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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 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT ABBOTT LABORATORIES Healthcare 4,000.0 $411K 0.09% $102.67 -13.5%
82 FIDU FIDELITY COVINGTON TRUST 4,738.0 $410K 0.09% +107.0 +2.3% $86.52 +5.2%
83 PG PROCTER & GAMBLE CO Consumer Defensive 2,797.0 $404K 0.08% -150.0 -5.1% $144.44 -1.4%
84 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,740.0 $384K 0.08% -150.0 -3.1% $80.96 -5.1%
85 AVGO BROADCOM INC Technology 1,222.0 $378K 0.08% $309.51 +32.8%
86 MET METLIFE INC Financial Services 5,035.0 $356K 0.07% $70.72 +15.1%
87 IJR ISHARES TR 2,845.0 $354K 0.07% -883.0 -23.7% $124.33 +7.1%
88 SPY STATE STR SPDR S&P 500 ETF T Financial Services 481.0 $313K 0.07% $650.34 +12.8%
89 COP CONOCOPHILLIPS Energy 2,337.0 $308K 0.06% -431.0 -15.6% $132.00 -5.7%
90 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 22,575.0 $308K 0.06% +294.0 +1.3% $13.66 +1.3%
91 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 8,574.0 $289K 0.06% $33.67 +1.7%
92 FDIS FIDELITY COVINGTON TRUST 3,033.0 $283K 0.06% +111.0 +3.8% $93.26 +5.7%
93 ABBV ABBVIE INC Healthcare 1,275.0 $277K 0.06% $217.49 -1.7%
94 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 8,918.0 $267K 0.06% $29.99 +13.2%
95 PYPL PAYPAL HLDGS INC Financial Services 5,537.0 $250K 0.05% -181K -97.0% $45.23 -1.9%
96 PFS PROVIDENT FINL SVCS INC Financial Services 11,724.0 $248K 0.05% $21.16 +2.7%
97 USB US BANCORP Financial Services 4,750.0 $247K 0.05% -175.0 -3.5% $52.01 +2.8%
98 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,209.0 $246K 0.05% -147.0 -10.8% $203.23 +8.5%
99 PNC PNC FINL SVCS GROUP INC Financial Services 1,156.0 $241K 0.05% $208.09 +2.7%
100 GOOG ALPHABET INC Communication Services 796.0 $228K 0.05% -560.0 -41.3% $286.86 +37.0%
Page 5 of 6  ·  106 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%