Troy Asset Management Ltd
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$3.4B
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$V
VISA INC-CLASS A SHARES
Held since at least Q1 2024
14.7%
02
$GOOGL
ALPHABET INC-CL A
Held since at least Q1 2024
12.7%
03
$CB
CHUBB LTD
Held since at least Q1 2024
8.5%
04
$CNR
CANADIAN NATL RAILWAY CO
Held since at least Q1 2024
8.5%
05
$A
AGILENT TECHNOLOGIES INC
Held since at least Q1 2024
8.2%
06
$HUBB
HUBBELL INC
Held since at least Q1 2024
8.1%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
7.6%
08
$VRSN
VERISIGN INC
Held since at least Q1 2024
5.8%
09
$ALC
ALCON INC
Q1 2026: New position (136.5k shares)
5.3%
10
$ADBE
ADOBE INC
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.