Coleford Investment Management Ltd.

CIK: 0001939136SEC EDGAR →

Portfolio Value

$411.0B

Holdings

22

As of

Q4 2025

New Positions

2

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Alphabet Inc. Class A

137,855$43.1B
10.50%
2

Wal-Mart Inc.

336,535$37.6B
9.14%
3

Microsoft Corp.

71,456$34.6B
8.41%
4

Royal Bank of Canada

196,684$33.5B
8.16%
5

American Express

87,792$32.5B
7.90%
6

Visa Inc. Cl. A

70,464$24.7B
6.01%
7

Toronto Dominion Bank

236,946$22.3B
5.44%
8

Apple Inc.

76,293$20.7B
5.05%
9

Berkshire Hathaway B

40,445$20.3B
4.95%
10

Novartis AG (ADR)

133,675$18.4B
4.48%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

GOOGL↓ Decreased
$9.0B
ORCL↓ Decreased
$8.5B
BDX↓ Decreased
$8.0B
CMCSA↓ Decreased
$6.4B
RY↓ Decreased
$4.1B

Sector Breakdown

Sector# HoldingsValue%
Financial Services5$127.9B31.1%
Technology4$84.6B20.6%
Consumer Defensive3$53.3B13.0%
Communication Services3$48.4B11.8%
Unknown2$38.8B9.4%
Energy2$28.9B7.0%
Utilities1$10.8B2.6%
Industrials1$9.7B2.4%
Healthcare1$8.7B2.1%