Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio managed by Bill Gates was diversified across 10 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 Industrials sector represents the largest share at 39.6% of total portfolio value, followed by Industrials and Technology and Financial Services. Together, the top three sectors account for 91.4% of the portfolio, reflecting Bill Gates's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Industrials | 39.58% | |
| Technology | 27.27% | |
| Financial Services | 24.53% | |
| Consumer Defensive | 3.64% | |
| Basic Materials | 2.94% | |
| Consumer Cyclical | 0.78% | |
| Healthcare | 0.64% | |
| Real Estate | 0.31% | |
| Communication Services | 0.26% | |
| ETF | 0.05% | |