Caledonia Investments as of Sept. 30, 2025
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corp Common (MSFT) | 12.9 | $131M | 253k | 517.94 | |
| Oracle Corp Common (ORCL) | 11.8 | $120M | 426k | 281.04 | |
| Philip Morris International Common (PM) | 11.7 | $119M | 733k | 162.16 | |
| Texas Instruments Common (TXN) | 9.4 | $95M | 518k | 183.68 | |
| Watsco Common (WSO) | 8.7 | $89M | 219k | 404.26 | |
| Fastenal Common (FAST) | 6.7 | $68M | 1.4M | 49.03 | |
| Charles Schwab Corp Common (SCHW) | 5.7 | $58M | 611k | 95.42 | |
| Moody's Corp Common (MCO) | 5.6 | $57M | 119k | 476.27 | |
| Thermo Fisher Scientific Common (TMO) | 5.3 | $54M | 112k | 484.56 | |
| Pool Corp Common (POOL) | 4.9 | $50M | 161k | 310.07 | |
| Alibaba Group Holding Sponsored Ads (BABA) | 4.9 | $50M | 278k | 178.68 | |
| Charter Communications Cl A (CHTR) | 4.1 | $42M | 153k | 275.06 | |
| Ecolab Common (ECL) | 3.3 | $34M | 123k | 273.85 | |
| Becton Dickinson and Common (BDX) | 2.7 | $27M | 146k | 187.12 | |
| Fortis Common (FTS) | 2.3 | $23M | 457k | 50.40 |
