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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPEM SPDR INDEX SHS FDS 44,382.0 $2.3M 0.79% NEW $51.78 +1.8%
42 NVDA NVIDIA CORPORATION Technology 11,268.0 $2.3M 0.78% +335.0 +3.1% $200.09 +12.6%
43 GEV GE VERNOVA INC Utilities 1,908.0 $2.2M 0.77% -271.0 -12.4% $1174.86 -22.0%
44 AZN ASTRAZENECA PLC Healthcare 11,543.0 $2.2M 0.76% NEW $189.62 -14.6%
45 SLV ISHARES SILVER TR Financial Services 39,250.0 $2.1M 0.72% $53.47 +9.9%
46 TT TRANE TECHNOLOGIES PLC Industrials 4,210.0 $2.1M 0.71% -275.0 -6.1% $491.16 -10.3%
47 NEE NEXTERA ENERGY INC Utilities 23,445.0 $2.1M 0.71% -312.0 -1.3% $87.77 -5.4%
48 ABBV ABBVIE INC Healthcare 7,697.0 $1.9M 0.67% -78.0 -1.0% $251.65 +3.2%
49 AXP AMERICAN EXPRESS CO Financial Services 5,712.0 $1.9M 0.67% -315.0 -5.2% $338.29 -2.6%
50 RSP INVESCO EXCHANGE TRADED FD T 8,153.0 $1.7M 0.60% -162.0 -1.9% $212.77 +2.8%
51 VEA VANGUARD TAX-MANAGED FDS 23,497.0 $1.7M 0.58% -2K -6.1% $71.25 +1.8%
52 IEUR ISHARES TR 22,086.0 $1.7M 0.57% -3K -11.2% $75.17 +2.2%
53 EW EDWARDS LIFESCIENCES CORP Healthcare 18,054.0 $1.6M 0.56% -625.0 -3.4% $90.46 +0.8%
54 AMAT APPLIED MATLS INC Technology 2,231.0 $1.6M 0.56% -154.0 -6.5% $723.00 -39.3%
55 NFLX NETFLIX INC. Communication Services 22,388.0 $1.6M 0.55% +576.0 +2.6% $71.40 +15.1%
56 JNJ JOHNSON & JOHNSON Healthcare 6,211.0 $1.6M 0.54% -169.0 -2.6% $253.97 +8.2%
57 VLO VALERO ENERGY CORP Energy 5,868.0 $1.5M 0.53% -196.0 -3.2% $260.44 +41.2%
58 DE DEERE & CO Industrials 2,291.0 $1.5M 0.50% +121.0 +5.6% $634.33 +8.2%
59 IPAC ISHARES TR 17,579.0 $1.4M 0.50% -5K -20.6% $81.93 +4.3%
60 QCOM QUALCOMM INC Technology 7,638.0 $1.4M 0.49% -72.0 -0.9% $184.79 -8.5%
Page 3 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%