Arkfeld Wealth Strategies Portfolio Changes in Q2 2026

As of June 30th, 2026, Arkfeld Wealth Strategies (Arkfeld Wealth Strategies) has released its latest portfolio data. This filing provides insights into the investment manager's buying and selling activities during this quarter.

Significant New Purchases

This quarter, Arkfeld made several noteworthy additions to its holdings:

• TOST (Toast Inc): The firm significantly increased its stake in Technology-focused Toast Inc. by approximately 138.81%, adding a substantial number of shares.
• TSCO (Tractor Supply Co): Arkfeld initiated a new position in Tractor Supply Co, acquiring all the shares held at present (~49740 shares), representing about 0.45% allocation to this Consumer Cyclical stock (TSCO).
• GIS (General Mills Inc): Arkfeld purchased General Mills Inc shares, boosting the position by a considerable amount. The stake increased due to buying ~27648 shares.
• KHC (Kraft Heinz Co): Following GIS, Kraft Heinz Co also saw an increase in its holdings, with Arkfeld acquiring approximately 19942 more shares (KHC). This was a relatively small percentage gain (13.7%) but still significant.
• HRL (Hormel Foods Corp): Arkfeld bought Hormel Foods Corp shares, establishing a new position or increasing an existing one (HRL). The stake increased by 100%.
• SCHD (Schwab Strategic Trust): Arkfeld initiated a position in SCHWAB STRATEGIC TR (SCHD) by purchasing all the shares held at present (~6843 shares).
• MKL (Mars Inc): Arkfeld purchased Mars Inc shares, establishing a new position or increasing an existing one (MKL). The stake increased by approximately 234.44%.

Reductions and Divestments

In addition to buying, Arkfeld also reduced its exposure in certain areas:

• RSPG (Invesco Exchange Traded Fund): The firm sold off a portion of the Invesco Exchange Traded fund (RSPG). This resulted in an approximately 31.19% reduction in shares.
• DINO (HF Sinclair Corp): Arkfeld sold a significant number of HF SINCLAIR CORP (DINO) shares, leading to a nearly -9.05% change in the position.
• CSCO (Cisco Systems Inc): Arkfeld sold some of its Cisco Systems Inc (CSCO) shares, causing a ~4.14% reduction in the stake.
• XPER (Xperi Corp): Arkfeld sold all its XPERI INC (XPER) shares, resulting in a -16.71% change.
• SUZ (SuZano S.A): Arkfeld sold some of its SUZANO S A (SUZ) shares, leading to a ~-10.9% change.
• JD (JD.Com Inc): Arkfeld sold some of its JD.COM INC (JD) shares, causing a -20.05% reduction in the position.

Sector Allocation Shifts

The changes reflect adjustments within Arkfeld's sector allocations:

• Technology gained weight with additions to TOST and CSCO, while losing some through exits like RSPG (which is often considered an ETF holding) and XPER.
• Consumer Cyclical benefited from the new position in TSCO but lost allocation due to reductions in JD (JD) and DINO (which is sometimes categorized under Energy).
• The firm increased its stake in Consumer Defensive via GIS, Kraft Heinz Co (KHC), Hormel Foods Corp (HRL) and General Mills Inc (GIS). These additions helped offset some losses in this sector.
• Energy saw a net reduction due to the sale of DINO shares, although Arkfeld also holds positions in other Energy stocks like CHRD and SUZ (which is sometimes considered an energy-related stock).
• Arkfeld sold off holdings from sectors categorized as 'Unknown' or specific ETFs like RSPG.

Overall Portfolio Context

The portfolio currently holds a total of 118 distinct positions (Arkfeld Wealth Strategies holdings count). The top five holdings account for approximately 39.56% of the portfolio's value, indicating a moderately concentrated position but not extremely so.

Arkfeld has demonstrated buying activity in this quarter (has_large_buys: true) and no large selling activity (has_large_sells: false). The significant buys mentioned above show the firm's focus on specific growth areas or established consumer brands. Further details can be found by visiting Arkfeld Wealth Strategies' institutional profile.

For more detailed information on Arkfeld's portfolio holdings and performance, please refer to the official filing data provided by Arkfeld Wealth Strategies. The complete list of holdings is available through their reporting channels.