Arkolith/Funds/Academy Capital Management

Academy Capital Management

CIK 1031972Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Academy Capital Management holds a focused book of 36 stocks worth $756.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Cme Group Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book.

Opened
5
bought for the first time
Added to
8
already held, bought more
Trimmed
13
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
75%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
49%
Financials
23%
Health Care
15%
Consumer Discretionary
8%
Industrials
2%
Communication Services
2%
ETF / fund or unclassified
1%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Academy Capital Management

Manager / fundShared namesTheir $ in those
RHUMBLINE ADVISERS40 / 36$34.4B
PNC FINANCIAL SERVICES GROUP, INC.40 / 36$26.6B
Sterling Capital Management LLC40 / 36$785.6M
GAMMA Investing LLC40 / 36$633.7M
Salomon & Ludwin, LLC40 / 36$91.2M
BlackRock, Inc.38 / 36$1.6T
MORGAN STANLEY38 / 36$387.1B
JPMORGAN CHASE & CO38 / 36$386.7B

Ranked by the share of each fund's own book sitting in the names it shares with Academy Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

36 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$79.1M273.4K
10.5%
−1.1%
Reduced · −3K sh
2Taiwan Semiconductor Manufac
SPONSORED ADS
$71.0M148.6K
9.4%
−1.0%
Reduced · −2K sh
3Alphabet C
CAP STK CL C
$70.3M199.0K
9.3%
−0.8%
Reduced · −2K sh
4Amazon Com Inc
COM
$58.7M246.2K
7.8%
−4.3%
Reduced · −11K sh
5Alphabet A
CAP STK CL A
$55.6M155.6K
7.4%
−4.1%
Reduced · −7K sh
6Berkshire Hathaway Inc Del
CL B NEW
$52.5M105.0K
6.9%
−0.1%
Reduced · −164 sh
7Mastercard Inc
CL A
$51.1M99.5K
6.8%
+1.0%
Added · +985 sh
8Meta Platforms
CL A
$47.8M84.9K
6.3%
−3.3%
Reduced · −3K sh
9Microsoft Corp
COM
$45.8M122.8K
6.1%
−3.6%
Reduced · −5K sh
10Primerica Inc
COM
$36.9M129.8K
4.9%
−0.1%
Reduced · −124 sh
11Zoetis Inc Class
CL A
$35.8M498.4K
4.7%
+118%
Added · +270K sh
12Unitedhealth
COM
$35.3M85.0K
4.7%
+0.1%
Added · +132 sh
13Novo-Nordisk A S
ADR
$23.0M479.2K
3.0%
−33%
Reduced · −240K sh
14Idexx Labs Inc
COM
$18.3M34.8K
2.4%
+1.4%
Added · +482 sh
15SP Global Inc
COM
$16.7M41.1K
2.2%
−0.1%
Reduced · −34 sh
16Netflix Inc
COM
$14.0M195.5K
1.8%
34×
Added · +190K sh
17Pool Corp
COM
$13.0M60.6K
1.7%
−51%
Reduced · −63K sh
18Citigroup Inc
COM NEW
$7.8M56.0K
1.0%
Held
19Exxon Mobil
COM
$6.1M44.8K
0.8%
−1.4%
Reduced · −633 sh
20Travelers Companies Inc
COM
$3.2M9.6K
0.4%
Held
21Alibaba Grp
SPONSORED ADS
$2.9M30.4K
0.4%
+19%
Added · +5K sh
22Cme Grp Inc
COM
$2.6M11.9K
0.3%
New
New position
23Stellar Bancorp Inc
COM
$1.4M34.7K
0.2%
+394%
Added · +28K sh
24Corning Inc
COM
$1.3M5.2K
0.2%
Held
25ETF SPDR SP 500
TR UNIT
$1.0M1.4K
0.1%
New
New position
26Huntington Bancshares Inc
COM
$919K51.9K
0.1%
Held
27Visa Inc Class A
COM CL A
$864K2.5K
0.1%
+0.7%
Added · +17 sh
28NextEra Engy
COM
$616K7.0K
0.1%
Held
29Johnson & Johnson
COM
$463K1.8K
0.1%
Held
30RTX Corp
COM
$371K2.0K
0.0%
Held
31Southwest Airls Co
COM
$335K6.5K
0.0%
New
New position
32Merck & Co. Inc.
COM
$317K2.5K
0.0%
Held
33Chevron Corporation
COM
$289K1.7K
0.0%
Held
34Tesla Motors
COM
$265K631
0.0%
New
New position
35Emerson Elec Co
COM
$224K1.6K
0.0%
New
New position
36Bausch Health Cos Inc
COM
$208K42.3K
0.0%
Held
Showing all 36 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Academy Capital Management owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1031972/holdings"
Ask your agent
Use Arkolith to show ACADEMY CAPITAL MANAGEMENT's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202636$756.3M13F-HR
Q1 2026Mar 31, 2026May 14, 202638$699.4M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202642$752.5M13F-HR
Q3 2025Sep 30, 2025Dec 12, 202542$701.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.