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CIK: 0001939136
Total reported value
$458.5M
$458.5M
24 檔
33.7%
As reported in its official Q1 2026 Form 13F filing, Coleford Investment Management Ltd.'s tracked investment portfolio stood at $458.5M with 24 total positions.
In Q1 2026, Coleford Investment Management Ltd. displayed an active expansion posture, initiating 4 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 9.04% | -1.79% | -12.01% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.92% | +0.79% | +1.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.67% | +0.73% | -21.08% | |
| 4 | AXP | American Express Co | Stock-Financials | 6.62% | -0.15% | +1.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.60% | -0.66% | +1.79% | |
| 6 | TRP | Tc Energy CORP | Stock-Energy | 5.55% | -0.37% | +36.36% | |
| 7 | TD | Toronto-dominion Bank | Stock-Financials | 5.52% | +0.75% | +2.09% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.30% | -0.06% | +1.57% | |
| 9 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 5.08% | -0.50% | +1.46% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.80% | -0.02% | +1.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.79% | -0.40% | +0.78% | |
| 12 | FTS | Fortis Inc | Stock-Utilities | 4.25% | -0.37% | +50.65% | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.68% | +0.05% | +1.58% | |
| 14 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.48% | +0.30% | +2.53% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.45% | -0.80% | +1.36% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 3.41% | -3.41% | EXIT | |
| 17 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.40% | -0.51% | +97.19% | |
| 18 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.59% | -0.10% | +1.82% | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.02% | -0.90% | +0.57% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | +1.58% | — | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.36% | +1.33% | — | |
| 22 | MCO | Moody's CORP | Stock-Financials | 1.12% | +1.70% | — | |
| 23 | WAT | Waters CORP | Stock-Healthcare | 0.85% | -0.85% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRP | Tc Energy CORP | +2% | +36.36% | Add |
| 2 | FTS | Fortis Inc | +1.6% | +50.65% | Add |
| 3 | BDX | Becton Dickinson And Co | +1.3% | +97.19% | Add |
| 4 | NVS | Novartis Ag-sponsored Adr | +0.6% | +1.46% | Add |
| 5 | PEP | Pepsico Inc | +0.3% | +1.36% | Add |
| 6 | CP | Canadian Pacific Kansas City | +0.2% | +1.82% | Add |
| 7 | CNI | Canadian Natl Railway Co | +0.2% | +1.58% | Add |
| 8 | TD | Toronto-dominion Bank | +0.1% | +2.09% | Add |
| 9 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 10 | WMT | Walmart Inc | -0.1% | -12.01% | Trim |
| 11 | BNS | Bank Of Nova Scotia | -0.1% | +2.53% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.78% | Add |
| 13 | RY | Royal Bank Of Canada | -0.2% | +1.86% | Add |
| 14 | AAPL | Apple Inc | -0.3% | +1.17% | Add |
| 15 | ACN | Accenture plc | -0.7% | +0.57% | Add |
| 16 | V | Visa Inc-class A Shares | -0.7% | +1.57% | Add |
| 17 | ORCL | Oracle CORP | -1% | +1.15% | Add |
| 18 | AXP | American Express Co | -1.3% | +1.69% | Add |
| 19 | MSFT | Microsoft CORP | -1.8% | +1.79% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | -2.8% | -21.08% | Trim |
| 21 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 23 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 24 | MCO | Moody's CORP | — | NEW | New buy |
| 25 | WAT | Waters CORP | — | NEW | New buy |
| 26 | DEO | Diageo Plc-sponsored Adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Coleford Investment Management Ltd. reported a total U.S. public equity portfolio value of $458.5M across 24 disclosed positions in Q1 2026.
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 WMT, RY, GOOGL) accounted for 33.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
ETN
市值: $5.7M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $5.0M
During Q1 2026, Coleford Investment Management Ltd.'s top holdings by market value included WMT (9.0%)、RY (7.9%)、GOOGL (7.7%). The largest single position, WMT, represented 9.0% of total portfolio value.
In Q1 2026, Coleford Investment Management Ltd. made 25 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 2 holdings, and fully liquidating 2 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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