Strategic Planning Group LLC Q2 2026 Portfolio Activity: Major Buys in Tech Stocks, Significant HCA Sale
Strategic Planning Group increased its holdings significantly this quarter, particularly favoring Technology stocks like ASML and NVDA. The investor also sold nearly all of its Healthcare position in HCA.
According to the latest filing from Strategic Planning Group, Llc, this quarter has seen substantial changes across its portfolio. The investment firm demonstrated a clear preference for Technology stocks while also making notable additions to other sectors.
One of the most significant moves was the purchase of shares in ASML, an acquisition likely driven by its strong position in semiconductor equipment. This large buy indicates confidence in advanced technology sectors.
Strategic Planning Group also significantly increased its stake in the highly anticipated NVIDIA Corporation (NVDA), boosting holdings by 25.43% quarter-over-quarter, which translates to a substantial increase of approximately 37,391 shares.
Furthermore, the investor showed strong interest in MICRON TECHNOLOGY INC (MU), adding over 5,000 shares and increasing its portfolio allocation from this stock by about 1.48 percentage points to reach a final weighting of 0.76%.
In addition to these large purchases, the firm continued to favor Technology holdings overall, which represented approximately one-quarter (25.11%) of its total value as reported in the top holdings data.
Conversely, Strategic Planning Group divested nearly all of its position in HCA HEALTHCARE INC (HCA), selling shares that resulted in a -96.47% change from the previous quarter and reducing its portfolio allocation to just 0.03%. This sale was one of the largest exits during this period.
The investor also trimmed positions in several other stocks, including SPIB (+21.73% change but still a large holding), LRCX, and others, though the impact on overall portfolio percentage was less dramatic than the HCA sale.
Overall, Strategic Planning Group's Q2 2026 activity suggests a continued focus on Technology growth stocks while strategically exiting positions that may no longer align with its investment thesis or have become overexposed relative to performance.