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CIK: 0001031972
Total reported value
$756.3M
$756.3M
39 檔
39.3%
According to the latest 13F quarterly dataset, Academy Capital Management managed an equity portfolio of $756.3M at the end of Q1 2025, spanning 39 distinct U.S. exchange-listed positions.
In Q1 2025, Academy Capital Management displayed an active expansion posture, initiating 39 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.98% | +0.44% | -8.85% | |
| 2 | ✓ | Stock-Other | 10.33% | — | -8.53% | ||
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.21% | -0.26% | -1.11% | |
| 4 | ✓ | Stock-Other | 9.40% | — | -4.50% | ||
| 5 | MSFT | Microsoft CORP | Stock-Tech | 9.33% | -0.68% | -4.02% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.17% | +0.10% | -2.91% | |
| 7 | ✓ | Stock-Other | 6.67% | — | -2.86% | ||
| 8 | ✓ | Stock-Other | 6.08% | — | -3.02% | ||
| 9 | ✓ | Stock-Other | 4.71% | — | -1.48% | ||
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.49% | +2.13% | +157.87% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 4.40% | -0.74% | +138.50% | |
| 12 | ✓ | Stock-Other | 2.59% | — | +5.24% | ||
| 13 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.88% | -0.43% | EXIT | |
| 14 | ✓ | Stock-Other | 1.60% | — | -0.80% | ||
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.55% | -0.10% | EXIT | |
| 16 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 1.11% | -1.62% | EXIT | |
| 17 | ✓ | Stock-Other | 0.95% | — | -0.57% | ||
| 18 | C | Citigroup Inc | Stock-Financials | 0.81% | +0.13% | -12.99% | |
| 19 | ✓ | Stock-Other | 0.70% | — | -25.10% | ||
| 20 | ✓ | Stock-Other | 0.55% | — | -0.38% | ||
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.29% | +0.02% | -15.03% | |
| 22 | ✓ | Stock-Other | 0.25% | — | -13.82% | ||
| 23 | STEL | Stellar Bancorp Inc | Stock-Other | 0.18% | +0.14% | -1.68% | |
| 24 | ✓ | Stock-Other | 0.11% | — | -4.56% | ||
| 25 | ✓ | Stock-Other | 0.09% | — | — | ||
| 26 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.01% | — | |
| 27 | ✓ | Stock-Other | 0.06% | — | +5.49% | ||
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | — | |
| 29 | ✓ | Stock-Other | 0.05% | — | +3.74% | ||
| 30 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.05% | — | — | |
| 31 | ✓ | Stock-Other | 0.04% | — | — | ||
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.04% | — | -1.97% | |
| 33 | GLW | Corning Inc | Stock-Tech | 0.04% | +0.08% | -1.06% | |
| 34 | ✓ | Stock-Other | 0.04% | — | — | ||
| 35 | ✓ | Stock-Other | 0.04% | — | — | ||
| 36 | LUV | Southwest Airlines Co | Stock-Industrials | 0.04% | +0.04% | NEW | |
| 37 | NHHS | Northstar Healthcare Income | Stock-Other | 0.01% | — | — | |
| 38 | ✓ | Stock-Other | 0.01% | — | — | ||
| 39 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | ✓ | — | NEW | New buy | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy | |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | ✓ | — | NEW | New buy | |
| 9 | ✓ | — | NEW | New buy | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 11 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 14 | ✓ | — | NEW | New buy | |
| 15 | PEP | Pepsico Inc | — | NEW | New buy |
| 16 | LVMUY | Lvmh Moet Hennessy-unsp Adr | — | NEW | New buy |
| 17 | ✓ | — | NEW | New buy | |
| 18 | C | Citigroup Inc | — | NEW | New buy |
| 19 | ✓ | — | NEW | New buy | |
| 20 | ✓ | — | NEW | New buy | |
| 21 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 22 | ✓ | — | NEW | New buy | |
| 23 | STEL | Stellar Bancorp Inc | — | NEW | New buy |
| 24 | ✓ | — | NEW | New buy | |
| 25 | ✓ | — | NEW | New buy | |
| 26 | CVX | Chevron CORP | — | NEW | New buy |
| 27 | ✓ | — | NEW | New buy | |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | ✓ | — | NEW | New buy | |
| 30 | BHC | Bausch Health Cos Inc | — | NEW | New buy |
| 31 | ✓ | — | NEW | New buy | |
| 32 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 33 | GLW | Corning Inc | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | ✓ | — | NEW | New buy | |
| 36 | LUV | Southwest Airlines Co | — | NEW | New buy |
| 37 | NHHS | Northstar Healthcare Income | — | NEW | New buy |
| 38 | ✓ | — | NEW | New buy | |
| 39 | ✓ | — | NEW | New buy |
According to official SEC Form 13F filings, Academy Capital Management reported a total U.S. public equity portfolio value of $756.3M across 39 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, , BRK-B) accounted for 39.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $69.5M
During Q1 2025, Academy Capital Management's top holdings by market value included AAPL (12.0%)、 (10.3%)、BRK-B (10.2%). The largest single position, AAPL, represented 12.0% of total portfolio value.
In Q1 2025, Academy Capital Management made 39 total portfolio adjustments, initiating 39 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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