Fairview Capital Investment Management Q2 2026 Portfolio Activity Analysis
Fairview Capital Investment Management, Llc's portfolio saw changes in several holdings during Q2 2026. The fund increased positions in Duke Energy Corp New (DUK), Williams Cos Inc (WMB), and significant ETFs like IShares TR USD Money Market Fund (IGV) while decreasing stakes in Salesforce Inc (CRM).
As of June 30, 2026, Fairview Capital Investment Management has released data detailing changes to its portfolio holdings during the second quarter. This information provides valuable insight into the investment strategy and activity levels for this specific fund.
The Q2 period saw a moderate level of turnover within Fairview's portfolio. The fund exited positions in several small-cap technology companies, including SHIFT4 PMTS Inc (FOUR), IShares US Treasury Money Market Trust ETF Shares (IGV), Carrier Global Corporation (CARR), and Xylem Inc (XYL). These exits resulted in percentage decreases ranging from approximately 32% to nearly 188% for the respective holdings.
Conversely, Fairview Capital Investment Management demonstrated interest in certain sectors through purchases or increases. Notably, the fund purchased Duke Energy Corp New (DUK), increasing its stake by a substantial 78.12%. Williams Cos Inc (WMB) also saw significant buying activity with an increase of over 119%.
Additionally, the fund bolstered positions in exchange-traded funds during Q2. Significant purchases were observed in First Trust Exchange-Traded Fund for Business Development Companies (EMLP), which experienced a nearly -10.87% change percentage, and IShares U S ETF TR (COMT) with an 187.61% increase.
Furthermore, the fund maintained its position in Cheniere Energy Inc (LNG), despite a slight decrease of 4.21%, indicating ongoing confidence in this energy sector holding. The portfolio also includes large-cap core holdings like Alphabet Inc (GOOG) and Microsoft Corp (MSFT), which experienced minor reductions but are still significant allocations.
Overall, the Q2 activity for Fairview Capital Investment Management reflects a focus on specific sectors while managing smaller positions carefully. For more detailed analysis of their portfolio or individual stock performance, investors can refer to the latest filings from Fairview Capital Investment Management and explore data for each company at Insider Set.