Troy Asset Management Ltd Q3 2023 Filing

Filed November 3, 2023

Portfolio Value

$3.2T

Holdings

35

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (35 positions)

#StockSharesValue% PortfolioType
1
CLCOLGATE-PALMOLIVE CO
13,875$987.0M0.03%
2
VVISA INC-CLASS A SHARES
1,668,806$383K0.00%
3
MSFTMICROSOFT CORP
1,037,738$327K0.00%
4
GOOGLALPHABET INC-CL A
2,100,314$274K0.00%
5
PGPROCTER & GAMBLE
1,861,917$271K0.00%
6
BDXBECTON DICKINSON AND CO
884,901$228K0.00%
7
AXPAMERICAN EXPRESS CO
1,037,973$154K0.00%
8
PAYXPAYCHEX INC
1,318,726$152K0.00%
9
FNVFRANCO-NEVADA CORP (US)
1,116,595$149K0.00%
10
CMECME GROUP INC
728,457$145K0.00%
11
AG8AGILENT TECHNOLOGIES INC
1,024,052$114K0.00%
12
MDTMEDTRONIC INC
1,386,696$108K0.00%
13
PEPPEPSICO INC
505,735$85K0.00%
14
ADPAUTOMATIC DATA PROCESSING
317,149$76K0.00%
15
MCOMOODY'S CORP MCO US
230,778$72K0.00%
16
4I1PHILIP MORRIS INT
699,162$64K0.00%
17
CSCOCISCO SYSTEMS INC
998,989$53K0.00%
18
MAMASTERCARD INC - A
119,378$47K0.00%
19
JNJJOHNSON & JOHNSON
298,894$46K0.00%
20
MCDMCDONALD'S CORP
163,850$43K0.00%
21
FASTFASTENAL CO
767,864$41K0.00%
22
METAMETA PLATFORMS INC
129,398$38K0.00%
23
TXNTEXAS INSTRUMENTS INC
226,268$35K0.00%
24
ACNACCENTURE PLC-CL A
103,357$31K0.00%
25
FISVFISERV INC
255,755$28K0.00%
26
BKNGBOOKING HOLDINGS INC
8,850$27K0.00%
27
HSYHERSHEY CO/THE
125,233$25K0.00%
28
INTUINTUIT INC
47,579$24K0.00%
29
KOCOCA-COLA CO
395,068$22K0.00%
30
ADBEADOBE INC
40,855$20K0.00%
31
PYPLPAYPAL HOLDINGS INC
331,055$19K0.00%
32
CLXCLOROX COMPANY
129,355$16K0.00%
33
SPGIS&P GLOBAL INC
43,534$15K0.00%
34
KVUEKENVUE INC
726,520$14K0.00%
35
TTWOTAKE-TWO INTERACTIVE SOFTWRE
98,343$13K0.00%