ACADEMY CAPITAL MANAGEMENT

Est. AUM

$661.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	com	$70.1M	276278	10.61%	SOLE
2	ALPHABET C	com	$57.6M	200718	8.71%	SOLE
3	AMAZON.COM INC	com	$53.6M	257131	8.10%	SOLE
4	TAIWAN SEMI	com	$50.7M	150105	7.67%	SOLE
5	META PLATFORMS	com	$50.2M	87781	7.60%	SOLE
6	MASTERCARD INC	com	$49.2M	98471	7.44%	SOLE
7	MICROSOFT CORP	com	$47.2M	127382	7.13%	SOLE
8	ALPHABET A	com	$46.7M	162287	7.06%	SOLE
9	PRIMERICA INC	com	$32.5M	129888	4.92%	SOLE
10	ZOETIS INC CLASS	com	$27.0M	228330	4.08%	SOLE
11	NOVO NORDISK	com	$26.4M	719230	4.00%	SOLE
12	POOL CORP	com	$24.9M	123159	3.77%	SOLE
13	UNITEDHEALTH	com	$23.0M	84827	3.47%	SOLE
14	IDEXX LABS INC	com	$19.3M	34319	2.92%	SOLE
15	SP GLOBAL INC	com	$17.5M	41151	2.65%	SOLE
16	ADYEN NV	com	$12.6M	1265437	1.91%	SOLE
17	BERKSHIRE B	com	$12.0M	25112	1.82%	SOLE
18	LVMH MOET	com	$11.3M	103466	1.71%	SOLE
19	EXXON MOBIL	com	$7.7M	45384	1.16%	SOLE
20	CITIGRP INC	com	$6.4M	56000	0.96%	SOLE
21	ALIBABA GRP	com	$3.2M	25633	0.49%	SOLE
22	NESTLE ADR	com	$3.0M	30523	0.46%	SOLE
23	TRAVELERS COMP	com	$2.8M	9617	0.42%	SOLE
24	HUNT BANCSHARES	com	$811K	51851	0.12%	SOLE
25	VISA INC CLASS A	com	$756K	2502	0.11%	SOLE
26	CORNING INC	com	$709K	5215	0.11%	SOLE
27	PEPSICO INC	com	$696K	4481	0.11%	SOLE
28	NEXTERA ENGY	com	$652K	7016	0.10%	SOLE
29	NETFLIX INC	com	$558K	5800	0.08%	SOLE
30	J&J	com	$446K	1823	0.07%	SOLE
31	RTX CORP	com	$377K	1956	0.06%	SOLE
32	CHEVRON CORP	com	$361K	1745	0.05%	SOLE
33	MERCK & CO. INC.	com	$297K	2469	0.04%	SOLE
34	STELLAR BANCORP	com	$257K	7033	0.04%	SOLE
35	BAUSCH HEALTH	com	$228K	42288	0.03%	SOLE
36	FORD MOTOR CO	com	$18K	1551	0.00%	SOLE
37	PROVECTUS BIO	com	$1K	20000	0.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.