Glenn W. Welling - Engaged Capital Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Engaged Capital portfolio managed by Glenn W. Welling was diversified across 5 sectors as of quarter-end Jun 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Consumer Cyclical sector represents the largest share at 46.1% of total portfolio value, followed by Consumer Cyclical and Industrials and Technology. Together, the top three sectors account for 76.0% of the portfolio, reflecting Glenn W. Welling's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.