Fell Capital Management Q3 2026 Investment Changes
Fell Capital Management's portfolio saw notable changes in Q3 2026, with significant additions to SPAB, CRWD, CIBR, and FBND, while minor adjustments were made to other holdings.
As of September 30, 2026, Fell Capital Management's portfolio has experienced a series of strategic adjustments during the third quarter. The firm's total portfolio value stands at $116,305,464, reflecting ongoing asset allocation decisions. These changes include both new investments and adjustments to existing positions, with a focus on specific sectors and individual stocks.
Significant Purchases
Fell Capital Management demonstrated a clear focus on growth during Q3 2026, making notable purchases that signal confidence in certain sectors. The firm significantly increased its stake in SPDR Series Trust ETF (SPAB), adding 19,658 shares or 127.78% more shares during the quarter. This substantial increase suggests a strong belief in the potential of this exchange-traded fund, which typically invests in a diversified basket of stocks. For more details on SPAB, visit SPAB.
Additionally, the firm made a bold move by doubling down on First Trust Exchange-Trade Fund (CIBR), acquiring 2,090 additional shares, representing a 100.0% increase in holdings. This ETF focuses on the financial services sector, and the full impact of this decision can be explored at CIBR. Similarly, CrowdStrike Holdings Inc. (CRWD) saw a 100.0% jump in Fell's holdings, with the addition of 888 shares, indicating a renewed interest in cybersecurity technology. You can learn more about CrowdStrike at CRWD.
Furthermore, Fidelity Merrimack Strategic Technology Fund (FBND) was added to the portfolio with a 20.92% increase in shares, totaling 17,986 additional shares. This ETF provides exposure to a range of technology-focused stocks, and further information is available at FBND. These purchases highlight Fell's active management style and its focus on specific growth areas.
Other Changes
While the aforementioned investments stand out, Fell Capital Management also made adjustments to other positions. The firm added shares to SPDR Series Trust ETF (SPYV) by 544 shares, a modest 1.2% increase, and to SPDR ETFs like IWN and SLYV, albeit with smaller percentage changes. Conversely, there was a slight reduction in holdings of SPDR ETFs (SPY) and iShares (IWO), with decreases of 0.23% and 1.53% respectively. Notably, the firm sold 600 shares of iShares Core S&P Small-Cap Growth ETF (PFF), representing a 0.98% decrease, though this was a minor adjustment compared to the significant additions.
These adjustments, including the notable increases in SPAB, CIBR, CRWD, and FBND, suggest a continued emphasis on diversification and responsiveness to market opportunities. The overall portfolio now includes 94 holdings, with a top five concentration of 24.0% as of the reporting date.
Conclusion
Fell Capital Management's Q3 2026 activity indicates a targeted approach to capital allocation. The significant purchases in SPAB, CIBR, CRWD, and FBND suggest confidence in specific sectors and ETFs, while the minor adjustments to other positions reflect ongoing portfolio management. For a complete view of Fell's investment strategy, visit Fell Capital Management on Insiderset.