Francois Rochon - Giverny Capital Holdings – 2026 Q1
Explore the latest portfolio disclosure for Francois Rochon - Giverny Capital, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Francois Rochon - Giverny Capital maintains its largest exposure in Unclassified Sector, which represents approximately 27.18% of the portfolio. This sector forms the core of Francois Rochon - Giverny Capital's investment stance during this reporting period.
Additional major allocations include Technology (about 24.15%) and Financial Services (approximately 16.61%) , reflecting how Francois Rochon - Giverny Capital diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Francois Rochon - Giverny Capital's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| LFUS | 80,719 | $339.35 | Reduced | -1.06% | 1.00% | $27.39M | 2026 Q1 |
| LULU | 142,600 | $153.1 | Reduced | -1.13% | 0.80% | $21.83M | 2026 Q1 |
| SUNB | 270,843 | $65.09 | Buy | 100.00% | 0.65% | $17.63M | 2026 Q1 |
| AAON | 201,832 | $82.75 | Buy | 100.00% | 0.61% | $16.7M | 2026 Q1 |
| JPM | 52,298 | $294.16 | Increased | 0.89% | 0.56% | $15.38M | 2026 Q1 |
| MA | 28,066 | $499.64 | Reduced | -2.41% | 0.51% | $14.02M | 2026 Q1 |
| FND | 231,829 | $50.8 | Reduced | -1.72% | 0.43% | $11.78M | 2026 Q1 |
| TWFG | 552,107 | $18.39 | Increased | 66.54% | 0.37% | $10.15M | 2026 Q1 |
| FERG | 36,728 | $233.26 | Increased | 0.97% | 0.31% | $8.57M | 2026 Q1 |
| BRK.A | 11 | $718181.82 | No Change | No Change | 0.29% | $7.9M | 2026 Q1 |
| BLDR | 91,813 | $82.33 | Increased | 2.03% | 0.28% | $7.56M | 2026 Q1 |
| AAPL | 15,040 | $253.79 | Reduced | -8.95% | 0.14% | $3.82M | 2026 Q1 |
| TSM | 8,125 | $337.97 | Reduced | -49.44% | 0.10% | $2.75M | 2026 Q1 |
| YUMC | 36,036 | $48.78 | No Change | No Change | 0.06% | $1.76M | 2026 Q1 |
| GLD | 3,876 | $430.34 | No Change | No Change | 0.06% | $1.67M | 2026 Q1 |
| SPY | 2,474 | $650.36 | No Change | No Change | 0.06% | $1.61M | 2026 Q1 |
| MTB | 7,535 | $206.77 | Reduced | -0.07% | 0.06% | $1.56M | 2026 Q1 |
| RSP | 6,105 | $191.97 | Buy | 100.00% | 0.04% | $1.17M | 2026 Q1 |
| QQQM | 4,222 | $237.57 | Buy | 100.00% | 0.04% | $1M | 2026 Q1 |
| ITB | 10,854 | $90.57 | Reduced | -7.21% | 0.04% | $983.05K | 2026 Q1 |
| BIRK | 27,392 | $35.81 | No Change | No Change | 0.04% | $980.91K | 2026 Q1 |
| ODFL | 5,006 | $195.37 | Reduced | -4.74% | 0.04% | $978.02K | 2026 Q1 |
| CPRT | 27,484 | $33.18 | No Change | No Change | 0.03% | $911.92K | 2026 Q1 |
| MSFT | 1,910 | $370.16 | Increased | 12.09% | 0.03% | $707.01K | 2026 Q1 |
| SITE | 3,753 | $133.23 | No Change | No Change | 0.02% | $500.01K | 2026 Q1 |