Portfolio (Quarterly) Guide ↗

Troy Asset Management Ltd

· CIK 0001601407

13F Portfolio $3.4B AUM 30 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 4 Added 20 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PYPL	PAYPAL HOLDINGS INC	Financial Services	230,268	$13.4M	0.35%	SOLD

Sector Allocation

Financial Services 28.0%

Technology 19.9%

Industrials 18.3%

Communication Services 14.3%

Healthcare 13.5%

Consumer Cyclical 3.2%

Consumer Defensive 2.8%