Msa Advisors LLC Q2 2026 Portfolio Activity: Significant Buys in Tech & Comm Stocks

As of June 30th, 2026, Msa Advisors LLC's portfolio reflects notable changes during the second quarter. The firm's holdings show a mix of increased positions in specific sectors and adjustments to existing stocks.

The investor appears to have focused on adding exposure to certain areas, particularly Tech and Communication Services. Significant new purchases or substantial increases were observed in the SPOT ETF (ISHARES TR (SPOT)), which is a Communication Services fund tracking Spotify Technology S A (SPOT). The holding increased by 434.57% during Q2.

Alongside SPOT, Msa Advisors also showed strong buying interest in the SOXX ETF (ISHARES TR (SOXX)), a Technology sector fund tracking various chip stocks (SOXX). This position increased by 100%.

Furthermore, the investor added positions in individual technology and communication companies. Notable buys include NVIDIA (NVDA), increasing its stake by 359.53%, and GAP INC (GAP) with a 100% increase in shares.

The investor also initiated a position in FWONA, the Liberty Media Corp DEL (FWONA). This stock saw its holding count rise by 100%, indicating it was added to the portfolio.

Conversely, during Q2, Msa Advisors reduced positions in several stocks. The largest reduction was seen in APOLLO GLOBAL MGMT INC (APO), which experienced a nearly 9.6% decrease in its holding (APO). Similarly, LYE NATION ENTERTAINMENT INC (LYV) saw an approximate 9.1% reduction (LYV). Starbucks Corp (SBUX) also saw a small decrease of about 1%, while the SPY ETF experienced a slight reduction of around 7.7%.

The portfolio's sector allocation remains diverse, with Communication Services and Tech being prominent sectors alongside Financial Services (28.77%) and Unknown allocations (23.45%). The changes observed in Q2 suggest a strategic shift towards specific growth areas within these sectors.