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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOVT ISHARES TR 194,766.0 $4.4M 1.53% NEW $22.78 -2.0%
22 PUTNAM ETF TRUST 481,186.0 $4.4M 1.51% NEW $9.12
23 AAPL APPLE INC Technology 14,755.0 $4.3M 1.47% +93.0 +0.6% $289.37 +12.4%
24 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,039.0 $4.0M 1.39% -297.0 -3.6% $501.36 +20.8%
25 PG PROCTER & GAMBLE CO Consumer Defensive 26,800.0 $3.9M 1.36% +171.0 +0.6% $146.64 +0.9%
26 VRT VERTIV HOLDINGS CO Industrials 11,026.0 $3.7M 1.27% -1K -11.6% $334.82 -23.4%
27 CVX CHEVRON CORPORATION Energy 21,992.0 $3.6M 1.26% -248.0 -1.1% $165.76 +28.1%
28 MUB ISHARES TR 33,451.0 $3.6M 1.24% NEW $107.62 -3.1%
29 AMZN AMAZON COM INC Consumer Cyclical 15,004.0 $3.6M 1.23% +898.0 +6.4% $238.34 +6.8%
30 MUNI PIMCO ETF TR 65,507.0 $3.4M 1.19% NEW $52.60 -2.7%
31 NXPI NXP SEMICONDUCTORS N V Technology 11,055.0 $3.1M 1.07% -290.0 -2.6% $281.03 -18.9%
32 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,249.0 $3.1M 1.07% -430.0 -6.4% $496.73 +11.4%
33 ETN EATON CORP PLC Industrials 7,109.0 $3.0M 1.04% -316.0 -4.3% $426.12 -8.4%
34 JMUB J P MORGAN EXCHANGE TRADED F 59,253.0 $3.0M 1.04% NEW $50.66 -3.1%
35 EFA ISHARES TR 26,612.0 $2.8M 0.95% -7K -20.6% $103.88 +2.9%
36 LLY ELI LILLY & CO Healthcare 2,255.0 $2.7M 0.93% +241.0 +12.0% $1199.43 -3.2%
37 EMXC ISHARES INC 23,231.0 $2.4M 0.82% -7K -21.9% $102.30 -3.8%
38 META META PLATFORMS INC Communication Services 4,164.0 $2.3M 0.81% -473.0 -10.2% $563.29 +5.1%
39 VB VANGUARD INDEX FDS 7,702.0 $2.3M 0.81% -1K -11.8% $303.12 -1.9%
40 VOO VANGUARD INDEX FDS 3,373.0 $2.3M 0.80% -82.0 -2.4% $686.81 +2.4%
Page 2 of 9  ·  179 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%