Cencora (COR): Leveraging Healthcare Growth and AI-Driven Productivity
Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive posture following a major stock offering to fund data centers. The performance of the fund was further hampered by losses in AI semiconductor stocks like AMD and Intel, which were sold prematurely. The letter concluded with a commitment to risk management while acknowledging the possibility of mistakes in investment strategy. In addition, please check the fund’s top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Insiders Fund highlighted Cencora (NYSE:COR). Cencora (NYSE:COR) is a global pharmaceutical sourcing and distribution services company serving healthcare providers and manufacturers. On August 13, 2026, Cencora, Inc. (NYSE:COR) closed at $310.01 per share. The one-month return of Cencora, Inc. (NYSE:COR) was 0.49%, and its shares gained 5.67% over the past 52 weeks. Cencora, Inc. (NYSE:COR) has a market capitalization of $59.16 billion.
Insiders Fund stated the following regarding Cencora, Inc. (NYSE:COR) in its Q2 2026 investor letter:
Business: Cencora, Inc. (NYSE:COR) formerly known as AmerisourceBergen, is a top-tier global pharmaceutical solutions leader and a top 10 Fortune 500 company. Generating over $300 billion in annual revenue, Cencora anchors the global healthcare supply chain by facilitating secure, reliable distribution of pharmaceuticals and health products. The company partners with manufacturers, care providers, and pharmacies across the value chain to optimize market access to critical medical therapies. Cencora recently expanded its clinical reach by completing the major acquisition of OneOncology, boosting its specialized U.S. Healthcare Solutions infrastructure.
Insider Buying/Selling: Mark Durcan made two separate purchases totaling 8,000 shares for a combined amount of $2,161,800: 2026-06-18: Purchased 4,000 shares at $274.19 per share (Total: $1,096,760) 2026-05-28: Purchased 4,000 shares at $266.26 per share (Total: $1,065,040) Lauren Tyler made one purchase of 550 shares for a total of $148,627 on 2026-06-22…” (Click here to read the full text)
