Donald Yacktman Top Holdings Analysis: Strategic Investments in Energy, Tech, and Financials
Donald Yacktman's portfolio as of March 31, 2026, features significant allocations in Energy, Technology, and Financial Services sectors, with notable share changes in key holdings.
As of March 31, 2026, Donald Yacktman's investment strategy at Yacktman Asset Management is heavily concentrated in key sectors including Energy, Technology, and Financial Services. His portfolio, valued at approximately $7.48 billion, showcases a preference for established companies with strong fundamentals and exposure to growth areas.
Leading Yacktman's holdings is Canadian Natural Resources Limited (CNQ), representing 10.75% of the portfolio. This significant allocation to the Energy sector underscores Yacktman's confidence in the resource space. The position saw a reduction of 11.9% in shares during the prior period, reflecting a strategic adjustment.
In the Technology sector, Microsoft Corporation (MSFT) holds a 4.9% allocation. Yacktman has increased his stake in this tech giant by 3.02% over the past reporting period, highlighting an ongoing belief in Microsoft's long-term growth potential.
Financial Services is well-represented through Charles Schwab Corp (SCHW), which accounts for 4.89% of the portfolio. While the share count decreased by 0.8% and the allocation percentage slightly dropped, SCHW remains a core holding in Yacktman's strategy.
Communication Services sector exposure comes primarily from Alphabet Inc. Class A (GOOG) at 4.31% and Fox Corporation Class A (FOX) at 3.94%. Yacktman has seen slight decreases in both positions (-0.29% and -0.06% respectively), though they remain significant components of his approach.
Consumer Defensive stocks feature prominently with PepsiCo, Inc. (PEP) at 4.2% and Procter & Gamble Company (PG) at 3.72%. Yacktman has modestly increased his position in PG (0.67%) while maintaining his stake in the consumer staple giant PepsiCo.
Healthcare allocation includes Johnson & Johnson (JNJ) at 4.07%, with a minimal decrease of 0.26% during the period. Industrials sector exposure comes from U-Haul Holding Company (UHAL-B) at 3.6%, which saw a modest increase of 4.51% in shares.
Basic Materials allocation features Reliance, Inc. (RS) at 2.81%, with a small increase of 0.22% in shares during the prior period. Yacktman's diverse portfolio balances cyclical sectors with more stable businesses.
For a comprehensive view of Donald Yacktman's investment approach and complete portfolio details, visit his profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. Detailed analysis of each holding, including Microsoft (MSFT), can be found at https://www.insiderset.com/investors/stocks/MSFT, Canadian Natural Resources (CNQ) at https://www.insiderset.com/investors/stocks/CNQ, and all other holdings available through the Insiderset platform.