Donald Yacktman Top Holdings Analysis: Strategic Investments in Energy, Tech, and Financials as of March 31, 2026

Donald Yacktman, through Yacktman Asset Management, maintains a diverse investment portfolio as of March 31, 2026. His strategy involves significant allocations across various sectors, with a particular emphasis on Energy, Technology, and Financial Services. This analysis focuses on his top holdings, which represent a substantial portion of his total portfolio value of $7.48 billion.

Leading Yacktman's holdings is a significant stake in Canadian Natural Resources Limited (CNQ), classified under the Energy sector. With a portfolio allocation of 10.75%, CNQ represents one of the largest positions. The investment saw a reduction in shares during the prior period, with a -11.9% change in holdings.

In the Technology sector, Microsoft Corporation (MSFT) holds a prominent position at a 4.9% allocation. Yacktman's stake in Microsoft showed positive growth, increasing by 3.02% in the period.

The Financial Services sector is well-represented with a nearly 4.9% allocation to Charles Schwab Corp (SCHW). This holding experienced a slight decrease of -0.8% in shares during the prior period.

Further diversification is evident in the top holdings. Alphabet Inc. Class A (GOOG), part of the Communication Services sector, accounts for 4.31% of the portfolio. Similarly, PepsiCo, Inc. (PEP) in Consumer Defensive holds 4.2%, and Johnson & Johnson (JNJ) in Healthcare also contributes 4.07%. These consumer-focused companies show relatively stable or slightly decreasing share positions.

Communication Services also features Fox Corporation Class A (FOX) at a 3.94% allocation. Consumer Defensive includes Procter & Gamble Company (PG) at 3.72%, which saw a small increase in allocation during the period.

Yacktman's portfolio also includes exposure to Industrials via U-Haul Holding Company (UHAL-B) at 3.6%, and Basic Materials through Reliance, Inc. (RS) at 2.81%. These sectors, along with the previously mentioned ones, form the core of Yacktman's investment approach as of the most recent reporting date.

For a complete overview of Donald Yacktman's investment profile, including all holdings and performance, visit Yacktman Asset Management's investor profile on Insiderset.