Caledonia Investments as of June 30, 2025
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oracle Corp Common (ORCL) | 13.5 | $137M | 629k | 218.54 | |
| Philip Morris International Common (PM) | 13.1 | $133M | 733k | 182.06 | |
| Microsoft Corp Common (MSFT) | 12.4 | $126M | 253k | 497.13 | |
| Texas Instruments Common (TXN) | 10.0 | $102M | 490k | 207.51 | |
| Watsco Common (WSO) | 8.4 | $86M | 194k | 441.36 | |
| Charter Communications Cl A (CHTR) | 6.2 | $63M | 153k | 408.80 | |
| Fastenal Common (FAST) | 5.9 | $60M | 1.4M | 41.99 | |
| Moody's Corp Common (MCO) | 5.9 | $60M | 119k | 501.26 | |
| Charles Schwab Corp Common (SCHW) | 4.5 | $46M | 501k | 91.19 | |
| Thermo Fisher Scientific Common (TMO) | 4.5 | $45M | 112k | 405.30 | |
| Pool Corp Common (POOL) | 4.4 | $45M | 153k | 291.39 | |
| Ecolab Common (ECL) | 3.3 | $33M | 123k | 269.44 | |
| Alibaba Group Holding Sponsored Ads (BABA) | 3.1 | $32M | 278k | 113.39 | |
| Becton Dickinson and Common (BDX) | 2.5 | $25M | 146k | 172.20 | |
| Fortis Common (FTS) | 2.5 | $25M | 527k | 47.65 |
