Greg Alexander - Conifer Management Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the Conifer Management portfolio managed by Greg Alexander 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 46.4% of total portfolio value, followed by Consumer Cyclical and Financial Services and ETF. Together, the top three sectors account for 81.6% 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.