Donald Yacktman's Top Holdings Snapshot: Energy, Tech & Industrials Shifts as of March 31, 2026

As of March 31, 2026, Donald Yacktman's portfolio managed by Yacktman Asset Management stands at approximately $7.48 billion. The top holdings reflect a diversified approach across various sectors, with Energy leading the allocation at 10.75%, followed by Technology at 4.9%, and Financial Services at 4.89%. Yacktman's strategy involves both strategic reductions and selective increases in certain positions.

The largest allocation is in Canadian Natural Resources Limited (CNQ), which accounts for 10.75% of the portfolio. There was a notable reduction in shares, with a 11.9% decrease from the prior period, indicating a significant shift in position size.

In the Technology sector, Microsoft Corporation (MSFT) holds a 4.9% allocation and saw a modest increase in shares by 3.02%.

Financial Services is represented by Charles Schwab Corp (SCHW) at 4.89%, though it experienced a slight decrease in shares (-0.8%).

Within the Energy sector, besides CNQ, the portfolio includes other significant holdings like Reliance, Inc. (RS) at 2.81% allocation, which saw a minimal increase of 0.22% in shares.

The Industrials sector features U-Haul Holding Company (UHAL-B) at a 3.6% allocation, which experienced a substantial increase in shares by 4.51%.

Consumer Defensive stocks like PepsiCo, Inc. (PEP) and Procter & Gamble Company (PG) maintain strong positions, with P&G showing a small increase of 0.67% in shares.

Communication Services is represented by Alphabet Inc. Class A (GOOG) and Fox Corporation Class A (FOX), both showing minor decreases in shares.

Healthcare is covered by Johnson & Johnson (JNJ), which also saw a slight reduction in shares.

For a complete view of Donald Yacktman's investment profile, visit Yacktman Asset Management.