Todd Asset Management
$5.1B Assets Reported
199 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 3,771,672 | $114M | 2.2% |
| CB | CHUBB LTD SWITZ | 311,759 | $102M | 2.0% |
| TTE | TOTALENERGIES SE | 1,107,258 | $101M | 2.0% |
| SHEL | SHELL PLC | 1,036,000 | $96M | 1.9% |
| VALE | VALE S A | 5,325,967 | $85M | 1.7% |
| RIO | RIO TINTO PLC | 874,659 | $82M | 1.6% |
| MDT | MEDTRONIC PLC | 930,200 | $81M | 1.6% |
| GILD | GILEAD SCIENCES INC | 577,803 | $81M | 1.6% |
| HCA | HCA HEALTHCARE INC | 167,002 | $79M | 1.5% |
| NXPI | NXP SEMICONDUCTORS N V | 396,823 | $78M | 1.5% |
Track Todd Asset Management's 13F portfolio: $5.1B in reported holdings, 199 positions. Top holdings, AUM, and quarterly changes on SentiSense.