Goodman Financial Corp Investment Activity Q1 2026

As reported by InsiderSet, Goodman Financial Corp's portfolio saw significant changes during the quarter ending June 30, 2026. The total portfolio value stood at $623,618,149 as of that date.

Prominent Purchases Observed in Q1 2026

Goodman Financial Corp demonstrated a clear preference for large-cap technology and healthcare stocks during this period. The most substantial purchase was observed in Microsoft (MSFT), where the position increased by 739,809% ($58,223 worth of new shares purchased) and now accounts for approximately $22.0 million in value.

Similarly, Haleon (HLN), a healthcare company focused on eye health products, saw its position grow significantly by 57.1% ($655k worth of new shares) and now represents about $16.8 million in the portfolio.

Additionally, Netflix (NFLX), a major player in Communication Services, experienced an increase by 347% ($1.7m worth of new shares) during the quarter.

Notable Reductions and Destroys

The investor also reduced exposure to several holdings during Q1 2026. Pfizer (PFE), a leading healthcare company, saw its position decrease by 16.2% ($104k worth of shares sold), resulting in a reduction from the Healthcare sector allocation.

Destroys were observed for EZU, which experienced an unprecedented 96.7% decrease ($259k worth of shares sold). This significant reduction effectively removed EZU from the portfolio.

Furthermore, VCSH, a short-term corporate bond ETF, saw its position decrease by 8.7% ($38k worth of shares sold) during the quarter.

New Positions Added This Quarter

Several new positions were added to Goodman Financial Corp's portfolio in Q1 2026. SPOT, a stock within the Communication Services sector, was introduced with an allocation of approximately $386k.

WING (Wingstop Inc) and COIN (Coinbase Global Inc Class A Common Stock) were also added as new holdings during this period.

Sector Shifts Observed in Q1 2026

The changes observed resulted in shifts across Goodman Financial Corp's sector allocations. Technology remains a strong focus, with positions like MSFT and UCTT showing substantial growth.

Healthcare saw both gains (HLN) and losses (PFE). The Communication Services sector benefited from the significant increase in NFLX, while Energy gained through investment in AR.