Coleford Investment Management Ltd. — 13F holdings

Coleford Investment Management Ltd. reported 23 holdings worth $459M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. RY ROYAL BK CDA — $39.9M (8.7%)
2. GOOGL ALPHABET INC — $38.5M (8.4%)
3. WMT WALMART INC — $33.2M (7.2%)
4. AXP AMERICAN EXPRESS CO — $29.7M (6.5%)
5. TD TORONTO DOMINION BK ONT — $28.7M (6.3%)
6. MSFT MICROSOFT CORP — $27.3M (5.9%)
7. V Visa Inc — $24.0M (5.2%)
8. TRP TC ENERGY CORP — $23.7M (5.2%)
9. AAPL APPLE INC — $21.9M (4.8%)
10. NVS NOVARTIS AG — $21.0M (4.6%)