Boothe Investment Group Activity Analysis: Q2 2026 Portfolio Changes
Detailed analysis of Boothe Investment Group's portfolio adjustments during the second quarter of 2026, highlighting significant additions and reductions.
As reported in their latest filing dated June 30, 2026, Boothe Investment Group has made several notable changes to its investment portfolio. The firm's holdings reflect a mix of established financial institutions and innovative tech companies, with adjustments concentrated primarily within the Technology sector.
The most significant activity during this quarter appears to be an increase in exposure to DOUBLELINE ETF TRUST (DBND), which saw a substantial 74,794 share addition. This resulted in the stock's portfolio allocation increasing from its previous level to reach approximately 10.84% of Boothe Investment Group's total holdings.
Another major movement was observed with PINTEREST INC (PINS), where the investment increased by 45,798 shares during Q2. This resulted in a positive change percentage of 7.08%, contributing to its current portfolio allocation of about 4.59%. The firm also added BLACKROCK ENHANCED EQUITY DI (BDJ), increasing the position by a significant number.
Conversely, Boothe Investment Group reduced its stake in several companies. The Technology sector saw notable decreases with ADVANCED MICRO DEVICES INC (AMD) experiencing an 80% reduction in value due to a nearly 47% decrease in shares held (-14,458 shares). Similarly, the firm sold off its position in CISCO SYS INC (CSCO), which saw an approximately 34.42% value reduction and a corresponding share decrease.
Within other sectors, there were smaller but still observable changes. The firm increased its position in SERVICENOW INC (NOW), albeit slightly compared to the major Technology additions, and also added a new holding with ISHARES TR (ICSH). This ETF was newly acquired during Q2.
Boothe Investment Group's portfolio adjustments this quarter demonstrate targeted changes across various sectors. The firm appears to have strengthened its Technology holdings while strategically reducing exposure in certain areas like EXXON MOBIL CORP (XOM), which experienced a 25% share reduction.
For further details on Boothe Investment Group's portfolio composition and performance, you can visit their profile at Boothe Investment Group Inc. To explore specific stock holdings like SIMPLIFY EXCHANGE TRADED FUN (CTA), PINTEREST INC (PINS), or others, please refer to the individual stock pages.