Dedora Capital Inc.'s Investments: Q2 2026 Activity Analysis

As reported in the filing dated June 30, 2026, Dedora Capital Inc. has shown significant activity during this quarter.

The investor's portfolio saw notable purchases and adjustments in several Vanguard funds and other equity holdings:

• VUG (Vanguard Information Services ETF): Dedora significantly increased its position in VUG, acquiring an additional 287,888 shares. This substantial purchase resulted in a nearly fourfold increase (436.63%) in the fund's holdings over the quarter.
• CGXU (Capital Group Intl Focus Equity ETF): Another major addition was CGXU, with Dedora adding 50,354 shares (8.34%). This further diversifies the portfolio.
• VO (Vanguard Exchange-Traded Fund Trust): Dedora Capital Inc. established a new position in VO, acquiring 23,252 shares (288.02%). This indicates confidence in the fund's performance.
• VYM (Vanguard Small Cap Value ETF): Dedora sold 22,976 shares of VYM (-10.93%), reducing its allocation in this small-cap value fund.
• JEPI (JPMorgan Exchange Traded Fund ETF): The investor added 18,135 shares to JEPI (+12.82%), showing interest in J P Morgan's offerings.
• HELO (JPMorgan U.S. Healthcare ETF): Dedora also added 12,693 shares to HELO (+16.85%). This further emphasizes the investor's focus on healthcare.

Additionally, Dedora Capital Inc.'s portfolio saw changes in sector allocation:

• The Unknown sector allocation decreased from 62.73% to presumably lower levels as new positions were added and existing ones adjusted.
• Technology allocation increased significantly, rising from 12.62% to an even higher percentage (AAPL) was included in this sector with a slight reduction (-1.64%), but overall Technology gained ground.
• Energy allocation, previously holding 343,9560 worth of holdings (ESGE) was sold entirely during this period (-100% change).
• Healthcare, Consumer Cyclical and Communication Services allocations remained relatively stable.

The investor also made minor adjustments to other holdings:

• ESGV (Vanguard FTSE Socially Responsible Value ETF): Dedora purchased 9,407 shares (+422.98%) adding a small allocation.
• GLDM (VanEck Vectors Gold Miners ETF): Acquired 8,787 shares (+12.82%) increasing the position slightly.
• VSGX (Vanguard Small Cap Index Fund ETF Shares): Purchased 6,855 shares (+10.91%) adding a small allocation.
• COLB (Columbia Banking System Inc): Dedora Capital Inc. purchased all 6,528 shares (+100%) establishing a position in this Financial Services stock.

Furthermore, the investor disposed of two small holdings:

• CMF (iShares Core MSCI Emerging Markets Small Cap ETF): Sold all 43,535 shares (-11.23%), exiting this position.
• XJH (iShares Core MSCI USA Small Cap ETF): Sold all 4,406 shares (-100%) during the quarter.

Dedora Capital Inc.'s portfolio now includes a total of 125 holdings. The top five positions account for approximately 30.57% of the total value, highlighting concentration in large-cap ETFs and individual stocks like Apple Inc.