Howe & Rusling Inc Portfolio Changes Q2 2026
Howe & Rusling Inc's portfolio saw significant shifts this quarter, marked by substantial purchases and notable sales.
As of June 30th, 2026, Howe & Rusling Inc managed a substantial portfolio valued at $1.68 billion.
The investment firm demonstrated active buying in the second quarter, highlighted by significant increases in several holdings. Notably, they acquired Vanguard Index Funds ETF (VO) and Datadog Inc (DDOG), both representing major new positions or substantially increased stakes this period. These actions suggest confidence in specific growth areas.
Investment interest also extended to other notable additions: Vanguard FTSE Socially Responsible Small Cap ETF (VCIT), International Business Machines Corp (IBM - though not listed, similar sectors might be relevant), and KLA Corporation (KLAC). The portfolio's allocation saw adjustments across various sectors, including Technology and Consumer Defensive.
Conversely, Howe & Rusling Inc also showed significant selling activity during Q2 2026. They disposed of considerable positions in Methode Electronics Inc (MEI) and Intuit Inc (INTU). These sales resulted in substantial reductions or exits from these holdings, indicating a strategic shift away from certain sectors.
Additionally, the investor noted other changes impacting their portfolio this quarter. Holdings like CELH saw increased allocations due to share growth, while others experienced slight adjustments. The overall portfolio turnover rate was high, reflecting dynamic management and responsiveness to market conditions or investment strategies.