Jgp Wealth Management Llc Portfolio Shifts in Q2 2026: Major KLAC Purchase, ETF Flows

According to insider activity data filed on InsiderSet, Jgp Wealth Management Llc experienced notable changes in its portfolio holdings during the second quarter of 2026. The total portfolio value remained substantial, but specific actions involving individual stocks and ETFs were observed across various sectors.

The investor's most significant purchase was a staggering increase in KLA Corp (KLAC). KLAC saw its total shares rise by 810.46%, making it the standout addition to this quarter's portfolio changes.

In addition to KLAC, Jgp Wealth Management Llc also demonstrated buying activity in several other areas:

• Technology: Increased positions were noted in IDEV, MSFT, and other Technology holdings.
• Consumer Cyclical: Purchases were identified in both TSCO (Tractor Supply Co) and WSM (Williams Sonoma Inc).
• Growth ETFs: The investor boosted exposure to the broad market via an increase in shares of IVV, and added a smaller position through MGK (which represents Vanguard Index Funds).

Conversely, the investor showed clear selling or reduction activities in certain sectors:

• Financial Services: Reduced holdings were observed for JPM, PNC, and exited positions in BIL (SPDR Series Trust) which experienced a 90% reduction.
• Healthcare: Decreased shares were noted for ABT.
• Technology: Exited the position in JKHY (Henry Jack & Assoc Inc) completely.

The overall portfolio saw a mix of buying and selling activities this quarter. While Technology remains a strong sector focus, evidenced by the largest position in KLAC and significant allocations to AAPL and DGRO, AAPL also increased slightly according to other data.

Jgp Wealth Management Llc's portfolio now includes a wide array of holdings, reflecting its strategy across different asset classes and sectors. For more detailed information on the investor's activities or specific stock performance, please refer to InsiderSet.