Algorithmic Investment Models LLC Portfolio Shifts: Q2 2026 Focus on Growth
Algorithmic Investment Models increased positions in several SPDR and iShares ETFs during the second quarter of 2026, while reducing its allocation to the Select Sector SPDR Trust for Real Estate.
Algorithmic Investment Models LLC reported significant changes to its portfolio holdings as of June 30, 2026. The firm's investment strategy appears focused on capitalizing on growth opportunities within specific sectors.
The most notable activity involved substantial increases in several SPDR and iShares Exchange-Traded Funds (ETFs). Algorithmic Investment Models added significant shares to the SELECT SECTOR SPDR TR (XLF), increasing its holdings by 100% during the quarter. Similarly, the firm boosted positions in ISHARES INC (EWW) and INVESCO ACTIVELY MANAGED EXC (VRIG), both seeing a 100% increase in shares. New positions were initiated with the addition of ISHARES TR (IXJ) and further iShares ETFs, including EWW, showing strong buying interest.
This quarter's additions suggest a continued emphasis on sectors like Technology and Real Estate through these popular exchange-traded funds. The firm also increased its stake in the SELECT SECTOR SPDR TR (XLF), which is categorized under Technology, indicating confidence in this sector's performance.
Conversely, Algorithmic Investment Models reduced its position in one key holding. The SELECT SECTOR SPDR TR (XLRE), representing the Real Estate sector, saw a decrease of 10.29% in shares during Q2.
While the firm maintains its core holdings within the popular SPDR ETFs, it also explored opportunities outside this universe by adding several iShares products and investing directly in smaller companies like GOSSAMER BIO INC (GOSS) and ACCURAY INC DEL (ARAY), both falling under the Healthcare sector. These small additions hint at a diversified approach, albeit with a primary focus on larger ETFs.
The overall portfolio shows activity across various sectors, including Technology and Real Estate through their respective SPDR holdings, as well as direct exposure to smaller entities in the Healthcare space. This filing indicates Algorithmic Investment Models is actively managing its portfolio composition for this quarter.