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Portfolio (Quarterly) Guide ↗

ACADEMY CAPITAL MANAGEMENT

· CIK 0001031972
13F Portfolio $756M AUM 36 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 7 Added 10 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ADYEN NV 1,265,437 $12.6M 1.80% SOLD
2 LVMH MOET 103,466 $11.3M 1.62% SOLD
3 NESTLE ADR 30,523 $3.0M 0.43% SOLD
4 PEP PEPSICO INC Consumer Defensive 4,481 $696K 0.10% SOLD
5 F FORD MOTOR CO Consumer Cyclical 1,551 $18K 0.00% SOLD
6 PROVECTUS BIO 20,000 $1K SOLD
Sector Allocation
Technology 67.2%
Consumer Cyclical 20.0%
Healthcare 8.1%
Financial Services 4.5%
Industrials 0.2%
Energy 0.1%