Greg Alexander - Conifer Management Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Conifer Management portfolio managed by Greg Alexander was diversified across 5 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. 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 54.3% of total portfolio value, followed by Consumer Cyclical and Financial Services and ETF. Together, the top three sectors account for 95.8% of the portfolio, reflecting Greg Alexander's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 54.29% | |
| Financial Services | 36.51% | |
| ETF | 5.04% | |
| Technology | 2.90% | |
| Real Estate | 1.26% | |