Rockingstone Advisors Llc Q2 2026 Portfolio Activity: Major Buys and Sector Shifts
Rockingstone Advisors Llc significantly increased its holdings in broad-market ETFs like VO during Q2 2026, while exiting healthcare stocks.
According to the latest filing from Rockingstone Advisors Llc, significant changes occurred in its portfolio during Q2 2026. The investment advisor demonstrated a clear focus on broadening its exposure to exchange-traded funds (ETFs) and specific sector plays.
The most notable purchase was the substantial increase in shares of VANGUARD INDEX FDS (VO). Rockingstone Advisors added 50,452 shares, representing a staggering 302.29% growth from the previous quarter.
Additionally, the firm significantly boosted its position in J P MORGAN EXCHANGE TRADED F (JPST), acquiring an extra 48,295 shares. This increased allocation to JPST from 4.57% to a higher percentage.
Rockingstone Advisors also initiated new positions in several ETFs during this quarter. The firm fully bought into GOLUB CAP BDC INC (GBDC), acquiring all 18,345 shares available at the time and adding it to their portfolio allocation of just under 0.1%. Similarly, they fully purchased SPDR SERIES TRUST ETFs represented by SPDR SERIES TRUST (FLRN), taking full ownership of its position.
Furthermore, the investment advisor increased their stake in Vanguard's Scottsdale fund (VGSH) by 6.69%, acquiring an additional 6,870 shares out of a total holding of over 109,500 shares.
On the exit side, Rockingstone Advisors reduced its exposure in healthcare sector ETFs. They sold shares from SELECT SECTOR SPDR TR (XLV), decreasing its allocation by 17.3%. Similarly, they decreased their position in J P MORGAN Exchange Traded Fund (JEPI) by 28.32%, selling off a significant portion of the ETF.
Overall, Rockingstone Advisors Llc's Q2 activity highlights a strategic shift towards larger-cap ETFs and away from certain healthcare positions, while also incorporating newer BDC and trust funds into their portfolio structure.