asset Management Ltd

Reported value$4.2Bas of Sep 30, 2026
Positions32 3 new, 0 sold out
Top 10 weight79.1%V alone is 14%
FiledOct 2828 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
V Visa Inc. 14.0% HeldGOOGL Alphabet Inc. 10.7% Added +2%A Agilent Technologies, Inc. 9.7% Trimmed −12%MSFT Microsoft Corp 8.2% Added +2%CNI Canadian National Railway Co 7.7% HeldHUBB Hubbell Inc 7.5% Added +59%CB Chubb Ltd 6.9% Added +3%VRSN Verisign Inc 5.4% Added +19%MKL Markel Group Inc. 5.1% Added +102%AZO AutoZone Inc 3.9% NewADBE Adobe Inc. 2.8% Added +2%XYL Xylem Inc. 2.6% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 31, 2026 filing
add_circleNew
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.

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