Armbruster Capital Management Q2 2026 Portfolio Activity: New ETF Positions, Significant Sells
This analysis details observable purchases and sales by Armbruster Capital Management in their portfolio during the second quarter of 2026.
As reported for the period ending June 30, 2026, Armbruster Capital Management has shown activity across its investment landscape. The firm's portfolio saw both new positions established and existing holdings reduced during this quarter.
Prominent New Positions Established in Q2 2026
Armbruster Capital Management demonstrated significant buying activity, notably adding a substantial position of VO (Vanguard Index Funds ETFs). This addition increased the fund's holdings by 39,655 shares and contributed to a portfolio percentage allocation increase.
Furthermore, the firm significantly boosted its position in SPLV (Invesco Exchange Traded Fund Trust II), adding 10,228 shares. Similarly, purchases were noted for other ETFs like IQLT and XSLV (Invesco Exchange Traded Fund Trust II), although the latter was already a significant holding from previous periods.
Notable Reductions and Exits
The investment strategy also involved reducing positions in certain areas. Armbruster Capital Management significantly decreased its holdings of INTC (Intel Corporation), a Technology stock, by 12,660 shares (-57.22% change). Similarly, the position in PAYX (Paychex Inc), another Technology holding, was reduced substantially.
Additionally, there were observable exits from other holdings during Q2 2026. The firm sold off its position in AVES (American Century ETF Trust) entirely and also exited positions in AVDE and SPSM. A particularly noteworthy sale was the complete exit of EFAV (ISHares ETF), which had been a significant holding previously.
Technology Sector Focus Shifts
The Technology sector allocation within Armbruster Capital Management's portfolio remains relatively small, currently at 1.39% according to their filing. This percentage reflects the combined value of direct stock holdings like INTC and PAYX alongside ETF positions.
While individual stocks in Technology were sold (INTC, PAYX) and their allocations reduced, the overall sector allocation percentage itself was not explicitly changed in this quarter's filing. This suggests that Technology remains a minor part of their investment strategy.
Overall Portfolio Dynamics
The portfolio exhibits a mix of ETF investments and direct stock holdings. The top five holdings by weight, as per the most recent data, account for 37.98% combined allocation, indicating concentration in specific areas despite overall diversification.
Armbruster Capital Management's filing confirms ongoing activity with 125 total holdings and a portfolio split across various sectors including Technology (minimal), Financial Services, Healthcare, Communication Services, Consumer Defensive, Energy, Utilities, Real Estate, and others categorized as 'Unknown' which currently dominates at 96.19%.
Conclusion: Strategic Adjustments in Q2
In summary, during the second quarter of 2026, Armbruster Capital Management focused on adding significant ETF positions like VO and SPLV while strategically reducing its exposure to direct Technology stocks such as INTC and PAYX.
The complete exit from EFAV highlights a decisive shift away from that particular holding. For detailed information about the investor's holdings or specific stock performance, please refer to their official filings available at Armbruster Capital Management Inc and individual stock pages like EFAV.