Deane Retirement Strategies Inc.'s Investment Changes in Q2 2026

Deane Retirement Strategies Inc. has reported significant changes to its portfolio holdings for the quarter ending June 30, 2026.

Key Changes in Inflation-Protected Securities

The fund's position in Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) saw a substantial increase of approximately 112,884 shares (+29.47%) during the quarter.

In contrast, its holdings in iShares 0-5 Year Treasury Inflation Protected Securities Bond ETF (TIP), which is essentially STIP's prior name or similar structure, experienced a dramatic reduction of over 213,880 shares (-99.74%), effectively exiting this position almost entirely.

Furthermore, the fund significantly boosted its stake in Simplify Managed Futures Strategy ETF (CTA), adding nearly 200,000 new shares (+49.68%) during the period.

Prominent Purchases: Large-Cap Growth and Value

The investor demonstrated strong buying activity across several large-cap US companies this quarter:

• CF (Chevron) saw its stake increase by over 13,000 shares (+27.09%)
• AMZN experienced a massive jump of nearly 26,600 new shares (+106,472%)
• JNJ was added with over 22,000 new shares (+100.0%)
• TTD, a technology company, saw its entire position replaced by nearly 116,000 new shares (+100.0%)
• The fund also purchased shares of NFLX, adding over 25,000 new shares (though the percentage change isn't provided)

Significant Reductions: Sectors and Specific ETFs

The fund also made notable reductions in its portfolio:

• GLD, another gold exposure vehicle, saw a decrease of nearly 3,400 shares (-16.4%)
• Its position in iShares 0-5 Year TIPS Bond ETF (STIP) was reduced by over 7,196 shares (-3.63%)
• The fund sold off its holdings in iShares 0-3 Month Treasury Bond ETF (SGOV), completely exiting the position (-92.74%)

Sector Allocation Shifts

The changes resulted in a shift within the fund's sector allocations:

• The allocation to "Unknown" decreased slightly from nearly $108 million (43.7%) down to $97.5 million (42.5%), likely due to the exit of SGOV
• Technology gained prominence, increasing its portfolio percentage allocation by approximately 0.5% to reach 12.5%
• Financial Services saw a slight increase in allocation (+0.3%) following purchases like WFC and TTD

Cash Flow Impact

The substantial buying activity, particularly the large increases in VTIP (ETF), CTA (ETF), CF, AMZN, JNJ, CVX, and NFLX (TTD), suggests significant inflows of capital or strong conviction in these areas.

This quarter's changes reflect a dynamic portfolio management approach focused on specific sectors like Technology and large-cap US stocks, while strategically reducing exposure to short-term Treasuries (SGOV) and slightly adjusting inflation-linked securities positions.