Asset Planning Inc Q2 2026 Portfolio Shifts: Major Buys & Sales in Tech, Healthcare
Asset Planning Inc's portfolio saw significant changes during the second quarter of 2026. The firm notably increased its stake in Alphabet (GOOGL) while divesting from Allstate and exiting positions in several other stocks.
Major Portfolio Changes by Asset Planning Inc in Q2 2026
Asset Planning Inc's portfolio underwent significant transformations during the second quarter of 2026, reflecting strategic decisions to buy and sell various holdings. The most prominent change involved a substantial increase in its stake in Alphabet (GOOGL), adding approximately 31,568 shares for an almost unprecedented +30,354% change from the previous quarter. This move pushed Alphabet's allocation within the portfolio to 7.3%. The firm also demonstrated strong interest in emerging companies by establishing a position in Joby Aviation Inc (G65163100) and adding shares to Microbot Med Inc (MBOT).
In contrast, Asset Planning Inc significantly reduced its exposure in other sectors. The firm sold nearly all of its holdings in the insurance sector via the Allstate Corp. ticker (ALL). This sale resulted in a staggering -99.67% change, effectively exiting that specific position entirely (0.02%). The firm also divested from Du Pont Inc (DD), selling 1,224 shares (-70.79%) and reducing its allocation to just 0.04%. Similarly, the position in Xponential Fitness Inc (XPOF) was drastically cut by -56.82%, involving a sale of 3,000 shares.
The investor's activities also included notable purchases and adjustments in existing positions during Q2. They acquired Joby Aviation Inc (G65163100) outright, investing $68,684 for 7,700 shares. This is a very small position representing just 0.04% of the portfolio. They also increased their stake in Realty Income Corp (O) by acquiring an additional 3,975 shares at a value increase of +8.69%. Furthermore, Asset Planning Inc bolstered its position in the energy sector with Exxon Mobil Corp (XOM), adding over 2,000 shares for a significant +29.36% change.
Other noteworthy adjustments include the firm's purchase of Honeywell International Inc (HON), adding 1,974 shares (+48.81%) to its holdings despite a slight increase in allocation from previous quarters (-0.26%). The investor also added shares to AT & T Inc (T), increasing the position by +352.94% through buying 2,814 more shares than previously held.
While not all changes are explicitly detailed in the 'changed_holdings' list provided, Asset Planning Inc's overall portfolio adjustments during Q2 2026 clearly indicate a focus on specific opportunities and risks. The firm appears to be strategically allocating capital towards large-cap technology players like Apple (AAPL) and emerging healthcare companies, while simultaneously reducing exposure in consumer cyclical stocks like Amazon (AMZN, -3.51%) and Costco (COST). These actions, alongside the significant energy stake increase in Exxon Mobil (XOM), suggest a dynamic investment approach focused on specific growth areas and risk management.
To understand Asset Planning Inc's complete investment strategy, including the rationale behind these changes or explore their full portfolio holdings for Q2 2026 ending Asset Planning Inc, please refer to the official filing. The firm's decisions, such as the major stake increase in Alphabet (ALL) and the significant reduction from Allstate (ticker ALL), highlight their investment priorities during this period.