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CIK: 0001939136
Total reported value
$458.5M
$458.5M
20 檔
29.3%
According to the latest 13F quarterly dataset, Coleford Investment Management Ltd. managed an equity portfolio of $458.5M at the end of Q1 2025, spanning 20 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 8.63% | -1.79% | -2.77% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.75% | -0.66% | -1.75% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 7.22% | -0.06% | -1.83% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.20% | +0.73% | -1.99% | |
| 5 | AXP | American Express Co | Stock-Financials | 6.93% | -0.15% | -1.96% | |
| 6 | RY | Royal Bank Of Canada | Stock-Financials | 6.41% | +0.79% | -1.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.24% | -0.40% | -1.97% | |
| 8 | BDX | Becton Dickinson And Co | Stock-Healthcare | 5.85% | -0.51% | -1.56% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 5.73% | -3.41% | EXIT | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.90% | -0.02% | -1.70% | |
| 11 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 4.52% | -0.50% | -1.80% | |
| 12 | TD | Toronto-dominion Bank | Stock-Financials | 4.18% | +0.75% | -2.01% | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.13% | +0.05% | -1.51% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.95% | -0.80% | -1.81% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.83% | — | -1.68% | |
| 16 | ACN | Accenture plc | Stock-Tech | 3.76% | -0.90% | -2.12% | |
| 17 | TRP | Tc Energy CORP | Stock-Energy | 3.75% | -0.37% | -1.86% | |
| 18 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.81% | +0.30% | -1.79% | |
| 19 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 2.13% | — | -0.96% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including WMT, MSFT, V) accounted for 29.3% of total reported equity market value during Q1 2025.
During Q1 2025, Coleford Investment Management Ltd.'s top holdings by market value included WMT (8.6%)、MSFT (7.8%)、V (7.2%). The largest single position, WMT, represented 8.6% of total portfolio value.
In Q1 2025, 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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