Cultivar Capital Inc Q2 2026 Portfolio Activity Analysis
Cultivar Capital's portfolio saw significant changes this quarter, with notable increases in AGG and TLT ETFs while reducing positions in JNJ and HAP.
As of June 30th, 2026, Cultivar Capital Inc has shown active management within its investment strategy. The analysis of their portfolio activity reveals specific changes across various holdings.
Prominent Increases Observed
Cultivar Capital significantly boosted its exposure to fixed-income and long-term bond ETFs during this quarter:
- ISHARES TR (AGG) experienced a substantial increase of 5,998 shares (2.42%) from the previous period.
- The TLT holding saw an even larger share increase of 7,413 shares (+4.77%), indicating a strong confidence in long-duration Treasury bonds.
- BARCLAYS BANK PLC (DJP) also increased its position by acquiring an additional 2,747 shares (+1.52%).
Significant Reductions and Exits
The investor reduced several positions during the quarter:
- WEYERHAEUSER CO (WY), a Real Estate stock, saw its position decrease by 17,587 shares (-2.94%), impacting its allocation.
- There was a considerable reduction in JOHNSON & JOHNSON (JNJ), which decreased by 1,292 shares (-21.34%) and now represents only 0.78% of the portfolio.
- The VANECK ETF TRUST (HAP) holding was slightly trimmed with a reduction of -1,160 shares (-0.82%).
New Position Acquisitions and Major Buys
Cultivar Capital demonstrated buying activity in new positions or significantly increased existing ones:
- They initiated a position in SPDR SERIES TRUST (MDYV), acquiring 9,610 shares and contributing to its current allocation of 0.59%.
- CISCO SYS INC (CSCO) saw a remarkable increase from this quarter's filing, with Cultivar acquiring an additional 2,115 shares (+63.16%), boosting its allocation to 0.16%.
The overall portfolio value stood at $95,789,574 as of June 30th, 2026. The changes observed in holdings suggest a dynamic approach focused on specific sectors and ETFs.