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Portfolio (Quarterly) Guide ↗

MCRAE CAPITAL MANAGEMENT INC

· CIK 0000320376
13F Portfolio $482M AUM 106 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 25 Added 44 Reduced 3 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIDELITY COVINGTON TRUST 6,445.0 $453K 0.09% +112.0 +1.8% $70.36
22 FNCL FIDELITY COVINGTON TRUST 5,969.0 $419K 0.09% +285.0 +5.0% $70.20 +4.9%
23 FIDU FIDELITY COVINGTON TRUST 4,738.0 $410K 0.09% +107.0 +2.3% $86.52 +6.8%
24 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 22,575.0 $308K 0.06% +294.0 +1.3% $13.66 +2.3%
25 FDIS FIDELITY COVINGTON TRUST 3,033.0 $283K 0.06% +111.0 +3.8% $93.26 +8.4%
Page 2 of 2  ·  25 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 29.1%
Healthcare 20.3%
Financial Services 17.7%
Industrials 11.4%
Consumer Cyclical 10.8%
Communication Services 8.6%
Utilities 0.7%
Consumer Defensive 0.6%
Basic Materials 0.5%
Energy 0.4%