St. Johns Investment Management Company Q2 Activity: Major BHP Acquisition and ETF Adjustments
St. Johns Investment Management Company's portfolio saw significant changes in the second quarter of 2026, highlighted by a substantial increase in BHP holdings and adjustments across several Schwab Strategic Trust ETFs.
As of June 30th, 2026, St. Johns Investment Management Company has reported its portfolio activities for the second quarter. The total portfolio value stands at $263.76 million.
Bold Purchase: Significant Increase in BHP Holdings
St. Johns Investment Management Company demonstrated a notable buying activity this quarter by increasing its stake in BHP Billiton Limited (BHP). The fund acquired 1,000 additional shares during the period.
ETF Portfolio Shifts
The investor's allocation to certain Schwab Strategic Trust ETFs experienced notable changes. Holdings in SCHWAB STRATEGIC TR (SCHX) and other SCHWAB STRATEGIC TR series decreased, reflecting a strategic reduction in exposure to these specific trusts.
Sales of Individual Stocks
The portfolio also saw the sale or reduction of several individual stock positions. Notably, Corning Inc (GLW) experienced a significant decrease in holdings (-28%), while Advanced Micro Devices Inc (AMD) saw its stake reduced by -38.76%. Other stocks like Pfizer Inc (PFE), SELECT SECTOR SPDR TR (XLE), and others also showed reductions in their positions.
Focus on Specific ETFs
The changes within the SCHWAB STRATEGIC TR family appear to be concentrated. The investor significantly reduced its position in SCHWAB STRATEGIC TR (SCHD) (-4.39%) and also decreased holdings in SCHX, SCHA, and SCHM.
No Disclosures for Other Activity Types
The data provided does not include information regarding purchases or sales of other specific sectors like Technology through individual stocks (beyond the ETF changes), nor exits from positions. Therefore, it cannot be confirmed if there were any substantial buys in other categories this quarter.