Nelson Peltz - Trian Fund Management Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 12, 2026, the Trian Fund Management portfolio managed by Nelson Peltz was diversified across 4 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 ETF sector represents the largest share at 38.6% of total portfolio value, followed by ETF and Industrials and Healthcare. Together, the top three sectors account for 93.9% of the portfolio, reflecting Nelson Peltz's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.