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).
Portfolio Changes Overview
This quarter, Mcrae Capital Management Inc. adjusted its portfolio holdings across various sectors. The firm demonstrated a preference for strategic additions alongside modest reductions of existing positions.
Significant Purchases This Quarter
In Healthcare, Mcrae Capital showed strong buying interest in several companies. INSMED INC (INSM), listed as https://www.insiderset.com/stocks/insm, saw its position grow by 61.72% quarter-over-quarter despite starting from a small base. Similarly, the firm significantly increased its stake in SALESFORCE INC (CRM), available at https://www.insiderset.com/stocks/crm, adding shares even though it was already among their top holdings.
In Technology, besides substantial additions to CRM and Salesforce, Mcrae Capital also boosted positions in other notable firms. They increased exposure to BROADRIDGE FINL SOLUTIONS IN (BR), found at https://www.insiderset.com/stocks/br, by 12.48% through share growth. Additionally, the firm purchased shares of FISERV INC (FI) - view details here: https://www.insiderset.com/stocks/fi.
The investor also initiated a position in NETFLIX INC. (NFLX), accessible via this link: https://www.insiderset.com/stocks/nflx, adding shares that increased the allocation to 1.16% of the portfolio. Furthermore, they added to their stake in Financial Services provider FIDELITY COVINGTON TRUST (FENI) - more information can be found here: https://www.insiderset.com/stocks/feni.
Strategic Reductions and Exits
The investment firm also made strategic reductions during the quarter. In Healthcare, they notably decreased their position in ZOETIS INC (ZTS), which was a significant exit reducing its weight by 47.7%. This change is detailed further here: https://www.insiderset.com/stocks/zts.
Within Technology, Mcrae Capital trimmed holdings of both WILLIAMS SONOMA INC (WSM), view details at https://www.insiderset.com/stocks/wsm, and KEYSIGHT TECHNOLOGIES INC (KEYS), available here: https://www.insiderset.com/stocks/keys. Their stake in the Financial Services sector also saw a slight reduction for TRUIST FINL CORP (TFC), check it out here: https://www.insiderset.com/stocks/tfc.
Their position in NASDAQ INC (NDAQ) was reduced by 1.74%, more information is available at this link: https://www.insiderset.com/stocks/ndaq. These reductions, while modest for some and significant for others like ZOETIS, reflect the firm's dynamic approach to managing their portfolio.
Overall Portfolio Activity
The total portfolio value managed by Mcrae Capital stood at $495,569,341 as of June 30th, 2026. The changes observed in this quarter were part of a broader strategy involving adjustments to holdings across multiple sectors.