Fund HoldingsColeford Investment Management Ltd.

Total Portfolio Value
$387.19M
Total Bought
$8.17M
Total Sold
$46.95M
Net Transaction
-$38.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ORACLE CORP(ORCL)146,184145,229-95520,43831,7518.20%+11,313
MICROSOFT CORP(MSFT)73,57173,261-31027,61836,4419.41%+8,823
AMERICAN EXPRESS CO(AXP)91,78291,227-55524,69429,1007.52%+4,406
TORONTO DOMINION BK ONT(TD)248,611259,366+10,75514,90419,0714.93%+4,167
ROYAL BK CDA(RY)202,704203,734+1,03022,84326,8426.93%+3,999
ALPHABET INC(GOOG)165,870164,915-95525,65029,0637.51%+3,413
WALMART INC(WMT)349,330347,795-1,53530,75034,0078.78%+3,257
BANK NOVA SCOTIA HALIFAX211,051210,391-66010,01111,6303.00%+1,619
CANADIAN NATL RY CO(CNI)151,036149,706-1,33014,70415,5944.03%+889
NOVARTIS AG(NVS)139,500138,750-75016,11016,7904.34%+680
TC ENERGY CORP(TRP)279,473274,360-5,11313,36413,5613.50%+197
VISA INC(V)73,46272,967-49525,74525,9076.69%+161
ALPHABET INC(GOOG)2,1002,10003283730.10%+44
DIAGEO PLC(DEO)71,24370,778-4657,5807,1371.84%-443
COMCAST CORP NEW(CCZ)370,092366,222-3,87013,65613,0703.38%-586
ACCENTURE PLC IRELAND
SHS CLASS A
42,92542,660-26513,39412,7513.29%-644
APPLE INC(AAPL)78,57878,208-37017,45516,0464.14%-1,409
PEPSICO INC(PEP)93,90593,325-58014,08012,3233.18%-1,757
BERKSHIRE HATHAWAY INC DEL41,73641,465-27122,22820,1425.20%-2,085
BECTON DICKINSON & CO(BDX)91,05290,512-54020,85615,5914.03%-5,266
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