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COLEFORD INVESTMENT MANAGEMENT LTD. 13F portfolio summary

COLEFORD INVESTMENT MANAGEMENT LTD. of COLEFORD INVESTMENT MANAGEMENT LTD. has 23 current stock holdings with a reported portfolio value of $458.5M. The portfolio 1 year return is +17.25%. Top holdings include RY (8.71%), GOOGL (8.40%), WMT (7.25%), AXP (6.47%), TD (6.27%).

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COLEFORD INVESTMENT MANAGEMENT LTD.

COLEFORD INVESTMENT MANAGEMENT LTD.
Latest filing: 2026-06-30

COLEFORD INVESTMENT MANAGEMENT LTD. runs COLEFORD INVESTMENT MANAGEMENT LTD. and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $458.50M. Their top holdings are RY, GOOGL, WMT, AXP, TD. The top five represent 37.1% of reported portfolio weight. COLEFORD INVESTMENT MANAGEMENT LTD. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COLEFORD INVESTMENT MANAGEMENT LTD. initiated 1 new position. They added to 5 existing positions. They trimmed 17 positions. Their current best-performing preview position is TD with returns of +30.20%.

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Top 5 Holdings
RY8.7%
GOOGL8.4%
WMT7.2%
AXP6.5%
TD6.3%
Top 5: 37.1%
Portfolio Returns
1 Year
+17.25%
#0/1000
3 Year
+22.45%
#0/1000
5 Year
+22.45%
#0/1000

Portfolio Value

$458.50M

Alpha Score

20.0

#0 of 1000

Holdings

23

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23 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RY
Royal Bank of Canada
8.71%$121.32$205.10+69.06%
Trimmed
-3.52%
GOOGL
Alphabet Inc. Class A
8.40%$189.30$344.82+82.16%
Trimmed
-0.99%
WMT
Wal-Mart Inc.
7.25%$90.35$103.70+14.78%
Trimmed
-0.95%
AXP
American Express
6.47%$296.88$336.07+13.20%
Trimmed
-1.70%
TD
Toronto Dominion Bank
6.27%$54.88$117.12+113.41%
Trimmed
-2.12%
MSFT
Microsoft Corp.
5.94%$420.38$483.24+14.95%
Added
+0.46%
V
Visa Inc. Cl. A
5.24%$315.83$371.13+17.51%
Trimmed
-2.08%
TRP
TC Energy Corp.
5.18%$50.82$62.04+22.08%
Trimmed
-0.84%
AAPL
Apple Inc.
4.78%$250.46$309.35+23.51%
Trimmed
-1.86%
NVS
Novartis AG (ADR)
4.58%$98.11$158.86+61.92%
Trimmed
-1.22%

Showing 1-10 of 23