Home›ETFs & Funds›ETFs›Tweedy Browne Insider + Value ETF holds 6.22% in infor…

Tweedy Browne Insider + Value ETF holds 6.22% in information technology

The active ETF, which targets value stocks with insider buying or company buybacks, invests in select tech names when they meet its proprietary value criteria.

Reported · Written up by our desk · ETFs

ETF Trends highlights the Tweedy Browne Insider + Value ETF, COPY, as an example of how a value-focused strategy can still include a measured allocation to technology stocks.

According to the fund page cited by ETF Trends, 6.22% of COPY’s portfolio is in the information technology sector as of August 31, 2026.

ETF Trends also notes that while tech is not a top holding, the fund’s management invests in key technology companies when deemed appropriate. In a Bloomberg interview referenced by ETF Trends, John Spears, managing director and an investment committee member at Tweedy Browne, pointed to the fund’s purchase of Adobe after a director, David Ricks, bought $2,000,000 worth of the stock.

Spears said the Adobe position met COPY’s value framework, citing the stock’s move from about $400 earlier in the year to $190, an estimated 12% earnings yield based on a price of about eight and a half times earnings, and the meeting of the fund’s proprietary value score characteristics.

More like this

Sources