Simplify Asset Management Inc. Portfolio Analysis: Q2 2026 Investment Activity
A detailed look at holdings changes and sector allocation for Simplify Asset Management Inc.'s portfolio as of June 30, 2026.
As of June 30, 2026, Simplify Asset Management Inc. has shown significant activity in its investment strategy during the second quarter.
The investor's portfolio saw notable changes across various sectors. Among the most prominent activities were substantial purchases:
- PURECYCLE TECHNOLOGIES INC (PCT) experienced a significant increase of 72.14% in its change percentage from the prior period, indicating strong interest.
- NOVO-NORDISK A S (NVO) also saw a substantial rise of 54.24% in its change percentage from the prior period, adding considerable weight to the portfolio.
- JOHNSON & JOHNSON (JNJ) was another significant addition with a noteworthy increase of 120.04% in shares, boosting its portfolio allocation.
In the Healthcare sector specifically, Simplify Asset Management Inc.'s focus appears concentrated on certain stocks:
- PURECYCLE TECHNOLOGIES INC (PCT) was added with a significant increase in shares.
- NOVO-NORDISK A S (NVO), despite being listed under Healthcare, showed substantial growth from the prior period.
- JOHNSON & JOHNSON (JNJ) also saw a large increase in holdings during this quarter.
The investor demonstrated strong buying activity, particularly evident through the following significant additions:
- PURECYCLE TECHNOLOGIES INC (PCT) saw a substantial increase in shares.
- NOVO-NORDISK A S (NVO) was significantly increased from the prior period.
- JOHNSON & JOHNSON (JNJ) experienced a considerable increase in its portfolio allocation.
In contrast, the investor also made notable exits or reductions during Q2:
- SIMPLIFY EXCHANGE TRADED FUN (TUA) experienced a significant reduction of -12.99% in change percentage from the prior period.
The portfolio also saw other changes:
- SIMPLIFY EXCHANGE TRADED FUN (AGGH) remained unchanged in terms of share count.
Simplify Asset Management Inc.'s portfolio currently holds 115 distinct holdings, with the top five positions accounting for approximately 20.62% of the total value as of June 30, 2026.