C.T. Fitzpatrick - Vulcan Value Partners Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Vulcan Value Partners portfolio managed by C.T. Fitzpatrick was diversified across 8 sectors, according to the most recent SEC 13F filing dated Feb 09, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 22.7% of total portfolio value, followed by Financial Services and Technology and Healthcare. Together, the top three sectors account for 55.7% of the portfolio, reflecting C.T. Fitzpatrick's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Financial Services | 22.74% |
| Technology | 22.06% |
| Healthcare | 10.89% |
| Consumer Cyclical | 10.86% |
| ETF | 10.82% |
| Industrials | 10.04% |
| Real Estate | 7.22% |
| Communication Services | 5.37% |