Academy Capital Management 13F Filings, Portfolio & Analysis

CIK: 0001031972
Waco 500 N. Valley Mills Drive - Suite 200
Zip Code: 76710
LATEST PORTFOLIO VALUE
$701.42 M
+0.19%
09/30/2025
TOTAL ASSETS HELD
$41
1
09/30/2025
LATEST REPORT DATE
Q3 2025
09/30/2025
TOP 10 CONCENTRATION
78.84%

Academy Capital Management — Portfolio Overview & Company Profile

Academy Capital Management (CIK: 0001031972) is a financial institution headquartered at 500 N. Valley Mills Drive - Suite 200, , Waco, Texas 76710. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $701,422,325, comprising 41 distinct securities. Over its filing history, it has submitted 50 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (Q3 2025)

Top Buys

Q3 2025

No buy transactions available for this period

Top Sells

Q3 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+0.19%
$701.42 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Name Shares Market Value Weight Change Activity
288,878 $73,557,017 10.49% ▼ 20,737 Reduce -6.7%
132,135 $68,439,323 9.76% ▼ 13,081 Reduce -9.0%
90,846 $66,715,485 9.51% ▼ 5,370 Reduce -5.6%
267,347 $58,701,381 8.37% ▼ 8,924 Reduce -3.2%
102,360 $58,223,392 8.30% ▼ 5,149 Reduce -4.8%
108,889 $54,742,855 7.80% ▼ 1,104 Reduce -1.0%
209,850 $51,108,968 7.29% ▼ 14,381 Reduce -6.4%
155,270 $43,365,358 6.18% ▼ 1,139 Reduce -0.7%
169,640 $41,239,510 5.88% ▼ 5,539 Reduce -3.2%
132,913 $36,895,320 5.26% ▼ 2,785 Reduce -2.1%

Historical Portfolio Charts