Mcrae Capital Management Portfolio Shifts in Q2 2026: Focus on Healthcare Gains, Netflix Addition
Mcrae Capital Management's portfolio saw changes during the second quarter of 2026. The firm increased its allocation to several companies including INSMED (INSM) and Salesforce (CRM), while reducing positions in Williams Sonoma (WSM) and Keysight Technologies (KEYS).
By Insiderset.Jul 19, 2026, 9:24 PM
Mcrae Capital Management's portfolio saw changes during the second quarter of 2026. The firm increased its allocation to several companies including INSMED (INSM) and Salesforce (CRM), while reducing positions in Williams Sonoma (WSM) and Keysight Technologies (KEYS).