ACADEMY CAPITAL MANAGEMENT

Q1 2026 13F-HR Holdings

Location
Waco, TX
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$699,417
Net value change ($000)
-53,126 (-7.1%)
New positions
3
Sold out positions
7
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ADYYF 12,616 NEW
POOL 9,637 63.1%
NVO 7,821 42.0%
SPGI 7,295 71.5%
TSM 3,824 8.2%
XOM 2,224 40.6%
HBAN 811 NEW
GLW 252 55.1%
NEE 89 15.8%
JNJ 69 18.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -16,365 -25.8%
META -9,551 -16.0%
MA -8,890 -15.3%
AAPL -7,804 -10.0%
AMZN -7,702 -12.6%
GOOGL -7,639 -11.7%
LVMUY -6,037 -34.8%
GOOGL -5,933 -11.3%
UNH -5,442 -19.2%
IDXX -4,557 -19.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type