Chatham Capital Group Q2 Portfolio Activity: Major Buys and Minor Adjustments

On InsiderVault, investors can track all investment activity for professional firms like Chatham Capital Group. This comprehensive review analyzes their portfolio changes from Q1 to Q2 2026, focusing specifically on the most notable buying and selling patterns observed during this period.

The second quarter saw substantial shifts in holdings by Chatham Capital Group Inc. Among the most significant were new or substantially increased positions. The fund notably purchased shares of Vanguard Total Stock Market ETF (VGT), acquiring 127,906 additional shares during Q2. This was a major addition to their portfolio, increasing the allocation from an already small percentage. Similarly, they made significant purchases of Powell Industries (POWL), adding 17,369 shares and boosting its weight by over 147%. Another large acquisition was in the short-term bond ETF space with Vanguard Short-Term Bond ETF (VO), where they purchased all available shares at a 300% increase rate.

Furthermore, Chatham Capital demonstrated strong interest in exchange-traded funds focused on specific sectors. They significantly increased their position in iShares Short Treasury Duration ETF (HDV), adding nearly 200,000 shares and experiencing a massive 498% increase in its value during the quarter. This suggests a strategic move towards shorter duration Treasuries. They also boosted their position in iShares Short Treasury Duration ETF (SGOV), acquiring all shares available at that time, resulting in a 100% increase in its value. Their interest wasn't limited to fixed income; they also added significantly to their position in Franklin Advisers Inc (BEN), increasing the ETF allocation substantially, though this was offset by a decrease elsewhere later in the quarter.

Conversely, Chatham Capital also made notable adjustments to existing positions and exited some holdings entirely. They sold shares of Franklin Advisers Inc (BEN), Franklin Resources ETF (BEN), reducing its allocation by 16.55% compared to Q1. This was one of the largest selling moves tracked in their portfolio for this period. They also sold shares of Vital Farms Inc (VITL), which saw an 83% reduction in its position, though it started from a very small base. Additionally, they reduced their stake significantly in several companies including NVIDIA Corporation (NVDA) (-2.31%), GE Vernova Inc (GEV) (-0.67%), and Alphabet Inc (GOOG)">, which saw an 83% reduction in its position.

The overall portfolio allocation reflects these changes. Technology remains a strong sector focus for Chatham Capital, with holdings like VGT and NVDA contributing significantly to this weight. Financial Services also represents a substantial portion of their investments, including positions in BEN, SGOV, SNEX, and KLAC. Their interest in fixed income ETFs is evident through allocations in HDV, BIL, BSJR, and SGOV. Consumer Defensive saw an addition with Vital Farms Inc (VITL), while they also increased their exposure to Communication Services via GOOG.

In summary, Chatham Capital's Q2 portfolio adjustments highlight a mix of strategic additions and reductions. Their significant purchases in VGT, POWL, HDV, SGOV, and VO suggest confidence in broad market growth, short-term bonds, and specific industrial sectors like defense equipment. The notable sale from BEN indicates a potential rebalancing or shift in strategy mid-quarter. Investors can monitor these changes on InsiderVault, which provides detailed tracking of institutional holdings and their quarterly movements based on regulatory filings.