<strong>Winebrenner Capital Management Llc</strong>: Significant Purchases & Sales in Q2 2026
Winebrenner Capital Management made notable additions to its portfolio including substantial purchases of ETFs and index funds, while strategically reducing positions in several holdings during the second quarter.
According to filings from Winebrenner Capital Management Llc, there were observable changes across its portfolio holdings during the second quarter of 2026.
The investment firm demonstrated a clear focus on growth and diversification, making significant purchases in several areas. Notably, they increased their stake in BUFZ, an exchange-traded fund vehicle, by 290.56%, adding a substantial number of shares to this position.
Winebrenner Capital also showed strong interest in other investment vehicles and specific stocks. They significantly boosted their holdings in VO, an index fund trust, with a 100% increase from the previous quarter.
Furthermore, the firm made notable additions to its portfolio percentages through purchases of other ETFs and funds. They increased their position in VTEB, a municipal bond fund, by 100% during the quarter.
Conversely, Winebrenner Capital Management also made strategic adjustments to its portfolio. They sold shares in JPIE, a JPMorgan ETF fund, reducing the allocation slightly despite overall growth.
Additionally, they decreased their position in FLRT (Pacer Fund Shares) by 12.29%, and reduced holdings in DFCF (Dimensional ETF Trust) by 9.42%. Other notable decreases include FTHY (-38.66%) and JSI (-0.85%).
While the data shows no large-scale selling activities, these reductions indicate a measured approach to portfolio management.