Quarterly Portfolio Trends: Norbert Lou Reduces Top Holding SGOV by 18.73%
Norbert Lou's portfolio value reached $270.6 million as of March 31, 2026. The top holding, SGOV, saw a significant reduction in shares, while the overall portfolio allocation remains unchanged.
As of March 31, 2026, Norbert Lou's portfolio managed by Punch Card Management held a total value of $270.6 million. The portfolio's allocation saw a notable shift in the top position.
The largest position, SGOV (ISHARES TR (SGOV)), experienced a significant reduction during the quarter. Lou's stake in SGOV decreased by 18.73%, equivalent to 106,000 fewer shares, bringing the total shares down to 460,000 and its value to $46.3 million. This represents a portfolio allocation of 17.11%.
For a detailed view of Norbert Lou's investment strategy and holdings, visit his profile on Insiderset: https://www.insiderset.com/investor/norbert-lou-punch-card-management. To explore SGOV (ISHARES TR (SGOV)) in more detail, including its company profile and performance, check out https://www.insiders.com/investors/stocks/sgov.