Campbell Capital Management Inc Buys Blue-Chip Stocks Amid Energy Selloff in Q1 2026
This quarter, Campbell Capital Management Inc significantly increased its holdings of American Express Co (AXP), Chevron Corporation (CVX), and Celestica Inc (CLS) among others while exiting a major position in Energy Transfer LP (ET).
For the quarter ending June 30th, 2026, Campbell Capital Management Inc, with assets under management of $278 million as of that date, demonstrated a focused investment strategy through notable purchases and sales. The firm's portfolio saw changes primarily concentrated in specific sectors.
Prominent Purchases: Strengthening Technology and Financials
Campbell Capital Management Inc significantly bolstered its positions during this quarter, particularly within the Campbell Capital Management Inc portfolio. The most substantial purchase was of NVIDIA Corporation (NVDA), where shares increased by 100% adding $5.56 million to its value, representing a significant allocation increase.
The firm also made notable additions in the Financial Services sector with American Express Co (AXP). Campbell Capital Management Inc purchased an additional 19,545 shares of AXP, bringing its portfolio percentage allocation up by 100% and adding $6.61 million to its value.
Furthermore, Celestica Inc (CLS) saw a full 100% increase in Campbell Capital Management Inc's holdings during the quarter, adding another $3.85 million worth of shares valued at $3.85 million each.
In Technology, the firm also increased its stake in Expand Energy Corporation (CHK), acquiring all additional shares held previously and boosting its allocation by 100% to $6.46 million.
Energy Sector Exit: A Major Sale
The most significant change for Campbell Capital Management Inc involved a sharp reduction in its exposure to the Energy sector, driven primarily by the sale of shares in Energy Transfer LP (ET).
Campbell Capital Management Inc sold 100,300 shares of ET during this period, representing an unprecedented -81.35% change from the previous quarter and completely exiting that position.
Other Notable Changes: Technology Focus Continues
Beyond these major shifts, Campbell Capital Management Inc also adjusted its holdings in other sectors throughout Q1 2026.
In the Utilities sector, Vistara Corp (VST) allocation increased by a modest 11.26%, adding $0.43 million to its portfolio value.
Conversely, there were decreases in Technology holdings like Broadcom Inc (AVGO), which saw a reduction of 21.2% or $2.95 million worth of stock from the previous quarter's allocation.
No Such Activity Disclosed for These Sectors
For sectors such as Consumer Defensive, Industrials, and Healthcare, no changes were disclosed in this filing period by Campbell Capital Management Inc.
New Positions Entered This Quarter
Campbell Capital Management Inc also initiated new positions during Q1 2026. Notably, the firm entered a position in Nu Holdings Ltd (G6683N103), adding shares and increasing its allocation to $6.92 million.