Richard S. Fuld – Matrix Private Capital Group Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Matrix Private Capital Group portfolio managed by Richard S. Fuld was diversified across 11 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 ETF sector represents the largest share at 76.2% of total portfolio value, followed by Financial Services and Technology and Energy. Together, the top three sectors account for 91.9% of the portfolio, reflecting Richard S. Fuld's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.