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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROK ROCKWELL AUTOMATION INC Industrials 650.0 $322K 0.11% -559.0 -46.2% $495.08 -13.5%
142 IJK ISHARES TR 2,713.0 $319K 0.11% $117.50 -3.5%
143 GPC GENUINE PARTS CO Consumer Cyclical 2,700.0 $319K 0.11% $117.98 +16.6%
144 CAT CATERPILLAR INC Industrials 298.0 $317K 0.11% -33.0 -10.0% $1064.90 -24.9%
145 FVD FIRST TR EXCHANGE-TRADED FD 6,261.0 $302K 0.10% -130.0 -2.0% $48.18 +4.8%
146 USMV ISHARES TR 3,123.0 $301K 0.10% $96.46 +5.5%
147 KEYS KEYSIGHT TECHNOLOGIES INC Technology 860.0 $301K 0.10% NEW $350.07 -7.8%
148 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,092.0 $297K 0.10% -1K -30.1% $96.12 -54.1%
149 UNP UNION PAC CORP Industrials 1,081.0 $294K 0.10% -41.0 -3.6% $272.00 +6.3%
150 PWR QUANTA SVCS INC Industrials 400.0 $288K 0.10% -151.0 -27.4% $720.04 -13.9%
151 XJH ISHARES TR 5,498.0 $287K 0.10% -3K -38.7% $52.15 -1.9%
152 SPGM SPDR INDEX SHS FDS 3,275.0 $281K 0.10% $85.67 +2.9%
153 EFT EATON VANCE FLOATING RATE IN Financial Services 25,637.0 $277K 0.10% NEW $10.80 -1.5%
154 VSGX VANGUARD WORLD FD 3,314.0 $273K 0.09% $82.34 +1.9%
155 GWW WW GRAINGER INC Industrials 200.0 $272K 0.09% -5.0 -2.4% $1360.40 -3.5%
156 PCAR PACCAR INC Industrials 2,250.0 $270K 0.09% $120.12 +3.7%
157 AKAM AKAMAI TECHNOLOGIES INC Technology 2,200.0 $260K 0.09% -160.0 -6.8% $118.21 -9.9%
158 BK BANK OF NY MELLON CORP Financial Services 1,725.0 $249K 0.09% $144.61 -1.9%
159 CMI CUMMINS INC Industrials 346.0 $247K 0.09% -101.0 -22.6% $713.21 -23.5%
160 TER TERADYNE INC Technology 500.0 $242K 0.08% NEW $483.84 -30.0%
Page 8 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%