Bonness Enterprises Inc Portfolio Concentration Analysis for June 2026
A detailed look at Bonness Enterprises Inc's portfolio allocation as of June 30, 2026, highlighting significant positions and sector distribution.
As of June 30, 2026, Bonness Enterprises Inc maintains a substantial investment position primarily focused on certain sectors. The analysis reveals that the company holds major stakes in several prominent corporations.
The largest holding by weight is PROGRESSIVE CORP (PGR), accounting for approximately 36.03% of the total portfolio value, which stands at $111,727,781 as of this date.
Significant Technology holdings include MICROSOFT CORP (MSFT), representing 4.57% ($14,171,030), and both APPLIED MATLS INC (AMAT) at 5.08% ($15,744,048) and INTEL CORP (INTC) at 3.69% ($11,428,715). Similarly, the company has notable exposure in Healthcare to STRYKER CORPORATION (SYK), making up about 6.21% of the portfolio.
Overall sector allocation shows a heavy concentration in Financial Services with Bonness Enterprises Inc's holdings representing roughly 39.15% of its total value, followed by Technology at approximately 30.16%, and Healthcare accounting for about 22.25%. This indicates a significant portion of the portfolio is dedicated to these three sectors.
While Bonness Enterprises Inc's portfolio includes investments across various other sectors like Industrials, Basic Materials, Consumer Defensive, and others, the data provided focuses on its top holdings. These positions reflect a strategic allocation towards large-cap companies in specific industries.
The concentration is further evident when looking at the top holdings list, which details significant stakes such as PROGRESSIVE CORP, STRYKER CORPORATION, and several Technology firms. This allocation profile provides insight into the current structure of their investment strategy.