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CIK: 0001939136
Total reported value
$458.5M
$458.5M
20 檔
35.0%
At the close of Q2 2025, Coleford Investment Management Ltd. disclosed equity holdings valued at approximately $458.5M, spread across 20 reported holdings.
During Q2 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 | MSFT | Microsoft CORP | Stock-Tech | 9.41% | -0.66% | -0.42% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 8.78% | -1.79% | -0.44% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 8.20% | -3.41% | EXIT | |
| 4 | AXP | American Express Co | Stock-Financials | 7.52% | -0.15% | -0.60% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.51% | +0.73% | -0.58% | |
| 6 | RY | Royal Bank Of Canada | Stock-Financials | 6.93% | +0.79% | +0.51% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 6.69% | -0.06% | -0.67% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.20% | -0.40% | -0.65% | |
| 9 | TD | Toronto-dominion Bank | Stock-Financials | 4.93% | +0.75% | +4.33% | |
| 10 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 4.34% | -0.50% | -0.54% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.14% | -0.02% | -0.47% | |
| 12 | CNI | Canadian Natl Railway Co | Stock-Industrials | 4.03% | +0.05% | -0.88% | |
| 13 | BDX | Becton Dickinson And Co | Stock-Healthcare | 4.03% | -0.51% | -0.59% | |
| 14 | TRP | Tc Energy CORP | Stock-Energy | 3.50% | -0.37% | -1.83% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.38% | — | -1.05% | |
| 16 | ACN | Accenture plc | Stock-Tech | 3.29% | -0.90% | -0.62% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.18% | -0.80% | -0.62% | |
| 18 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.00% | +0.30% | -0.31% | |
| 19 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.84% | — | -0.65% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, WMT, ORCL) accounted for 35.0% of total reported equity market value during Q2 2025.
During Q2 2025, Coleford Investment Management Ltd.'s top holdings by market value included MSFT (9.4%)、WMT (8.8%)、ORCL (8.2%). The largest single position, MSFT, represented 9.4% of total portfolio value.
In Q2 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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