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Portfolio (Quarterly) Guide ↗

MCCARTER PRIVATE WEALTH SERVICES LLC

· CIK 0002036922
13F Portfolio $222M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 154 New
Page 2 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC Technology 16,766.0 $3.1M 1.39% NEW $184.20 +41.5%
22 AMZN AMAZON COM INC Consumer Cyclical 13,342.0 $3.1M 1.38% NEW $230.82 +15.4%
23 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,237.0 $2.8M 1.27% NEW $453.36 -4.2%
24 META META PLATFORMS INC Communication Services 4,282.0 $2.8M 1.27% NEW $660.09 -7.5%
25 FANG DIAMONDBACK ENERGY INC Energy 18,558.0 $2.8M 1.25% NEW $150.33 +33.5%
26 SLV ISHARES SILVER TR Financial Services 39,250.0 $2.5M 1.14% NEW $64.42 +6.1%
27 NXPI NXP SEMICONDUCTORS N V Technology 11,470.0 $2.5M 1.12% NEW $217.06 +45.8%
28 EW EDWARDS LIFESCIENCES CORP Healthcare 26,382.0 $2.2M 1.01% NEW $85.25 +0.6%
29 AXP AMERICAN EXPRESS CO Financial Services 6,017.0 $2.2M 1.00% NEW $369.95 -15.7%
30 ETN EATON CORP PLC Industrials 6,975.0 $2.2M 1.00% NEW $318.51 +22.9%
31 VOO VANGUARD INDEX FDS 3,455.0 $2.2M 0.97% NEW $627.16 +9.3%
32 VB VANGUARD INDEX FDS 7,942.0 $2.0M 0.92% NEW $257.95 +12.1%
33 NVDA NVIDIA CORPORATION Technology 10,345.0 $1.9M 0.87% NEW $186.50 +15.5%
34 VRT VERTIV HOLDINGS CO Industrials 11,765.0 $1.9M 0.86% NEW $162.01 +102.1%
35 RSP INVESCO EXCHANGE TRADED FD T 9,724.0 $1.9M 0.84% NEW $191.56 +7.8%
36 IEUR ISHARES TR 24,458.0 $1.7M 0.78% NEW $70.98 +6.4%
37 TT TRANE TECHNOLOGIES PLC Industrials 4,228.0 $1.6M 0.74% NEW $389.20 +15.9%
38 EMXC ISHARES INC 22,270.0 $1.6M 0.73% NEW $72.68 +31.5%
39 ABBV ABBVIE INC Healthcare 7,025.0 $1.6M 0.72% NEW $228.50 -5.6%
40 VEA VANGUARD TAX-MANAGED FDS 24,473.0 $1.5M 0.69% NEW $62.47 +12.8%
Page 2 of 8  ·  154 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 25.8%
Financial Services 16.6%
Healthcare 11.8%
Consumer Cyclical 10.8%
Communication Services 8.9%
Industrials 8.6%
Consumer Defensive 6.8%
Energy 5.4%
Basic Materials 3.9%
Utilities 1.5%