ACADEMY CAPITAL MANAGEMENT
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 57.0% | $197,213,355 |
| Financial Services | 19.0% | $65,841,985 |
| Consumer Cyclical | 16.9% | $58,676,447 |
| Healthcare | 6.8% | $23,643,546 |
| Industrials | 0.2% | $559,625 |
| Energy | 0.1% | $289,251 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STEL | Stellar Bancorp, Inc. | +27,687 | 34,720 | $1,365,190 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVO | Novo Nordisk A S | −240,046 | 479,184 | $22,972,080 | |
| AMZN | Amazon Com Inc | −10,943 | 246,188 | $58,676,447 | |
| MSFT | Microsoft Corp | −4,566 | 122,816 | $45,812,824 | |
| AAPL | Apple Inc. | −2,914 | 273,364 | $79,100,607 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1,503 | 148,602 | $70,967,857 | |
| BRK-B | Berkshire Hathaway Inc | −164 | 105,008 | $52,544,953 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 363,005 | $104,245,214 | |
| META | Meta Platforms, Inc. | 87,781 | $50,222,143 | |
| MA | Mastercard Inc | 98,471 | $49,202,019 | |
| PRI | Primerica, Inc. | 129,888 | $32,534,346 | |
| ZTS | Zoetis Inc. | 228,330 | $26,990,889 | |
| POOL | Pool Corp | 123,159 | $24,918,760 | |
| UNH | Unitedhealth Group Inc | 84,827 | $22,953,337 | |
| IDXX | Idexx Laboratories Inc /De | 34,319 | $19,283,502 | |
| SPGI | S&P Global Inc. | 41,151 | $17,503,165 | |
| XOM | ExxonMobil Holdings Corp | 45,384 | $7,699,849 | |
| BABA | Alibaba Group Holding Ltd | 25,633 | $3,215,916 | |
| V | Visa Inc. | 2,502 | $756,204 | |
| PEP | Pepsico Inc | 4,481 | $695,854 | |
| NEE | Nextera Energy Inc | 7,016 | $651,646 | |
| NFLX | Netflix Inc | 5,800 | $557,670 | |
| RTX | RTX Corp | 1,956 | $377,312 | |
| MRK | Merck & Co., Inc. | 2,469 | $296,996 | |
| F | Ford Motor Co | 1,551 | $17,898 | |
| PVCT | Provectus Biopharmaceuticals, Inc. | 20,000 | $1,020 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 273,364 | $79,100,607 | 22.85% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 148,602 | $70,967,857 | 20.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 246,188 | $58,676,447 | 16.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 105,008 | $52,544,953 | 15.18% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 122,816 | $45,812,824 | 13.23% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 479,184 | $22,972,080 | 6.64% | |
| C |
Citigroup Inc
Financial Services
|
Held | 56,000 | $7,837,760 | 2.26% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 9,617 | $3,174,764 | 0.92% | |
| STEL |
Stellar Bancorp, Inc.
Financial Services
|
Added | 34,720 | $1,365,190 | 0.39% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 5,215 | $1,332,067 | 0.38% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Held | 51,851 | $919,318 | 0.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,823 | $462,987 | 0.13% | |
| LUV |
Southwest Airlines Co
Industrials
|
NEW | 6,521 | $335,309 | 0.10% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,745 | $289,251 | 0.08% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 1,567 | $224,316 | 0.06% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
Held | 42,288 | $208,479 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.