Donald Yacktman - Yacktman Asset Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Yacktman Asset Management portfolio managed by Donald Yacktman was diversified across 10 sectors, according to the most recent SEC 13F filing dated Nov 04, 2025. 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 19.4% of total portfolio value, followed by Consumer Defensive and Communication Services and Energy. Together, the top three sectors account for 52.4% 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 | 19.39% | |
| Communication Services | 17.60% | |
| Energy | 15.43% | |
| Industrials | 11.63% | |
| Technology | 10.80% | |
| Financial Services | 10.63% | |
| Healthcare | 6.04% | |
| Basic Materials | 4.09% | |
| ETF | 2.15% | |
| Consumer Cyclical | 2.06% | |