§ 13F · FUND PROFILE
Coleford Investment Management Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $416M (13F)Positions · 22Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WMT | Wal-Mart Inc. | 296K | $37M | 9.0% | −12% |
| 2 | RY | Royal Bank of Canada | 200K | $32M | 7.9% | +2% |
| 3 | GOOGL | Alphabet Inc. Class A | 109K | $31M | 7.7% | −21% |
| 4 | AXP | American Express | 89K | $27M | 6.6% | +2% |
| 5 | MSFT | Microsoft Corp. | 73K | $27M | 6.6% | +2% |
| 6 | TRP | TC Energy Corp. | 359K | $23M | 5.5% | +36% |
| 7 | TD | Toronto Dominion Bank | 242K | $23M | 5.5% | +2% |
| 8 | V | Visa Inc. Cl. A | 72K | $22M | 5.3% | +2% |
| 9 | NVS | Novartis AG (ADR) | 136K | $21M | 5.1% | +1% |
| 10 | AAPL | Apple Inc. | 77K | $20M | 4.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLEFORD SIGNAL
AC read
Coleford Investment Management Ltd. is a Other fund managing $416 million in assets. The fund runs a focused portfolio of just 22 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed