Nisa Investment Advisors Q2 2026 Portfolio Activity

For the period ending June 30th, 2026 (Q2), Nisa Investment Advisors, Llc, also known by its slug nisa-investment-advisors-llc, demonstrated significant activity in its portfolio. The total portfolio value stood at $31.94 billion as of that date.

Major Purchases: Concentrating on Core Sectors

The dominant investment strategy appears focused on core holdings within major sectors, particularly Technology and Financial Services. Notably, the fund significantly increased its position in broad-based index funds and ETFs, most prominently ISHARES CORE S&P 500 ETF (IVV), which saw a substantial increase of over 13% in shares during the quarter. This ETF allocation increased to represent approximately 42.76% of the total portfolio value.

Additionally, Nisa Investment Advisors showed strong interest in fixed income solutions through Vanguard corporate bond ETFs. The VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) experienced a massive increase of over 103% in shares, while the VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF (VCIT) also saw significant growth exceeding 102%. These two bond ETFs together account for about 0.33% of the portfolio, but their share increases were substantial.

On the individual stock front, several companies attracted notable buying interest from Nisa Investment Advisors during Q2:

• KLA CORP (KLAC), a Technology company, saw its share count increase by nearly 84%.
• BOOKING HOLDINGS INC (BKNG) in Consumer Cyclical had an impressive 2341.35% jump in shares during the quarter.
• NVIDIA CORP (NVDA), another Technology stock, was also increased slightly by Nisa Investment Advisors.
• APPLE INC (AAPL) saw a moderate increase in its position during the quarter.
• DEVON ENERGY CORP (DVN), an Energy stock, experienced significant growth of over 306% in shares.

Significant Sales: Divesting Smaller Positions

In contrast to the large purchases, Nisa Investment Advisors also divested several smaller positions during Q2:

• The fund sold a substantial portion of its REALTY INCOME CORP (O) stake, reducing it by over 58%.
• KKR, mentioned in the significant sell symbols but not listed in changed_holdings or top holdings, was likely sold as part of rebalancing efforts.
• Other stocks like AMG, EXEL, and CW (if they exist in the database) were also divested, though specific details aren't provided here.

  Sector Shifts and Overall Strategy

  The portfolio's sector allocation data reveals a continued emphasis on major sectors. Technology remains a significant portion of the holdings, accounting for approximately 18.73% based on value (including allocations from IVV). Financial Services holds about $6.52 billion worth of assets.

  There was also an observable shift towards fixed income ETFs during this quarter, as evidenced by the large increases in VCSH and VCIT shares. This complements the existing allocation to the broad-market IVV ETF.

  Conclusion: Focus on Core with Selective Adjustments

  In summary, Nisa Investment Advisors' Q2 2026 activity involved reinforcing its core positions in large-cap Technology and Financial Services stocks through both direct stock purchases (like KLAC, BKNG) and ETF additions. The significant buying into the Vanguard corporate bond ETFs suggests a tactical move towards fixed income or portfolio rebalancing.

  Simultaneously, the fund sold off several smaller holdings, including its stake in Realty Income Corp (O), indicating a strategy of concentrating capital on larger positions while reducing exposure to minor ones. The overall portfolio structure remains heavily weighted towards Technology and broad-market exposure via IVV ETFs.