FBInvestor
Funds / Todd Asset Management LLC
Institutional Fund

Todd Asset Management LLC

Louisville, KYCIK 10714835 filings on record

Portfolio Value
$5.11B
Q1 2026
Holdings
179
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-0.5%
from $5.13B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Teva Pharmaceutical Inds Ltd2.2%
  • Chubb Limited2.0%
  • Totalenergies Se2.0%
  • Shell PLC1.9%
  • Vale S A1.7%
  • Rio Tinto PLC1.6%
  • Other88.7%

Portfolio Holdings

179 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Teva Pharmaceutical Inds Ltd3.77M$113.60M2.2%5.5KReduced
2Chubb Limited311.8K$101.61M2.0%+53.1KAdded
3Totalenergies Se1.11M$100.74M2.0%4.0KReduced
4Shell PLC1.04M$96.35M1.9%+75.1KAdded
5Vale S A5.33M$84.74M1.7%913.5KReduced
6Rio Tinto PLC874.7K$81.60M1.6%210.2KReduced
7Medtronic PLC930.2K$80.60M1.6%+163.0KAdded
8Gilead Sciences Inc577.8K$80.53M1.6%6.0KReduced
9Hca Healthcare Inc167.0K$79.03M1.5%+53.6KAdded
10Nxp Semiconductors N V396.8K$78.12M1.5%+163.8KAdded

169 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio