Caledonia Investments as of March 31, 2026
Portfolio Holdings for Caledonia Investments
Caledonia Investments holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International Common (PM) | 13.6 | $116M | 703k | 165.32 | |
| Texas Instruments Common (TXN) | 11.7 | $101M | 518k | 194.10 | |
| Microsoft Corp Common (MSFT) | 10.1 | $87M | 234k | 370.12 | |
| Watsco Common (WSO) | 9.9 | $85M | 233k | 363.50 | |
| Fastenal Common (FAST) | 7.5 | $64M | 1.4M | 46.42 | |
| Charles Schwab Corp Common (SCHW) | 6.7 | $57M | 611k | 93.97 | |
| Moody's Corp Common (MCO) | 6.6 | $57M | 130k | 436.43 | |
| Thermo Fisher Scientific Common (TMO) | 6.4 | $55M | 112k | 491.66 | |
| Oracle Corp Common (ORCL) | 6.4 | $55M | 373k | 147.09 | |
| Cintas Corp Common (CTAS) | 4.4 | $38M | 222k | 169.09 | |
| Charter Communications Cl A (CHTR) | 4.3 | $37M | 170k | 215.83 | |
| Pool Corp Common (POOL) | 4.2 | $36M | 176k | 202.26 | |
| Alibaba Group Holding Sponsored Ads (BABA) | 4.1 | $35M | 278k | 125.51 | |
| Fortis Common (FTS) | 2.7 | $23M | 410k | 55.57 | |
| Paychex Common (PAYX) | 1.4 | $12M | 133k | 92.05 |
