Fred Martin - Disciplined Growth Investors Sector Allocation (Q1 2026)
As of Mar 31, 2026, the Disciplined Growth Investors portfolio managed by Fred Martin was diversified across 9 sectors, according to the most recent SEC 13F filing dated May 15, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 49.2% of total portfolio value, followed by Technology and ETF and Energy. Together, the top three sectors account for 76.9% of the portfolio, reflecting Fred Martin's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology |
49.24%
|
|
| ETF |
15.74%
|
|
| Energy |
11.90%
|
|
| Industrials |
10.32%
|
|
| Consumer Cyclical |
5.40%
|
|
| Healthcare |
4.33%
|
|
| Communication Services |
1.17%
|
|
| Consumer Defensive |
1.04%
|
|
| Basic Materials |
0.85%
|
|