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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI J P MORGAN EXCHANGE TRADED F 21,942.0 $1.2M 0.43% -2K -8.3% $56.48 +1.7%
42 CIEN CIENA CORP Technology 2,500.0 $1.2M 0.42% -96.0 -3.7% $490.56 -35.3%
43 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,305.0 $1.2M 0.42% -662.0 -16.7% $370.59 -9.3%
44 XOM EXXON MOBIL CORP Energy 8,630.0 $1.2M 0.41% -2K -18.8% $136.72 +18.7%
45 CSPF COHEN & STEERS ETF TRUST 45,125.0 $1.2M 0.41% -9K -16.6% $26.08 -0.9%
46 CSCO CISCO SYS INC Technology 9,865.0 $1.2M 0.40% -504.0 -4.9% $117.46 -7.5%
47 BAC BANK OF AMER CORP Financial Services 19,177.0 $1.1M 0.38% -3K -15.3% $56.98 +10.6%
48 GDX VANECK ETF TRUST 13,884.0 $1.0M 0.36% -2K -11.8% $75.45 +34.5%
49 LOW LOWES COS INC Consumer Cyclical 4,265.0 $940K 0.32% -226.0 -5.0% $220.49 -8.4%
50 IJR ISHARES TR 5,515.0 $818K 0.28% -593.0 -9.7% $148.33 -2.4%
51 SNDK SANDISK CORP Technology 325.0 $739K 0.26% -75.0 -18.8% $2273.73 -31.6%
52 FANG DIAMONDBACK ENERGY INC Energy 4,200.0 $738K 0.26% -400.0 -8.7% $175.78 +15.5%
53 EFX EQUIFAX INC Industrials 4,500.0 $714K 0.25% -1K -18.2% $158.72 +19.1%
54 HD HOME DEPOT INC Consumer Cyclical 1,655.0 $584K 0.20% -220.0 -11.7% $352.74 -9.8%
55 ABT ABBOTT LABORATORIES Healthcare 6,261.0 $568K 0.20% -502.0 -7.4% $90.74 +19.9%
56 CRM SALESFORCE INC Technology 3,596.0 $563K 0.19% -1K -27.5% $156.66 +68.8%
57 MDLZ MONDELEZ INTL INC Consumer Defensive 8,787.0 $508K 0.17% -57.0 -0.6% $57.84 +6.2%
58 NSC NORFOLK SOUTHN CORP Industrials 1,539.0 $484K 0.17% -33.0 -2.1% $314.59 +4.2%
59 NPO ENPRO INC Industrials 1,200.0 $452K 0.16% -330.0 -21.6% $376.93 -21.7%
60 VYMI VANGUARD WHITEHALL FDS 4,464.0 $438K 0.15% -814.0 -15.4% $98.20 +9.1%
Page 3 of 5  ·  86 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%