Troy Asset Management Ltd Q3 2024 Filing

Filed November 1, 2024

Portfolio Value

$3.1B

Holdings

31

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (31 positions)

#StockSharesValue% PortfolioType
1
VVISA INC-CLASS
1,613,006$443.5T14295762.16%
2
MSFTMICROSOFT CORP
897,803$386.3T12452885.80%
3
GOOGLALPHABET INC
1,980,134$328.4T10585897.00%
4
AXPAMERICAN EXPRESS CO
820,843$222.6T7175751.53%
5
PGPROCTER & GAMBLE
929,821$161.0T5191165.14%
6
AG8AGILENT TECHNOLOGIES INC
974,184$144.6T4662582.80%
7
PAYXPAYCHEX INC
915,630$122.9T3960570.74%
8
CBCHUBB LTD
419,380$120.9T3898571.64%
9
VRSNVERISIGN INC
613,276$116.5T3755223.04%
10
CMECME GROUP INC
517,282$114.1T3679161.94%
11
MCOMOODY'S CORP
183,720$87.2T2810558.49%
12
MDTMEDTRONIC PLC
961,199$86.5T2789447.34%
13
PEPPEPSICO INC
403,171$68.6T2209955.52%
14
MAMASTERCARD INC
138,770$68.5T2208840.11%
15
ADPAUTOMATIC DATA PROCESSING
235,841$65.3T2103745.30%
16
4I1PHILIP MORRIS INT
517,289$62.8T2024275.13%
17
METAMETA PLATFORMS INC
101,634$58.2T1875368.42%
18
FISVFISERV INC
295,748$53.1T1712642.21%
19
MCDMCDONALD'S CORP
136,367$41.5T1338531.05%
20
CSCOCISCO SYSTEMS INC
777,438$41.4T1333700.27%
21
TXNTEXAS INSTRUMENTS INC
183,212$37.8T1219940.85%
22
BKNGBOOKING HOLDINGS INC
8,844$37.3T1200790.03%
23
KVUEKENVUE INC
1,413,894$32.7T1054168.63%
24
JNJJOHNSON & JOHNSON
188,098$30.5T982601.95%
25
ACNACCENTURE PLC IRELAND
85,327$30.2T972229.80%
26
PYPLPAYPAL HOLDINGS INC
382,814$29.9T962868.59%
27
ADBEADOBE INC
54,045$28.0T902024.63%
28
INTUINTUIT INC
43,671$27.1T874182.97%
29
HSYHERSHEY CO/THE
101,877$19.5T629791.90%
30
SPGIS&P GLOBAL INC
37,804$19.5T629544.69%
31
TTWOTAKE-TWO INTERACTIVE SOFTWRE
102,372$15.7T507225.31%