Novare Capital Management Llc Portfolio Shifts: Q2 2026 Insights
Insider stock activity report from Novare Capital Management Llc as of June 30, 2026. Significant changes observed across various sectors.
As of the second quarter ending on June 30, 2026, Novare Capital Management Llc has shown notable activity in its portfolio. The total value reported is substantial at $1.4 billion.
The investor's holdings indicate a focus on several key areas, with Technology and ETFs playing prominent roles. Significant purchases were noted for stocks like MDLZ, BR, ADP, and EEM. Conversely, large sales were recorded for companies such as MCHP and AMT.
In the Technology sector, Novare Capital Management Llc appears to be strategically allocating capital. The investor holds positions in major tech companies like AAPL, MSFT, and NVDA. Additionally, the investor has shown interest in smaller tech firms such as ADP (Automatic Data Processing Inc) which saw a 100% increase in shares held during Q2.
The Consumer Defensive sector also attracted attention from Novare Capital Management Llc. The investor significantly increased their stake in MDLZ (Mondelez International Inc) by 178,528 shares or 100%, and similarly boosted holdings of WMT (Wal-Mart Stores Inc). These moves suggest confidence in consumer staples companies.
Furthermore, Novare Capital Management Llc engaged with Exchange-Traded Funds. The investor notably increased their position in the VSLU ETF (ETF Opportunities Trust) by over 6% during Q2.
In terms of sector allocation, Novare Capital Management Llc's portfolio reflects a diversified approach across various industries. The Technology sector holds the largest weight at approximately 19.63%, followed closely by Financial Services and Industrials sectors.