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Focused investors/Yacktman Asset Management

Yacktman Asset Management

As of Q2 2026, Yacktman Asset Management reported 74 long-equity positions worth $8.09B in aggregate.

Copy-investor backtest

Latest quarter
+5.59%
1-year
+20.36%
3-year
+42.40%
5-year
+55.46%
3-year vs S&P 500
-29.32%
5-year vs S&P 500
-19.21%
5-year top 5
+65.29%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 33 of 46 rows. Rows without a quote are marked unavailable.

1PGProcter & Gamble12.46%Reduce -11.0%19,444,922$1.6B$82.31No quote
2PEPPepsiCo, Inc.10.69%Reduce -6.7%13,404,933$1.37B$102.48No quote
3FOXATwentyFirst Cen Fox A8.76%Add +4.4%40,353,546$1.13B$27.88No quote
4KOCoca-Cola Co.6.60%Reduce -8.2%18,293,235$848.62M$46.39No quote
5CSCOCisco Systems Inc.6.50%Reduce -5.5%29,330,161$835.03M$28.47No quote
6ORCLOracle Corporation6.43%Reduce -11.7%20,182,022$825.65M$40.91No quote
7SYYSysco Corporation6.31%Reduce -15.6%17,358,134$811.15M$46.73No quote
8FOXTwentyFirst Cen Fox B6.17%Reduce -4.3%28,115,293$792.85M$28.20No quote
9JNJJohnson & Johnson5.96%Reduce -3.2%7,080,500$766.11M$108.20No quote
10MSFTMicrosoft Corp.5.39%Reduce -3.0%12,544,378$692.83M$55.23No quote
11XOMExxon Mobil Corp.2.69%Reduce -3.2%4,131,136$345.32M$83.59No quote
12USBU.S. Bancorp2.22%Reduce -0.6%7,023,828$285.1M$40.59No quote
13BCRBard, Inc., C.R.2.01%Reduce -0.5%1,276,894$258.79MNo quoteNo quote
14BKBNY Mellon Corp.1.70%Reduce -0.1%5,945,040$218.96M$36.83No quote
15SYKStryker Corporation1.63%Reduce -5.5%1,948,574$209.06M$107.29No quote
16VIABViacom Inc Cl B1.43%Reduce -13.2%4,445,296$183.5MNo quoteNo quote
17COPConocoPhillips1.36%Reduce -6.6%4,352,952$175.29M$40.27No quote
18ELVAnthem Inc.1.14%Add +0.1%1,055,389$146.69M$138.99No quote
19AVPAvon Products, Inc.1.05%Reduce -19.6%28,143,042$135.37MNo quoteNo quote
20CMCSAComcast Cl A1.04%Add +0.5%2,197,950$134.25M$61.08No quote
21CHRWCH Robinson WW0.90%Reduce -49.9%1,551,059$115.14M$74.23No quote
22WMTWal-Mart Stores0.88%Reduce -11.9%1,652,346$113.17M$68.49No quote
23UNUnilever N.V.0.81%Reduce -2.5%2,337,397$104.44MNo quoteNo quote
24WFCWells Fargo & Co0.80%Add +0.3%2,124,932$102.76M$48.36No quote
25STTState Street Corp0.76%-1,675,800$98.07M$58.52No quote
26CLColgate-Palmolive0.74%Add +0.0%1,346,600$95.14M$70.65No quote
27GLWCorning Inc.0.55%Reduce -0.5%3,352,784$70.04M$20.89No quote
28INTCIntel Corporation0.51%Add +0.5%2,029,300$65.65M$32.35No quote
29HPEHewlett Packard Enterprise0.39%Reduce -0.0%2,801,556$49.67M$17.73No quote
30GSGoldman Sachs Grp0.34%-278,300$43.69M$156.98No quote
31LANCLancaster Colony0.34%Reduce -4.4%394,500$43.62M$110.57No quote
32CLXClorox Company0.30%Reduce -16.5%308,793$38.93M$126.06No quote
33BACBank of America Corp0.29%-2,784,300$37.64M$13.52No quote
34HPQHP Inc.0.27%Reduce -0.0%2,801,486$34.51M$12.32No quote
35SPLSStaples Inc.0.19%Add +0.5%2,242,400$24.73MNo quoteNo quote
36APOLApollo Education Grp0.14%Reduce -0.1%2,120,904$17.42MNo quoteNo quote
37CRMTAmerica's CAR MART Inc0.11%Add +129.6%572,336$14.31M$25.00No quote
38BRK/ABerkshire Hath ACUSIP 0846701080.05%-30$6.4MNo quoteNo quote
39BRK/BBerkshire Hath BCUSIP 0846707020.02%Add +43.8%21,679$3.08MNo quoteNo quote
40PMPhilip Morris Intl0.02%-28,784$2.82M$98.11No quote
41MOAltria Group Inc.0.01%-25,900$1.62M$62.66No quote
42RAVNRaven Industries Inc.0.01%Add +17.6%40,000$641KNo quoteNo quote
43TBBKBancorp Inc., The0.00%-109,000$623KNo quoteNo quote
44VMIValmont Industries Inc.0.00%-4,000$495KNo quoteNo quote
45MOCOMOCON Inc.0.00%-34,000$471KNo quoteNo quote
46SPYSPDR S&P 500 ETF-Sold0$0No quoteNo quote