Troy Asset Management
$3.6B 13F equity value
33 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Troy Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| V | VISA INC-CLASS A SHARES | 1,632,408 | $560M | 15.6% |
| GOOGL | ALPHABET INC-CL A | 1,282,411 | $458M | 12.8% |
| A | AGILENT TECHNOLOGIES INC | 2,676,647 | $356M | 9.9% |
| CNI | CANADIAN NATL RAILWAY CO | 2,564,246 | $322M | 9.0% |
| CB | CHUBB LTD | 866,176 | $295M | 8.2% |
| MSFT | MICROSOFT CORP | 659,861 | $246M | 6.9% |
| HUBB | HUBBELL INC | 438,244 | $229M | 6.4% |
| ALC | ALCON INC | 3,801,548 | $208M | 5.8% |
| VRSN | VERISIGN INC | 670,837 | $169M | 4.7% |
| MKL | MARKEL GROUP INC | 61,509 | $120M | 3.4% |
Track Troy Asset Management's 13F portfolio: $3.6B in reported holdings, 33 positions. Top holdings and quarterly changes on SentiSense.
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