StockDriftsStockDriftsTop 30 Troy Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC-CLASS A SHARES | 14.71% | 1.63M | $493.2M | -31.96%(-766.38K) | $281.93(+28.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 12.69% | 1.48M | $425.5M | -21.28%(-400.03K) | $144.23(+149.54%) | 2026-03-31 | |
| CB | CHUBB LTD | 8.51% | 874.8K | $285.1M | +10.38%(+82.29K) | $276.64(+30.56%) | 2026-03-31 | |
| CNI | CANADIAN NATL RAILWAY CO | 8.49% | 2.63M | $284.6M | -3.92%(-107.19K) | $100.84(+20.55%) | 2026-03-31 | |
| A | AGILENT TECHNOLOGIES INC | 8.21% | 2.41M | $275.1M | +0.31%(+7.37K) | $121.83(+7.28%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 8.11% | 554.0K | $271.9M | +0.43%(+2.36K) | $400.23(+21.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.59% | 687.3K | $254.4M | -3.46%(-24.63K) | $328.15(+19.00%) | 2026-03-31 | |
| VRSN | VERISIGN INC | 5.8% | 783.4K | $194.6M | new | $199.13(+28.77%) | 2026-03-31 | |
| ALC | ALCON INC | 5.28% | 2.99M | $177.1M | +0.05%(+1.39K) | $78.68(-11.46%) | 2026-03-31 | |
| ADBE | ADOBE INC | 3.81% | 524.9K | $127.6M | -0.02%(-108) | $422.37(-47.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.09% | +6.39% |
| Top 20 Holdings Unweighted | -1.56% | -4.60% |
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