Geremia Financial Services Q2 2026 Portfolio Activity: Strategic Shifts and Key Transactions

Portfolio Dynamics Overview

The portfolio managed by Geremia Financial Services experienced notable shifts during the second quarter of 2026. Overall value remained robust, but specific stock positions saw significant adjustments reflecting strategic decisions.

Significant Sales Observed

In a clear pattern of divestment, Geremia Financial Services sold substantial portions of several major holdings during Q2:

• NVIDIA (NVDA) saw its position reduced by over 74% in terms of share change percentage, indicating a significant decision to exit this technology stock.
• The tech giant Microsoft (MSFT) also experienced a major reduction, with shares decreasing by more than 53% in the quarter.
• Apple Inc. (AAPL)'s stake was notably reduced, showing an exit from this leading technology company.
• The semiconductor-focused ETF ISHARES TR Semiconductor ETF (SOXX) also faced a significant reduction in its position during the quarter.

Strategic Purchases and Position Increases

Conversely, Geremia Financial Services demonstrated buying activity on specific stocks:

• The industrial sector saw an increase with the addition of shares in Generac Holdings Inc. (GNRC). This modest buy suggests confidence or a strategic allocation towards this industrials stock.

Modest Adjustments and Portfolio Structure

Beyond the significant buys and sells, Geremia Financial Services made several smaller adjustments to its portfolio:

• The financial services sector experienced minor share increases in both Goldman Sachs Group Inc. (GS) and Morgan Stanley (MSFT). These small additions to established names could indicate fine-tuning of sector exposure.
• The consumer cyclical stock Ford Motor Co. (F) saw a modest increase in its stake, reflecting continued interest or support for this auto manufacturer.
• There was also a small increase in the holdings of SPDR ETF tracking Technology (XLK), suggesting minor adjustments within that sector category.

The portfolio's structure remains dominated by technology and financial services, with these two sectors accounting for over half the total value. The top five positions collectively represent approximately 69% of the portfolio as of June 30th.