Fund HoldingsColeford Investment Management Ltd.

Total Portfolio Value
$411.01M
Total Bought
$0
Total Sold
$56.83M
Net Transaction
-$56.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Alphabet Inc. Class A(GOOG)140,430137,855-2,57534,13943,14910.50%+9,010
Royal Bank of Canada(RY)199,909196,684-3,22529,43033,5508.16%+4,121
Toronto Dominion Bank(TD)242,421236,946-5,47519,36122,3455.44%+2,984
American Express(AXP)89,89787,792-2,10529,86032,4797.90%+2,618
Wal-Mart Inc.(WMT)344,605336,535-8,07035,51537,5739.14%+2,058
Bank of Nova Scotia205,206200,326-4,88013,25314,7833.60%+1,530
Novartis AG (ADR)(NVS)136,050133,675-2,37517,44718,4304.48%+983
Apple Inc.(AAPL)77,84876,293-1,55519,82220,7415.05%+919
Accenture Ltd. Cl. A
SHS CLASS A
42,20041,365-83510,40711,0982.70%+692
Canadian National Railway(CNI)147,516143,951-3,56513,89514,2463.47%+351
Fortis Inc.(FTS)207,565206,705-86010,51610,7532.62%+237
Pepsico Inc.(PEP)91,40089,380-2,02012,83612,9563.15%+120
Visa Inc. Cl. A(V)72,06970,464-1,60524,60324,7126.01%+110
TC Energy Corp.(TRP)269,395263,170-6,22514,79514,6633.57%-132
Canadian Pacific Kansas City(CP)133,496132,151-1,3459,9319,7352.37%-196
Alphabet Inc. Class C(GOOG)2,095955-1,1405103000.07%-211
Berkshire Hathaway B41,32240,445-87720,77420,3304.95%-445
Microsoft Corp.(MSFT)73,08671,456-1,63037,85534,5588.41%-3,297
Diageo PLC Sponsored ADR(DEO)69,65332,107-37,5466,6472,7700.67%-3,877
Comcast Corp.(CCZ)359,949165,691-194,25811,3104,9531.20%-6,357
Becton Dickinson & Co.(BDX)89,32744,763-44,56416,7198,6872.11%-8,032
Oracle Corp.(ORCL)95,11493,379-1,73526,75018,2014.43%-8,549
Page 1 of 1