Hollow Brook Wealth Management Llc: Significant Changes in Holdings During Q2 2026
This analysis details the observable purchases and sales by Hollow Brook Wealth Management Llc for the quarter ending June 30, 2026.
As of Hollow Brook Wealth Management Llc's latest filing dated for the period ending June 30, 2026, several notable shifts in portfolio holdings have been identified. The total portfolio value stood at $499,403,039 during this quarter.
Among the most significant changes were substantial increases in positions held by the investor. Hollow Brook Wealth Management Llc's stake in SGOV (ISHARES TR (SGOV)) grew significantly, increasing by 291,807 shares or approximately 2.65% year-over-year, though the percentage change reported might be a misinterpretation of data as it's unusually high for share increase but aligns with prior period changes noted elsewhere. Similarly, GLDM (WORLD GOLD TR (GLDM)) saw an increase in holdings by just over 29,000 shares (+2.44%), while the tech giant AAPL (APPLE INC) experienced a massive jump of nearly 28,000 shares (+77.91%).
Two major positions also showed notable reductions during this quarter. The investor decreased holdings in LAB (STANDARD BIOTOOLS INC) by 500,000 shares (-2.65%) and MIR (MIRION TECHNOLOGIES INC) saw a reduction of over 172,000 shares (-36.18%). Despite these decreases, both companies remain significant holdings for the firm.
Additionally, Hollow Brook Wealth Management Llc initiated new positions or increased stakes in several other stocks this quarter. Notable additions include PFE (PFIZER INC), where they acquired 26,430 shares (+15.52%), and ABT (ABBOTT LABORATORIES INC), adding over 22,000 shares (+103.62%). They also significantly increased their position in BAC (BANK OF AMER CORP) by acquiring all 19,598 shares previously held (+100%), and added a new small stake in PLNT (PLANET FITNESS MASTER ISSUER).
Furthermore, the investor bolstered its positions in several existing holdings. This included increasing VRT (VERTIV HOLDINGS CO) by 6,222 shares (+42.34%) despite an overall decrease noted elsewhere for a different symbol, and adding to ORA (OMAT TECHNOLOGIES INC), acquiring all 15,320 shares previously held (+100%).
In summary, Hollow Brook Wealth Management Llc demonstrated strong buying activity in large-cap technology and healthcare stocks during the second quarter of 2026. The investor also made adjustments to its positions in gold-related trusts and biotechnology firms.