Coleford Investment Management Ltd.

data from 30/09/2025

Capitalization

$ 416.374 M 7.54 %

Average holding period

3 ans

Performance

$ 50.515 M 13.68 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Coleford Investment Management Ltd.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT Microsoft Corp. 9.09% 37.855 M $ 73086 2024/12/31 1.505 M $ 4.13 %
2025/09/30 WMT Wal-Mart Inc. 8.53% 35.515 M $ 344605 2024/12/31 1.836 M $ 5.40 %
2025/09/30 GOOGL Alphabet Inc. Class A 8.20% 34.139 M $ 140430 2024/12/31 11.028 M $ 37.94 %
2025/09/30 AXP American Express 7.17% 29.860 M $ 89897 2024/12/31 1.202 M $ 4.13 %
2025/09/30 RY Royal Bank of Canada 7.07% 29.430 M $ 199909 2024/12/31 3.213 M $ 11.97 %
2025/09/30 ORCL Oracle Corp. 6.42% 26.750 M $ 95114 2024/12/31 9.093 M $ 28.64 %
2025/09/30 V Visa Inc. Cl. A 5.91% 24.603 M $ 72069 2024/12/31 -997.458 K $ -3.85 %
2025/09/30 BRK-B Berkshire Hathaway B 4.99% 20.774 M $ 41322 2024/12/31 703.661 K $ 3.49 %
2025/09/30 AAPL Apple Inc. 4.76% 19.822 M $ 77848 2024/12/31 3.868 M $ 24.11 %
2025/09/30 TD Toronto Dominion Bank 4.65% 19.361 M $ 242421 2024/12/31 1.686 M $ 8.84 %
2025/09/30 NVS Novartis AG (ADR) 4.19% 17.447 M $ 136050 2024/12/31 1.003 M $ 5.97 %
2025/09/30 BDX Becton Dickinson & Co. 4.02% 16.719 M $ 89327 2024/12/31 1.350 M $ 8.66 %
2025/09/30 TRP TC Energy Corp. 3.55% 14.795 M $ 269395 2024/12/31 1.542 M $ 11.37 %
2025/09/30 CNI Canadian National Railway 3.34% 13.895 M $ 147516 2024/12/31 -1.458 M $ -9.35 %
2025/09/30 BNS Bank of Nova Scotia 3.18% 13.253 M $ 205206 2024/12/31 1.973 M $ 16.97 %
2025/09/30 PEP Pepsico Inc. 3.08% 12.836 M $ 91400 2024/12/31 783.930 K $ 6.36 %
2025/09/30 CMCSA Comcast Corp. 2.72% 11.310 M $ 359949 2024/12/31 -1.564 M $ -11.96 %
2025/09/30 FTS Fortis Inc. 2.53% 10.516 M $ 207565 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACN Accenture Ltd. Cl. A 2.50% 10.407 M $ 42200 2024/12/31 -2.231 M $ -17.49 %
2025/09/30 CP Canadian Pacific Kansas City 2.39% 9.931 M $ 133496 2025/09/30 0.000 $ 0.00 %
2025/09/30 DEO Diageo PLC Sponsored ADR 1.60% 6.647 M $ 69653 2024/12/31 -382.908 K $ -5.36 %
2025/09/30 GOOG Alphabet Inc. Class C 0.12% 510.237 K $ 2095 2024/12/31 138.936 K $ 37.30 %