account_balance

Investment manager · 13F filer · SEC CIK 2026352

Talaria Asset Management Pty Ltd

Reported value$467Mas of Jun 30, 2026
Positions12 0 new, 0 sold out
Top 10 weight98.1%EG alone is 22%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 12 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
EG Everest Group, Ltd. 21.5% Added +25%AOS A. O. Smith Corp 16.1% Added +53%MDT Medtronic PLC 12.2% Added +47%HPQ HP Inc 9.6% HeldPFE Pfizer Inc 8.5% Trimmed −7%CB Chubb Ltd 7.6% Trimmed −54%EOG EOG Resources Inc 7.4% Trimmed −54%WEC WEC Energy Group, Inc. 7.3% HeldRHI Robert Half Inc. 6.1% HeldADBE Adobe Inc. 1.7% HeldDOX Amdocs Ltd 1.4% Trimmed −31%NEM Newmont Corp 0.5% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 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