Clarkston Capital Partners, LLC

· CIK 0001562855

13F Portfolio $1.3B AUM 100 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025

#	Ticker	Company	Sector	Shares	Value	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	POST	POST HLDGS INC	Consumer Defensive	1,193,067	$117.9M	9.00%	-1.7M	-58.4%	$98.86	+4.0%
2	CLVT	CLARIVATE PLC	Technology	42,846,530	$108.4M	8.27%	-22.1M	-34.0%	$2.53	-4.3%
3	MGRE	AFFILIATED MANAGERS GROUP	Financial Services	313,708	$86.8M	6.62%	-590K	-65.3%	$276.70	-91.3%
4	AVTR	AVANTOR INC	Healthcare	8,629,389	$67.7M	5.16%	-6.5M	-42.9%	$7.84	-2.8%
5	CCC	CCC INTELLIGENT SOLUTIONS HL	Technology	9,576,746	$57.5M	4.38%	-4.2M	-30.6%	$6.00	-28.0%
6	LKQ	LKQ CORP	Consumer Cyclical	1,537,743	$45.2M	3.45%	-2.2M	-59.1%	$29.37	-11.4%
7	LW	LAMB WESTON HLDGS INC	Consumer Defensive	990,705	$41.9M	3.19%	-1.4M	-58.9%	$42.26	+0.2%
8	GFL	GFL ENVIRONMENTAL INC	Industrials	929,859	$38.8M	2.96%	-1.9M	-66.8%	$41.72	-10.9%
9	MIDD	MIDDLEBY CORP	Industrials	289,516	$38.4M	2.93%	-499K	-63.3%	$132.58	+10.9%
10	IT	GARTNER INC	Technology	229,592	$36.4M	2.77%	+118K	+105.2%	$158.34	-11.2%
11	WLY	WILEY JOHN & SONS INC	Communication Services	942,556	$35.9M	2.74%	-1.7M	-64.0%	$38.10	+3.5%
12	HSIC	SCHEIN HENRY INC	Healthcare	484,174	$35.7M	2.72%	-993K	-67.2%	$73.70	-1.5%
13	ROP	ROPER TECHNOLOGIES INC	Industrials	94,427	$33.4M	2.55%	+89K	+1751.5%	$353.86	-10.1%
14	NVST	ENVISTA HOLDINGS CORPORATION	Healthcare	1,182,055	$30.0M	2.29%	-3.0M	-71.9%	$25.37	-6.0%
15	LPLA	LPL FINL HLDGS INC	Financial Services	96,404	$29.0M	2.21%	-205K	-68.0%	$300.83	-0.9%
16	TAP.A	MOLSON COORS BEVERAGE CO	Industrials	665,185	$28.6M	2.19%	-2.7M	-80.2%	$43.06	+4.4%
17	BRO	BROWN & BROWN INC	Financial Services	414,861	$27.1M	2.06%	-139K	-25.1%	$65.21	-13.7%
18	USFD	US FOODS HLDG CORP	Consumer Defensive	289,575	$26.7M	2.04%	-1.5M	-83.6%	$92.21	-8.9%
19	PRMB	PRIMO BRANDS CORPORATION	Consumer Defensive	1,316,352	$24.8M	1.89%	-2.2M	-62.1%	$18.83	+23.6%
20	ENR	ENERGIZER HLDGS INC	Industrials	1,398,215	$23.0M	1.75%	-2.8M	-66.9%	$16.42	+1.7%
21	WAY	WAYSTAR HLDG CORP	Technology	950,531	$22.9M	1.75%	NEW	—	$24.11	-21.9%
22	—	IQVIA HLDGS INC	—	130,423	$22.2M	1.70%	-122K	-48.4%	$170.54	—
23	BDX	BECTON DICKINSON & CO	Healthcare	131,106	$20.6M	1.57%	-235K	-64.2%	$157.23	-8.8%
24	NEOG	NEOGEN CORP	Healthcare	2,204,788	$20.5M	1.56%	-9.1M	-80.5%	$9.29	-9.3%
25	FTV	FORTIVE CORP	Technology	347,730	$19.2M	1.47%	-431K	-55.4%	$55.28	+6.6%
26	CHRW	C H ROBINSON WORLDWIDE IN	Industrials	115,533	$19.2M	1.46%	-769K	-86.9%	$166.07	-1.5%
27	ABNB	AIRBNB INC	Consumer Cyclical	149,060	$18.8M	1.44%	-48K	-24.3%	$126.28	+5.2%
28	—	FIDELITY NATL INFORMATION SV	—	397,875	$18.7M	1.42%	-5K	-1.2%	$46.91	—
29	LSTR	LANDSTAR SYS INC	Industrials	107,210	$17.2M	1.31%	-79K	-42.3%	$160.31	+4.8%
30	RAL	RALLIANT CORP	Industrials	384,747	$16.0M	1.22%	-174K	-31.2%	$41.59	+44.4%
31	IFF	INTERNATIONAL FLAVORS&FRAGRA	Basic Materials	158,670	$11.5M	0.88%	-247K	-60.9%	$72.55	+4.9%
32	SCHW	SCHWAB CHARLES CORP	Financial Services	122,357	$11.5M	0.88%	-554K	-81.9%	$93.98	-4.8%
33	ALGN	ALIGN TECHNOLOGY INC	Healthcare	59,975	$10.3M	0.79%	-81K	-57.5%	$171.43	-8.3%
34	RYAN	RYAN SPECIALTY HOLDINGS INC	Financial Services	301,915	$10.2M	0.78%	NEW	—	$33.74	-10.3%
35	FDX	FEDEX CORP	Industrials	27,005	$9.6M	0.73%	-252K	-90.3%	$356.18	+6.7%
36	WTW	WILLIS TOWERS WATSON PLC LTD	Financial Services	32,180	$9.4M	0.71%	-271K	-89.4%	$290.70	-14.8%
37	CPRT	COPART INC	Industrials	233,076	$7.7M	0.59%	-137K	-37.0%	$33.20	-1.7%
38	BRBR	BELLRING BRANDS INC	Consumer Defensive	446,768	$7.2M	0.55%	-707K	-61.3%	$16.09	-39.8%
39	COF	CAPITAL ONE FINL CORP	Financial Services	38,375	$7.0M	0.53%	-181K	-82.5%	$182.43	+1.8%
40	IEX	IDEX CORP	Industrials	36,260	$6.9M	0.52%	-64K	-63.7%	$189.55	+11.5%
41	BIL	SPDR SERIES TRUST	—	61,215	$5.6M	0.43%	-133K	-68.5%	$91.64	-0.1%
42	BUD	ANHEUSER BUSCH INBEV SA NV	Consumer Defensive	80,465	$5.6M	0.43%	-945K	-92.2%	$69.37	+16.4%
43	AXP	AMERICAN EXPRESS CO	Financial Services	14,664	$4.4M	0.34%	-116K	-88.8%	$302.48	+3.6%
44	GOOGL	ALPHABET INC	Communication Services	13,638	$3.9M	0.30%	-152K	-91.8%	$287.57	+39.5%
45	MSFT	MICROSOFT CORP	Technology	9,611	$3.6M	0.27%	-88K	-90.2%	$370.16	+10.6%
46	DHR	DANAHER CORP DEL	Healthcare	18,080	$3.4M	0.26%	-63K	-77.7%	$189.60	-13.2%
47	SYY	SYSCO CORP	Consumer Defensive	44,964	$3.2M	0.24%	-776K	-94.5%	$71.33	+2.4%
48	DIS	DISNEY WALT CO	Communication Services	32,696	$3.2M	0.24%	-210K	-86.5%	$96.38	+9.4%
49	PEP	PEPSICO INC	Consumer Defensive	20,183	$3.1M	0.24%	-184K	-90.1%	$155.29	-4.3%
50	AAPL	APPLE INC	Technology	11,033	$2.8M	0.21%	-155K	-93.3%	$253.78	+18.3%
51	IVV	ISHARES TR	—	4,238	$2.8M	0.21%	-2K	-31.0%	$653.25	+13.7%
52	JNJ	JOHNSON & JOHNSON	Healthcare	9,836	$2.4M	0.18%	-119K	-92.4%	$244.44	-5.6%
53	FNDX	SCHWAB STRATEGIC TR	—	84,310	$2.3M	0.18%	-390K	-82.2%	$27.85	+8.8%
54	FNDF	SCHWAB STRATEGIC TR	—	46,977	$2.3M	0.17%	-227K	-82.9%	$48.93	+7.4%
55	MA	MASTERCARD INCORPORATED	Financial Services	4,362	$2.2M	0.17%	-37K	-89.4%	$499.66	-1.9%
56	MDT	MEDTRONIC PLC	Healthcare	23,151	$2.0M	0.15%	-191K	-89.2%	$86.65	-11.2%
57	CRM	SALESFORCE INC	Technology	10,640	$2.0M	0.15%	NEW	—	$186.67	-10.2%
58	PG	PROCTER & GAMBLE CO	Consumer Defensive	12,818	$1.9M	0.14%	-112K	-89.8%	$144.44	-1.2%
59	PAYX	PAYCHEX INC	Industrials	19,608	$1.8M	0.14%	-178K	-90.1%	$92.12	-3.6%
60	—	SPDR INDEX SHS FDS	—	39,500	$1.8M	0.14%	—	—	$45.65	—
61	WDAY	WORKDAY INC	Technology	13,850	$1.8M	0.14%	-22K	-61.1%	$129.92	-8.6%
62	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	3,580	$1.8M	0.13%	-30K	-89.3%	$491.53	-8.8%
63	CACC	CREDIT ACCEP CORP MICH	Financial Services	4,000	$1.7M	0.13%	—	—	$423.46	+29.4%
64	KDP	KEURIG DR PEPPER INC	Consumer Defensive	63,500	$1.7M	0.13%	-442K	-87.5%	$26.33	+10.5%
65	OTIS	OTIS WORLDWIDE CORP	Industrials	19,530	$1.5M	0.12%	-125K	-86.5%	$77.08	-5.2%
66	DGRO	ISHARES TR	—	20,145	$1.4M	0.11%	-124K	-86.0%	$70.18	+4.5%
67	OAKM	HARRIS OAKMARK ETF TRUST	—	51,100	$1.4M	0.11%	-337K	-86.8%	$27.57	+0.2%
68	WM	WASTE MGMT INC DEL	Industrials	5,463	$1.3M	0.10%	-73K	-93.0%	$229.78	-4.8%
69	DVA	DAVITA INC	Healthcare	6,954	$1.1M	0.08%	—	—	$153.69	+25.3%
70	AMZN	AMAZON COM INC	Consumer Cyclical	5,099	$1.1M	0.08%	-56K	-91.6%	$208.27	+26.8%
71	—	OREILLY AUTOMOTIVE INC	—	11,475	$1.1M	0.08%	-3K	-20.7%	$92.31	—
72	GOOGL	ALPHABET INC	Communication Services	3,215	$922K	0.07%	-6K	-64.3%	$286.86	+39.8%
73	ZTS	ZOETIS INC	Healthcare	7,584	$897K	0.07%	NEW	—	$118.21	-36.1%
74	USB	US BANCORP	Financial Services	17,167	$893K	0.07%	-648K	-97.4%	$52.01	+2.7%
75	VNQ	BERKSHIRE HATHAWAY INC DEL	—	1,755	$841K	0.06%	-16K	-90.0%	$479.20	-80.4%
76	NOW	SERVICENOW INC	Technology	8,002	$837K	0.06%	NEW	—	$104.55	-13.4%
77	XOM	EXXON MOBIL CORP	Energy	4,670	$792K	0.06%	-167K	-97.3%	$169.65	-9.9%
78	IJH	ISHARES TR	—	11,125	$751K	0.06%	—	—	$67.53	+6.9%
79	EFX	EQUIFAX INC	Industrials	4,109	$740K	0.06%	NEW	—	$180.07	-12.4%
80	ALC	ALCON AG	Healthcare	9,771	$736K	0.06%	NEW	—	$75.35	-15.5%
81	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	1	$718K	0.06%	-2	-66.7%	$718140.00	—
82	EEM	ISHARES TR	—	12,250	$696K	0.05%	—	—	$56.79	+14.6%
83	IWM	ISHARES TR	—	2,600	$645K	0.05%	-350	-11.9%	$248.00	+11.9%
84	USL	UNITED STS 12 MONTH OIL FD L	Financial Services	12,500	$602K	0.05%	—	—	$48.20	+14.7%
85	EFA	ISHARES TR	—	5,992	$582K	0.04%	-310	-4.9%	$97.13	+4.7%
86	SCHD	SCHWAB STRATEGIC TR	—	17,608	$540K	0.04%	—	—	$30.68	+3.4%
87	NVDA	NVIDIA CORPORATION	Technology	2,222	$388K	0.03%	-6K	-74.5%	$174.40	+35.2%
88	F	FORD MTR CO	Consumer Cyclical	32,160	$371K	0.03%	-7K	-18.2%	$11.54	+25.5%
89	JAAA	JANUS DETROIT STR TR	—	7,250	$365K	0.03%	NEW	—	$50.37	+0.5%
90	VNLA	JANUS DETROIT STR TR	—	7,385	$361K	0.03%	NEW	—	$48.86	+0.2%
91	ORCL	ORACLE CORP	Technology	2,350	$346K	0.03%	-4K	-62.7%	$147.14	+32.9%
92	VOO	VANGUARD INDEX FDS	—	556	$332K	0.03%	-11K	-95.3%	$597.55	+13.7%
93	RTX	RTX CORPORATION	Industrials	1,608	$310K	0.02%	-414	-20.5%	$192.90	-8.9%
94	JPM	JPMORGAN CHASE & CO	Financial Services	1,034	$304K	0.02%	-1K	-51.8%	$294.06	+2.0%
95	LBRDK	LIBERTY BROADBAND CORP	Communication Services	6,000	$302K	0.02%	—	—	$50.30	-31.3%
96	MRSH	MARSH & MCLENNAN COS INC	Financial Services	1,725	$299K	0.02%	-500	-22.5%	$173.45	-7.7%
97	NIC	NICOLET BANKSHARES INC	Financial Services	1,555	$231K	0.02%	NEW	—	$148.62	-5.1%
98	WFC	WELLS FARGO & CO	Financial Services	2,650	$211K	0.02%	—	—	$79.61	-7.3%
—	MAA	MID-AMER APT CMNTYS INC	Real Estate	210,480	$29.2M	0.68%	SOLD	—
—	UPS	UNITED PARCEL SERVICE INC	Industrials	211,592	$21.0M	0.49%	SOLD	—
—	WBD	WARNER BROS DISCOVERY INC	Communication Services	514,700	$14.8M	0.34%	SOLD	—
—	CMCSA	COMCAST CORP NEW	Communication Services	495,020	$14.8M	0.34%	SOLD	—
—	BX	BLACKSTONE INC	Financial Services	75,325	$11.6M	0.27%	SOLD	—
—	META	META PLATFORMS INC	Communication Services	16,416	$10.8M	0.25%	SOLD	—
—	ADI	ANALOG DEVICES INC	Technology	33,857	$9.2M	0.21%	SOLD	—
—	GS	GOLDMAN SACHS GROUP INC	Financial Services	10,000	$8.8M	0.20%	SOLD	—
—	LLY	ELI LILLY & CO	Healthcare	8,050	$8.7M	0.20%	SOLD	—
—	SFBS	SERVISFIRST BANCSHARES INC	Financial Services	120,000	$8.6M	0.20%	SOLD	—
—	ROK	ROCKWELL AUTOMATION INC	Industrials	19,197	$7.5M	0.17%	SOLD	—
—	LIN	LINDE PLC	Basic Materials	17,266	$7.4M	0.17%	SOLD	—
—	ADBE	ADOBE INC	Technology	20,991	$7.3M	0.17%	SOLD	—
—	LRGF	SPDR S&P 500 ETF TR	—	10,628	$7.2M	0.17%	SOLD	—
—	EPD	ENTERPRISE PRODS PARTNERS L	Energy	205,800	$6.6M	0.15%	SOLD	—
—	CSCO	CISCO SYS INC	Technology	76,700	$5.9M	0.14%	SOLD	—
—	HD	HOME DEPOT INC	Consumer Cyclical	13,062	$4.5M	0.10%	SOLD	—
—	PM	PHILIP MORRIS INTL INC	Consumer Defensive	25,900	$4.2M	0.10%	SOLD	—
—	KVUE	KENVUE INC	Consumer Defensive	198,340	$3.4M	0.08%	SOLD	—
—	NUE	NUCOR CORP	Basic Materials	20,100	$3.3M	0.08%	SOLD	—
—	COST	COSTCO WHSL CORP NEW	Consumer Defensive	3,665	$3.2M	0.07%	SOLD	—
—	BAC	BANK AMERICA CORP	Financial Services	54,000	$3.0M	0.07%	SOLD	—
—	CVX	CHEVRON CORP NEW	Energy	18,794	$2.9M	0.07%	SOLD	—
—	SOJF	SOUTHERN CO	Utilities	30,000	$2.6M	0.06%	SOLD	—
—	BMY	BRISTOL-MYERS SQUIBB CO	Healthcare	46,815	$2.5M	0.06%	SOLD	—
—	ET	ENERGY TRANSFER L P	Energy	152,300	$2.5M	0.06%	SOLD	—
—	DUK	DUKE ENERGY CORP NEW	Utilities	20,210	$2.4M	0.06%	SOLD	—
—	VICI	VICI PPTYS INC	Real Estate	81,775	$2.3M	0.05%	SOLD	—
—	MRK	MERCK & CO INC	Healthcare	21,725	$2.3M	0.05%	SOLD	—
—	KO	COCA COLA CO	Consumer Defensive	30,915	$2.2M	0.05%	SOLD	—
—	IBM	INTERNATIONAL BUSINESS MACHS	Technology	7,100	$2.1M	0.05%	SOLD	—
—	PFE	PFIZER INC	Healthcare	84,036	$2.1M	0.05%	SOLD	—
—	IWF	ISHARES TR	—	4,234	$2.0M	0.05%	SOLD	—
—	DEO	DIAGEO PLC	Consumer Defensive	23,015	$2.0M	0.05%	SOLD	—
—	MCD	MCDONALDS CORP	Consumer Cyclical	5,729	$1.8M	0.04%	SOLD	—
—	ES	EVERSOURCE ENERGY	Utilities	25,580	$1.7M	0.04%	SOLD	—
—	UBER	UBER TECHNOLOGIES INC	Technology	20,860	$1.7M	0.04%	SOLD	—
—	PRU	PRUDENTIAL FINL INC	Financial Services	15,000	$1.7M	0.04%	SOLD	—
—	TSLA	TESLA INC	Consumer Cyclical	3,365	$1.5M	0.04%	SOLD	—
—	SYK	STRYKER CORPORATION	Healthcare	4,272	$1.5M	0.04%	SOLD	—
—	ISRG	INTUITIVE SURGICAL INC	Healthcare	2,482	$1.4M	0.03%	SOLD	—
—	SHW	SHERWIN WILLIAMS CO	Basic Materials	4,175	$1.4M	0.03%	SOLD	—
—	V	VISA INC	Financial Services	3,781	$1.3M	0.03%	SOLD	—
—	AWK	AMERICAN WTR WKS CO INC NEW	Utilities	10,000	$1.3M	0.03%	SOLD	—
—	FRME	FIRST MERCHANTS CORP	Financial Services	34,696	$1.3M	0.03%	SOLD	—
—	TXN	TEXAS INSTRS INC	Technology	5,200	$902K	0.02%	SOLD	—
—	ABT	ABBOTT LABS	Healthcare	6,842	$857K	0.02%	SOLD	—
—	QQQM	INVESCO QQQ TR	—	1,238	$760K	0.02%	SOLD	—
—	VEA	VANGUARD TAX-MANAGED FDS	—	11,523	$720K	0.02%	SOLD	—
—	ACN	ACCENTURE PLC IRELAND	Technology	2,650	$711K	0.02%	SOLD	—
—	ITW	ILLINOIS TOOL WKS INC	Industrials	2,845	$701K	0.02%	SOLD	—
—	BSX	BOSTON SCIENTIFIC CORP	Healthcare	6,500	$620K	0.01%	SOLD	—
—	ABBV	ABBVIE INC	Healthcare	2,700	$617K	0.01%	SOLD	—
—	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	2,260	$581K	0.01%	SOLD	—
—	PHM	PULTE GROUP INC	Consumer Cyclical	4,829	$566K	0.01%	SOLD	—
—	IEFA	ISHARES TR	—	5,928	$530K	0.01%	SOLD	—
—	RSP	INVESCO EXCHANGE TRADED FD T	—	2,634	$505K	0.01%	SOLD	—
—	RY	ROYAL BK CDA	Financial Services	2,706	$461K	0.01%	SOLD	—
—	CM	CANADIAN IMPERIAL BANK OF CO	Financial Services	5,000	$453K	0.01%	SOLD	—
—	VGT	VANGUARD WORLD FD	—	599	$452K	0.01%	SOLD	—
—	VO	VANGUARD INDEX FDS	—	1,540	$447K	0.01%	SOLD	—
—	WMT	WALMART INC	Consumer Defensive	4,005	$446K	0.01%	SOLD	—
—	QCOM	QUALCOMM INC	Technology	2,551	$436K	0.01%	SOLD	—
—	MMI	MARCUS & MILLICHAP INC	Real Estate	13,530	$369K	0.01%	SOLD	—
—	VB	VANGUARD INDEX FDS	—	1,392	$359K	0.01%	SOLD	—
—	ADC	AGREE RLTY CORP	Real Estate	4,700	$339K	0.01%	SOLD	—
—	CMA	COMERICA INC	—	3,615	$314K	0.01%	SOLD	—
—	TD	TORONTO DOMINION BK ONT	Financial Services	3,178	$299K	0.01%	SOLD	—
—	VZ	VERIZON COMMUNICATIONS INC	Communication Services	7,315	$298K	0.01%	SOLD	—
—	GD	GENERAL DYNAMICS CORP	Industrials	831	$280K	0.01%	SOLD	—
—	DE	DEERE & CO	Industrials	600	$279K	0.01%	SOLD	—
—	ON1	OLD NATL BANCORP IND	—	12,230	$273K	0.01%	SOLD	—
—	NFLX	NETFLIX INC	Communication Services	2,820	$264K	0.01%	SOLD	—
—	BNS	BANK NOVA SCOTIA HALIFAX	Financial Services	3,476	$256K	0.01%	SOLD	—
—	FICO	FAIR ISAAC CORP	Technology	150	$254K	0.01%	SOLD	—
—	BA	BOEING CO	Industrials	1,097	$238K	0.01%	SOLD	—
—	IAU*	ISHARES GOLD TR	—	2,925	$237K	0.01%	SOLD	—
—	INTU	INTUIT	Technology	351	$233K	0.01%	SOLD	—
—	BMO	BANK MONTREAL QUE	Financial Services	1,775	$230K	0.01%	SOLD	—
—	ETOR	ETORO GROUP LTD	Financial Services	6,491	$228K	0.01%	SOLD	—
—	AKRE	PROFESIONALLY MANAGED PORTFO	—	3,475	$228K	0.01%	SOLD	—
—	MFC	MANULIFE FINL CORP	Financial Services	5,963	$216K	0.01%	SOLD	—
—	AMGN	AMGEN INC	Healthcare	646	$211K	0.01%	SOLD	—
—	NVS	NOVARTIS AG	Healthcare	1,500	$207K	0.01%	SOLD	—
—	TGT	TARGET CORP	Consumer Defensive	2,100	$205K	0.01%	SOLD	—
—	GWW	WW GRAINGER INC	Industrials	200	$202K	0.01%	SOLD	—
—	SHOP	SHOPIFY INC	Technology	1,250	$201K	0.01%	SOLD	—
—	CAT	CATERPILLAR INC	Industrials	350	$201K	0.01%	SOLD	—
—	AGNC	AGNC INVT CORP	Real Estate	10,975	$118K	0.00%	SOLD	—
—	—	GAUZY LTD	—	12,537	$16K	—	SOLD	—

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 20.6%

Industrials 19.6%

Consumer Defensive 18.8%

Healthcare 15.8%

Financial Services 15.4%

Consumer Cyclical 5.3%

Communication Services 3.6%

Basic Materials 0.9%

Energy 0.1%