Dougherty & Associates LLC Investment Activity Analysis: Q2 2026 Portfolio Changes

According to data available on InsiderSet, Dougherty & Associates, Llc's portfolio saw significant changes during the period ending June 30th, 2026.

The investment firm demonstrated notable buying activity in several holdings. The largest purchase was observed in VGT, which represents the Vanguard World Fund ex-Shares ETF, showing a substantial increase of 719.91% in its position during this quarter.

Other significant buys included BKNG, Booking Holdings Inc., with an impressive +2614.36% change, and ANGL (VanEck ETF Trust), which increased by 4.0%. Additionally, the firm significantly boosted its position in DIA, State Street SPDR Dow Jones Industrial Average ETF, with a +100% change.

Conversely, Dougherty & Associates also made notable adjustments to other positions. The largest reduction was seen in NVDA, NVIDIA Corporation shares, which decreased by 3.69%. Another significant sale involved MSFT, Microsoft Corporation, with a -9.32% change in the position.

Furthermore, the investor disposed of their entire stake in PFXF, VanEck ETF Trust (as indicated by a -100% allocation), and also reduced their position in UBER, Uber Technologies Inc., although the latter change was relatively minor (-96.78%). Other holdings like VPU (Vanguard utilities fund ex-Shares ETF) and EIX, Edison International, also saw increases but were less significant than the major buys.

The overall portfolio allocation for Dougherty & Associates reflects a focus on various sectors. Technology remains prominent with holdings like NVDA, MSFT, and others, while Communication Services includes a stake in META. The firm also maintains exposure to Utilities through holdings like HE, SO, and has allocations in Consumer Cyclical via BKNG and Healthcare, though the latter allocation is small.