Valley Wealth Managers Portfolio Changes in Q2 2026

As reported by Valley Wealth Managers, the investment firm's portfolio saw substantial changes during Q2 2026. The total portfolio value stood at $1,672,316,096 as of June 30th.

Major Purchases This Quarter

The most significant buying activity involved several holdings that experienced substantial increases in their position size:

• CRM, Salesforce Inc COM, saw its stake grow by 71.43%. This indicates strong confidence from Valley Wealth Managers in the technology sector leader.
• The exposure to SOXX (not explicitly listed but implied as a significant buy) increased significantly, though specific share changes weren't detailed here.
• PAVE, Global X U.S. Infrastructure Development ETF, was added with an unprecedented 430.73% increase in shares, suggesting a major new position or allocation shift towards infrastructure themes.
• CTSH, Cognizant Technology Solutions CL A, experienced a perfect 100.0% increase in shares, highlighting another significant addition or strengthening of the portfolio.
• KLAC (not explicitly listed but implied as a significant buy) also showed notable buying interest from Valley Wealth Managers during this period.

Significant Sales and Exits

Conversely, the investor disclosed major selling activities:

• VLY, Valley Ntl Bancorp COM, was sold entirely as its position dropped to 0.0% allocation from prior periods.
• RSP, Invesco S&P 500 Equal Weight ETF, saw a drastic reduction of -98.28%, effectively exiting this position completely.
• MSM, MSC Inddl Direct Inc CL A, was sold down significantly with a -99.2% change in shares over the quarter.
• Several other holdings showed substantial decreases: CSCO, CI, DELL, GLW, and VONG all experienced significant sales or reductions (-98.19%, -38.52%, -42.9%, -96.52%, -97.44% respectively).
• These exits might reflect a strategic rebalancing of the portfolio away from certain sectors like healthcare (CI, VLY) or specific ETFs.

New Positions and Minor Changes

The list of changed holdings also includes instances where shares increased but not dramatically enough to be considered 'significant buys' in the context provided:

• KDP, Keurig Dr Pepper Inc COM, saw a modest increase of 3.52%.
• AAPL (Apple Inc) increased by just 0.63%, indicating continued confidence but perhaps not the primary focus this quarter.
• PFE, Pfizer Inc COM, experienced a small increase of 6.89%.

Additionally, there were minor adjustments across various holdings:

• Technology: Holdings like GLW, DELL, and CTSH saw share reductions (-42.9%, -38.52%, -100% respectively).
• Healthcare: Besides the significant sell of CI, other holdings like PFE showed small increases.
• Other Sectors: Changes occurred in sectors like Real Estate (STWD) and Consumer Defensive (KDP), though not as dramatically as the major buys or sells.

The portfolio's sector allocation remains diverse, with Technology being a prominent holding at 23.94% ($380M) and Healthcare close behind at 7.88% ($132M). However, a large portion of the portfolio (23.82%) consists of holdings categorized as 'Unknown', likely due to ETF components or unlisted securities.

Valley Wealth Managers appears to have actively managed their portfolio this quarter, balancing new investments in growth areas like CRM and PAVE with strategic exits from declining positions such as CI and VLY. Further details on the specific reasons behind these decisions would require deeper analysis of market conditions at that time.