Troy Asset Management Ltd — 13F holdings

Troy Asset Management Ltd reported 29 holdings worth $3.59B in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. V VISA INC — $560M (15.6%)
2. GOOGL ALPHABET INC — $458M (12.8%)
3. A AGILENT TECHNOLOGIES INC — $356M (9.9%)
4. CNI CANADIAN NATL RY CO — $322M (9.0%)
5. CB CHUBB LIMITED — $295M (8.2%)
6. MSFT MICROSOFT CORP — $246M (6.9%)
7. HUBB HUBBELL INC — $229M (6.4%)
8. ALC ALCON AG — $208M (5.8%)
9. VRSN VERISIGN INC — $169M (4.7%)
10. MKL MARKEL GROUP INC — $120M (3.4%)