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| Happy Holidays!! thanks for using AUM13F!! |
| Academy Capital Management
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| CRD # | 105008 |
| SEC # | 801-27836 |
| CIK # | 0001031972 |
| AUM | $1.0 B (2025-03-10) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 254-751-0555 |
| Address | 500 N Valley Mills Dr Ste 200 Waco, TX 76710 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001031972 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 72.2 | ||
| Facebook Inc | 71.0 | ||
| Apple Inc | 63.5 | ||
| Amazon Com Inc | 60.6 | ||
| Mastercard Inc | 60.4 | ||
| UnitedHealth Group Inc | 58.5 | ||
| Alphabet Inc | 39.8 | ||
| Primerica Inc | 37.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 35.4 | ||
| Alphabet Inc | 30.9 | ||
| Novo Nordisk A S | 25.3 | ||
| Idexx Laboratories Inc /DE | 19.2 | ||
| McGraw-hill Companies Inc | 10.4 | ||
| PepsiCo Inc | 7.8 | ||
| Citigroup Inc | 5.6 | ||
| Pool Corp | 5.1 | ||
| CME Group Inc | 3.3 | ||
| Alibaba Group Holding Ltd | 3.3 | ||
| Travelers Companies Inc | 1.7 | ||
| Exxon Mobil Corp | 1.3 | ||
| CBTX Inc | 1.0 | ||
| Netflix Inc | 0.8 | ||
| VISA Inc | 0.7 | ||
| FPL Group Inc | 0.5 | ||
| Chevron Corp | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 767 | 197.8 |
| (b) Individuals (high net worth individuals) | 157 | 708.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 26.2 |
| (h) Charitable organizations | 15 | 49.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 64.9 |
| (n) Other | 0 | 0.0 |
| Total | 970 | 1,046.7 |
| By Discretionary | ||
| Discretionary | 970 | 1,046.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 970 | 1,046.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,046.7 | |
| Total | 970 | 1,046.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001031972] |
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|---|---|---|
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1.1 | |
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