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Portfolio (Quarterly) Guide ↗

MCCARTER PRIVATE WEALTH SERVICES LLC

· CIK 0002036922
13F Portfolio $230M AUM 284 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 75 Added 32 Reduced 6 Exited
Page 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJK ISHARES TR 2,713.0 $273K 0.12% $100.62 +11.1%
142 UNP UNION PAC CORP Industrials 1,122.0 $272K 0.12% +250.0 +28.7% $242.62 +9.6%
143 AKAM AKAMAI TECHNOLOGIES INC Technology 2,360.0 $271K 0.12% NEW $114.85 +28.2%
144 COP CONOCOPHILLIPS Energy 2,040.0 $269K 0.12% NEW $132.00 -8.7%
145 A AGILENT TECHNOLOGIES INC Healthcare 2,299.0 $262K 0.11% NEW $113.98 +0.9%
146 PCAR PACCAR INC Industrials 2,250.0 $260K 0.11% $115.50 -5.3%
147 SANDISK CORP 400.0 $254K 0.11% NEW $635.34
148 FDX FEDEX CORP Industrials 705.0 $251K 0.11% NEW $356.18 +10.7%
149 AMD ADVANCED MICRO DEVICES INC Technology 1,224.0 $249K 0.11% NEW $203.43 +129.8%
150 SPGM SPDR INDEX SHS FDS 3,275.0 $248K 0.11% $75.71 +12.3%
151 SCHD SCHWAB STRATEGIC TR 7,899.0 $242K 0.10% NEW $30.68 +7.0%
152 DIS DISNEY WALT CO Communication Services 2,510.0 $242K 0.10% -3K -53.1% $96.40 +6.8%
153 COF CAPITAL ONE FINL CORP Financial Services 1,323.0 $241K 0.10% +429.0 +48.0% $182.43 +2.9%
154 CMI CUMMINS INC Industrials 447.0 $240K 0.10% NEW $538.02 +18.9%
155 REGN REGENERON PHARMACEUTICALS Healthcare 309.0 $239K 0.10% +47.0 +17.9% $772.64 -17.3%
156 VSGX VANGUARD WORLD FD 3,314.0 $238K 0.10% $71.73 +11.8%
157 BIZD VANECK ETF TRUST 18,563.0 $238K 0.10% $12.80 -3.3%
158 CAT CATERPILLAR INC Industrials 331.0 $234K 0.10% NEW $708.46 +24.2%
159 PKG PACKAGING CORP AMER Consumer Cyclical 1,084.0 $230K 0.10% NEW $212.22 +1.7%
160 SIL GLOBAL X FDS 2,550.0 $230K 0.10% -1K -33.8% $90.08 -2.2%
Page 8 of 9  ·  171 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 23.0%
Financial Services 15.2%
Healthcare 11.2%
Consumer Cyclical 10.8%
Industrials 10.7%
Communication Services 8.7%
Consumer Defensive 7.3%
Energy 6.2%
Basic Materials 4.3%
Utilities 2.7%