ACADEMY CAPITAL MANAGEMENT
Filing Date
Global Rank
#2,341
/ 8,605
▼ 56
· as of Mar 2026
Top Industry
Internet Content & Information
15.8%
3Y Alpha vs SPY
-1.8%
Period ended 3 months ago
Filed May 14, 2026 · 56d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.0%
SPY
+76.5%
Annualised alpha
-2.0%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.4%
−0.3 pts
Top 5
44.8%
−3.4 pts
Top 10
77.8%
−3.1 pts
HHI
707
Diversified−38
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.5% | $168,706,654 |
| Financial Services | 26.0% | $159,675,268 |
| Communication Services | 15.9% | $97,447,062 |
| Healthcare | 15.7% | $96,631,415 |
| Consumer Cyclical | 9.2% | $56,786,487 |
| Industrials | 4.1% | $25,296,072 |
| Energy | 1.3% | $8,060,889 |
| Consumer Defensive | 0.1% | $695,854 |
| Utilities | 0.1% | $651,646 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STEL | Stellar Bancorp, Inc. | −27,687 | 7,033 | $257,478 | |
| AAPL | Apple Inc. | −10,342 | 276,278 | $70,116,593 | |
| PEP | Pepsico Inc | −8,988 | 4,481 | $695,854 | |
| AMZN | Amazon Com Inc | −8,248 | 257,131 | $53,552,673 | |
| ZTS | Zoetis Inc. | −6,197 | 228,330 | $26,990,889 | |
| C | Citigroup Inc | −6,091 | 56,000 | $6,350,960 | |
| GOOGL | Alphabet Inc. | −5,764 | 162,287 | $46,667,249 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −4,239 | 150,105 | $50,727,984 | |
| MSFT | Microsoft Corp | −3,957 | 127,382 | $47,152,994 | |
| MA | Mastercard Inc | −3,288 | 98,471 | $49,202,019 | |
| BRK-B | Berkshire Hathaway Inc | −2,947 | 105,172 | $50,398,422 | |
| META | Meta Platforms, Inc. | −2,772 | 87,781 | $50,222,143 | |
| BABA | Alibaba Group Holding Ltd | −2,602 | 25,633 | $3,215,916 | |
| PRI | Primerica, Inc. | −2,418 | 129,888 | $32,534,346 | |
| CVX | Chevron Corp | −1,230 | 1,745 | $361,040 | |
| UNH | Unitedhealth Group Inc | −1,190 | 84,827 | $22,953,337 | |
| TRV | Travelers Companies, Inc. | −1,000 | 9,617 | $2,805,086 | |
| IDXX | Idexx Laboratories Inc /De | −921 | 34,319 | $19,283,502 | |
| XOM | Exxon Mobil Corp | −123 | 45,384 | $7,699,849 | |
| MRK | Merck & Co., Inc. | −55 | 2,469 | $296,996 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
33 positions ·
$613,951,347 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 276,278 | $70,116,593 | 11.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 257,131 | $53,552,673 | 8.72% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 150,105 | $50,727,984 | 8.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 105,172 | $50,398,422 | 8.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 87,781 | $50,222,143 | 8.18% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 98,471 | $49,202,019 | 8.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 127,382 | $47,152,994 | 7.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 162,287 | $46,667,249 | 7.60% | |
| PRI |
Primerica, Inc.
Financial Services
|
Reduced | 129,888 | $32,534,346 | 5.30% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 228,330 | $26,990,889 | 4.40% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 719,230 | $26,431,702 | 4.31% | |
| POOL |
Pool Corp
Industrials
|
Added | 123,159 | $24,918,760 | 4.06% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 84,827 | $22,953,337 | 3.74% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 34,319 | $19,283,502 | 3.14% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 41,151 | $16,559,285 | 2.70% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 45,384 | $7,699,849 | 1.25% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 56,000 | $6,350,960 | 1.03% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 25,633 | $3,215,916 | 0.52% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 9,617 | $2,805,086 | 0.46% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 51,851 | $811,468 | 0.13% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,502 | $756,204 | 0.12% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 5,215 | $709,083 | 0.12% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,481 | $695,854 | 0.11% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 7,016 | $651,646 | 0.11% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 5,800 | $557,670 | 0.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,823 | $445,614 | 0.07% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,956 | $377,312 | 0.06% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,745 | $361,040 | 0.06% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,469 | $296,996 | 0.05% | |
| STEL |
Stellar Bancorp, Inc.
Financial Services
|
Reduced | 7,033 | $257,478 | 0.04% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
Held | 42,288 | $228,355 | 0.04% | |
| F |
Ford Motor Co
Consumer Cyclical
|
NEW | 1,551 | $17,898 | 0.00% | |
| PVCT |
Provectus Biopharmaceuticals, Inc.
Healthcare
|
Held | 20,000 | $1,020 | 0.00% |