Diversified Portfolio Focuses on Communication Services and Technology Growth

Investor's Diversified Portfolio Highlights Key Sector Allocations

The portfolio, valued at $4.08 billion as of 2025-09-30, demonstrates a strategic focus on growth sectors with significant allocations in key companies.

• Top Holdings: The largest investment is in TKO GROUP HOLDINGS INC (TKO), valued at $596,732,020. This is followed closely by ALPHABET INC (GOOGL) at $543,109,224 and DISNEY WALT CO (DIS) at $426,607,535.
• Sector Allocation: Communication Services remains the largest sector with 44.8% of the portfolio. Within this sector, GOOGL shows a notable increase in shares by 9.15%, while DIS experienced a significant decrease of 8.84%. THERMO FISHER SCIENTIFIC INC (TMO) contributes to the Healthcare sector at 9.73%, and MONDELEZ INTL INC (MDLZ) holds a position in Consumer Defensive with a value of $314,148,324.
• Notable Changes: ALPHABET INC (GOOGL) saw an increase in shares by 205,875, representing a 9.15% change from the prior period. DIS experienced a significant decrease of 361,446 shares, or -8.84%. THERMO FISHER SCIENTIFIC INC (TMO) decreased its holdings slightly by 4.34%, while MONDELEZ INTL INC (MDLZ) saw a value decline of nearly 12%.
• Strategy: The portfolio appears to be balanced across sectors, with the largest concentration in Communication Services and significant investments in major technology companies like GOOGL. This strategy suggests a focus on growth areas within established industries.

As of 2025-09-30, the portfolio demonstrates a diversified approach with allocations that reflect both stability and growth potential across sectors.