Institutions / Troy Asset Management Ltd

Troy Asset Management Ltd

CIK 1601407 · Institution · as of Dec 31, 2025
Portfolio value
$3.88B
Positions
30
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 30 →
CompanyClassValueShares% of portfolio
Visa Inc$757.01M2,398,29519.5%
Alphabet Inc.$588.34M1,879,69315.2%
Microsoft Corp$344.29M711,9008.9%
Agilent Technologies Inc$327.37M2,405,8638.4%
Canadian Natl Railway Co$288.00M2,736,1547.4%
Chubb Ltd$247.35M792,4836.4%
Hubbell Inc$244.98M551,6206.3%
Alcon Inc$189.02M2,987,0504.9%
Adobe Inc.$183.74M524,9754.7%
CME Group Inc$85.82M314,2842.2%
Mastercard Inc$74.09M129,7791.9%
Paychex Inc$64.59M575,7651.7%
Meta Platforms Inc$51.81M78,4891.3%
Booking Holdings Inc$44.29M8,2711.1%
Intuit Inc.$36.54M55,1680.9%
Pepsico Inc$36.30M252,9200.9%
NIKE, Inc.$34.58M542,7920.9%
Sysco Corp$32.60M442,4410.8%
Accenture plc$32.34M120,5320.8%
Texas Instruments Inc$31.38M180,8670.8%
Automatic Data Processing Inc$30.17M117,3000.8%
Amazon.com Inc$27.14M117,5670.7%
Mcdonald'S Corp$23.97M78,4180.6%
Philip Morris International Inc.$22.41M139,6950.6%
S&P Global Inc.$21.80M41,7060.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.