ICW Investment Advisors LLC Q2 2026 Activity: Focus on Technology and Consumer Cyclical Stocks

ICW Investment Advisors Llc continues to be a closely watched entity for its investment patterns. Their portfolio activity during Q2 2026 provides insights into their strategic focus.

This quarter saw ICW Investment Advisors Llc actively managing their holdings, with several notable transactions occurring:

• KLAC: The firm significantly increased its position in KLA Corporation (KLAC) by acquiring all 1308 shares held previously. This represents a KLA Corp stock increase of exactly 100%.
• BKNG: Booking Holdings Inc (BKNG) was added to the portfolio with all 1701 shares acquired. This substantial purchase indicates a new position in Booking Holdings stock.
• MU, AMD, VB: The investor also noted purchases of other exchange-traded funds (ETFs) or stocks with 100% share increases: Market Vectors Uranium ETF (MU), Advanced Micro Devices Inc (AMD), and Vanguard Index Funds (VB).

Concurrently, ICW Investment Advisors Llc made slight adjustments to existing holdings:

• GIS: General Mills Inc (GIS) experienced a small decrease of 1228 shares (-4.6% share reduction). This adjustment was part of the overall portfolio management.
• HRL: Hormel Foods Corp (HRL) saw its position reduced by 1195 shares, resulting in a -2.31% change in shares held for this Hormel Foods stock.
• BF-B: Brown-Forman Corp (BF-B) also saw a reduction of 491 shares (-1.58% share change). This adjustment was noted for the Brown-Forman stock position.

Their portfolio management also included minor reductions in other sectors:

• NVO: Novo Nordisk A S (NVO) shares decreased by 382, leading to a -0.66% change for this Novo Nordisk stock.
• PWR: Quantum Services Inc (PWR) shares were reduced by 307, a -100% change in shares held for this Quantum Services stock.
• CSCO: Cisco Systems Inc (CSCO) saw its position decrease by 413 shares (-1.82% share reduction).