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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 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,679.0 $3.0M 1.30% +442.0 +7.1% $446.54 -2.7%
22 AMZN AMAZON COM INC Consumer Cyclical 14,106.0 $2.9M 1.28% +764.0 +5.7% $208.27 +27.9%
23 PANW PALO ALTO NETWORKS INC Technology 17,854.0 $2.9M 1.24% +1K +6.5% $160.32 +62.5%
24 SLV ISHARES SILVER TR Financial Services 39,250.0 $2.7M 1.16% $68.14 +0.3%
25 ETN EATON CORP PLC Industrials 7,425.0 $2.7M 1.16% +450.0 +6.5% $357.67 +9.4%
26 META META PLATFORMS INC Communication Services 4,637.0 $2.7M 1.15% +355.0 +8.3% $572.13 +6.7%
27 EMXC ISHARES INC 29,758.0 $2.3M 1.02% +7K +33.6% $78.66 +21.5%
28 VB VANGUARD INDEX FDS 8,729.0 $2.3M 0.99% +787.0 +9.9% $261.92 +10.4%
29 NXPI NXP SEMICONDUCTORS N V Technology 11,345.0 $2.2M 0.97% -125.0 -1.1% $196.86 +60.8%
30 DELL DELL TECHNOLOGIES INC Technology 13,509.0 $2.2M 0.96% +2K +20.8% $164.13 +79.9%
31 NEE NEXTERA ENERGY INC Utilities 23,757.0 $2.2M 0.96% +16K +205.8% $92.88 -4.7%
32 NFLX NETFLIX INC. Communication Services 21,812.0 $2.1M 0.91% NEW $96.15 -7.9%
33 VOO VANGUARD INDEX FDS 3,455.0 $2.1M 0.90% $597.57 +14.7%
34 NVDA NVIDIA CORPORATION Technology 10,933.0 $1.9M 0.83% +588.0 +5.7% $174.40 +23.5%
35 GEV GE VERNOVA INC Utilities 2,179.0 $1.9M 0.83% +213.0 +10.8% $872.90 +19.0%
36 TT TRANE TECHNOLOGIES PLC Industrials 4,485.0 $1.9M 0.81% +257.0 +6.1% $416.74 +8.2%
37 LLY ELI LILLY & CO Healthcare 2,014.0 $1.9M 0.81% +1K +255.8% $919.77 +15.8%
38 AXP AMERICAN EXPRESS CO Financial Services 6,027.0 $1.8M 0.79% $302.52 +3.1%
39 XOM EXXON MOBIL CORP Energy 10,623.0 $1.8M 0.78% +3K +34.3% $169.66 -8.7%
40 IEUR ISHARES TR 24,883.0 $1.7M 0.76% +425.0 +1.7% $70.27 +7.4%
Page 2 of 9  ·  171 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%