Strategic Portfolio Allocation: Top Holdings and Sector Focus
Investor B. Tweedy, Ch. Browne Co All Funds (US) has a diversified portfolio with significant allocations in Healthcare, Financial Services, and Consumer Defensive sectors.
Strategic Portfolio Allocation: Top Holdings and Sector Focus
As of 2025-09-30, the portfolio managed by B. Tweedy, Ch. Browne Co All Funds (US) features a total value of $1,151,402,955, with investments concentrated in key sectors and notable holdings.
Among the top holdings, IONS PHARMACEUTICALS INC. (IONS) stands out as the largest investment, representing 16.48% of the portfolio's value at $189,797,551. This reflects a strong focus on the Healthcare sector.
Other significant allocations include CNH INDUSTRIAL NV (CNH), occupying 12.52% with a total stock value of $144,102,864. The Financial Services sector is well-represented by BRK-A and BRK-B, contributing 9.43% and 4.33% respectively.
KOCA COLA FEMSA (KOF) follows with a 8.71% allocation at $100,245,857, while GOOGL at 4.94% ($56,877,378) and ALV at 4.64% ($53,434,004) further diversify the portfolio.
Notable changes include a decrease in BRK-A shares by 9 units (-5.88%) and GOOGL shares by 87,332 (-27.18%). CNH also saw a slight decline of 305 shares (-0.23%). These adjustments indicate a cautious approach to managing investments across sectors.
Given the portfolio's sector allocations—Healthcare (16.48%), Financial Services (21.77%), Consumer Defensive (8.71%), and Consumer Cyclical (4.64%)—it suggests a balanced strategy aimed at maximizing returns through diversification.
B. Tweedy, Ch. Browne Co All Funds (US) continues to prioritize stability with conservative adjustments, ensuring steady growth across key sectors while maintaining portfolio resilience.