Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ACADEMY CAPITAL MANAGEMENT (CIK 1031972) reported $699.4M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($70.1M, 10.03%), GOOG ($57.6M, 8.23%), AMZN ($53.6M, 7.66%), TSM ($50.7M, 7.25%), BRK/B ($50.4M, 7.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $70.1M | 10.03% | 276,278 | Trimmed |
| 2 | GOOG | ALPHABET C | $57.6M | 8.23% | 200,718 | Trimmed |
| 3 | AMZN | AMAZON.COM INC | $53.6M | 7.66% | 257,131 | Trimmed |
| 4 | TSM | TAIWAN SEMI | $50.7M | 7.25% | 150,105 | Trimmed |
| 5 | BRK/B | BERKSHIRE B | $50.4M | 7.21% | 105,172 | Trimmed |
| 6 | META | META PLATFORMS | $50.2M | 7.18% | 87,781 | Trimmed |
| 7 | MA | MASTERCARD INC | $49.2M | 7.03% | 98,471 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $47.2M | 6.74% | 127,382 | Trimmed |
| 9 | GOOGL | ALPHABET A | $46.7M | 6.67% | 162,287 | Trimmed |
| 10 | PRI | PRIMERICA INC | $32.5M | 4.65% | 129,888 | Trimmed |
| 11 | ZTS | ZOETIS INC CLASS | $27.0M | 3.86% | 228,330 | Trimmed |
| 12 | NVO | NOVO NORDISK | $26.4M | 3.78% | 719,230 | Added |
| 13 | POOL | POOL CORP | $24.9M | 3.56% | 123,159 | Added |
| 14 | UNH | UNITEDHEALTH | $23.0M | 3.28% | 84,827 | Trimmed |
| 15 | IDXX | IDEXX LABS INC | $19.3M | 2.76% | 34,319 | Trimmed |
| 16 | SPGI | SP GLOBAL INC | $17.5M | 2.50% | 41,151 | Added |
| 17 | ADYEY | ADYEN NV | $12.6M | 1.80% | 1.3M | New |
| 18 | LVMUY | LVMH MOET | $11.3M | 1.62% | 103,466 | Trimmed |
| 19 | XOM | EXXON MOBIL | $7.7M | 1.10% | 45,384 | Trimmed |
| 20 | C | CITIGRP INC | $6.4M | 0.91% | 56,000 | Trimmed |
| 21 | BABA | ALIBABA GRP | $3.2M | 0.46% | 25,633 | Trimmed |
| 22 | NSRGY | NESTLE ADR | $3.0M | 0.43% | 30,523 | Trimmed |
| 23 | TRV | TRAVELERS COMP | $2.8M | 0.40% | 9,617 | Trimmed |
| 24 | HBAN | HUNT BANCSHARES | $811,468 | 0.12% | 51,851 | New |
| 25 | V | VISA INC CLASS A | $756,204 | 0.11% | 2,502 | Added |
Source: SEC Form 13F filings · as of 2026-03-31