Bill Nygren - Oakmark Funds Holdings – 2026 Q1
Explore the latest portfolio disclosure for Bill Nygren - Oakmark Funds, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Bill Nygren - Oakmark Funds maintains its largest exposure in Financial Services, which represents approximately 20.54% of the portfolio. This sector forms the core of Bill Nygren - Oakmark Funds's investment stance during this reporting period.
Additional major allocations include Unclassified Sector (about 13.35%) and Technology (approximately 13.32%) , reflecting how Bill Nygren - Oakmark Funds diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Bill Nygren - Oakmark Funds'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 |
|---|---|---|---|---|---|---|---|
| VOT | 700 | $257.14 | No Change | No Change | 0.00% | $180K | 2026 Q1 |
| ACWI | 1,092 | $138.28 | No Change | No Change | 0.00% | $151K | 2026 Q1 |
| NUV | 14,854 | $9.02 | No Change | No Change | 0.00% | $133.98K | 2026 Q1 |
| IWM | 533 | $247.65 | No Change | No Change | 0.00% | $132K | 2026 Q1 |
| USIG | 50 | $60 | Buy | 100.00% | 0.00% | $3K | 2026 Q1 |
| MBB | 28 | $107.14 | Buy | 100.00% | 0.00% | $3K | 2026 Q1 |