Richard S. Fuld - Matrix Private Capital Group Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Matrix Private Capital Group portfolio managed by Richard S. Fuld was diversified across 11 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 79.6% of total portfolio value, followed by ETF and Financial Services and Technology. Together, the top three sectors account for 93.4% 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.