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CIK: 0001939136
Total reported value
$458.5M
$458.5M
20 檔
32.4%
As reported in its official Q4 2024 Form 13F filing, Coleford Investment Management Ltd.'s tracked investment portfolio stood at $458.5M with 20 total positions.
During Q4 2024, Coleford Investment Management Ltd.'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 | WMT | Walmart Inc | Stock-Consumer Staples | 8.57% | -1.79% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.45% | +0.73% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.33% | -0.66% | — | |
| 4 | AXP | American Express Co | Stock-Financials | 7.33% | -0.15% | — | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 6.56% | -3.41% | EXIT | |
| 6 | RY | Royal Bank Of Canada | Stock-Financials | 6.53% | +0.79% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 6.24% | -0.06% | — | |
| 8 | BDX | Becton Dickinson And Co | Stock-Healthcare | 5.54% | -0.51% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 5.28% | -0.02% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.09% | -0.40% | — | |
| 11 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.10% | +0.05% | — | |
| 12 | ACN | Accenture plc | Stock-Tech | 4.07% | -0.90% | — | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.87% | -0.80% | — | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.73% | — | — | |
| 15 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 3.65% | -0.50% | — | |
| 16 | TD | Toronto-dominion Bank | Stock-Financials | 3.56% | +0.75% | — | |
| 17 | TRP | Tc Energy CORP | Stock-Energy | 3.54% | -0.37% | — | |
| 18 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.04% | +0.30% | — | |
| 19 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.41% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | +0.13% | — |
According to official SEC Form 13F filings, Coleford Investment Management Ltd. reported a total U.S. public equity portfolio value of $458.5M across 20 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including WMT, GOOGL, MSFT) accounted for 32.4% of total reported equity market value during Q4 2024.
During Q4 2024, Coleford Investment Management Ltd.'s top holdings by market value included WMT (8.6%)、GOOGL (8.4%)、MSFT (8.3%). The largest single position, WMT, represented 8.6% of total portfolio value.
In Q4 2024, Coleford Investment Management Ltd. 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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