Richard S. Fuld - Matrix Private Capital Group Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Matrix Private Capital Group portfolio managed by Richard S. Fuld was diversified across 11 sectors, according to the most recent SEC 13F filing dated Feb 17, 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 77.9% of total portfolio value, followed by ETF and Financial Services and Technology. Together, the top three sectors account for 92.2% of the portfolio, reflecting Richard S. Fuld's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| ETF | 77.91% |
| Financial Services | 8.49% |
| Technology | 5.75% |
| Energy | 2.46% |
| Consumer Defensive | 1.25% |
| Healthcare | 1.22% |
| Communication Services | 1.04% |
| Consumer Cyclical | 1.00% |
| Industrials | 0.69% |
| Utilities | 0.13% |
| Basic Materials | 0.08% |