Ronald Muhlenkamp - Muhlenkamp & Co Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 26 | |
| Portfolio Value | $305.65M |
Muhlenkamp & Co Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 17.89% | |
| Basic Materials | 17.09% | |
| Healthcare | 12.79% | |
| Energy | 12.47% | |
| Consumer Cyclical | 12.46% | |
| Industrials | 10.88% | |
| Technology | 10.26% | |
| ETF | 5.10% | |