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Portfolio (Quarterly) Guide ↗

MCRAE CAPITAL MANAGEMENT INC

· CIK 0000320376
13F Portfolio $482.1B AUM 106 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 25 Added 44 Reduced 3 Exited
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTI VANGUARD INDEX FDS 711.0 $228K 0.05% $320.81 +13.0%
102 PGF INVESCO EXCHANGE TRADED FD T 16,203.0 $223K 0.05% $13.76 +0.6%
103 DIS DISNEY WALT CO Communication Services 2,205.0 $213K 0.04% $96.38 +6.6%
104 ED CONSOLIDATED EDISON INC Utilities 1,825.0 $207K 0.04% NEW $113.18 -6.9%
105 VUZI VUZIX CORP Technology 23,000.0 $53K 0.01% $2.31 +29.9%
106 FISV CALL FISERV INC Technology 600.0 $33K 0.01% NEW $55.80 -0.8%
Page 6 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%