Chuck Akre - Akre Capital Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Akre Capital Management portfolio managed by Chuck Akre was diversified across 7 sectors, according to the most recent SEC 13F filing dated Nov 13, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 62.8% of total portfolio value, followed by Financial Services and Consumer Cyclical and Technology. Together, the top three sectors account for 87.5% of the portfolio, reflecting Chuck Akre's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 62.85% | |
| Consumer Cyclical | 13.53% | |
| Technology | 11.12% | |
| Real Estate | 8.68% | |
| Industrials | 1.92% | |
| Healthcare | 1.73% | |
| ETF | 0.18% | |