Boltwood Capital Management Q2 2026 Portfolio Activity: Strategic Shifts and Technology Focus
Boltwood Capital Management's portfolio saw significant changes in Q2 2026, with notable purchases of KLA Corporation (KLAC) and FlexShares Core Tech Growth ETF (TDTT), alongside reductions in holdings like SCHWAB STRATEGIC TR (SCHF).
As of June 30th, 2026, Boltwood Capital Management's portfolio management activities for the quarter revealed a dynamic shift in its holdings. The total portfolio value remained substantial at $436 million.
The investor demonstrated a clear preference for Technology stocks, evidenced by significant buying activity in KLA Corporation (KLAC). Boltwood acquired 18,070 additional shares of KLAC during Q2 2026. This was the most substantial purchase within their portfolio this quarter.
Alongside the Technology focus, there were notable additions to other sectors and ETFs:
- FlexShares Core Tech Growth 50 ETF (TDTT), a Technology sector fund tracking tech growth stocks, saw its weight increase significantly by nearly 10% due to the addition of approximately 90,280 shares.
- SPDR Series Trust ETF (SPMB) gained about 21,660 shares, boosting its portfolio allocation slightly.
- The investor also purchased a considerable number of shares in SPDR Portfolio S&P 500 Growth ETF (GNR), increasing the position by over 36%.
Conversely, Boltwood Capital Management reduced its exposure in certain areas:
- The largest holding, SCHWAB Strategic Alpha Plus Equity ETF (SCHF), experienced a small decrease of about 1.06% in weight due to the loss of roughly 12,096 shares.
- FlexShares Core Clean Energy ETF (HYGV) was sold significantly during the quarter, resulting in a nearly -23% change and exit from its top holdings list.
The portfolio also saw exits or reductions in other positions:
- FlexShares Technology Select Sector Fund (MBKD) was renamed to MBBD, but the data shows a reduction of about 9.62%.
- FlexShares Core Semiconductor ETF (GUNR) increased slightly by around 8.8%, though it remains a small holding.
- The investor exited positions in several FlexShares Technology funds, including HYGV, MBKD (now MBBD), and ISHares Technology Select Sector Fund (INDA).
- Several other holdings, such as FLCH, EWA, STIP, and SPTL, also saw reductions or were sold out.
Boltwood Capital Management's Q2 2026 activity highlights a strategic tilt towards Technology growth stocks via ETFs like TDTT. The significant purchase of KLAC suggests confidence in its individual stock performance despite the broader market trends affecting SCHF and other holdings. Investors should monitor these changes for potential insights into Boltwood's investment thesis.