Where Data Tells the Story
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This chart illustrates how Greenblatt split his Q4 2025 allocations between individual stock picks (71.81%) and ETFs (28.19%). His “Magic Formula” approach remains evident: value‑driven stock selection alongside passive exposure to broad indices. The SPDR S&P 500 ETF Trust leads his ETF holdings at 16.75%, while the “Magnificent Seven” tech names collectively make up a modest slice of the stock side, with Microsoft (2.01%) and Apple (1.55%) at the top.
🧠 Takeaway
The Joel Greenblatt portfolio reflects a hybrid strategy — concentrated value investing tempered by passive ETF exposure to manage risk and capture market beta.
📊 Analysis
This snapshot captures Greenblatt’s dual‑track discipline — conviction in value stocks, balanced with passive diversification.