Robert Olstein - Olstein Capital Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Olstein Capital Management portfolio managed by Robert Olstein was diversified across 11 sectors, according to the most recent SEC 13F filing dated Oct 21, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Industrials sector represents the largest share at 19.1% of total portfolio value, followed by Industrials and Healthcare and Technology. Together, the top three sectors account for 50.3% of the portfolio, reflecting Robert Olstein's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Industrials | 19.09% | |
| Healthcare | 16.12% | |
| Technology | 15.11% | |
| Financial Services | 12.20% | |
| Consumer Cyclical | 9.66% | |
| ETF | 9.25% | |
| Communication Services | 6.40% | |
| Consumer Defensive | 5.18% | |
| Basic Materials | 2.57% | |
| Real Estate | 2.23% | |
| Energy | 1.77% | |