Ronald Muhlenkamp - Muhlenkamp & Co Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Muhlenkamp & Co portfolio managed by Ronald Muhlenkamp was diversified across 9 sectors, according to the most recent SEC 13F filing dated Nov 07, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Basic Materials sector represents the largest share at 21.9% of total portfolio value, followed by Basic Materials and Financial Services and Industrials. Together, the top three sectors account for 51.1% of the portfolio, reflecting Ronald Muhlenkamp's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Basic Materials | 21.90% | |
| Financial Services | 15.15% | |
| Industrials | 14.01% | |
| Technology | 12.41% | |
| ETF | 10.57% | |
| Consumer Cyclical | 10.13% | |
| Energy | 9.87% | |
| Healthcare | 5.69% | |
| Utilities | 0.24% | |