DLK Investment Management Portfolio Changes in Q2 2026

DLK Investment Management, Llc has demonstrated a dynamic investment approach this quarter (Q2 2026), significantly altering its portfolio composition through both strategic additions and reductions.

Prominent Purchases

The investor's most notable buying activity involved establishing new positions or substantially increasing existing stakes. This included:

• SPY ETFs: DLK added significant holdings in SPDR S&P 500 ETF Trust (SPSB) and the SPDR Series Trust (SPIB), indicating a strong interest in broad market exposure.
• GOOG: The investor increased its stake substantially by 62.46%, acquiring an additional 25,351 shares of Alphabet Inc., now representing 5.14% of the portfolio.
• WMT: Costco Wholesale Corporation (COST) saw a significant increase in its position, with DLK acquiring an additional 2,250 shares, boosting holdings by 2.39%.
• NFLX: Netflix Inc., which was previously held but now shows a large increase (100%) in shares acquired during this period, though the exact prior position isn't detailed.
• DIS: Walt Disney Company increased its holdings by 100% through new purchases or additions.

These actions suggest DLK is actively seeking opportunities in large-cap technology, consumer staples (via DIS and NFLX), and ETFs while bolstering positions acquired during this specific quarter.

Significant Sales & Reductions

In contrast to the buying activity, DLK also reduced or exited several holdings. Key examples include:

• NVDA: The investor sold a substantial portion of its holdings in NVIDIA Corporation (NVDA), reducing the stake by 80.3% through an exit or reduction.
• SPIB: While adding to SPSB, DLK also sold shares of SPDR Series Trust (SPIB), indicating a shift away from this specific ETF structure.
• NKE: Nike Inc. saw an increase in its position during the quarter, so it wasn't sold by DLK according to the provided data.

The reduction or exit from NVIDIA highlights a potential strategic decision to pivot away from high-growth but possibly riskier tech plays at this time.

Overall Portfolio Shifts

This quarter's changes reflect DLK Investment Management's active management style. The portfolio now includes several new positions, particularly the SPY ETFs (SPSB and SPIB), alongside increased stakes in established names like GOOG and WMT.

Conclusion: Active Portfolio Management

In summary, DLK Investment Management significantly reshaped its Q2 2026 portfolio. The firm demonstrated a clear preference for adding new positions (like SPSB, SPIB) or increasing existing ones (GOOG, WMT), while simultaneously exiting or reducing holdings in others such as NVDA. This indicates an actively managed strategy focused on capitalizing on current market opportunities and potentially divesting from less favored areas.