Academy Capital Management Inc/tx
Academy Capital Management is a boutique investment advisory firm headquartered in Waco, Texas, founded in 1987. The firm provides fee-only comprehensive financial planning and investment management services to individuals, trusts, foundations, and retirement plans. They serve nearly 1,000 clients across several U.S. states and are supported by a team of approximately 11–50 employees. Academy Capital Management emphasizes continuous learning, client education, and fiduciary responsibility, serving clients seeking stewardship of financial resources and long-term wealth planning.
Investment Strategy
Academy Capital Management employs a research-driven, fee-only advisory approach, focusing on diversified investment portfolios tailored to clients' individual goals, risk tolerance, and timelines. The firm utilizes stocks, ETFs, mutual funds, and bonds to craft investment plans that emphasize long-term growth, prudent risk management, and tax efficiency. Continuous learning and decision-making improvement are core themes, and the firm adheres to fiduciary standards, prioritizing transparency and the best interests of their clients.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.32% | $72.2M | 145,216 | $276.93 | $497.41 | +$18.2M |
M META | META PLATFORMS | 10.14% | $71.0M | 96,216 | $231.26 | $738.09 | +$16.6M |
A AAPL | APPLE INC | 9.07% | $63.5M | 309,615 | $141.08 | $205.17 | -$5.9M |
A AMZN | AMAZON.COM INC | 8.66% | $60.6M | 276,271 | $129.49 | $219.39 | +$7.5M |
M MA | MASTERCARD INC | 8.63% | $60.4M | 107,509 | $347.82 | $561.94 | +$534.2K |