Glenn W. Welling - Engaged Capital Portfolio Allocation (Sep 30, 2025)

As of Sep 30, 2025, the Engaged Capital portfolio managed by Glenn W. Welling was diversified across 5 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 Consumer Cyclical sector represents the largest share at 46.4% of total portfolio value, followed by Consumer Cyclical and Technology and Consumer Defensive. Together, the top three sectors account for 75.5% of the portfolio, reflecting Glenn W. Welling's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.