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CIK: 0001031972
Total reported value
$756.3M
$756.3M
41 檔
43.3%
The Q4 2025 SEC filing reveals that Academy Capital Management held a total portfolio value of $756.3M, covering 41 public equity positions.
In Q4 2025, Academy Capital Management adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.35% | +0.44% | -0.78% | |
| 2 | ✓ | Stock-Other | 8.67% | — | -0.96% | ||
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.44% | -0.68% | -0.60% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.14% | +0.10% | -0.74% | |
| 5 | ✓ | Stock-Other | 7.94% | — | -0.32% | ||
| 6 | ✓ | Stock-Other | 7.72% | — | -0.59% | ||
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.22% | -0.26% | -0.71% | |
| 8 | ✓ | Stock-Other | 6.99% | — | -0.94% | ||
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.23% | +2.13% | -0.60% | |
| 10 | ✓ | Stock-Other | 4.54% | — | -0.46% | ||
| 11 | ✓ | Stock-Other | 3.92% | — | +165.86% | ||
| 12 | ✓ | Stock-Other | 3.77% | — | -0.50% | ||
| 13 | ✓ | Stock-Other | 3.17% | — | -0.60% | ||
| 14 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.47% | -0.74% | -0.45% | |
| 15 | LVMUY | Lvmh Moet Hennessy-unsp Adr | Stock-Other | 2.30% | -1.62% | EXIT | |
| 16 | ✓ | Stock-Other | 2.03% | — | +288.67% | ||
| 17 | ✓ | Stock-Other | 1.36% | — | -0.64% | ||
| 18 | C | Citigroup Inc | Stock-Financials | 0.96% | +0.13% | — | |
| 19 | ✓ | Stock-Other | 0.73% | — | +1.61% | ||
| 20 | ✓ | Stock-Other | 0.55% | — | -0.92% | ||
| 21 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.45% | -0.43% | EXIT | |
| 22 | ✓ | Stock-Other | 0.43% | — | — | ||
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.41% | +0.02% | +93.04% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.10% | EXIT | |
| 25 | STEL | Stellar Bancorp Inc | Stock-Other | 0.14% | +0.14% | — | |
| 26 | ✓ | Cadence Bank Com | Stock-Other | 0.12% | — | — | |
| 27 | ✓ | Stock-Other | 0.10% | — | +2.05% | ||
| 28 | ✓ | Stock-Other | 0.07% | — | — | ||
| 29 | ✓ | Stock-Other | 0.07% | — | +900.00% | ||
| 30 | GLW | Corning Inc | Stock-Tech | 0.06% | +0.08% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.01% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | — | |
| 33 | ✓ | Stock-Other | 0.05% | — | — | ||
| 34 | BHC | Bausch Health Cos Inc | Stock-Healthcare | 0.04% | — | — | |
| 35 | ✓ | Stock-Other | 0.04% | — | +6.23% | ||
| 36 | LUV | Southwest Airlines Co | Stock-Industrials | 0.04% | +0.04% | NEW | |
| 37 | ✓ | Stock-Other | 0.04% | — | — | ||
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.03% | +0.03% | NEW | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.03% | — | — | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.01% | — | — | |
| 41 | ✓ | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.1% | +165.86% | Add | |
| 2 | ✓ | +1.4% | -0.96% | Trim | |
| 3 | ✓ | +1.3% | +288.67% | Add | |
| 4 | ✓ | +1.1% | -0.94% | Trim | |
| 5 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.3% | -0.54% | Trim |
| 6 | TRV | Travelers Cos Inc/the | +0.2% | +93.04% | Add |
| 7 | C | Citigroup Inc | +0.1% | — | Unchanged |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.60% | Trim |
| 9 | ✓ | 0% | +1.61% | Add | |
| 10 | ✓ | Cadence Bank Com | 0% | — | Unchanged |
| 11 | LUV | Southwest Airlines Co | 0% | — | Unchanged |
| 12 | ✓ | 0% | — | Unchanged | |
| 13 | ✓ | — | -0.64% | Trim | |
| 14 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 15 | ✓ | — | +2.05% | Add | |
| 16 | ✓ | — | — | Unchanged | |
| 17 | GLW | Corning Inc | — | — | Unchanged |
| 18 | APD | Air Products & Chemicals Inc | — | — | Unchanged |
| 19 | BHC | Bausch Health Cos Inc | — | — | Unchanged |
| 20 | ✓ | — | +6.23% | Add | |
| 21 | EMR | Emerson Electric Co | — | — | Unchanged |
| 22 | ✓ | — | — | Unchanged | |
| 23 | NSRGY | Nestle Sa-spons Adr | 0% | -2.30% | Trim |
| 24 | ✓ | 0% | — | Unchanged | |
| 25 | STEL | Stellar Bancorp Inc | 0% | — | Unchanged |
| 26 | CVX | Chevron CORP | 0% | — | Unchanged |
| 27 | PEP | Pepsico Inc | 0% | -4.07% | Trim |
| 28 | ✓ | 0% | +900.00% | Add | |
| 29 | ✓ | 0% | — | Unchanged | |
| 30 | ✓ | -0.1% | -0.60% | Trim | |
| 31 | AAPL | Apple Inc | -0.1% | -0.78% | Trim |
| 32 | ✓ | -0.2% | -0.92% | Trim | |
| 33 | AMZN | Amazon.com Inc | -0.2% | -0.74% | Trim |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -0.45% | Trim |
| 35 | ✓ | -0.5% | -0.50% | Trim | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.71% | Trim |
| 37 | ✓ | -0.6% | -0.59% | Trim | |
| 38 | ✓ | -0.7% | -0.46% | Trim | |
| 39 | MSFT | Microsoft CORP | -1.3% | -0.60% | Trim |
| 40 | ✓ | -1.6% | -0.32% | Trim | |
| 41 | ✓ | — | EXIT | Sold out | |
| 42 | PFE | Pfizer Inc | — | 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 41 disclosed positions in Q4 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, , MSFT) accounted for 43.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
PFE
市值: $51.0K
Top Position Liquidated / Trimmed
前期市值: $496.4K
During Q4 2025, Academy Capital Management's top holdings by market value included AAPL (10.3%)、 (8.7%)、MSFT (8.4%). The largest single position, AAPL, represented 10.3% of total portfolio value.
In Q4 2025, Academy Capital Management made 27 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 18 holdings, and fully liquidating 1 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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