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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 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 2,179.0 $1.9M 0.83% +213.0 +10.8% $872.90 +19.0%
22 TT TRANE TECHNOLOGIES PLC Industrials 4,485.0 $1.9M 0.81% +257.0 +6.1% $416.74 +8.2%
23 LLY ELI LILLY & CO Healthcare 2,014.0 $1.9M 0.81% +1K +255.8% $919.77 +15.8%
24 XOM EXXON MOBIL CORP Energy 10,623.0 $1.8M 0.78% +3K +34.3% $169.66 -8.7%
25 IEUR ISHARES TR 24,883.0 $1.7M 0.76% +425.0 +1.7% $70.27 +7.4%
26 IPAC ISHARES TR 22,127.0 $1.7M 0.74% +4K +20.8% $76.51 +7.0%
27 ABBV ABBVIE INC Healthcare 7,775.0 $1.7M 0.73% +750.0 +10.7% $217.51 -0.8%
28 VEA VANGUARD TAX-MANAGED FDS 25,013.0 $1.6M 0.70% +540.0 +2.2% $64.08 +10.0%
29 JNJ JOHNSON & JOHNSON Healthcare 6,380.0 $1.6M 0.68% +858.0 +15.5% $244.44 -4.1%
30 VLO VALERO ENERGY CORP Energy 6,064.0 $1.5M 0.65% +320.0 +5.6% $247.08 -0.0%
31 PEP PEPSICO INC Consumer Defensive 9,599.0 $1.5M 0.65% +996.0 +11.6% $155.29 -3.0%
32 V VISA INC Financial Services 4,672.0 $1.4M 0.61% +532.0 +12.8% $302.24 +8.8%
33 CSPF COHEN & STEERS ETF TRUST 54,131.0 $1.4M 0.60% +11K +25.4% $25.63 +1.8%
34 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,967.0 $1.3M 0.56% +643.0 +19.3% $327.07 +12.9%
35 MRK MERCK & CO INC Healthcare 10,180.0 $1.2M 0.53% +930.0 +10.1% $120.29 +1.8%
36 DE DEERE & CO Industrials 2,170.0 $1.2M 0.53% +675.0 +45.1% $563.30 -6.1%
37 BAC BANK AMERICA CORP Financial Services 22,631.0 $1.1M 0.48% +3K +13.3% $48.75 +6.3%
38 LOW LOWES COS INC Consumer Cyclical 4,491.0 $1.1M 0.46% +956.0 +27.0% $236.28 -9.0%
39 CIEN CIENA CORP Technology 2,596.0 $1.0M 0.44% +96.0 +3.8% $388.23 +50.4%
40 QCOM QUALCOMM INC Technology 7,710.0 $993K 0.43% +2K +28.6% $128.78 +84.9%
Page 2 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%