Rhodes Investment Advisors Inc Activity Analysis: Q2 2026 Portfolio Shifts Revealed
Rhodes Investment Advisors Inc's portfolio saw significant changes during Q2 2026, marked by notable purchases and sales. The total portfolio value stood at $134,615,954 as of June 30th.
As part of its regular investment strategy, Rhodes Investment Advisors Inc (RIAI) made several noteworthy adjustments to its portfolio during the second quarter of 2026. The firm's holdings reflect a dynamic approach focused on capturing performance in specific sectors while managing risk.
The most significant purchase activity observed this quarter involved ServiceNow (NOW). Rhodes acquired shares worth approximately $1,165,944.00 at the time of investment, representing a substantial 100% increase in their position during Q2.
Alongside ServiceNow, other notable additions were made to positions like Vanguard Index ETF Shares (VUG), which saw its holdings grow by nearly 487% in terms of percentage allocation during the quarter. This translates to a significant increase in value for this exchange-traded fund.
Furthermore, Rhodes demonstrated interest in other sectors through purchases indicated in their changed_holdings. These included substantial increases in positions like Vaneck ETF Trust (FYC), which grew by 63.79% allocation, and Invesco Exchange Traded Funds (XLG) that experienced a 100% increase.
In contrast to the strategic buying, Rhodes Investment Advisors Inc also recorded several exits or reductions in their portfolio during Q2. The firm divested from holdings such as ETFIS Serv TR I (UTES), which experienced a significant 54.26% reduction, effectively exiting the position.
Other notable decreases included shares of Berkshire Hathaway Inc (BRK-B), where holdings saw a slight but negative change (-0.98%), and positions like JPMorgan Chase & Co (JPM) that decreased by 2.02% allocation.
The overall portfolio turnover rate for Rhodes Investment Advisors Inc during Q2 was high, reflecting their active management style and the substantial shifts observed across various holdings and sectors.