Caledonia Investments as of Dec. 31, 2025
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International Common (PM) | 13.0 | $118M | 733k | 160.41 | |
| Microsoft Corp Common (MSFT) | 12.6 | $113M | 234k | 483.60 | |
| Texas Instruments Common (TXN) | 10.0 | $90M | 518k | 173.45 | |
| Watsco Common (WSO) | 8.7 | $79M | 233k | 336.96 | |
| Oracle Corp Common (ORCL) | 8.1 | $73M | 373k | 194.94 | |
| Thermo Fisher Scientific Common (TMO) | 7.2 | $65M | 112k | 579.46 | |
| Charles Schwab Corp Common (SCHW) | 6.8 | $61M | 611k | 99.93 | |
| Moody's Corp Common (MCO) | 6.7 | $61M | 119k | 510.87 | |
| Fastenal Common (FAST) | 6.2 | $56M | 1.4M | 40.13 | |
| Alibaba Group Holding Sponsored Ads (BABA) | 4.5 | $41M | 278k | 146.54 | |
| Pool Corp Common (POOL) | 4.5 | $40M | 176k | 228.76 | |
| Charter Communications Cl A (CHTR) | 3.9 | $35M | 170k | 208.71 | |
| Cintas Corp Common (CTAS) | 3.7 | $33M | 177k | 188.06 | |
| Fortis Common (FTS) | 2.6 | $24M | 457k | 52.02 | |
| Paychex Common (PAYX) | 1.7 | $15M | 133k | 112.17 |
