13F HOLDINGS REPORT
ACADEMY CAPITAL MANAGEMENT INC/TX
Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0001031972-25-000004
Total Value
$700.1M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 145,216 | $72.2M | 10.32% |
| 2 | META PLATFORMS | META | 96,216 | $71.0M | 10.14% |
| 3 | APPLE INC | AAPL | 309,615 | $63.5M | 9.07% |
| 4 | AMAZON.COM INC | AMZN | 276,271 | $60.6M | 8.66% |
| 5 | MASTERCARD INC | MA | 107,509 | $60.4M | 8.63% |
| 6 | UNITEDHEALTH | UNH | 187,620 | $58.5M | 8.36% |
| 7 | BERKSHIRE B | BRK-A | 84,137 | $40.9M | 5.84% |
| 8 | ALPHABET C | GOOG | 224,231 | $39.8M | 5.68% |
| 9 | PRIMERICA INC | PRI | 135,698 | $37.1M | 5.30% |
| 10 | TAIWAN SEMI | 874039100 | 156,409 | $35.4M | 5.06% |
| 11 | ALPHABET A | GOOG | 175,179 | $30.9M | 4.41% |
| 12 | NOVO NORDISK | NONOF | 366,249 | $25.3M | 3.61% |
| 13 | IDEXX LABS INC | 45168d104 | 35,762 | $19.2M | 2.74% |
| 14 | LVMH MOET | 502441306 | 167,829 | $17.6M | 2.52% |
| 15 | BERKSHIRE B | BRK-A | 25,856 | $12.6M | 1.79% |
| 16 | SP GLOBAL INC | SPGI | 19,804 | $10.4M | 1.49% |
| 17 | NESTLE ADR | 641069406 | 95,559 | $9.5M | 1.36% |
| 18 | PEPSICO INC | PEP | 59,243 | $7.8M | 1.12% |
| 19 | CITIGRP INC | C-PR | 65,788 | $5.6M | 0.80% |
| 20 | POOL CORP | POOL | 17,347 | $5.1M | 0.72% |
| 21 | CME GRP INC | CME | 11,955 | $3.3M | 0.47% |
| 22 | ALIBABA GRP | BBAAY | 28,686 | $3.3M | 0.46% |
| 23 | TRAVELERS COMP | TRV | 6,417 | $1.7M | 0.25% |
| 24 | EXN MOBIL CORP | XOM | 12,352 | $1.3M | 0.19% |
| 25 | STELLAR BANCORP | STEL | 36,941 | $1.0M | 0.15% |
| 26 | NETFLIX INC | NFLX | 580 | $776,695 | 0.11% |
| 27 | VISA INC CLASS A | V | 2,062 | $732,113 | 0.10% |
| 28 | CADENCE BK | 12740c103 | 20,950 | $669,981 | 0.10% |
| 29 | ETF SPDR SP 500 | SPY | 837 | $517,245 | 0.07% |
| 30 | NEXTERA ENGY | NEE-PW | 7,016 | $487,051 | 0.07% |
| 31 | CHEVRON CORP | CVX | 3,027 | $433,436 | 0.06% |
| 32 | TESLA MOTORS | TSLA | 1,251 | $397,393 | 0.06% |
| 33 | J&J | JNJ | 1,875 | $286,406 | 0.04% |
| 34 | RTX CORP | RTX | 1,956 | $285,615 | 0.04% |
| 35 | BAUSCH HEALTH | 071734107 | 42,288 | $281,638 | 0.04% |
| 36 | CORNING INC | GLW | 5,215 | $274,257 | 0.04% |
| 37 | AIR PROD & CHEM | AIIR | 845 | $238,341 | 0.03% |
| 38 | EMERSON ELECTRIC | EMR | 1,636 | $218,128 | 0.03% |
| 39 | SOUTHWEST AIR | 844741108 | 6,521 | $211,541 | 0.03% |
| 40 | MERCK & CO. INC. | MRK | 2,540 | $201,066 | 0.03% |
| 41 | PROVECTUS BIO | PVCT | 20,000 | $1,498 | 0.00% |