AI Analysis · Q2 2026

Tradewinds Capital maintained an unshakeable 11,273-share position in Johnson & Johnson and 2 shares of Berkshire Hathaway Class A, leaving its core defensive anchors entirely untouched through Q2 2026. Beyond its steady core, the $562.6 million firm aggressively rotated thematic ETFs, boosting Energy Select Sector SPDR by 580% ($36.0M flow) while exiting World Gold Trust.

Quarter at a glance — Q2 2026

Thematic ETF Reallocation: While core equities stood firm, ETF holdings saw massive rotation. Energy Select Sector SPDR (XLE) was boosted by 580.2% (+$36.0M flow), while iShares Clean Energy ETF (ICLN, $38.9M) and JPMorgan BetaBuilders Canada ETF (BBCA, $38.5M) were added as major new positions.
Complete Exits: The firm liquidated its entire $38.4M stake in World Gold Trust (GLDM) and exited iShares MSCI Spain ETF ($36.7M).
Core Equity Anchors: Tech holdings like Microsoft (26,673 shares) and Apple (16,976 shares) saw slight additions of under 5%.

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