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CIK: 0001939136
Total reported value
$458.5M
$458.5M
22 檔
36.4%
As reported in its official Q3 2025 Form 13F filing, Coleford Investment Management Ltd.'s tracked investment portfolio stood at $458.5M with 22 total positions.
In Q3 2025, Coleford Investment Management Ltd. adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.09% | -0.66% | -0.24% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 8.53% | -1.79% | -0.92% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.20% | +0.73% | -14.85% | |
| 4 | AXP | American Express Co | Stock-Financials | 7.17% | -0.15% | -1.46% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 7.07% | +0.79% | -1.88% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 6.42% | -3.41% | EXIT | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 5.91% | -0.06% | -1.23% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.99% | -0.40% | -0.34% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.76% | -0.02% | -0.46% | |
| 10 | TD | Toronto-dominion Bank | Stock-Financials | 4.65% | +0.75% | -6.53% | |
| 11 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 4.19% | -0.50% | -1.95% | |
| 12 | BDX | Becton Dickinson And Co | Stock-Healthcare | 4.02% | -0.51% | -1.31% | |
| 13 | TRP | Tc Energy CORP | Stock-Energy | 3.55% | -0.37% | -1.81% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.34% | +0.05% | -1.46% | |
| 15 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.18% | +0.30% | -2.46% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.08% | -0.80% | -2.06% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.72% | — | -1.71% | |
| 18 | FTS | Fortis Inc | Stock-Utilities | 2.53% | -0.37% | — | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.50% | -0.90% | -1.08% | |
| 20 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.39% | -0.10% | — | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.60% | — | -1.59% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.13% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -0.24% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -14.85% | Trim |
| 3 | ORCL | Oracle CORP | +0.7% | -34.51% | Trim |
| 4 | RY | Royal Bank Of Canada | +0.7% | -1.88% | Trim |
| 5 | TD | Toronto-dominion Bank | +0.5% | -6.53% | Trim |
| 6 | BNS | Bank Of Nova Scotia | +0.4% | -2.46% | Trim |
| 7 | AXP | American Express Co | +0.2% | -1.46% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | 0% | -0.24% | Trim |
| 9 | WMT | Walmart Inc | -0.1% | -0.92% | Trim |
| 10 | AAPL | Apple Inc | -0.1% | -0.46% | Trim |
| 11 | TRP | Tc Energy CORP | -0.2% | -1.81% | Trim |
| 12 | NVS | Novartis Ag-sponsored Adr | -0.3% | -1.95% | Trim |
| 13 | DEO | Diageo Plc-sponsored Adr | -0.5% | -1.59% | Trim |
| 14 | CNI | Canadian Natl Railway Co | -0.8% | -1.46% | Trim |
| 15 | PEP | Pepsico Inc | -0.9% | -2.06% | Trim |
| 16 | CMCSA | Comcast Corp-class A | -1.1% | -1.71% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | -0.34% | Trim |
| 18 | ACN | Accenture plc | -1.3% | -1.08% | Trim |
| 19 | V | Visa Inc-class A Shares | -1.3% | -1.23% | Trim |
| 20 | BDX | Becton Dickinson And Co | -1.8% | -1.31% | Trim |
| 21 | FTS | Fortis Inc | — | NEW | New buy |
| 22 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
According to official SEC Form 13F filings, Coleford Investment Management Ltd. reported a total U.S. public equity portfolio value of $458.5M across 22 disclosed positions in Q3 2025.
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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 MSFT, WMT, GOOGL) accounted for 36.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTS
市值: $10.5M
Top Position Liquidated / Trimmed
WMT
前期市值: $30.7M
During Q3 2025, Coleford Investment Management Ltd.'s top holdings by market value included MSFT (9.1%)、WMT (8.5%)、GOOGL (8.2%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q3 2025, Coleford Investment Management Ltd. made 22 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 20 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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