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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP Consumer Cyclical 1,569.0 $424K 0.15% -217.0 -12.2% $270.31 -5.0%
122 MDT MEDTRONIC PLC Healthcare 5,132.0 $401K 0.14% +1K +31.5% $78.23 +20.6%
123 QQQH NEOS ETF TRUST 7,091.0 $396K 0.14% $55.84 -2.0%
124 GD GENERAL DYNAMICS CORP Industrials 1,036.0 $367K 0.13% -14.0 -1.3% $354.24 +1.5%
125 SPLV INVESCO EXCH TRADED FD TR II 4,887.0 $366K 0.13% -227.0 -4.4% $74.90 +0.2%
126 IBM INTERNATIONAL BUSINESS MACHS Technology 1,301.0 $366K 0.13% -31.0 -2.3% $281.25 -16.3%
127 CL COLGATE PALMOLIVE CO Consumer Defensive 3,969.0 $364K 0.13% -765.0 -16.2% $91.68 -2.3%
128 CSX CSX CORP Industrials 7,650.0 $364K 0.12% $47.53 +4.0%
129 EATON VANCE TAX-MANAGED BUY- 23,852.0 $355K 0.12% +10K +78.5% $14.88
130 IEF ISHARES TR 3,717.0 $352K 0.12% NEW $94.59 -2.4%
131 PULS PGIM ETF TR 6,980.0 $346K 0.12% NEW $49.55 +0.0%
132 VIG VANGUARD SPECIALIZED FUNDS 1,459.0 $345K 0.12% $236.62 +2.4%
133 BA BOEING CO Industrials 1,584.0 $343K 0.12% NEW $216.47 -2.6%
134 GLD SPDR GOLD TR Financial Services 918.0 $338K 0.12% +5.0 +0.6% $368.38 +10.4%
135 PUTNAM ETF TRUST 42,417.0 $338K 0.12% NEW $7.97
136 BX BLACKSTONE INC Financial Services 2,847.0 $335K 0.12% -49.0 -1.7% $117.67 +17.0%
137 JBL JABIL INC Technology 862.0 $332K 0.12% NEW $385.48 -19.6%
138 SLB SLB LIMITED Energy 7,050.0 $328K 0.11% NEW $46.49 +22.7%
139 WEC WEC ENERGY GROUP INC Utilities 2,765.0 $323K 0.11% -488.0 -15.0% $116.77 -8.6%
140 CME CME GROUP INC Financial Services 1,458.0 $322K 0.11% +139.0 +10.5% $220.83 +27.0%
Page 7 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%