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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FITB FIFTH THIRD BANCORP Financial Services 4,150.0 $234K 0.08% -261.0 -5.9% $56.37 -2.5%
82 COF CAPITAL ONE FINL CORP Financial Services 1,150.0 $231K 0.08% -173.0 -13.1% $200.62 +9.9%
83 WM WASTE MGMT INC DEL Industrials 1,007.0 $224K 0.08% -673.0 -40.1% $222.88 -0.5%
84 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,400.0 $219K 0.08% -3K -56.1% $91.20 -19.8%
85 BUNGE GLOBAL SA 1,950.0 $208K 0.07% -212.0 -9.8% $106.73
86 LIN LINDE PLC Basic Materials 401.0 $208K 0.07% -179.0 -30.9% $518.94 -7.1%
Page 5 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%