ACADEMY CAPITAL MANAGEMENT
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,158,602,375 | Individuals and high net worth (96%) |
| Apr 2025 to Mar 2026 | $1,046,676,052 | Individuals and high net worth (87%) |
| Apr 2024 to Mar 2025 | $896,128,068 | Individuals and high net worth (93%) |
| May 2023 to Mar 2024 | $657,208,561 | Individuals and high net worth (91%) |
| Mar 2023 to Apr 2023 | $657,208,561 | Individuals and high net worth (91%) |
| Feb 2022 to Feb 2023 | $791,875,957 | Individuals and high net worth (88%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 72.2%; sector active share 35.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.1% | $197,213,355 |
| Communication Services | 24.8% | $187,743,950 |
| Financial Services | 23.0% | $174,040,046 |
| Healthcare | 15.0% | $113,409,851 |
| Consumer Cyclical | 8.2% | $61,862,612 |
| Industrials | 1.8% | $13,955,395 |
| Energy | 0.8% | $6,407,607 |
| Unclassified | 0.1% | $1,008,886 |
| Utilities | 0.1% | $615,794 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZTS | Zoetis Inc. | +270,096 | 498,426 | $35,816,892 | |
| NFLX | Netflix Inc | +189,707 | 195,507 | $13,959,199 | |
| — | +27,687 | 34,720 | $1,365,190 | ||
| BABA | Alibaba Group Holding Ltd | +4,798 | 30,431 | $2,920,767 | |
| MA | Mastercard Inc | +985 | 99,456 | $51,080,601 | |
| IDXX | Idexx Laboratories Inc | +482 | 34,801 | $18,320,638 | |
| UNH | Unitedhealth Group Inc | +132 | 84,959 | $35,311,509 | |
| V | Visa Inc. | +17 | 2,519 | $864,243 | |
| 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 | |
| POOL | Pool Corp | −62,551 | 60,608 | $13,024,659 | |
| AMZN | Amazon Com Inc | −10,943 | 246,188 | $58,676,447 | |
| GOOGL | Alphabet Inc. | −6,639 | 155,648 | $55,623,925 | |
| MSFT | Microsoft Corp | −4,566 | 122,816 | $45,812,824 | |
| AAPL | Apple Inc. | −2,914 | 273,364 | $79,100,607 | |
| META | Meta Platforms, Inc. | −2,862 | 84,919 | $47,834,023 | |
| GOOG | Alphabet Inc. | −1,678 | 199,040 | $70,326,803 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −1,503 | 148,602 | $70,967,857 | |
| XOM | ExxonMobil Holdings Corp | −633 | 44,751 | $6,118,356 | |
| BRK-B | Berkshire Hathaway Inc | −164 | 105,008 | $52,544,953 | |
| PRI | Primerica, Inc. | −124 | 129,764 | $36,878,928 | |
| SPGI | S&P Global Inc. | −34 | 41,117 | $16,745,308 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 273,364 | $79,100,607 | 10.46% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 148,602 | $70,967,857 | 9.38% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 199,040 | $70,326,803 | 9.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 246,188 | $58,676,447 | 7.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 155,648 | $55,623,925 | 7.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 105,008 | $52,544,953 | 6.95% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 99,456 | $51,080,601 | 6.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 84,919 | $47,834,023 | 6.33% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 122,816 | $45,812,824 | 6.06% | |
| PRI |
Primerica, Inc.
Financial Services
|
Reduced | 129,764 | $36,878,928 | 4.88% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 498,426 | $35,816,892 | 4.74% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 84,959 | $35,311,509 | 4.67% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 479,184 | $22,972,080 | 3.04% | |
| IDXX |
Idexx Laboratories Inc
Healthcare
|
Added | 34,801 | $18,320,638 | 2.42% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 41,117 | $16,745,308 | 2.21% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 195,507 | $13,959,199 | 1.85% | |
| POOL |
Pool Corp
Industrials
|
Reduced | 60,608 | $13,024,659 | 1.72% | |
| C |
Citigroup Inc
Financial Services
|
Held | 56,000 | $7,837,760 | 1.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 44,751 | $6,118,356 | 0.81% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 9,617 | $3,174,764 | 0.42% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Added | 30,431 | $2,920,767 | 0.39% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 11,905 | $2,628,981 | 0.35% | |
|
|
Added | 34,720 | $1,365,190 | 0.18% | ||
| GLW |
Corning Inc
Technology
|
Held | 5,215 | $1,332,067 | 0.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 1,351 | $1,008,886 | 0.13% | |
| HBAN |
Huntington Bancshares Inc
Financial Services
|
Held | 51,851 | $919,318 | 0.12% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,519 | $864,243 | 0.11% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 7,016 | $615,794 | 0.08% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,823 | $462,987 | 0.06% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,956 | $371,111 | 0.05% | |
| LUV |
Southwest Airlines Co
Industrials
|
NEW | 6,521 | $335,309 | 0.04% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 2,469 | $317,266 | 0.04% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,745 | $289,251 | 0.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 631 | $265,398 | 0.04% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 1,567 | $224,316 | 0.03% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
Held | 42,288 | $208,479 | 0.03% |
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.