Troy Asset Management
$3.4B Assets Reported
31 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| V | VISA INC-CLASS A SHARES | 1,631,911 | $493M | 14.7% |
| GOOGL | ALPHABET INC-CL A | 1,479,661 | $425M | 12.7% |
| CB | CHUBB LTD | 874,776 | $285M | 8.5% |
| CNI | CANADIAN NATL RAILWAY CO | 2,628,962 | $285M | 8.5% |
| A | AGILENT TECHNOLOGIES INC | 2,413,232 | $275M | 8.2% |
| HUBB | HUBBELL INC | 553,981 | $272M | 8.1% |
| MSFT | MICROSOFT CORP | 687,272 | $254M | 7.6% |
| VRSN | VERISIGN INC | 783,354 | $195M | 5.8% |
| ALC | ALCON INC | 2,988,435 | $177M | 5.3% |
| ADBE | ADOBE INC | 524,867 | $128M | 3.8% |
Track Troy Asset Management's 13F portfolio: $3.4B in reported holdings, 31 positions. Top holdings, AUM, and quarterly changes on SentiSense.