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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 Chg Shares Chg % Period Price ① Since Period ①
1 CME GRP INC 11,905.0 $2.6M 0.35% NEW $220.83
2 ETF SPDR SP 500 1,351.0 $1.0M 0.13% NEW $746.86
3 LUV SOUTHWEST AIRLS CO Industrials 6,521.0 $335K 0.04% NEW $51.42 -19.4%
4 TESLA MOTORS 631.0 $265K 0.04% NEW $420.60
5 EMR EMERSON ELEC CO Industrials 1,567.0 $224K 0.03% NEW $143.15 +10.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 67.2%
Consumer Cyclical 20.0%
Healthcare 8.1%
Financial Services 4.5%
Industrials 0.2%
Energy 0.1%