Caledonia Investments Plc Top Holdings and 13F Report (2025) About Caledonia Investments PlcInvestment ActivityCaledonia Investments Plc has $1.02 billion in total holdings as of June 30, 2025.Caledonia Investments Plc owns shares of 15 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.27% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Caledonia Investments Plc has purchased 14 new stocks and bought additional shares in 6 stocks.Caledonia Investments Plc sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Oracle $137,374,244Philip Morris International $133,370,420Microsoft $125,931,480Texas Instruments $101,565,770Watsco $85,812,301 Largest New Holdings this Quarter 808513105 - Charles Schwab $45,686,190 Holding Largest Purchases this Quarter Charles Schwab 501,000 shares (about $45.69M)Fastenal 718,056 shares (about $30.15M)Pool 23,500 shares (about $6.85M)Moody's 12,750 shares (about $6.39M)Texas Instruments 28,500 shares (about $5.91M) Largest Sales this Quarter Oracle 38,500 shares (about $8.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaledonia Investments Plc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorORCLOracle$137,374,244$8,413,790 ▼-5.8%628,60013.5%Computer and TechnologyPMPhilip Morris International$133,370,4200.0%732,56313.1%Consumer StaplesMSFTMicrosoft$125,931,4800.0%253,31712.4%Computer and TechnologyTXNTexas Instruments$101,565,770$5,914,035 ▲6.2%489,45010.0%Computer and TechnologyWSOWatsco$85,812,3010.0%194,4278.4%ConstructionCHTRCharter Communications$62,628,160$4,823,840 ▲8.3%153,2006.2%Consumer DiscretionaryFASTFastenal$60,302,343$30,151,172 ▲100.0%1,436,1125.9%Retail/WholesaleMCOMoody's$59,549,688$6,391,065 ▲12.0%118,8005.9%FinanceSCHWCharles Schwab$45,686,190$45,686,190 ▲New Holding501,0004.5%FinanceTMOThermo Fisher Scientific$45,299,165$4,660,950 ▲11.5%111,7674.5%MedicalPOOLPool$44,549,743$6,847,665 ▲18.2%152,8874.4%Consumer DiscretionaryECLEcolab$33,197,7020.0%123,2103.3%Basic MaterialsBABAAlibaba Group$31,522,4200.0%278,0003.1%Retail/WholesaleBDXBecton, Dickinson and Company$25,158,4200.0%146,1002.5%MedicalFTSFortis$25,097,8980.0%526,7002.5%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
