Judo Capital (JDO)

18/02/2026

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Alerts 26/02/2026

Trade Alert – Active Growth Portfolio

We are amending the Active Growth Portfolio

Morning report 26/02/2026

What Matters Today: Is it time to tweak holdings in the beaten-up Software Sector?

The ASX 200 powered to a fresh all-time high on Wednesday, ending the session with triple-digit gains. In character with recent action on the stock/sector level, gains weren’t as broad-based as we would usually expect for such a barnstorming day, with more than 30% of the main board closing lower, along with the consumer services, defensive utilities and consumer discretionary sectors. It's starting to sound like a stuck record, but the miners performed the heavy lifting with BHP Group (BHP) contributing ~28% towards the day's gain - the “Big Australian” is on fire, adding another +3.2%, extending its surge so far in 2026 to +24%, and we’re less than two months in!