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.
Troy Asset Management Ltd (CIK 1601407) reported $3.35B across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: V ($493.2M, 14.71%), GOOGL ($425.5M, 12.69%), CB ($285.1M, 8.51%), CNI ($284.6M, 8.49%), A ($275.1M, 8.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC-CLASS A SHARES | $493.2M | 14.71% | 1.6M | Trimmed |
| 2 | GOOGL | ALPHABET INC-CL A | $425.5M | 12.69% | 1.5M | Trimmed |
| 3 | CB | CHUBB LTD | $285.1M | 8.51% | 874,776 | Added |
| 4 | CNI | CANADIAN NATL RAILWAY CO | $284.6M | 8.49% | 2.6M | Trimmed |
| 5 | A | AGILENT TECHNOLOGIES INC | $275.1M | 8.21% | 2.4M | Added |
| 6 | HUBB | HUBBELL INC | $271.9M | 8.11% | 553,981 | Added |
| 7 | MSFT | MICROSOFT CORP | $254.4M | 7.59% | 687,272 | Trimmed |
| 8 | VRSN | VERISIGN INC | $194.6M | 5.80% | 783,354 | New |
| 9 | ALC | ALCON INC | $177.1M | 5.28% | 3.0M | Added |
| 10 | ADBE | ADOBE INC | $127.6M | 3.81% | 524,867 | Trimmed |
| 11 | CME | CME GROUP INC | $67.5M | 2.01% | 228,657 | Trimmed |
| 12 | MA | MASTERCARD INC - A | $64.2M | 1.91% | 128,447 | Trimmed |
| 13 | META | META PLATFORMS INC | $41.1M | 1.23% | 71,841 | Trimmed |
| 14 | PAYX | PAYCHEX INC | $33.7M | 1.01% | 365,950 | Trimmed |
| 15 | BKNG | BOOKING HOLDINGS INC | $32.1M | 0.96% | 7,621 | Trimmed |
| 16 | TXN | TEXAS INSTRUMENTS INC | $32.2M | 0.96% | 166,043 | Trimmed |
| 17 | INTU | INTUIT INC | $31.0M | 0.92% | 71,622 | Added |
| 18 | PEP | PEPSICO INC | $30.5M | 0.91% | 196,609 | Trimmed |
| 19 | SYY | SYSCO CORP | $29.0M | 0.86% | 406,138 | Trimmed |
| 20 | ACN | ACCENTURE PLC-CL A | $27.5M | 0.82% | 138,585 | Added |
| 21 | NKE | NIKE INC -CL B | $26.3M | 0.79% | 498,464 | Trimmed |
| 22 | AMZN | AMAZON.COM INC AMZN US | $25.5M | 0.76% | 122,258 | Added |
| 23 | MCD | MCDONALD'S CORP | $22.3M | 0.67% | 71,876 | Trimmed |
| 24 | ADP | AUTOMATIC DATA PROCESSING | $21.9M | 0.65% | 107,694 | Trimmed |
| 25 | PM | PHILIP MORRIS INT | $21.6M | 0.64% | 130,488 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31