Steph & Co Q2 2026 Portfolio Activity
This quarter, Steph & Co increased their allocations to Vanguard ETFs (VOO) and Fidelity Bond fund (FBND), while reducing holdings in certain other funds.
Steph & Co's portfolio saw notable changes during the second quarter of 2026. The investment firm demonstrated activity across various sectors, with adjustments reflecting their strategic outlook.
Purchases: Steph & Co significantly increased their position in Vanguard S&P 500 Index ETF (VOO), adding shares and boosting its allocation within the portfolio. Additionally, they invested in Fidelity Total Bond ETF (FBND). These additions suggest confidence in broad US equity performance and fixed income investments.
They also bolstered existing positions like JPMorgan Active Growth ETF (JGRO) by increasing share count slightly, maintaining its substantial 13.04% allocation. Increases were noted for other holdings such as PIMCO Total Return Active ETF (BOND), iShares Russell Midcap Index ETF (IWR), and Vanguard FTSE Developed Markets Index ETF (VEA).
Sales: The firm reduced their stake in iShares Russell Midcap Index ETF (IWR) during Q2 2026. This decrease, though relatively small compared to other changes, indicates a strategic shift away from this particular mid-cap exposure.
Exits/New Holdings: Steph & Co completely exited their position in Amdocs Ltd Ord (G02602103) and sold shares of WEC Energy Group Inc Com (WEC). Conversely, they initiated new positions with companies like PG&E Corp (PCG), Genpact Limited (G), and Vanguard ETFs VOO and FBND.
Overall, the portfolio shows Steph & Co actively managing their investments. For more details on these holdings or the firm itself, you can explore Steph & Co's profile and individual stock analyses at Vanguard S&P 500 Index ETF (VOO), Fidelity Total Bond ETF (FBND), and others.