ACADEMY CAPITAL MANAGEMENT
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ZOETIS INC CLASS | 88,216 | 234,527 | +146,311 | 12,907,765 | 29,508,187 | +16,600,422 |
| ALPHABET C | 209,850 | 207,830 | -2,020 | 51,108,968 | 65,217,054 | +14,108,086 |
| ALPHABET A | 169,640 | 168,051 | -1,589 | 41,239,510 | 52,599,997 | +11,360,487 |
| POOL CORP | 17,189 | 66,808 | +49,619 | 5,329,793 | 15,282,330 | +9,952,537 |
| APPLE INC | 288,878 | 286,620 | -2,258 | 73,557,017 | 77,920,525 | +4,363,508 |
| TAIWAN SEMI | 155,270 | 154,344 | -926 | 43,365,358 | 46,903,598 | +3,538,240 |
| LVMH MOET | 115,597 | 114,977 | -620 | 14,138,669 | 17,339,681 | +3,201,012 |
| AMAZON.COM INC | 267,347 | 265,379 | -1,968 | 58,701,381 | 61,254,781 | +2,553,400 |
| TRAVELERS COMP | 5,500 | 10,617 | +5,117 | 1,535,710 | 3,079,567 | +1,543,857 |
| IDEXX LABS INC | 35,452 | 35,240 | -212 | 22,649,928 | 23,840,917 | +1,190,989 |
| CITIGRP INC | 62,091 | 62,091 | 0 | 6,302,237 | 7,245,399 | +943,162 |
| SP GLOBAL INC | 19,658 | 19,533 | -125 | 9,567,745 | 10,207,750 | +640,005 |
| EXXON MOBIL | 44,784 | 45,507 | +723 | 5,049,396 | 5,476,312 | +426,916 |
| NESTLE ADR | 34,835 | 34,035 | -800 | 3,196,808 | 3,361,977 | +165,169 |
| CADENCE BK | 20,950 | 20,950 | 0 | 786,463 | 897,498 | +111,035 |
| SOUTHWEST AIR | 6,521 | 6,521 | 0 | 208,085 | 269,513 | +61,428 |
| MERCK & CO. INC. | 2,524 | 2,524 | 0 | 211,839 | 265,676 | +53,837 |
| PFIZER INC | 0 | 2,050 | +2,050 | 0 | 51,045 | +51,045 |
| J&J | 1,823 | 1,823 | 0 | 338,021 | 377,270 | +39,249 |
| CME GRP INC | 11,955 | 11,955 | 0 | 3,230,121 | 3,264,671 | +34,550 |
| VISA INC CLASS A | 2,053 | 2,095 | +42 | 700,853 | 734,737 | +33,884 |
| NEXTERA ENGY | 7,016 | 7,016 | 0 | 529,638 | 563,244 | +33,606 |
| RTX CORP | 1,956 | 1,956 | 0 | 327,297 | 358,730 | +31,433 |
| CORNING INC | 5,215 | 5,215 | 0 | 427,786 | 456,625 | +28,839 |
| BAUSCH HEALTH | 42,288 | 42,288 | 0 | 272,758 | 293,902 | +21,144 |
| STELLAR BANCORP | 34,720 | 34,720 | 0 | 1,053,405 | 1,074,237 | +20,832 |
| TESLA MOTORS | 594 | 631 | +37 | 264,164 | 283,773 | +19,609 |
| EMERSON ELECTRIC | 1,636 | 1,636 | 0 | 214,610 | 217,130 | +2,520 |
| PROVECTUS BIO | 20,000 | 20,000 | 0 | 1,780 | 1,118 | -662 |
| CHEVRON CORP | 2,975 | 2,975 | 0 | 461,988 | 453,420 | -8,568 |
| AIR PROD & CHEM | 845 | 845 | 0 | 230,448 | 208,732 | -21,716 |
| PEPSICO INC | 14,041 | 13,469 | -572 | 1,971,918 | 1,933,071 | -38,847 |
| MASTERCARD INC | 102,360 | 101,759 | -601 | 58,223,392 | 58,092,178 | -131,214 |
| NETFLIX INC | 580 | 5,800 | +5,220 | 695,374 | 543,808 | -151,566 |
| BERKSHIRE B | 108,889 | 108,119 | -770 | 54,742,855 | 54,346,016 | -396,839 |
| ALIBABA GRP | 28,496 | 28,235 | -261 | 5,093,090 | 4,138,686 | -954,404 |
| UNITEDHEALTH | 86,451 | 86,017 | -434 | 29,851,530 | 28,395,072 | -1,456,458 |
| NOVO NORDISK | 367,419 | 365,783 | -1,636 | 20,388,080 | 18,611,039 | -1,777,041 |
| PRIMERICA INC | 132,913 | 132,306 | -607 | 36,895,320 | 34,182,578 | -2,712,742 |
| MICROSOFT CORP | 132,135 | 131,339 | -796 | 68,439,323 | 63,518,167 | -4,921,156 |
| META PLATFORMS | 90,846 | 90,553 | -293 | 66,715,485 | 59,773,130 | -6,942,355 |