Coleford Investment Management Ltd.
CIK: 0001939136SEC EDGAR →
Portfolio Value
$411.0M
Holdings
22
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc. Class A | 137,855 | $43.1M | 10.50% |
| 2 | Wal-Mart Inc. | 336,535 | $37.6M | 9.14% |
| 3 | Microsoft Corp. | 71,456 | $34.6M | 8.41% |
| 4 | Royal Bank of Canada | 196,684 | $33.5M | 8.16% |
| 5 | American Express | 87,792 | $32.5M | 7.90% |
| 6 | Visa Inc. Cl. A | 70,464 | $24.7M | 6.01% |
| 7 | Toronto Dominion Bank | 236,946 | $22.3M | 5.44% |
| 8 | Apple Inc. | 76,293 | $20.7M | 5.05% |
| 9 | Berkshire Hathaway B | 40,445 | $20.3M | 4.95% |
| 10 | Novartis AG (ADR) | 133,675 | $18.4M | 4.48% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 5 | $127.9M | 31.1% |
| Technology | 4 | $84.6M | 20.6% |
| Consumer Defensive | 3 | $53.3M | 13.0% |
| Communication Services | 3 | $48.4M | 11.8% |
| Unknown | 2 | $38.8M | 9.4% |
| Energy | 2 | $28.9M | 7.0% |
| Utilities | 1 | $10.8M | 2.6% |
| Industrials | 1 | $9.7M | 2.4% |
| Healthcare | 1 | $8.7M | 2.1% |