Noesis Capital Mangement Corp Q2 2026 Portfolio Activity: Strategic Shifts in Focus Stocks
Insider data for Noesis Capital Management Corp (Q2 2026) reveals notable purchases and stable holdings, providing insights into their investment strategy.
As of June 30th, 2026, Noesis Capital Management Corp's portfolio shows continued diversification across various sectors. The fund manager maintains a significant allocation to Technology stocks like Advanced Micro Devices (AMD) and Taiwan Semiconductor Manufacturing Company (TSM), while also holding substantial positions in Financial Services, led by JPMorgan Chase & Co. (JPM). Their largest individual holdings include Alphabet Inc. (GOOG), Caterpillar Inc. (CAT), American Express Co. (AXP), and Vanguard funds.
Recent data indicates Noesis Capital Management Corp's portfolio has seen several notable changes this quarter, reflecting both strategic additions and minor adjustments. The fund manager demonstrated a clear focus on growth areas by significantly increasing their stake in Regeneron Pharmaceuticals (REGN), boosting its position from 0.2% to 2.49% of the portfolio, representing an approximately 55.3% increase in shares held.
Alongside Regeneron, other significant new positions were established this quarter by Noesis Capital Management Corp. The fund notably increased their holdings in Vanguard Utilities Select Sector Fund (VUG), raising its allocation from 0.09% to a substantial 2.0%. Similarly, they added significantly to East West Bancorp Inc. (EWBC) and Vanguard Utilities Fund (VGT), further diversifying their exposure within the Financial Services sector.
The investor also showed interest in specific growth sectors through fund investments, adding positions to Vanguard Growth Engine Fund (VSCGX) and Vanguard Small Cap Growth Index Fund (VGSIX), though the exact symbols are listed as VUG and VGT respectively in their filing. These additions suggest confidence in certain thematic or sector-based funds.
In contrast, while maintaining positions like AMD and CAT, the fund manager slightly reduced their holdings in these stocks, decreasing AMD's allocation by 1.02% (share reduction) and CAT's by 1.58%. However, they significantly increased shares of Amphenol Corp (APH), a Technology holding.
Noesis Capital Management Corp also made notable additions to their portfolio this quarter. They substantially boosted their position in JPMorgan Exchange-Traded Fund Inc. (JPST) by over 21% shares, and increased holdings in Invesco Exchange Traded Debt TR II (PGX) by nearly 12%. Furthermore, they added a considerable number of shares to Vanguard STAR Fund (VXUS), though the allocation percentage remains small.
The portfolio's sector allocations remain relatively balanced. Technology is still a strong focus at approximately 25.2% weighting based on value, followed closely by Healthcare and Financial Services around 13-12%. The fund also maintains significant exposure to Communication Services (9%) and Industrials (8.5%).