Troy Asset Management Ltd
Top Portfolio Positions
30 positions ·
$3,385,854,339 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
1,631,911 | $493,228,780 | 14.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,479,661 | $425,491,317 | 12.57% | |
| CB |
Chubb Ltd
Financial Services
|
874,776 | $285,115,741 | 8.42% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
2,413,232 | $275,060,183 | 8.12% | |
| HUBB |
Hubbell Inc
Industrials
|
553,981 | $271,860,635 | 8.03% | |
| CNI |
Canadian National Railway Co
Industrials
|
2,628,962 | $270,178,424 | 7.98% | |
| MSFT |
Microsoft Corp
Technology
|
687,272 | $254,407,476 | 7.51% | |
| ALC |
Alcon Inc
Healthcare
|
2,988,435 | $225,178,577 | 6.65% | |
| VRSN |
Verisign Inc/Ca
Technology
|
783,354 | $194,553,799 | 5.75% | |
| ADBE |
Adobe Inc.
Technology
|
524,867 | $127,584,670 | 3.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HUBB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,860,635 | 553,981 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $244,979,958 | 551,620 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $147,722,410 | 343,293 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $132,539,663 | 324,526 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $107,388,898 | 324,526 | Shares | Sole | 2025-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||