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CIK: 0001031972
Total reported value
$756.3M
$756.3M
32 檔
37.3%
During the Q1 2024 filing period, Academy Capital Management (CIK: 0001031972) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $756.3M across 32 reported positions.
During Q1 2024, Academy Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.98% | -0.68% | -0.60% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.24% | +0.44% | -1.52% | |
| 3 | ✓ | Stock-Other | 11.04% | — | -1.20% | ||
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.87% | +0.10% | -0.42% | |
| 5 | ✓ | Stock-Other | 9.18% | — | -0.34% | ||
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.02% | -0.26% | -0.04% | |
| 7 | ✓ | Stock-Other | 6.78% | — | -2.33% | ||
| 8 | ✓ | Stock-Other | 6.74% | — | -0.04% | ||
| 9 | ✓ | Stock-Other | 5.13% | — | +0.90% | ||
| 10 | ✓ | Stock-Other | 3.51% | — | -0.22% | ||
| 11 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 3.25% | -0.43% | EXIT | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.88% | -0.10% | EXIT | |
| 13 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 1.72% | -1.62% | EXIT | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.58% | +2.13% | -0.12% | |
| 15 | ✓ | Stock-Other | 1.50% | — | -0.20% | ||
| 16 | ✓ | Stock-Other | 1.30% | — | -0.06% | ||
| 17 | C | Citigroup Inc | Stock-Financials | 0.93% | +0.13% | -50.79% | |
| 18 | ✓ | Stock-Other | 0.52% | — | +0.20% | ||
| 19 | ✓ | Stock-Other | 0.49% | — | +0.06% | ||
| 20 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.33% | +0.02% | +0.23% | |
| 21 | ✓ | Stock-Other | 0.22% | — | — | ||
| 22 | STEL | Stellar Bancorp Inc | Stock-Other | 0.17% | +0.14% | -1.76% | |
| 23 | ✓ | Stock-Other | 0.12% | — | +1.27% | ||
| 24 | ✓ | Cadence Bank Com | Stock-Other | 0.11% | — | — | |
| 25 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.09% | — | — | |
| 26 | ✓ | Stock-Other | 0.08% | — | -6.55% | ||
| 27 | ✓ | Stock-Other | 0.07% | — | — | ||
| 28 | ✓ | Stock-Other | 0.05% | — | — | ||
| 29 | ✓ | Stock-Other | 0.04% | — | +3.24% | ||
| 30 | ✓ | Stock-Other | 0.04% | — | +2.08% | ||
| 31 | NHHS | Northstar Healthcare Income | Stock-Other | 0.01% | — | — | |
| 32 | ✓ | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Academy Capital Management reported a total U.S. public equity portfolio value of $756.3M across 32 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, ) accounted for 37.3% of total reported equity market value during Q1 2024.
During Q1 2024, Academy Capital Management's top holdings by market value included MSFT (12.0%)、AAPL (11.2%)、 (11.0%). The largest single position, MSFT, represented 12.0% of total portfolio value.
In Q1 2024, Academy Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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