Stanich Group Llc Investment Activity Analysis: Q2 2026 Portfolio Changes
Stanich Group Llc significantly increased its holdings in ESGV and SCHH while adding new positions like SPYD, HEZU, and SPUS. The fund also reduced exposure to DSI.
Introduction
The Stanich Group Llc portfolio saw notable changes during Q2 2026, reflecting strategic adjustments across various asset classes.
Purchase Activity Analysis
In this quarter, Stanich Group demonstrated strong buying interest in several funds. The Vanguard fund (ESGV) experienced a substantial increase of +4.51% in shares held, while the Schwab Strategic Trust fund (SCHH) also saw significant growth with an allocation rise.
Sales and Reductions
Conversely, Stanich Group reduced its position in DSI by 0.63%, indicating a strategic shift away from this specific fund. The group's interest in Apple Inc (AAPL) also decreased slightly during the quarter.
New Position Acquisitions
The portfolio expanded with new positions, including SPYD and TIDAL TRUST I (SPUS). Additionally, Stanich Group invested significantly in HEZU. These additions suggest diversification efforts or interest in specific sectors represented by these funds.
Significant Changes
The most pronounced changes occurred with ESGV (+4.51%) and SCHH (7.93%). The fund also saw notable increases in holdings of SPYD, QEFA, and HLAL during this period.
Sector Analysis
Stanich Group's portfolio remains heavily concentrated with approximately 94.3% allocated to 'Unknown' sectors based on the provided data. The Technology sector allocation stands at 4.22%, while other sectors like Communication Services, Healthcare, and Consumer Cyclical show minimal exposure.