C.T. Fitzpatrick - Vulcan Value Partners Sector Allocation (Q1 2026)

As of Mar 31, 2026, the Vulcan Value Partners portfolio managed by C.T. Fitzpatrick was diversified across 8 sectors, according to the most recent SEC 13F filing dated May 11, 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 29.0% of total portfolio value, followed by Financial Services and Technology and ETF. Together, the top three sectors account for 60.5% 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.