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Coleford Investment Management Ltd.

Portfolio Manager
Coleford Investment Management Ltd.
Performance
-5.30% (2026 Q1)
AUM (13F)
$407.76M
# of Holdings
24
Performance Rank
Allocation (Top 20)
96.58%

Coleford Investment Management Ltd. Holdings Map

Top 24 Coleford Investment Management Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WMT
Wal-Mart Inc.
9.04%296.1K$36.9M
-12.01%(-40.42K)
2025-Q1: 349.3K shares2025-Q2: 347.8K shares2025-Q3: 344.6K shares2025-Q4: 336.5K shares2026-Q1: 296.1K shares
$85.55(+30.73%)
2026-03-31
RY
Royal Bank of Canada
7.92%200.3K$32.3M
+1.86%(+3.65K)
2025-Q1: 202.7K shares2025-Q2: 203.7K shares2025-Q3: 199.9K shares2025-Q4: 196.7K shares2026-Q1: 200.3K shares
$123.41(+65.94%)
2026-03-31
GOOGL
Alphabet Inc. Class A
7.67%108.8K$31.3M
-21.08%(-29.06K)
2025-Q1: 165.9K shares2025-Q2: 164.9K shares2025-Q3: 140.4K shares2025-Q4: 137.9K shares2026-Q1: 108.8K shares
$177.58(+102.68%)
2026-03-31
AXP
American Express
6.62%89.3K$27.0M
+1.69%(+1.48K)
2025-Q1: 91.8K shares2025-Q2: 91.2K shares2025-Q3: 89.9K shares2025-Q4: 87.8K shares2026-Q1: 89.3K shares
$284.86(+23.56%)
2026-03-31
MSFT
Microsoft Corp.
6.6%72.7K$26.9M
+1.79%(+1.28K)
2025-Q1: 73.6K shares2025-Q2: 73.3K shares2025-Q3: 73.1K shares2025-Q4: 71.5K shares2026-Q1: 72.7K shares
$425.92(-8.32%)
2026-03-31
TRP
TC Energy Corp.
5.55%358.9K$22.6M
+36.36%(+95.69K)
2025-Q1: 279.5K shares2025-Q2: 274.4K shares2025-Q3: 269.4K shares2025-Q4: 263.2K shares2026-Q1: 358.9K shares
$50.18(+32.47%)
2026-03-31
TD
Toronto Dominion Bank
5.52%241.9K$22.5M
+2.09%(+4.96K)
2025-Q1: 248.6K shares2025-Q2: 259.4K shares2025-Q3: 242.4K shares2025-Q4: 236.9K shares2026-Q1: 241.9K shares
$59.33(+101.09%)
2026-03-31
V
Visa Inc. Cl. A
5.3%71.6K$21.6M
+1.57%(+1.10K)
2025-Q1: 73.5K shares2025-Q2: 73.0K shares2025-Q3: 72.1K shares2025-Q4: 70.5K shares2026-Q1: 71.6K shares
$295.97(+22.35%)
2026-03-31
NVS
Novartis AG (ADR)
5.08%135.6K$20.7M
+1.46%(+1.95K)
2025-Q1: 139.5K shares2025-Q2: 138.8K shares2025-Q3: 136.1K shares2025-Q4: 133.7K shares2026-Q1: 135.6K shares
$106.73(+49.82%)
2026-03-31
AAPL
Apple Inc.
4.8%77.2K$19.6M
+1.17%(+895)
2025-Q1: 78.6K shares2025-Q2: 78.2K shares2025-Q3: 77.8K shares2025-Q4: 76.3K shares2026-Q1: 77.2K shares
$232.71(+32.63%)
2026-03-31

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