Strategic Portfolio Allocation: Top Holdings and Sector Focus
Norbert Lou from Punch Card Management presents an investment portfolio with top holdings focused on Financial Services and Consumer Cyclical sectors, featuring notable increases in certain positions.
Strategic Portfolio Allocation: Top Holdings and Sector Focus
As of 2025-09-30, Norbert Lou's portfolio from Punch Card Management features a strategic allocation with significant holdings across key sectors. The portfolio emphasizes Financial Services and Consumer Cyclical sectors, reflecting a balanced approach to risk management and growth opportunities.
Top Holdings by Total Value
- Berkshire Hathaway Inc (BRK-A): Portfolio percentage allocation of 33.92%, representing the largest holding with a total stock value of $109,359,000.
- Ishares TR (SGOV): Allocation at 17.68% with a total value of $56,996,200.
- PDD Holdings Inc (PDD): Portfolio percentage allocation of 17.01%, valued at $54,851,079.
- Crocs Inc (CROX): Allocation at 16.38% with a total value of $52,824,488.
- PayPal Holdings Inc (PYPL): Portfolio percentage allocation of 13.53%, valued at $43,618,976.
- Fiserv Inc (FI): Allocation at 1.48% with a total value of $4,770,410.
Sector Concentrations:
- Financial Services: Dominates the portfolio with allocations from BRK-A (33.92%) and PYPL (13.53%).
- Consumer Cyclical: PDD (17.01%) and CROX (16.38%) highlight growth-oriented investments.
- Ishares TR (SGOV): No assigned sector, contributing 17.68% to the portfolio's value.
Notable Changes:
- FISERV INC (FI): Significant increase of 100% in shares and a full 1.48% portfolio allocation, reflecting strong performance.
- Berkshire Hathaway Inc (BRK-A): No changes in shares or percentage allocation, maintaining its core position.
- PAYPAL HOLDINGS INC (PYPL): Stable with no changes noted in the data.
- CROCS INC (CROX): Increase of 19.04% in shares, contributing to its portfolio allocation.
Portfolio Strategy:
The portfolio demonstrates a balanced approach with significant exposure to Financial Services and Consumer Cyclical sectors. The allocation emphasizes stability through BRK-A and growth potential through CROX and PDD. The inclusion of FISERV further underscores a focus on technology-driven investments.
Conclusion
Norbert Lou's portfolio reflects a strategic blend of defensive and growth-oriented investments, tailored to navigate market fluctuations while maintaining key sectoral priorities. The data highlights a well-considered approach to asset allocation, ensuring both stability and potential for growth.