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CIK: 0001037766
Total reported value
$883.3M
$883.3M
15 檔
66.1%
At the close of Q2 2025, Caledonia Investments PLC disclosed equity holdings valued at approximately $883.3M, spread across 15 reported holdings.
In Q2 2025, Caledonia Investments PLC displayed an active expansion posture, initiating 1 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 13.51% | -0.21% | -5.77% | |
| 2 | PM | Philip Morris International | Stock-Consumer Staples | 13.11% | +0.81% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 12.38% | -1.72% | — | |
| 4 | TXN | Texas Instruments Inc | Stock-Tech | 9.99% | +1.64% | +6.18% | |
| 5 | WSO | Watsco Inc | Stock-Industrials | 8.44% | +1.10% | — | |
| 6 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 6.16% | -1.55% | +8.35% | |
| 7 | FAST | Fastenal Co | Stock-Industrials | 5.93% | +0.02% | +100.00% | |
| 8 | MCO | Moody's CORP | Stock-Financials | 5.86% | +0.37% | +12.02% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.49% | +0.29% | — | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.45% | -0.08% | +11.47% | |
| 11 | POOL | Pool CORP | Stock-Industrials | 4.38% | +0.12% | +18.16% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 3.26% | — | — | |
| 13 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.10% | -1.06% | — | |
| 14 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.47% | — | — | |
| 15 | FTS | Fortis Inc | Stock-Utilities | 2.47% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +4.5% | NEW | New buy |
| 2 | ORCL | Oracle CORP | +2.7% | -5.77% | Trim |
| 3 | MSFT | Microsoft CORP | +1.3% | — | Unchanged |
| 4 | TXN | Texas Instruments Inc | +0.4% | +6.18% | Add |
| 5 | MCO | Moody's CORP | +0.1% | +12.02% | Add |
| 6 | CHTR | Charter Communications Inc-a | +0.1% | +8.35% | Add |
| 7 | FTS | Fortis Inc | -0.3% | — | Unchanged |
| 8 | ECL | Ecolab Inc | -0.4% | — | Unchanged |
| 9 | PM | Philip Morris International | -0.4% | — | Unchanged |
| 10 | POOL | Pool CORP | -0.4% | +18.16% | Add |
| 11 | FAST | Fastenal Co | -0.6% | +100.00% | Add |
| 12 | BABA | Alibaba Group Holding-sp Adr | -1.2% | — | Unchanged |
| 13 | TMO | Thermo Fisher Scientific Inc | -1.4% | +11.47% | Add |
| 14 | BDX | Becton Dickinson And Co | -1.4% | — | Unchanged |
| 15 | WSO | Watsco Inc | -3.1% | — | Unchanged |
According to official SEC Form 13F filings, Caledonia Investments PLC reported a total U.S. public equity portfolio value of $883.3M across 15 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ORCL, PM, MSFT) accounted for 66.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCHW
市值: $45.7M
Top Position Liquidated / Trimmed
ORCL
前期市值: $93.3M
During Q2 2025, Caledonia Investments PLC's top holdings by market value included ORCL (13.5%)、PM (13.1%)、MSFT (12.4%). The largest single position, ORCL, represented 13.5% of total portfolio value.
In Q2 2025, Caledonia Investments PLC made 8 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 1 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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