ETF replication · Bill Nygren
Which ETF replicates Bill Nygren's portfolio?
XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with Bill Nygren's Oakmark Funds portfolio — overlap score 31.9 across 2 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.
Data verified 2026-08-14 · based on Bill Nygren's Q2 2026 13F filing · view on SEC EDGAR
Closest ETF
XLF
Financial Select Sector SPDR Fund
Overlap score
31.9
2 shared top-10 names
ETF expense ratio
0.09%
annual fee
Top 5 ETFs ranked by overlap
Overlap score
31.9
Shared top-10 holdings (2):
BAC 4.3% × 4.74%C 4% × 2.88%
Bill Nygren's investment philosophy
Concentrated value. Buy good businesses at a discount to intrinsic value.
Other superinvestor ETF replications
- Warren BuffettBerkshire Hathaway
- Bill AckmanPershing Square Capital
- Carl IcahnIcahn Enterprises
- David EinhornGreenlight Capital
- Seth KlarmanBaupost Group
- Joel GreenblattGotham Asset Management
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.
Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
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