Troy Asset Management Ltd — Q4 2022 13F 持股

Name: Troy Asset Management Ltd — 13F Holdings, Q4 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001601407

申报总市值

US$33.5亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化	4Q Trend
1	ALC	Alcon Inc.	股票-医疗保健	100.00%	+0.41%	—

Troy Asset Management Ltd 于截至 Q4 2022 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MDT	Medtronic plc	+3.5%	NEW	新建仓
2	PG	Procter & Gamble Co/the	+1.7%	—	加仓
3	TXN	Texas Instruments INC	+1%	NEW	新建仓
4	BDX	Becton Dickinson And Co	+0.6%	—	减仓
5	PAYX	Paychex INC	+0.6%	—	加仓
6	PEP	Pepsico INC	+0.6%	—	加仓
7	JNJ	Johnson & Johnson	+0.4%	—	加仓
8	PM	Philip Morris International	+0.4%	—	加仓
9	CSCO	Cisco Systems INC	+0.4%	—	加仓
10	CME	Cme Group INC	+0.3%	—	加仓
11	MCD	Mcdonald's CORP	+0.3%	—	加仓
12	MCO	Moody's CORP	+0.3%	—	加仓
13	MA	Mastercard INC - A	+0.2%	—	加仓
14	HSY	Hershey Co/the	+0.2%	—	加仓
15	FAST	Fastenal Co	+0.2%	—	加仓
16	KO	Coca-cola Co/the	+0.2%	—	加仓
17	BKNG	Booking Holdings INC	+0.2%	—	加仓
18	ADBE	Adobe INC	+0.2%	—	加仓
19	ACN	Accenture plc	+0.1%	—	加仓
20	CLX	Clorox Company	+0.1%	—	加仓
21	MSFT	Microsoft CORP	0%	—	加仓
22	FISV	Fiserv INC	0%	—	不变
23	SPGI	S&p Global INC	0%	—	不变
24	CL	Colgate-palmolive Co	—	—	加仓
25	ADP	Automatic Data Processing	0%	—	减仓
26	TTWO	Take-two Interactive Softwre	0%	—	不变
27	INTU	Intuit INC	-0.1%	—	减仓
28	PYPL	Paypal Holdings INC	-0.1%	—	加仓
29	V	Visa Inc-class A Shares	-0.1%	—	减仓
30	META	Meta Platforms Inc-class A	-0.2%	—	减仓
31	WU	Western Union Co	-0.5%	EXIT	清仓
32	GOOGL	Alphabet Inc-cl A	-0.9%	—	减仓
33	AXP	American Express Co	-1.1%	—	减仓
34	FNV	Franco-nevada CORP	-2.4%	—	减仓
35	A	Agilent Technologies INC	-2.6%	—	减仓
36	MDT	Medtronic plc	-3.3%	EXIT	清仓