Anderson Hoagland & Co Portfolio Changes Q2 2026
This filing details significant portfolio adjustments by Anderson Hoagland & Co during the second quarter of 2026, including notable purchases and sales.
As reported in this filing dated June 30, 2026, investment firm Anderson Hoagland & Co has made several noteworthy changes to its portfolio holdings. The total value stands at $1.24 billion.
Purchase Patterns and Significant Buys
The investor demonstrated a clear focus on growth during this quarter, significantly increasing positions in certain sectors or funds. Notably, the Vanguard Index Funds ETF (VUG) saw its share count jump by an impressive 460.53%, making it one of the most significant additions to their portfolio.
Anderson Hoagland & Co also showed strong interest in specific large-cap stocks and broad-based funds. The firm increased exposure to Vanguard Index Funds (VO) with a substantial 282.8% rise in shares, indicating confidence in this diversified approach. Furthermore, the investor simultaneously purchased Southwest Airlines stock (LUV), Nike Inc. (NKE), and D-Wave Quantum Inc. (QBTS), acquiring each position entirely from scratch.
Sector Focus: Technology and Financial Services
The Technology sector received particular attention through both direct equity purchases and ETF investments. The firm bolstered its stake in Microsoft Corp (MSFT) by adding shares, while also increasing holdings significantly within the Vanguard Index Funds complex that covers Technology.
Similarly, within the Financial Services sector, Anderson Hoagland & Co showed buying interest, notably acquiring SOFI Technologies Inc. (SOFI), which saw a 10.36% increase in its portfolio allocation during this period.
Sales and Reductions
On the other side of their investment thesis, Anderson Hoagland & Co reduced exposure to several holdings that experienced significant declines or were exited entirely. The Vanguard Wellington Fund (VFMF) was sold down by 1.78%, while its ETF counterpart (VFVA) saw a reduction.
The most drastic reductions occurred with the exit of positions acquired previously. INVESCO EXCH TRADED FD TR II (PZA), which had been purchased, was completely divested as its portfolio allocation dropped to -73.05%. Similarly, the Vanguard Municipal Bond Fund ETF (VTEB) experienced a substantial 44.44% reduction in position size.
Gold and Cash Holdings
The investor also adjusted their allocation towards Gold and Cash equivalents during this quarter. The holding of ISHARES GOLD TR (IAU) was sold down by 4.7%, slightly reducing its portfolio percentage allocation from the previous period.
Conversely, there appears to be a slight increase in cash holdings, as evidenced by the positive change percentages for several money market and short-term funds like SCHWAB STRATEGIC TR (SCHO) which increased by 28.46%, and INVESCO EXCH TRADED FD TR II (BAB) with a +36.39% allocation change.
Overall, the portfolio adjustments reflect Anderson Hoagland & Co's active management style during Q2 2026, focusing on growth in Technology, broad diversification through ETFs like VUG and VO, selective purchases of consumer cyclical stocks (AMZN, NKE), financial services exposure (SOFI), and a minor reduction from gold holdings.