Bill Gates - Bill & Melinda Gates Foundation Trust Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Bill & Melinda Gates Foundation Trust portfolio managed by Bill Gates was diversified across 9 sectors, according to the most recent SEC 13F filing dated Nov 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 46.4% of total portfolio value, followed by Industrials and Financial Services and Technology. Together, the top three sectors account for 89.3% 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 | 46.40% | |
| Financial Services | 29.91% | |
| Technology | 13.01% | |
| Consumer Defensive | 4.37% | |
| Basic Materials | 3.91% | |
| Consumer Cyclical | 1.09% | |
| Healthcare | 0.90% | |
| Communication Services | 0.37% | |
| ETF | 0.06% | |