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Craig Middaugh

Coleford Investment Management Ltd.

Assets Managed
$407.758M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-0.79%(2Q avg: -1.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Coleford Investment Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of Coleford Investment Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 407.758M in assets, with a quarterly growth rate of -0.79% and a 2-quarter average growth rate of -1.03%. The portfolio is managed by Craig Middaugh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Decreased -12.01%
9.05%
$36.874M
296,115 shares@ $124.53 avg price
RY
Royal Bank Of Canada
Recent Activity
Increased 1.86%
7.92%
$32.284M
200,339 shares@ $161.15 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -21.08%
7.68%
$31.285M
108,795 shares@ $287.56 avg price
AXP
American Express Co
Recent Activity
Increased 1.69%
6.63%
$27.003M
89,272 shares@ $302.49 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.8%
6.61%
$26.925M
72,736 shares@ $370.17 avg price
TRP
Tc Energy Corp
Recent Activity
Increased 36.37%
5.55%
$22.626M
358,860 shares@ $63.06 avg price
TD
Toronto-dominion Bank
Recent Activity
Increased 2.1%
5.53%
$22.521M
241,905 shares@ $93.1 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 1.57%
5.31%
$21.631M
71,569 shares@ $302.25 avg price
NVS
Novartis Ag-sponsored Adr
Recent Activity
Increased 1.46%
5.09%
$20.716M
135,620 shares@ $152.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.18%
4.81%
$19.59M
77,188 shares@ $253.8 avg price

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