Nelson Peltz – Trian Fund Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Trian Fund Management portfolio managed by Nelson Peltz was diversified across 4 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The ETF sector represents the largest share at 45.5% of total portfolio value, followed by Industrials and Healthcare and Consumer Cyclical. Together, the top three sectors account for 90.8% of the portfolio, reflecting Nelson Peltz's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.