Red Spruce Capital Q2 2026 Portfolio Activity: Major Buys in Amazon, Bonds

As reported by Red Spruce Capital, Llc, the investment strategy firm saw notable changes across its portfolio during Q2 2026. The total portfolio value stood at $281 million as of June 30th.

The most significant purchase was a large increase in shares of Amazon.com, Inc. (AMZN), which saw its holdings rise by over 100% quarter-over-quarter. This substantial stake growth suggests confidence in the e-commerce giant's prospects for this period.

Beyond technology stocks, Red Spruce Capital also demonstrated strong interest in fixed income through significant acquisitions of Invesco BulletShares ETFs. The firm notably increased its position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) by nearly nine times, and similarly boosted holdings in the 2030 (BSCU), 2028 (BSCS), and 2029 (BSCT) bond funds.

This quarter also featured other noteworthy buys. The investor increased its stake in Coherent Corp. (COHR) by a substantial 241%, added to On Holding AG shares, and purchased new positions in several other companies including LITE, CoStar Group Inc. (CSGP), and On Holding AG.

In contrast to the buying activity, Red Spruce Capital divested a portion of its holdings in Emerson Electric Company (EMR), which decreased by approximately 85% from the previous quarter. This exit represents one of several position changes observed during this period.

The overall portfolio shows a mix of equity and fixed income investments, with Red Spruce Capital managing its holdings across various sectors including Technology, Healthcare, Communication Services, Industrials, Consumer Cyclical, Financial Services, Real Estate, Energy, and Basic Materials. The firm's activities reflect both stock-specific views and strategic adjustments within the broader asset allocation framework.