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CIK: 0001939136
Total reported value
$458.5M
$458.5M
22 檔
39.5%
According to the latest 13F quarterly dataset, Coleford Investment Management Ltd. managed an equity portfolio of $458.5M at the end of Q4 2025, spanning 22 distinct U.S. exchange-listed positions.
In Q4 2025, Coleford Investment Management Ltd. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.50% | +0.73% | -1.83% | |
| 2 | WMT | Walmart Inc | Stock-Consumer Staples | 9.14% | -1.79% | -2.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.41% | -0.66% | -2.23% | |
| 4 | RY | Royal Bank Of Canada | Stock-Financials | 8.16% | +0.79% | -1.61% | |
| 5 | AXP | American Express Co | Stock-Financials | 7.90% | -0.15% | -2.34% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 6.01% | -0.06% | -2.23% | |
| 7 | TD | Toronto-dominion Bank | Stock-Financials | 5.44% | +0.75% | -2.26% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 5.05% | -0.02% | -2.00% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.95% | -0.40% | -2.12% | |
| 10 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 4.48% | -0.50% | -1.75% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 4.43% | -3.41% | EXIT | |
| 12 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.60% | +0.30% | -2.38% | |
| 13 | TRP | Tc Energy CORP | Stock-Energy | 3.57% | -0.37% | -2.31% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.47% | +0.05% | -2.42% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.15% | -0.80% | -2.21% | |
| 16 | ACN | Accenture plc | Stock-Tech | 2.70% | -0.90% | -1.98% | |
| 17 | FTS | Fortis Inc | Stock-Utilities | 2.62% | -0.37% | -0.41% | |
| 18 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.37% | -0.10% | -1.01% | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.11% | -0.51% | -49.89% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.20% | — | -53.97% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.67% | — | -53.90% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.13% | -54.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.3% | -1.83% | Trim |
| 2 | RY | Royal Bank Of Canada | +1.1% | -1.61% | Trim |
| 3 | TD | Toronto-dominion Bank | +0.8% | -2.26% | Trim |
| 4 | AXP | American Express Co | +0.7% | -2.34% | Trim |
| 5 | WMT | Walmart Inc | +0.6% | -2.34% | Trim |
| 6 | BNS | Bank Of Nova Scotia | +0.4% | -2.38% | Trim |
| 7 | NVS | Novartis Ag-sponsored Adr | +0.3% | -1.75% | Trim |
| 8 | AAPL | Apple Inc | +0.3% | -2.00% | Trim |
| 9 | ACN | Accenture plc | +0.2% | -1.98% | Trim |
| 10 | CNI | Canadian Natl Railway Co | +0.1% | -2.42% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -2.23% | Trim |
| 12 | FTS | Fortis Inc | +0.1% | -0.41% | Trim |
| 13 | PEP | Pepsico Inc | +0.1% | -2.21% | Trim |
| 14 | TRP | Tc Energy CORP | 0% | -2.31% | Trim |
| 15 | CP | Canadian Pacific Kansas City | 0% | -1.01% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.12% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | -0.1% | -54.42% | Trim |
| 18 | MSFT | Microsoft CORP | -0.7% | -2.23% | Trim |
| 19 | DEO | Diageo Plc-sponsored Adr | -0.9% | -53.90% | Trim |
| 20 | CMCSA | Comcast Corp-class A | -1.5% | -53.97% | Trim |
| 21 | BDX | Becton Dickinson And Co | -1.9% | -49.89% | Trim |
| 22 | ORCL | Oracle CORP | -2% | -1.82% | Trim |
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 Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 GOOGL, WMT, MSFT) accounted for 39.5% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $37.9M
During Q4 2025, Coleford Investment Management Ltd.'s top holdings by market value included GOOGL (10.5%)、WMT (9.1%)、MSFT (8.4%). The largest single position, GOOGL, represented 10.5% of total portfolio value.
In Q4 2025, Coleford Investment Management Ltd. made 22 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 22 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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