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Portfolio (Quarterly) Guide ↗

MCCARTER PRIVATE WEALTH SERVICES LLC

· CIK 0002036922
13F Portfolio $230M AUM 284 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 75 Added 32 Reduced 6 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PNC PNC FINL SVCS GROUP INC Financial Services 1,917.0 $399K 0.17% +649.0 +51.2% $208.09 +5.4%
62 GLD SPDR GOLD TR Financial Services 913.0 $393K 0.17% +25.0 +2.8% $430.29 -3.8%
63 CME CME GROUP INC Financial Services 1,319.0 $390K 0.17% +265.0 +25.1% $295.35 -1.4%
64 WM WASTE MGMT INC DEL Industrials 1,680.0 $386K 0.17% +356.0 +26.9% $229.79 -5.2%
65 ADSK AUTODESK INC Technology 1,538.0 $368K 0.16% +130.0 +9.2% $239.40 +0.7%
66 MCHP MICROCHIP TECHNOLOGY INC. Technology 5,468.0 $353K 0.15% +1K +25.5% $64.61 +44.6%
67 SJM SMUCKER J M CO Consumer Defensive 3,638.0 $351K 0.15% +665.0 +22.4% $96.44 +7.2%
68 MDT MEDTRONIC PLC Healthcare 3,903.0 $338K 0.15% +695.0 +21.7% $86.65 -9.3%
69 CVS CVS HEALTH CORP Healthcare 4,661.0 $335K 0.15% +670.0 +16.8% $71.82 +29.9%
70 BX BLACKSTONE INC Financial Services 2,896.0 $333K 0.14% +44.0 +1.5% $114.99 +3.1%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,332.0 $323K 0.14% +13.0 +1.0% $242.42 +4.7%
72 EMXF ISHARES TR 6,718.0 $321K 0.14% +1K +22.9% $47.84 +15.0%
73 UNP UNION PAC CORP Industrials 1,122.0 $272K 0.12% +250.0 +28.7% $242.62 +9.6%
74 COF CAPITAL ONE FINL CORP Financial Services 1,323.0 $241K 0.10% +429.0 +48.0% $182.43 +2.9%
75 REGN REGENERON PHARMACEUTICALS Healthcare 309.0 $239K 0.10% +47.0 +17.9% $772.64 -17.3%
Page 4 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.0%
Financial Services 15.2%
Healthcare 11.2%
Consumer Cyclical 10.8%
Industrials 10.7%
Communication Services 8.7%
Consumer Defensive 7.3%
Energy 6.2%
Basic Materials 4.3%
Utilities 2.7%