Mh & Associates Securities Management Corp Activity in Q2 2026: Significant Buys and Sells Observed
Mh & Associates Securities Management Corp, a registered investment advisor, reported notable changes in its portfolio holdings during the second quarter of 2026. The fund engaged in significant purchases while exiting some positions.
According to filings from Mh & Associates Securities Management Corp, the portfolio held by this registered investment advisor showed significant changes during Q2 2026.
Significant Purchases Observed in Q2
The fund demonstrated strong buying activity, particularly evident through substantial increases in its holdings of specific stocks. Notably, HECLA MINING COMPANY (HL) saw a massive 146.62% increase in shares held during the quarter.
Another significant purchase was observed in ONDAS INC (ONDS), where the fund increased its stake by 37.84%. These large share additions suggest strong conviction behind these holdings.
Notable Sales and Reductions
The investor also reported significant selling activity during Q2, most notably in two major Technology stocks despite their importance to the portfolio's overall allocation. The fund sold a substantial portion of its CISCO SYS INC (CSCO) position, reducing shares by 59.31%.
Similarly, the holding in BLOOM ENERGY CORP (BE) was significantly reduced, with a -52.88% change in shares and also linked to a decrease for MICRON TECHNOLOGY INC (MU), which experienced a -60.49% reduction.
Other Observed Changes
Beyond the large-scale transactions, there were other changes reported in various holdings during Q2 2026:
- The fund increased its stake in AMBEV SA (ABEV) by a small margin, with shares rising by 0.6%.
- There was also a minor increase of just 0.68% in the allocation for PAN AMERN SILVER CORP (PAAS), despite only adding 397 shares.
No Activity Disclosed in Certain Categories
Based on the available data, no purchases or sales activity is disclosed for positions within the Consumer Cyclical sector during this period. Furthermore, while there were changes across various sectors including Energy and Healthcare (e.g., HAL, PFE), these specific changes were not highlighted as significant buys or sells in the changed_holdings data.
Understanding Mh & Associates' Q2 Portfolio Shifts
The observed activities during Q2 2026 indicate a dynamic portfolio for Mh & Associates Securities Management Corp. The fund appears to have strategically increased exposure in certain sectors like Basic Materials and Technology, while simultaneously reducing positions in other key areas such as Industrials and Technology (specifically CSCO and BE). These actions reflect the ongoing management of risk and potential profit-taking behaviors typical of actively managed portfolios.