Donald Yacktman - Yacktman Asset Management Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Yacktman Asset Management portfolio managed by Donald Yacktman was diversified across 10 sectors, according to the most recent SEC 13F filing dated May 01, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Consumer Defensive sector represents the largest share at 19.8% of total portfolio value, followed by Consumer Defensive and Energy and Communication Services. Together, the top three sectors account for 52.5% of the portfolio, reflecting Donald Yacktman's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Consumer Defensive | 19.81% |
| Energy | 18.87% |
| Communication Services | 13.83% |
| Financial Services | 11.55% |
| Industrials | 11.10% |
| Technology | 7.73% |
| Healthcare | 6.92% |
| Basic Materials | 4.43% |
| ETF | 3.43% |
| Consumer Cyclical | 2.08% |