Good morning investors!

Every month we publish our “Portfolio Update” — Edge+ members get a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month.

On Monday, July 20 at 5pm EST Mark will be hosting our latest Member’s Only Meeting. These meetings are for Edge+ & Ultimate Edge members only, where we discuss my portfolio, any changes, market expectations moving forward, and also take your questions. We hope you can join the meeting.

Now let’s dive into our Portfolio Update.

For those new here, IE+ subscribers get full access to my monthly portfolio updates, which includes:

*Note - this is the ONLY place where people can find our entire portfolios.

As of the end of June 2026, my portfolio contained 46 total positions, 1 additional position than the month prior.

You can see all the portfolio activity down below, but first, here is a snapshot of my entire portfolio:

In this section, I will highlight the performance of the portfolio both on a MONTHLY and Year-To-Date basis.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

June was an interesting month, as we saw the start of a rotation in the stock market evidenced by a strong performance in the Equal Weight S&P 500 $RSP ( ▼ 0.1% ) which was up 2.2% during the month of June compared to the market weight S&P 500 falling 1.1% in June.

For me and my portfolio, although we beat our S&P 500 benchmark, we still fell short with a negative month, falling 60 basis points. My worst performing positions during the month of June were the following:

During the month of June the best performing sectors included:

This is why we often talk about the importance of having some sort of diversification within your portfolio. You do not want to be too far over your skiis into just a few sectors. Tech heavy portfolios got hit harder in June, especially Mag 7, which saw its performance (-8.8%) be worse than the worst performing sector of the month, which was Communication Services (-7.8%).

As long-term investors, we should be happy about this because it is bringing valuations back down to earth and some technology and Mag 7 stocks are starting to look much more intriguing.

Stay tuned within our discord where Edge+ members get TRADE ALERTS, being notified of any changes I make to my portfolio in real time.

In this section, I detail out any transactions that were made within the portfolio during the month.

Every month, Investor’s Edge+ members get updates to my individual brokerage portfolio, which includes:

*Note - this update ONLY includes my brokerage portfolio. Retirement accounts, cryptocurrency, real estate and cash/cash equivalents outside of the brokerage are excluded from this update.

As of the end of June 2026, my brokerage portfolio contained 61 total positions — 60 stock holdings and 1 options contract.

Here is a snapshot of my portfolio:

In this section, I will highlight the performance of my portfolio in June as well as for the full year.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

June was a good reminder that markets do not move in straight lines. After the massive move off the April lows and the momentum we saw in May, parts of the market finally took a breather. The AI trade cooled, many of the largest technology names spent the month consolidating, and leadership began broadening out into areas of the market that had lagged for much of the year. That rotation created a bumpier ride for growth investors, but it shows exactly why diversification is so important.

The portfolio gained +3.10% in June, outperforming both the S&P 500, which declined -1.06%, and the Equal Weight S&P 500, which gained +2.18%. While several of our larger technology positions pulled back during the month, strength across other holdings, continued exposure to income producing assets, and maintaining a healthy cash position helped offset much of the volatility. We also trimmed several positions that had run well and remained patient with capital deployment as valuations in parts of the market continue to demand discipline.

Year to date through June, the portfolio is up +16.34%, comfortably ahead of the S&P 500 at +9.55% and the Equal Weight S&P 500 at +11.11%. One of the biggest misconceptions in investing is that outperforming means swinging for the fences every month. More often than not, it comes from consistently managing risk, participating when markets move higher, and avoiding unnecessary damage when they move lower. Managing drawdowns will always be more important than capturing every last dollar of upside. Luckily I've managed to do a pretty good job of both so far this year.

Being net long quality businesses continues to pay off over time. Markets will rotate, themes will cool off, and leadership will change throughout the year. Staying diversified, staying patient, and keeping dry powder available allowed the portfolio to outperform through the first half of 2026.

In this section, I will go through the transactions that were made within the portfolio during the month.

Then you need to join the Discord! See our trades and portfolio moves as we make them and stay ahead of the market!

In addition, you can join Options Edge+ to see how we generate $1000s per month in income by utilizing our portfolio and stocks we want to buy, just at a lower price. Join today!

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber. Join us on Discord and level up your investing game.

The stock market has seen Technology stocks take a breather and become more volatile while we have seen a broadening across other sectors. This is the sign of a healthy bull market.

I still am a big believer in the Tech sector and as we enter a new earnings season, technology stocks are poised to show some big growth numbers, so ensure we are watching closely to see the companies that are walking the walk nowadays.

Financials has been an area that I believe can continue performing well as the economy remains stable and rates remain elevated.

Don’t make emotional trades, but stick to your plan, analyze the company, buy at sound valuations, and wait.

Being part of our discord community is vital right now because that is where we post all the up to the minute updates and trades as they are made, so you can choose to follow or not.

I hope you can join on Monday July 20 at 5pm EST for our Member’s Only Meeting.

Here at The Stock Investor’s Edge, we are laser focused on helping educate investors of all levels, while also giving them full transparency into our personal portfolios.

We will continue to look for new ideas in the market and bring you as much information as we can to give you an EDGE in the markets.

If you enjoyed this Monthly Portfolio Update, then do us a HUGE FAVOR and SHARE THE INVESTOR’S EDGE WITH FRIENDS AND FAMILY. It’s the best way to help us out as it lets us grow and be able to keep bringing you great investment content.

And don’t forget to LEAVE A COMMENT. Let us know your thoughts on our portfolios, share your watchlist for the month or even just let us know that you appreciate the content.

Thank you, and until next time investors!

Mark & Chris

The Investor’s Edge

Disclaimer

This article is intended to be for educational and informational purposes only. The views described in the article are those of the author’s and should not be construed as financial advice. Perform your own due diligence or contact your Financial Advisor before making any financial investment. I have positions in all of the stocks & ETFs mentioned below as of the publish date. This is a disclosure - not a recommendation to buy or sell stocks.