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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 34 of 51 rows. Rows without a quote are marked unavailable.

1PGProcter & Gamble13.14%Reduce -21.5%21,858,570$1.74B$79.41No quote
2PEPPepsiCo, Inc.10.87%Reduce -19.3%14,361,804$1.44B$99.92No quote
3FOXATwentyFirst Cen Fox A7.95%Reduce -4.8%38,669,101$1.05B$27.16No quote
4KOCoca-Cola Co.6.48%Reduce -20.0%19,918,068$855.68M$42.96No quote
5SYYSysco Corporation6.39%Reduce -20.3%20,571,055$843.41M$41.00No quote
6CSCOCisco Systems Inc.6.38%Reduce -14.0%31,043,403$842.98M$27.16No quote
7ORCLOracle Corporation6.32%Reduce -13.3%22,852,319$834.8M$36.53No quote
8FOXTwentyFirst Cen Fox B6.05%Reduce -9.2%29,361,821$799.52M$27.23No quote
9JNJJohnson & Johnson5.69%Reduce -3.2%7,316,129$751.51M$102.72No quote
10MSFTMicrosoft Corp.5.43%Reduce -24.4%12,932,358$717.49M$55.48No quote
11XOMExxon Mobil Corp.2.52%Reduce -27.6%4,266,560$332.58M$77.95No quote
12USBU.S. Bancorp2.28%Reduce -20.4%7,067,060$301.55M$42.67No quote
13BKBNY Mellon Corp.1.86%Reduce -9.6%5,953,376$245.4M$41.22No quote
14BCRBard, Inc., C.R.1.84%Reduce -12.3%1,283,759$243.2MNo quoteNo quote
15COPConocoPhillips1.65%Reduce -18.5%4,661,296$217.64M$46.69No quote
16VIABViacom Inc Cl B1.60%Reduce -38.3%5,122,201$210.83MNo quoteNo quote
17CHRWCH Robinson WW1.45%Reduce -37.9%3,095,797$192M$62.02No quote
18SYKStryker Corporation1.45%Reduce -34.4%2,061,165$191.57M$92.94No quote
19ELVAnthem Inc.1.11%Reduce -2.5%1,054,313$147.01M$139.44No quote
20AVPAvon Products, Inc.1.07%Reduce -8.1%34,998,500$141.74MNo quoteNo quote
21CMCSAComcast Cl A0.93%New2,187,950$123.47M$56.43No quote
22WFCWells Fargo & Co0.87%Reduce -9.7%2,118,631$115.17M$54.36No quote
23WMTWal-Mart Stores0.87%Reduce -2.6%1,876,066$115M$61.30No quote
24STTState Street Corp0.84%Reduce -13.8%1,675,800$111.21M$66.36No quote
25UNUnilever N.V.0.79%Reduce -42.8%2,397,533$103.86MNo quoteNo quote
26CLColgate-Palmolive0.68%Reduce -8.0%1,346,500$89.7M$66.62No quote
27INTCIntel Corporation0.53%Reduce -14.7%2,019,300$69.57M$34.45No quote
28GLWCorning Inc.0.47%Reduce -2.4%3,370,598$61.62M$18.28No quote
29GSGoldman Sachs Grp0.38%Reduce -1.0%278,300$50.16M$180.23No quote
30LANCLancaster Colony0.36%Reduce -20.4%412,500$47.63M$115.46No quote
31CLXClorox Company0.36%Reduce -44.8%369,771$46.9M$126.83No quote
32BACBank of America Corp0.35%Reduce -35.0%2,784,300$46.86M$16.83No quote
33HPEHewlett Packard Enterprise0.32%New2,802,495$42.6M$15.20No quote
34HPQHP Inc.0.25%New2,802,425$33.18M$11.84No quote
35SPLSStaples Inc.0.16%Reduce -1.0%2,232,400$21.14MNo quoteNo quote
36APOLApollo Education Grp0.12%Reduce -1.1%2,123,569$16.29MNo quoteNo quote
37CRMTAmerica's CAR MART Inc0.05%Add +1198.1%249,229$6.65M$26.69No quote
38BRK/ABerkshire Hath ACUSIP 0846701080.04%-30$5.93MNo quoteNo quote
39PMPhilip Morris Intl0.02%-28,784$2.53M$87.90No quote
40BRK/BBerkshire Hath BCUSIP 0846707020.02%-15,079$1.99MNo quoteNo quote
41MOAltria Group Inc.0.01%-25,900$1.51M$58.22No quote
42TBBKBancorp Inc., The0.01%Reduce -16.1%109,000$694KNo quoteNo quote
43SPYSPDR S&P 500 ETF0.00%New3,095$631K$203.88No quote
44RAVNRaven Industries Inc.0.00%Add +3.0%34,000$530KNo quoteNo quote
45MOCOMOCON Inc.0.00%Reduce -18.5%34,000$494KNo quoteNo quote
46VMIValmont Industries Inc.0.00%-4,000$424KNo quoteNo quote
51SIALSigma-Aldrich Corp.-Sold0$0No quoteNo quote
50PLPCPREFORMED LINE PRODS COM-Sold0$0No quoteNo quote
49PYPLPaypal Hldgs Inc-Sold0$0No quoteNo quote
48HPQHewlett-Packard-Sold0$0No quoteNo quote
47CMCSKComcast Cl A-Sold0$0No quoteNo quote