Expressive Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
InterContinental Hotels
IHG
|
+$634K |
| 2 |
Emcor
EME
|
+$623K |
| 3 |
Tenaris
TS
|
+$603K |
| 4 |
Qualys
QLYS
|
+$596K |
| 5 |
Mueller Industries
MLI
|
+$473K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.38M |
| 2 |
Powell Industries
POWL
|
+$1.49M |
| 3 |
HEICO Corp
HEI
|
+$740K |
| 4 |
Casey's General Stores
CASY
|
+$654K |
| 5 |
Tapestry
TPR
|
+$555K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 38.15% |
| 2 | Technology | 19.73% |
| 3 | Industrials | 12.63% |
| 4 | Healthcare | 7.8% |
| 5 | Financials | 7.53% |
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Expressive Wealth's Q2 2026 Portfolio in Review
As of Q2 2026, Expressive Wealth held 147 positions worth $106M, up 0.94% from $105M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Expressive Wealth withdrew a net $3.87M in Q2 2026, closing 14 positions and reducing 45 holdings. Its most notable exit was HEICO Corp, an estimated $740K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, down from 41% a quarter earlier, followed by Technology and Industrials.
Against the trend, Expressive Wealth opened a new position in InterContinental Hotels worth $718K.
- Expressive Wealth's largest Q2 2026 buy was InterContinental Hotels: 4,145 shares worth $718K.
- Expressive Wealth added most to Alphabet (Google) Class A in Q2 2026, an estimated $158K increase.
- Expressive Wealth's biggest Q2 2026 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $2.38M.
- Expressive Wealth fully exited HEICO Corp in Q2 2026, selling an estimated $740K.
- Expressive Wealth's ten largest holdings make up 29% of its $106M portfolio in Q2 2026.
- Expressive Wealth opened 17 new positions and closed 14 in Q2 2026.
- Expressive Wealth's portfolio value rose 0.94% quarter-over-quarter to $106M.
Based on Expressive Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.