For value investors, the stock market plunge made for plenty of buying opportunities, now, after a massive rally this year, one such prominent Pro is seeing some sectors getting pricey.

Value-focused mutual fund firm Tweedy Browne singled out financials and technology stocks in a letter this month, telling investors, "From our point of view, this is a case where the market has moved well ahead of underlying fundamentals."

Tweedy added, "Bank balance sheets for the most part continue to be seriously impaired as they work through their troubled loan portfolios, while a commercial real estate crisis continues to loom over the industry, threatening further losses as deeply distressed loans have to be rolled over in the next year or two." Regarding the tech sector, the firm said, "We rarely find pricing opportunities in these stocks, and are often skeptical of their long-term growth projections in the face of rapid rates of change."

Tweedy Browne last year reopened its flagship Tweedy Browne Global Value Fund (Nasdaq: TBGVX - News) to new investors, and the firm also runs the smaller Tweedy Browne Value Fund (Nasdaq: TWEBX - News). The funds are up 30% and 21% year to date, respectively. The firm's newly disclosed end-of-Q3 holdings are now available on tickerspy.com.

Looking at Tweedy's top-15, U.S.-listed, equity holdings, one can see that the firm upping stakes in energy giant ConocoPhillips (NYSE: COP - News), diversified conglomerate Emerson Electric (NYSE: EMR - News), and cable provider Comcast (Nasdaq: CMCSA - News, CMCSK - News).

Elsewhere, Tweedy was trimming stakes in names like railroads Union Pacific (NYSE: UNP - News) and Burlington Northern Santa Fe (NYSE: BNI - News), energy firm, and conglomerate 3M (NYSE: MMM - News), among others.

Tweedy's Global Value Fund holds a number of international equities as well as U.S.-listed ADRs. The U.S.-listed international firms figuring most prominently among Tweedy's holdings at the end of Q3 were Mexican bottler Coca-Cola FEMSA (NYSE: KOF - News) and South Korean wireless firm SK Telecom (NYSE: SKM - News).

Looking at tickerspy.com's graph charting the performance of Tweedy's end-of-Q3 holdings so far in Q4, one can see that the holdings have kept pace with the rebounding market. If you want to see how your performance stacks up to Tweedy's or take a look at some of the other stocks it's invested in, visit tickerspy.com to see the firm's top holdings and a chart of their combined performance.

Pro portfolio performance is based on institutions' top-15 holdings as disclosed in quarter-end filings with the SEC. Pro performance does not take into account additional holdings beyond the top 15 nor does it include positions that are not required to be disclosed by the SEC. As such, Pro portfolio performance should be considered an approximation and not a precise record of how an institution has performed over time.

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