Henson-Edgewater Management LLC Investment Changes in Q2 2026

For the quarter ending June 30, 2026, Henson-Edgewater Management, Llc (here) showed active management of its portfolio. The fund's total holdings increased slightly to 65 positions. Changes were observed across various sectors including Technology, Financial Services, and Consumer Cyclical.

The investor was notably seen adding new positions during this period. Among the significant additions are shares in Palantir Technologies Inc (PLTR) and TJX Companies Inc (TJX). The fund also increased its stake in the Vanguard World Fund ETF (VGT) and Amplify ETF TR (HACK). These actions suggest confidence in these specific companies or sectors.

Conversely, Henson-Edgewater Management, Llc (here) reduced its exposure to several holdings. The largest reduction was in Bank of America Corp (BAC), a Financial Services stock, which saw a decrease in shares and value. Similarly, Energy Transfer L P (ET) experienced a significant sell-off, with both share count and portfolio weighting decreasing substantially. Other exits or reductions include CrowdStrike Holdings Inc (CRWD), Micron Technology Inc (MU), and the fund's own stock, Apple Inc (AAPL).

The portfolio adjustments reflect a dynamic approach to investing. The investor simultaneously bought into new opportunities like PLTR and TJX while strategically selling from positions such as BAC and ET. This indicates an active decision-making process focused on optimizing returns based on market movements and analysis.

Furthermore, the fund engaged in buying back some of its existing holdings that had seen reductions previously. Holdings like Vanguard World Fund ETF (VGT) and Amplify ETF TR (HACK) were increased significantly during this quarter, suggesting a renewed confidence or strategic realignment towards these specific instruments.