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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 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VZ VERIZON COMMUNICATIONS INC Communication Services 14,106.0 $597K 0.21% +200.0 +1.4% $42.34 +19.0%
102 HD HOME DEPOT INC Consumer Cyclical 1,655.0 $584K 0.20% -220.0 -11.7% $352.74 -9.1%
103 NEM NEWMONT CORP Basic Materials 6,085.0 $568K 0.20% $93.40 +37.4%
104 ABT ABBOTT LABORATORIES Healthcare 6,261.0 $568K 0.20% -502.0 -7.4% $90.74 +20.8%
105 PNC PNC FINL SVCS GROUP INC Financial Services 2,292.0 $564K 0.20% +375.0 +19.6% $246.22 -0.1%
106 CRM SALESFORCE INC Technology 3,596.0 $563K 0.19% -1K -27.5% $156.66 +66.0%
107 CVS CVS HEALTH CORP Healthcare 5,342.0 $553K 0.19% +681.0 +14.6% $103.45 -5.6%
108 MDLZ MONDELEZ INTL INC Consumer Defensive 8,787.0 $508K 0.17% -57.0 -0.6% $57.84 +6.6%
109 AMP AMERIPRISE FINL INC Financial Services 1,080.0 $495K 0.17% $458.76 +22.9%
110 SGOV ISHARES TR 4,904.0 $494K 0.17% NEW $100.67 -0.2%
111 SJM SMUCKER J M CO Consumer Defensive 4,364.0 $491K 0.17% +726.0 +20.0% $112.50 +13.3%
112 NSC NORFOLK SOUTHN CORP Industrials 1,539.0 $484K 0.17% -33.0 -2.1% $314.59 +4.7%
113 TXT TEXTRON INC Industrials 5,071.0 $465K 0.16% +953.0 +23.1% $91.73 -13.7%
114 SHY ISHARES TR 5,643.0 $463K 0.16% NEW $82.12 -0.5%
115 NPO ENPRO INC Industrials 1,200.0 $452K 0.16% -330.0 -21.6% $376.93 -20.8%
116 CMCSA COMCAST CORP NEW Communication Services 18,341.0 $450K 0.15% +4K +31.2% $24.55 +8.0%
117 FCX FREEPORT MCMORAN INC Basic Materials 7,076.0 $445K 0.15% +1K +20.1% $62.89 +16.1%
118 VYMI VANGUARD WHITEHALL FDS 4,464.0 $438K 0.15% -814.0 -15.4% $98.20 +9.2%
119 WMT WALMART INC Consumer Defensive 3,825.0 $433K 0.15% -45.0 -1.2% $113.26 -5.1%
120 DHR DANAHER CORP DEL Healthcare 2,266.0 $432K 0.15% -552.0 -19.6% $190.48 +9.0%
Page 6 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%