Richard S. Fuld - Matrix Private Capital Group Investment Strategy & Portfolio Analysis
How Matrix Private Capital Group allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
According to the SEC 13F filed on Aug 14, 2026, Richard S. Fuld's Matrix Private Capital Group portfolio reflects a sector specialist approach across 141 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are led by Vanguard Value ETF (~11% of total exposure), with the top five holdings representing approximately 39% of reported value. The portfolio maintains structural breadth across 141 positions, with economic weighting tilted toward financials and technology names. Exposure to high-growth and technology-oriented segments remains limited relative to peers, with performance weighted across unknown and financials. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Structurally Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Sector Specialist
Traits: Long-Term Holder, Structurally Diversified
Turnover profile
Buy & Hold
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is moderately concentrated: top three names represent 27.3% of assets, top five 39.1%, and the largest single position is 10.6%.
Top 3 weight
27.3%
Top 5 weight
39.1%
Top 10 weight
58.0%
Largest position
10.6%
Top holdings: Vanguard Value ETF, Vanguard Growth ETF, iShares Core MSCI EAFE ETF, iShares Core S&P Mid-Cap ETF, iShares Core S&P Small-Cap ETF — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Unknown and Financial Services, with 11 sectors represented in the latest filing.
Leading sectors: Unknown, Financial Services, Technology
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts moderate single-name risk (largest position 10.6%, top ten 58.0%) and moderate economic diversification (HHI 0.04). Turnover tolerance maps to a buy & hold profile.
Largest position
10.6%
Top 10 weight
58.0%
Max sector
79.6%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Position count increased from 140 to 141 (+1 names).
- Top-five concentration rose from 37.8% to 39.1%.
- Quarter-over-quarter portfolio weight turnover: 4.7%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.