TROY ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALC | 2.99M | $189.02M |
 | CNI | 2.74M | $288.00M |
 | A | 2.41M | $327.37M |
 | V | 2.40M | $757.01M |
 | GOOGL | 1.88M | $588.34M |
 | KVUE | 882K | $15.22M |
 | CB | 792K | $247.35M |
 | MSFT | 712K | $344.29M |
 | PAYX | 576K | $64.59M |
 | HUBB | 552K | $244.98M |
 | NKE | 543K | $34.58M |
 | ADBE | 525K | $183.74M |
 | SYY | 442K | $32.60M |
 | CME | 314K | $85.82M |
 | PEP | 253K | $36.30M |
 | PYPL | 230K | $13.44M |
 | TXN | 181K | $31.38M |
 | PM | 140K | $22.41M |
 | MA | 130K | $74.09M |
 | ACN | 121K | $32.34M |
Alcon Inc.
ALC
Shares Held
2.99M
Value
$189.02M
Canadian National Railway Company
CNI
Shares Held
2.74M
Value
$288.00M
Agilent Technologies, Inc.
A
Shares Held
2.41M
Value
$327.37M
Visa Inc.
V
Shares Held
2.40M
Value
$757.01M
Alphabet Inc.
GOOGL
Shares Held
1.88M
Value
$588.34M
Kenvue Inc.
KVUE
Shares Held
882K
Value
$15.22M
Chubb Limited
CB
Shares Held
792K
Value
$247.35M
Microsoft Corporation
MSFT
Shares Held
712K
Value
$344.29M
Paychex, Inc.
PAYX
Shares Held
576K
Value
$64.59M
Hubbell Incorporated
HUBB
Shares Held
552K
Value
$244.98M
NIKE, Inc.
NKE
Shares Held
543K
Value
$34.58M
Adobe Inc.
ADBE
Shares Held
525K
Value
$183.74M
Sysco Corporation
SYY
Shares Held
442K
Value
$32.60M
CME Group Inc.
CME
Shares Held
314K
Value
$85.82M
PepsiCo, Inc.
PEP
Shares Held
253K
Value
$36.30M
PayPal Holdings, Inc.
PYPL
Shares Held
230K
Value
$13.44M
Texas Instruments Incorporated
TXN
Shares Held
181K
Value
$31.38M
Philip Morris International Inc.
PM
Shares Held
140K
Value
$22.41M
Mastercard Incorporated
MA
Shares Held
130K
Value
$74.09M
Accenture plc
ACN
Shares Held
121K
Value
$32.34M