Richard Pzena - Hancock Classic Value Portfolio Allocation (Mar 31, 2026)
As of Mar 31, 2026, the Hancock Classic Value portfolio managed by Richard Pzena was diversified across 12 sectors, according to the most recent SEC 13F filing dated Apr 24, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 18.4% of total portfolio value, followed by Financial Services and Healthcare and Technology. Together, the top three sectors account for 51.5% of the portfolio, reflecting Richard Pzena's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Financial Services | 18.40% |
| Healthcare | 17.78% |
| Technology | 15.35% |
| Consumer Cyclical | 13.48% |
| ETF | 9.24% |
| Consumer Defensive | 7.92% |
| Industrials | 6.04% |
| Basic Materials | 6.00% |
| Energy | 4.13% |
| Communication Services | 0.71% |
| Real Estate | 0.51% |
| Utilities | 0.01% |