Donald Yacktman Portfolio Snapshot: Top Holdings Analysis for March 2026
Donald Yacktman's portfolio, valued at approximately $7.5 billion as of March 31, 2026, features significant allocations in Energy, Technology, and Consumer Defensive sectors, with notable changes in holdings.
As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management, valued at approximately $7.5 billion, showcases a strategic allocation across various sectors. The portfolio's top holdings include significant positions in Energy, Technology, Financial Services, and Consumer Defensive stocks.
Leading the portfolio is a substantial Energy allocation through Canadian Natural Resources Limited (CNQ). With a portfolio percentage allocation of 10.75%, CNQ experienced a decrease in shares by 11.9% from the prior period, indicating a reduction in this sector's weighting.
In Technology, Microsoft Corporation (MSFT) holds a 4.9% allocation. Yacktman increased his stake in MSFT by approximately 3.02% during the period, reflecting confidence in this tech giant.
Charles Schwab Corp (SCHW) in Financial Services saw a slight reduction, with a 0.8% decrease in shares, maintaining its 4.89% allocation. Similarly, Alphabet Inc. (GOOG) in Communication Services experienced a minor reduction of 0.29%.
PepsiCo (PEP) and Johnson & Johnson (JNJ) in the Consumer Defensive sector both saw negligible reductions of 0.03% and 0.26% respectively, maintaining their allocations around 4.2% and 4.07%.
Notable increases were seen in U-Haul Holding Company (UHAL-B) in Industrials, with a 4.51% increase in shares, boosting its allocation to 3.6%. Reliance, Inc. (RS) in Basic Materials also saw a modest increase of 0.22%.
For detailed analysis of Donald Yacktman's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. For specific stock information, explore the company profiles at https://www.insiderset.com/investors/stocks/.