Norbert Lou Portfolio Concentration: SGOV Dominates Punch Card Management Holdings
As of March 31, 2026, Norbert Lou's Punch Card Management portfolio shows significant concentration with SGOV representing 17.11% of the total value.
As of March 31, 2026, Norbert Lou's portfolio managed through Punch Card Management totals approximately $270.6 million. This substantial portfolio is characterized by notable concentration, with a single holding accounting for a significant portion of the assets.
The largest position in the portfolio is SGOV, identified as ISHARES TR (SGOV). This holding represents 17.11% of the total portfolio value, equivalent to 460,000 shares worth $46.3 million.
Recent data indicates a change in the SGOV position. The number of shares held decreased by 106,000, representing an 18.73% reduction from the previous period. This significant reduction in shares for this major holding warrants attention.
For more detailed information about Norbert Lou's investment activities, please visit the investor profile at https://www.insiderset.com/investor/norbert-lou-punch-card-management. Detailed data on the SGOV holding can be found at https://www.insiderset.com/investors/stocks/SGOV.