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Portfolio (Quarterly) Guide ↗

MCCARTER PRIVATE WEALTH SERVICES LLC

· CIK 0002036922
13F Portfolio $290M AUM 227 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 38 Added 86 Reduced 27 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE PFIZER INC Healthcare 28,698.0 $691K 0.24% +2K +9.3% $24.08 +18.2%
22 HOOD ROBINHOOD MKTS INC Financial Services 6,477.0 $650K 0.22% +2K +30.2% $100.28 +21.6%
23 SO SOUTHERN CO Utilities 6,647.0 $636K 0.22% +952.0 +16.7% $95.71 -7.4%
24 KMI KINDER MORGAN INC DEL Energy 19,393.0 $620K 0.21% +1K +7.0% $31.97 -1.7%
25 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,747.0 $619K 0.21% +486.0 +4.7% $57.62 +16.0%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 14,106.0 $597K 0.21% +200.0 +1.4% $42.34 +19.0%
27 PNC PNC FINL SVCS GROUP INC Financial Services 2,292.0 $564K 0.20% +375.0 +19.6% $246.22 -0.4%
28 CVS CVS HEALTH CORP Healthcare 5,342.0 $553K 0.19% +681.0 +14.6% $103.45 -6.3%
29 SJM SMUCKER J M CO Consumer Defensive 4,364.0 $491K 0.17% +726.0 +20.0% $112.50 +12.5%
30 TXT TEXTRON INC Industrials 5,071.0 $465K 0.16% +953.0 +23.1% $91.73 -13.7%
31 CMCSA COMCAST CORP NEW Communication Services 18,341.0 $450K 0.15% +4K +31.2% $24.55 +7.8%
32 FCX FREEPORT MCMORAN INC Basic Materials 7,076.0 $445K 0.15% +1K +20.1% $62.89 +14.8%
33 MDT MEDTRONIC PLC Healthcare 5,132.0 $401K 0.14% +1K +31.5% $78.23 +20.0%
34 EATON VANCE TAX-MANAGED BUY- 23,852.0 $355K 0.12% +10K +78.5% $14.88
35 GLD SPDR GOLD TR Financial Services 918.0 $338K 0.12% +5.0 +0.6% $368.38 +10.3%
36 CME CME GROUP INC Financial Services 1,458.0 $322K 0.11% +139.0 +10.5% $220.83 +27.0%
37 COP CONOCOPHILLIPS Energy 2,140.0 $222K 0.08% +100.0 +4.9% $103.96 +29.4%
38 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,229.0 $214K 0.07% +22.0 +1.0% $95.98 +17.3%
Page 2 of 2  ·  38 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 29.2%
Financial Services 14.8%
Healthcare 11.9%
Industrials 10.8%
Consumer Cyclical 9.7%
Consumer Defensive 6.7%
Communication Services 5.9%
Energy 5.0%
Basic Materials 3.3%
Utilities 2.7%