Econ Financial Services Corp Portfolio Changes in Q2 2026
This report details observable portfolio adjustments by Econ Financial Services Corp during the second quarter of 2026, highlighting significant purchases and sales based on available data.
On behalf of Econ Financial Services Corp, substantial portfolio changes were observed during the second quarter ending June 30th, 2026. The investor demonstrated active buying and selling behavior across various sectors.
Notable purchases included a significant increase in shares of SPDR SERIES TRUST (SPLB), which saw its holdings rise by over 118% during the quarter. This ETF allocation now represents approximately 5.5% of the total portfolio value, indicating a strong preference for exchange-traded funds at this time.
The investor also initiated new positions in several stocks during Q2 2026. Antero Resources CORP (AR), categorized under Energy, was added with holdings increasing by 100% to 89,180 shares, now accounting for about 1.46% of the portfolio.
Furthermore, Southwest AIRLS CO (LUV) and DELTA AIR LINES INC (DAL), both classified under Industrials, were added with holdings increasing by a massive 100%. These additions bring their allocations to 1.73% and 0.2%, respectively.
In contrast, the investor disposed of several holdings during this period. The bond fund INVESCO EXCH TRADED FD TR II (GOVI) experienced a staggering 95% reduction in shares held, leaving only 11,274 shares valued at $0.14 million.
The exit from FIRST TR EXCHANGE TRADED FD (KNG) was also substantial, with a 90% reduction in holdings (-90.24%) resulting in only 5,247 shares remaining.
The portfolio's overall structure shifted during Q2 2026, with changes concentrated heavily on ETFs and specific sector stocks. The most significant buying activity focused on exchange-traded funds (SPLB) and Industrials/Consumer Cyclical companies like Southwest Airlines (LUV), while notable selling involved bond funds (GOVI, KNG). Further details can be found in the full filing.