Arkolith/Funds/Troy Asset Management Ltd

Troy Asset Management Ltd

CIK 1601407
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Troy Asset Management Ltd holds a focused book of 29 stocks worth $3.6B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Markel Group Inc and trimmed Alphabet Inc-CL A. Their largest long position is Visa Inc-Class A Shares at 16% of the equity book.

Opened
4
bought for the first time
Added to
11
already held, bought more
Trimmed
15
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
83%
Top 20 holdings
96%

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

Direct sector allocation

100% mapped to company sectors

Information Technology
37%
Financials
32%
Health Care
16%
Industrials
12%
Consumer Staples
1%
Materials
1%
Consumer Discretionary
1%

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 Troy Asset Management Ltd

Manager / fundShared namesTheir $ in those
BlackRock, Inc.34 / 29$861.9B
VANGUARD CAPITAL MANAGEMENT LLC34 / 29$713.2B
STATE STREET CORP34 / 29$497.5B
FMR LLC34 / 29$362.6B
JPMORGAN CHASE & CO34 / 29$215.6B
MORGAN STANLEY34 / 29$207.2B
BANK OF AMERICA CORP /DE/34 / 29$119.7B
NORTHERN TRUST CORP34 / 29$117.0B

Ranked by the share of each fund's own book sitting in the names it shares with Troy Asset Management Ltd: 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.

29 positions
#SecurityValueShares% PortLast moveHistory
1Visa Inc-Class A Shares
COM CL A
$560.1M1.63M
15.6%
~0%
Added · +497 sh
2Alphabet Inc-CL A
CAP STK CL A
$458.3M1.28M
12.8%
−13%
Reduced · −197K sh
3Agilent Technologies Inc
COM
$355.5M2.68M
9.9%
+11%
Added · +263K sh
4Canadian Natl Railway Co
COM
$322.3M2.56M
9.0%
−2.5%
Reduced · −65K sh
5Chubb Ltd
COM
$295.1M866.2K
8.2%
−1.0%
Reduced · −9K sh
6Microsoft Corp
COM
$246.1M659.9K
6.9%
−4.0%
Reduced · −27K sh
7Hubbell Inc
COM
$229.3M438.2K
6.4%
−21%
Reduced · −116K sh
8Alcon Inc
ORD SHS
$207.6M3.80M
5.8%
+27%
Added · +813K sh
9Verisign Inc
COM
$168.8M670.8K
4.7%
−14%
Reduced · −113K sh
10Markel Group Inc
COM
$120.1M61.5K
3.4%
New
New position
11Adobe Inc
COM
$97.1M473.7K
2.7%
−9.7%
Reduced · −51K sh
12Mastercard Inc - A
CL A
$71.2M138.7K
2.0%
+8.0%
Added · +10K sh
13Cme Group Inc
COM
$61.5M278.7K
1.7%
+22%
Added · +50K sh
14Meta Platforms Inc
CL A
$47.9M85.0K
1.3%
+18%
Added · +13K sh
15Texas Instruments Inc
COM
$45.8M153.8K
1.3%
−7.4%
Reduced · −12K sh
16Booking Holdings Inc
COM
$41.2M231.2K
1.1%
30×
Added · +224K sh
17Amazon.com Inc Amzn US
COM
$32.1M134.9K
0.9%
+10%
Added · +13K sh
18Sysco Corp
COM
$31.5M376.4K
0.9%
−7.3%
Reduced · −30K sh
19Paychex Inc
COM
$24.7M251.0K
0.7%
−31%
Reduced · −115K sh
20Pepsico Inc
COM
$24.7M182.2K
0.7%
−7.3%
Reduced · −14K sh
21Philip Morris Int
COM
$22.4M123.5K
0.6%
−5.3%
Reduced · −7K sh
22Nike Inc -CL B
CL B
$19.0M462.3K
0.5%
−7.3%
Reduced · −36K sh
23S&P Global Inc
COM
$18.5M45.4K
0.5%
+10%
Added · +4K sh
24Take-Two Interactive Softwre
COM
$17.9M71.8K
0.5%
+10%
Added · +7K sh
25Canadian Pacific Kansas City
COM
$15.9M183.4K
0.4%
New
New position
26Intuit Inc
COM
$15.2M58.2K
0.4%
−19%
Reduced · −13K sh
27Kenvue Inc
COM
$14.3M749.3K
0.4%
−7.4%
Reduced · −60K sh
28Moody's Corp
COM
$14.3M31.5K
0.4%
+10%
Added · +3K sh
29AstraZeneca
COM
$7.4M52.4K
0.2%
New
New position
Showing all 29 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 202629$3.6B13F-HR
Q1 2026Mar 31, 2026May 11, 202630$3.4B13F-HR
Q4 2025Dec 31, 2025Feb 9, 202631$3.9B13F-HR
Q3 2025Sep 30, 2025Nov 7, 202532$3.9B13F-HR
Q2 2025Jun 30, 2025Nov 7, 202531$3.7B13F-HR/A
Q1 2025Mar 31, 2025Nov 7, 202531$3.7B13F-HR/A
Q4 2024Dec 31, 2024Nov 7, 202533$3.0B13F-HR/A
Q3 2024Sep 30, 2024Nov 7, 202533$3.2B13F-HR/A
Q2 2024Jun 30, 2024Dec 3, 202533$3.1B13F-HR/A
Q1 2024Mar 31, 2024Nov 7, 202533$3.3B13F-HR/A
Amended / restated
  • Q2 2025 · filed Sep 10, 202513F-HR/A · superseded
  • Q2 2025 · filed Aug 14, 202513F-HR · superseded
  • Q1 2025 · filed Sep 10, 202513F-HR/A · superseded
  • Q1 2025 · filed May 14, 202513F-HR · superseded
  • Q4 2024 · filed Sep 10, 202513F-HR/A · superseded
  • Q4 2024 · filed Feb 12, 202513F-HR · superseded
  • Q3 2024 · filed Sep 10, 202513F-HR/A · superseded
  • Q3 2024 · filed Nov 1, 202413F-HR · superseded
  • Q2 2024 · filed Nov 7, 202513F-HR/A · superseded
  • Q2 2024 · filed Sep 10, 202513F-HR/A · superseded
  • Q2 2024 · filed Aug 23, 202413F-HR/A · superseded
  • Q2 2024 · filed Jul 23, 202413F-HR · superseded
  • Q1 2024 · filed Sep 10, 202513F-HR/A · superseded
  • Q1 2024 · filed Sep 10, 202413F-HR/A · superseded

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.