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David Katz's portfolio, valued at approximately $1.11 billion as of December 2025, shows mixed quarterly movements, with notable increases in Microsoft and EA Series Trust, alongside decreases in Alphabet, Morgan Stanley, and JPMorgan Chase.

David Katz's Matrix Advisors Value Fund portfolio, as of December 31, 2025, shows strong concentration in technology and financial services sectors, with Microsoft and JPMorgan leading holdings.

A detailed look at David Katz's top holdings in the Matrix Advisors Value Fund as of December 31, 2025, highlighting key share changes and sector allocations.

This analysis examines David Katz's portfolio concentration as of December 31, 2025, highlighting key holdings and sector distribution.

A detailed look at David Katz's top holdings as of December 31, 2025, including significant allocations to Microsoft, Morgan Stanley, and Alphabet Inc.

Matrix Advisors Value Fund's David Katz adjusted his portfolio in Q4 2025, increasing positions in USB and QCOM while reducing holdings in MS, JPM, and others.

David Katz's Matrix Advisors Value Fund portfolio totaled $1.11 billion as of December 2025. Key holdings included Microsoft, EA Series Trust, Alphabet, Morgan Stanley, and Apple.

Jim Cullen's Cullen Value Fund portfolio, as of December 31, 2025, shows a concentrated approach with significant allocations to Technology and Financial Services sectors.

A snapshot of Jim Cullen's top holdings in the Cullen Value Fund as of December 31, 2025, highlighting significant changes in shares and portfolio allocations.

Jim Cullen's portfolio, valued at approximately $766 million as of December 31, 2025, showed notable shifts in Technology and Financial Services sectors, with significant increases in Berkshire Hathaway Inc. and modest gains in Amazon, while several holdings experienced declines.

Analysis of Jim Cullen's portfolio concentration as of December 31, 2025, highlighting major holdings including Berkshire Hathaway, Apple, and Walmart.

Jim Cullen's Cullen Value Fund, valued at $766 million as of December 2025, saw notable changes in its top holdings, including reductions in Apple and Walmart, increases in Berkshire Hathaway and JPMorgan, and a new position in Amazon.

Jim Cullen's Cullen Value Fund portfolio, valued at approximately $766 million as of December 31, 2025, features significant changes in top holdings like Apple and Alphabet, alongside steady positions in Berkshire Hathaway and Microsoft.

Eagle Capital Management's portfolio, as of December 31, 2025, shows a strategic allocation favoring broad-market ETFs and significant exposure to the Technology sector.

A detailed look at Ravenel Boykin Curry IV's top holdings as of December 31, 2025, highlighting significant changes in share positions and sector allocations.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio saw notable changes in Q4 2025, with substantial increases in SCHD and VUSB shares, decreases in several tech stocks, and minor adjustments elsewhere.

Analysis of Ravenel Boykin Curry IV's portfolio concentration as of December 31, 2025, highlighting top holdings and share changes.

Ravenel Boykin Curry IV's portfolio, managed by Eagle Capital Management, as of December 31, 2025, is heavily concentrated in technology stocks and exchange-traded funds, with significant allocations to AVGO, GOOGL, AAPL, MSFT, and SPY.

Eagle Capital Management's Ravenel Boykin Curry IV adjusted his portfolio holdings in Q4 2025, focusing on specific sectors and individual stocks.

Eagle Capital Management's portfolio for Ravenel Boykin Curry IV, as of December 31, 2025, shows significant changes in holdings like SCHD and AVGO.

Edgar Wachenheim III of Greenhaven Associates maintains a portfolio heavily concentrated in Consumer Cyclical stocks, with General Motors leading at 20.01% allocation, as of December 31, 2025.

Greenhaven Associates' Edgar Wachenheim III saw significant changes in his top holdings as of Dec 31, 2025, with notable reductions in GM and increases in AVTR and BAX.

Edgar Wachenheim III's portfolio, valued at $6.11 billion as of December 2025, saw major changes in holdings like Baxter International and General Motors, reflecting notable share increases and decreases.

Analysis of Edgar Wachenheim III's portfolio concentration in Consumer Cyclical stocks and notable share changes as of December 31, 2025.

Greenhaven Associates' Edgar Wachenheim III held significant stakes in consumer cyclical and industrials stocks as of Dec 31, 2025, with notable share changes reported.

Greenhaven Associates' top holdings analysis reveals significant changes in positions like General Motors and Baxter International, with notable increases in Avantor Inc.

Edgar Wachenheim III's $6.11 billion portfolio at Greenhaven Associates as of December 2025 shows significant changes in holdings like General Motors and Baxter International, alongside stable positions.

Analysis reveals significant concentration in top holdings with notable share changes.

Investor Michael Burry from Scion Asset Management has made significant investments in three companies as of September 30, 2025.

Michael Burry, Scion Asset Management, reveals the top holdings and sector allocations of their portfolio as of September 30, 2025.

Scion Asset Management's portfolio features significant investments in MOLINA HEALTHCARE, LULULEMON ATHLETICA, and SLM CORP with notable share increases.

Investor Michael Burry from Scion Asset Management sees significant growth in three key stocks across Healthcare, Consumer Cyclical, and Financial Services.

Michael Burry's portfolio shows significant concentration in three key sectors with notable share changes.

Scion Asset Management's investor, Michael Burry, has made significant investments in three top companies: MOLINA HEALTHCARE INC (MOH), LULULEMON ATHLETICA INC (LULU), and SLM CORP (SLM). Each stock shows notable growth with substantial share increases.

Michael Burry from Scion Asset Management reports significant increases in three key portfolio positions as of September 2025, with total assets under management valued at $55 million.

Michael Burry, portfolio manager at Scion Asset Management, has made notable updates to his investments as of September 30, 2025. The portfolio features significant allocations in technology, healthcare, energy, and financial services with varying performance trends.

Warren Buffett's portfolio shows significant concentration in technology and financial services sectors with notable investments and adjustments in key holdings.

Warren Buffett's Berkshire Hathaway portfolio features significant investments in technology, financial services, and growth stocks with notable changes in some holdings.

Berkshire Hathaway’s portfolio as of September 30, 2025, highlights significant concentration in key tech and financial services companies.

Warren Buffett's Berkshire Hathaway saw notable changes in its portfolio during Q3 2025, with significant gains and losses across key holdings.

Warren Buffett's Berkshire Hathaway reported significant changes in its portfolio as of September 2025, with notable increases and decreases across key holdings.

Warren Buffett's portfolio highlights significant investments in technology and financial services, with notable concentration in Apple Inc. and Bank of America Corp.

Warren Buffett's portfolio features significant positions in major tech companies with notable changes in shares.

Warren Buffett's portfolio saw significant shifts with major increases in Apple and Alphabet shares, alongside notable decreases in Bank of America.

Berkshire Hathaway's portfolio as of September 30, 2025, highlights significant concentration in key tech and financial services companies.

Warren Buffett, through Berkshire Hathaway, continues to prioritize high-growth companies with significant share gains.

Warren Buffett's Berkshire Hathaway saw significant changes in its portfolio during the third quarter, with notable buys and sells across multiple sectors.

Warren Buffett's Berkshire Hathaway has updated its portfolio with significant allocations to technology, financial services, and unchanged positions in key sectors.

Warren Buffett's Berkshire Hathaway made notable purchases and sales in its third quarter, with significant shifts across multiple stocks.

Investor B. Tweedy, Ch. Browne Co All Funds (US) has a diversified portfolio with significant allocations in Healthcare, Financial Services, and Consumer Defensive sectors.

Investor Glenn Greenberg from Brave Warrior Advisors has built a diversified portfolio valued at $4.3 billion, with significant allocations to healthcare, technology, and financial services.

Clifford Sosin, through his fund CAS Investment Partners, has a portfolio primarily invested in the Consumer Cyclical sector, with significant allocations to CARVANA CO (CVNA) and Hilton Grand Vacations Inc (HGV). The portfolio shows notable decreases in some holdings while exhibiting growth in others.

Christopher Bloomstran's portfolio features significant investments in financial services, consumer defensive, basic materials, and consumer cyclical sectors. The portfolio shows concentration in BERKSHIRE HATHAWAY INC DEL (BRK-B), KINROSS GOLD CORP (KGC), and OLIN CORP (OLN). Notable changes include a slight decrease in DOLLAR GEN CORP NEW (DG) and a substantial increase in OLIN CORP (OLN).

The portfolio managed by Sequoia Fund features significant investments in Financial Services, Communication Services, and Technology sectors. Notable holdings include SCHWAB CHARLES CORP (SCHW) as the largest position, followed by Liberty Media Corp Del (FWONK), Alphabet Inc (GOOGL), and Taiwan Semiconductor Manufacturing Co Ltd (TSM). The portfolio shows growth potential in Healthcare with ELV and cautious performance in Technology with GOOG.

Mark A. Hillman's portfolio features ASML as the top holding, alongside significant allocations to Healthcare and Consumer Defensive sectors.

Nelson Peltz's Trian Fund Management portfolio features significant allocations to healthcare and aerospace sectors, with notable holdings in Janus Henderson Group and GE Aerospace.

Chris Hohn from TCI Fund Management owns a portfolio primarily invested in the Industrials and Financial Services sectors, with notable allocations to GE AEROSPACE, VISA INC, and MICROSOFT CORP.

As of September 30, 2025, Bill & Melinda Gates Foundation Trust holds significant positions in BRK-B, WM, CNI, MSFT, and CAT, with notable allocations to Financial Services, Industrials, and Technology sectors.

Stuart Mclaughlin's portfolio features significant allocations in Technology, Communication Services, and Consumer Cyclical sectors. ASML leads with a notable increase, while TDG shows a decrease.

Warren Buffett's portfolio, managed by Berkshire Hathaway, features a high concentration in Technology, Financial Services, and Energy sectors. The investor has allocated significant portions to companies like Apple Inc., American Express Co., Bank of America Corp., and Coca-Cola Company.

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.

Under the leadership of Andrew Brenton from Turtle Creek Asset Management, the portfolio demonstrates a strategic diversification across multiple sectors. The current holdings highlight significant allocations to Basic Materials, Consumer Cyclical, Financial Services, and Industrials, with notable increases in certain stocks while others show decreases.

Greenlea Lane Capital Management's portfolio highlights significant allocations to financial services, with notable concentration in consumer cyclical stocks.

Stephen Mandel's portfolio shows a strong concentration in Meta, with significant allocations to Financial Services and Consumer Defensive sectors. The fund has seen notable changes in holdings, particularly increases in Meta and PM.

As of September 30, 2025, Viking Global Investors' portfolio shows a high concentration in Financial Services, with significant allocations to key tech and consumer cyclical stocks. The portfolio also experiences notable changes in sector allocations, particularly in Technology and Consumer Cyclical sectors.

Francois Rochon through Giverny Capital has a portfolio concentrated in Financial Services and Communication Services, with significant allocations to BERKSHIRE HATHAWAY INC DEL (BRK-B), META PLATFORMS INC (META), and HEICO CORP NEW (HEI-A).

Carl Icahn's portfolio features significant allocations to Energy and Utilities, with notable increases in CVR Energy Inc. (CVI).

Henry Ellenbogen's portfolio features significant investments across key sectors, with notable allocations in Industrials and Communication Services.

Fred Martin's portfolio features a mix of high-value holdings, with notable concentration in SUPER MICRO COMPUTER INC COM N (SMCI) and significant presence across multiple sectors. The investor has seen decreases in several key stocks.

Duan Yongping's portfolio highlights a strong focus on technology and consumer cyclical sectors with notable investments in APPLE INC (AAPL), BERKSHIRE HATHAWAY INC DEL (BRK-B), and PDD HOLDINGS INC (PDD). The portfolio demonstrates significant growth in BRK-B while maintaining balanced allocations across multiple sectors.

Terry Smith's portfolio highlights significant investments in Healthcare, Communication Services, and Technology sectors. The investor has allocated a substantial percentage to key companies like SYK, IDXX, GOOGL, MSFT, and WAT.

Bill Miller's portfolio features a balanced mix of sectors, with notable investments in Communication Services, Financial Services, Consumer Cyclical, and Technology. The portfolio shows significant concentration in key companies like NABORS INDUSTRIES LTD (NBR) and Lincoln National Corp Ind (LNC), while also benefiting from strong performance in Conduent Inc (CNDT).

Investor Robert Karr's portfolio features significant allocations in Technology, Consumer Cyclical, and Industrials sectors. The portfolio shows notable changes in key positions.

Marty Whitman from Third Avenue Management presents a diversified investment portfolio as of 2025-09-30, highlighting significant allocations to Energy, Basic Materials, Financial Services, Real Estate, and Consumer Cyclical sectors. The portfolio shows notable changes in key holdings, with increased exposure to BCC and decreased positions in FPH and CBRE.

Mason Hawkins from Longleaf Partners has built a portfolio emphasizing Energy and Consumer Cyclical sectors, notably investing heavily in MATTEL INC (MAT) which saw a 13% increase. The portfolio also shows significant real estate holdings in RAYONIER INC (RYN) with a notable decrease.

Investor Bill Ackman from Pershing Square Capital Management owns a diversified portfolio with significant allocations in Technology, Consumer Cyclical, and Financial Services sectors as of 2025-09-30.

Mark Massey's portfolio features a balanced mix of sectors including significant allocations to technology, consumer cyclical, and financial services.

Francis Chou's investment portfolio from 2025-09-30 features a strong allocation in BERKSHIRE HATHAWAY INC (BRK-A), followed by significant positions in ALPHABET INC (GOOG) and SIRIUSXM HOLDINGS INC (SIRI). The portfolio is notable for its balance across sectors, with Financial Services holding the largest share at 31.22%, while Energy contributes around 7.12%. STELLANTIS N.V (STLA) shows a notable increase in shares despite a slight percentage decrease.

Investor Richard S. Fuld through Matrix Private Capital Group holds a diversified portfolio with significant allocations in key index funds, reflecting a strategic approach to asset management.

Investor Greg Alexander's portfolio dominated by Consumer Cyclical stocks with Financial Services as the second-largest allocation.

Bruce Berkowitz's portfolio at Fairholme Capital Management features significant allocations to real estate, energy, and financial services. The largest holding is JOE, followed closely by EPD.

The Mairs & Power Growth Fund, managed by Andrew R. Adams of Mairs & Power Growth Fund, features a diversified portfolio with significant allocations to key sectors and notable holdings in major tech companies.

Connor Haley's portfolio at Alta Fox Capital Management features a strong concentration in Technology and Industrials, with notable increases in certain holdings.

Investor Valuation Fund from Valley Forge Capital Management owns a diversified portfolio emphasizing financial services, with significant allocations to FAIR ISAAC CORP (FICO), S&P GLOBAL INC (SPGI), and MASTERCARD INCORPORATED (MA). The portfolio also includes exposure to technology and industrials with notable holdings in ASML HOLDING N V (ASML) and INTUIT (INTU).