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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PSX PHILLIPS 66 Energy 5,161.0 $872K 0.30% +133.0 +2.6% $169.05 +51.2%
82 IJR ISHARES TR 5,515.0 $818K 0.28% -593.0 -9.7% $148.33 -2.0%
83 VTI VANGUARD INDEX FDS 2,159.0 $799K 0.28% $370.04 +2.7%
84 SYY SYSCO CORP Consumer Defensive 9,320.0 $779K 0.27% +459.0 +5.2% $83.58 -3.3%
85 WDC WESTERN DIGITAL CORP Technology 1,200.0 $766K 0.26% $638.72 -27.2%
86 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,590.0 $759K 0.26% $477.57 -10.6%
87 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.26% $748850.00
88 SNDK SANDISK CORP Technology 325.0 $739K 0.26% -75.0 -18.8% $2273.73 -24.8%
89 FANG DIAMONDBACK ENERGY INC Energy 4,200.0 $738K 0.26% -400.0 -8.7% $175.78 +13.0%
90 GS GOLDMAN SACHS GROUP INC Financial Services 715.0 $723K 0.25% +215.0 +43.0% $1011.37 +2.2%
91 EFX EQUIFAX INC Industrials 4,500.0 $714K 0.25% -1K -18.2% $158.72 +12.3%
92 FTCA PUTNAM ETF TRUST 94,915.0 $704K 0.24% NEW $7.42 -3.8%
93 PFE PFIZER INC Healthcare 28,698.0 $691K 0.24% +2K +9.3% $24.08 +18.8%
94 VTES VANGUARD WELLINGTON FD 6,810.0 $690K 0.24% NEW $101.31 -0.9%
95 SU SUNCOR ENERGY INC NEW Energy 12,500.0 $671K 0.23% $53.68 +25.7%
96 BIL SPDR SERIES TRUST 7,276.0 $667K 0.23% NEW $91.64 -0.2%
97 HOOD ROBINHOOD MKTS INC Financial Services 6,477.0 $650K 0.22% +2K +30.2% $100.28 +23.0%
98 SO SOUTHERN CO Utilities 6,647.0 $636K 0.22% +952.0 +16.7% $95.71 -7.7%
99 KMI KINDER MORGAN INC DEL Energy 19,393.0 $620K 0.21% +1K +7.0% $31.97 -1.7%
100 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,747.0 $619K 0.21% +486.0 +4.7% $57.62 +16.1%
Page 5 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%