TA

Troy Asset Management Ltd

13F
Troy Asset Management Ltd
Last update 2025-05-14 30 Stocks (1 new)
Value $3.10 Bil Turnover 10 %
Countries:
Top Holdings: V(15.98%)GOOGL(11.62%)MSFT(10.27%)VRSN(7.49%)ADBE(5.91%)
Summary Stock Picks Current Portfolio
Troy Asset Management Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V
Visa Inc
1,412,624
495,068.2
-10.89%
15.980
-1.83%
0.070
+6.35%
+11.71%
687,358.6
Credit Services
GOOGL
Alphabet Inc
2,327,507
359,925.7
+0.15%
11.620
+0.02%
0.020
+26.47%
+1.32%
2,326,066.7
Interactive Media
MSFT
Microsoft Corp
847,363
318,091.6
-0.05%
10.270
-0.01%
0.010
+38.00%
+20.34%
3,755,441.4
Software
VRSN
VeriSign Inc
914,489
232,161.3
-0.01%
7.490
0%
0.970
+16.38%
+39.50%
27,035.7
Software
ADBE
Adobe Inc
477,116
182,988.3
+554.79%
5.910
+5.01%
0.110
+6.56%
-16.15%
158,171.5
Software
A
Agilent Technologies Inc
1,375,955
160,959.2
+41.40%
5.190
+1.52%
0.480
+13.25%
-13.14%
33,005.5
Medical Diagnostics & Research
CB
Chubb Ltd
419,555
126,701.4
+0.27%
4.090
+0.01%
0.100
-3.70%
+1.54%
111,700.6
Insurance
AXP
American Express Co
459,572
123,647.9
+0.23%
3.990
+0.01%
0.070
+20.79%
+3.32%
211,645.6
Credit Services
PAYX
Paychex Inc
679,668
104,859.2
-7.57%
3.380
-0.26%
0.190
+2.39%
+5.32%
52,084.1
Software
CNI
Canadian National Railway Co
1,055,089
102,829.0
New Holding
3.320
+3.32%
0.170
+3.49%
+0.11%
62,442.7
Transportation

Troy Asset Management Ltd's Historical Top Holdings Breakdowns

Troy Asset Management Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ADBE
Adobe Inc
2025-03-31
Add
Add
+5.01%
●
377.84 ($428.84) 464.11
$372.87
-13.05%
Add 554.79%
477,116
404,251
CNI
Canadian National Railway Co
2025-03-31
New Buy
New Buy
+3.32%
●
95.46 ($101.11) 106.78
$100.37
-0.73%
New holding
1,055,089
1,055,089
V
Visa Inc
2025-03-31
Reduce
Reduce
-1.83%
●
306.92 ($338.38) 362.71
$351.86
3.98%
Reduce -10.89%
1,412,624
-172,711
A
Agilent Technologies Inc
2025-03-31
Add
Add
+1.52%
●
116.69 ($134.77) 152.6
$116.19
-13.79%
Add 41.4%
1,375,955
402,852
CSCO
Cisco Systems Inc
2025-03-31
Sold Out
Sold Out
-1.16%
●
58.74 ($61.57) 64.87
$68.16
10.70%
Sold Out
0
-582,855
MCO
Moodys Corp
2025-03-31
Reduce
Reduce
-0.77%
●
437.8 ($481.85) 527.48
$499.12
3.58%
Reduce -26.75%
132,018
-48,223
JNJ
Johnson & Johnson
2025-03-31
Sold Out
Sold Out
-0.69%
●
142.06 ($156.47) 167.7
$167.93
7.32%
Sold Out
0
-141,813
MDT
Medtronic PLC
2025-03-31
Reduce
Reduce
-0.67%
●
79.84 ($89.48) 94.5
$91.65
2.43%
Reduce -30.32%
574,943
-250,152
PYPL
PayPal Holdings Inc
2025-03-31
Reduce
Reduce
-0.41%
●
65.15 ($77.89) 91.81
$76.00
-2.43%
Reduce -37.94%
236,907
-144,859
CME
CME Group Inc
2025-03-31
Reduce
Reduce
-0.32%
●
225.82 ($246.67) 266.54
$274.64
11.34%
Reduce -9.64%
381,967
-40,764

Troy Asset Management Ltd Total Holding History ($B)

To

Troy Asset Management Ltd's Asset Allocation

To

Troy Asset Management Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Troy Asset Management Ltd's Hypothetical Growth since 2025-03-31

Troy Asset Management Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Troy Asset Management Ltd's Holdings Heat Map

Size field:

Troy Asset Management Ltd's Holdings Bubble Chart

Troy Asset Management Ltd News

  • 1

Discussions on Troy Asset Management Ltd

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.