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Portfolio (Quarterly) Guide ↗

MCRAE CAPITAL MANAGEMENT INC

· CIK 0000320376
13F Portfolio $508M AUM 113 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 23 Added 41 Reduced 4 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PGF INVESCO EXCHANGE TRADED FD T 15,936.0 $218K 0.04% -267.0 -1.6% $13.71 -2.2%
Page 3 of 3  ·  41 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 28.7%
Healthcare 19.5%
Financial Services 17.4%
Industrials 12.7%
Consumer Cyclical 11.3%
Communication Services 8.7%
Utilities 0.7%
Basic Materials 0.4%
Consumer Defensive 0.4%
Energy 0.2%