MCCARTER PRIVATE WEALTH SERVICES LLC
Sector Allocation
- Other29.4%$86.7M
- Technology26.1%$77.0M
- Financials11.3%$33.1M
- Healthcare9.3%$27.4M
- Consumer Discretionary6.2%$18.1M
- Industrials4.8%$14.3M
- Energy4.4%$13.0M
- Consumer Staples3.8%$11.3M
- Materials2.7%$8.0M
- Communication Services1.0%$2.9M
AUM History
13fpro.ai/research/fund/mccarter-private-wealth-services-llc-2036922
Conviction and streaks
Stable · top 10 = 25.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AVGO
$13.4MMSFT
$12.1M- FIDELITY$7.5M
TRV
$6.4M- ISHARES$6.4M
GOOGL
$6.2MPANW
$6.2MAEM
$6.1MMA
$5.8MTJX
$5.6MTMO
$5.3MDELL
$5.3M- ISHARES$5.3M
GOOG
$5.3MJPM
$5.2MAAPL
$4.8MCOST
$4.8MRTX
$4.8MCVX
$4.7M- SPDR$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mccarter-private-wealth-services-llc-2036922
MCCARTER PRIVATE WEALTH SERVICES LLC 13F holdings — Q3 2026
$294.6M portfolio (+1.6% QoQ) · 184 holdings · Q3 2026 13F · top 10 are 26% of the stock portfolio
$13.4M
4.5% of stocks
-2%This quarter+1.8%Since filed8+ qtrsHeld$12.1M
4.1% of stocks
-0.1%This quarter+2.2%Since filed8+ qtrsHeld- 3
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$7.5M
2.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $6.4M
2.2% of stocks
-1%This quarter-1.3%Since filed8+ qtrsHeldAIQuality72.2#158Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 5
ISHARES TR - CORE S&P500 ETF
$6.4M
2.2% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $6.2M
2.1% of stocks
-1%This quarter-2.0%Since filed8+ qtrsHeld$6.2M
2.1% of stocks
-2%This quarter+10.0%Since filed8+ qtrsHeldAIQuality65.5#471Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.1M
2.1% of stocks
-0.5%This quarter-0.3%Since filed8+ qtrsHeld$5.8M
2.0% of stocks
-2%This quarter-3.1%Since filed8+ qtrsHeld$5.6M
1.9% of stocks
-3%This quarter-2.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — MCCARTER PRIVATE WEALTH SERVICES LLC (Q3 2026)
184 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.3M | 1.8% | 7,916 | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Dell Technologies Inc. | Technology | $5.3M | 1.8% | 9,898 | -11% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $5.3M | 1.8% | 56K | +14% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $5.3M | 1.8% | 15K | -1% | 7 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $5.2M | 1.8% | 16K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Apple Inc. | Technology | $4.8M | 1.6% | 15K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.8M | 1.6% | 5,310 | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | RTX Corp | Industrials | $4.8M | 1.6% | 26K | -1% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CHEVRON CORP | Energy | $4.7M | 1.6% | 23K | +4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $4.7M | 1.6% | 93K | +4% | — | — | 13F |
| 21 | Eaton Vance Floating-Rate Income Trustetf/fund | — | $4.7M | 1.6% | 96K | +0.5% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | PUTNAM ETF TRUST - FRANK MASS ETFetf/fund | — | $4.6M | 1.5% | 534K | +11% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $4.5M | 1.5% | 63K | -2% | — | — | 13F |
| 24 | AUTOZONE INC | Consumer Discretionary | $4.4M | 1.5% | 1,563 | -0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $4.3M | 1.5% | 198K | +2% | — | — | 13F |
| 26 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.9M | 1.3% | 27K | -0.0% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.7M | 1.2% | 15K | -2% | |||
| 28 | $ETN | Eaton Corp plc | Industrials | $3.5M | 1.2% | 8,106 | +14% | |||
| 29 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $3.3M | 1.1% | 66K | +1% | |||
| 30 | — | ISHARES TR - NATIONAL MUN ETF | — | $3.3M | 1.1% | 32K | -3% | |||
| 31 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.3M | 1.1% | 6,261 | +0.2% | |||
| 32 | $META | Meta Platforms, Inc. | Technology | $3.1M | 1.0% | 4,229 | +2% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $2.8M | 1.0% | 12K | +10% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $2.8M | 1.0% | 60K | +0.7% | |||
| 35 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.8M | 0.9% | 4,005 | +19% | |||
| 36 | — | ISHARES TR - MSCI EAFE ETF | — | $2.7M | 0.9% | 26K | -0.8% | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $2.7M | 0.9% | 2,336 | +4% | |||
| 38 | $VRT | Vertiv Holdings Co | Technology | $2.6M | 0.9% | 11K | -1.0% | |||
| 39 | $NXPI | NXP Semiconductors N.V. | Technology | $2.6M | 0.9% | 11K | -2% | |||
| 40 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $2.5M | 0.8% | 48K | +8% | |||
| 41 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.2M | 0.8% | 5,698 | -3% | |||
| 42 | $ABBV | AbbVie Inc. | Healthcare | $2.2M | 0.8% | 8,433 | +10% | |||
| 43 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $2.2M | 0.7% | 7,701 | -0.0% | |||
| 44 | — | ISHARES INC - MSCI EMRG CHN | — | $2.2M | 0.7% | 22K | -5% | |||
| 45 | $SLV | iShares Silver Trust | Financials | $2.1M | 0.7% | 39K | — | |||
| 46 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.0M | 0.7% | 20K | +223% | |||
| 47 | $AZN | ASTRAZENECA PLC | Healthcare | $1.9M | 0.7% | 12K | +4% | |||
| 48 | $TT | Trane Technologies plc | Technology | $1.9M | 0.6% | 4,179 | -0.7% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.6% | 8,897 | +9% | |||
| 50 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.8M | 0.6% | 26K | +11% | |||
| 51 | $GEV | GE Vernova Inc. | Industrials | $1.8M | 0.6% | 1,875 | -2% | |||
| 52 | $AXP | AMERICAN EXPRESS CO | Financials | $1.7M | 0.6% | 5,714 | +0.0% | |||
| 53 | $NEE | NEXTERA ENERGY INC | Utilities | $1.7M | 0.6% | 22K | -5% | |||
| 54 | — | ISHARES TR - CORE MSCI PAC | — | $1.7M | 0.6% | 19K | +11% | |||
| 55 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.6% | 6,224 | +0.2% | |||
| 56 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.6% | 23K | +3% | |||
| 57 | — | ISHARES TR - CORE MSCI EURO | — | $1.6M | 0.5% | 22K | -2% | |||
| 58 | $MRK | Merck & Co., Inc. | Healthcare | $1.5M | 0.5% | 11K | +0.2% | |||
| 59 | $EW | Edwards Lifesciences Corp | Healthcare | $1.5M | 0.5% | 18K | -2% | |||
| 60 | $QCOM | QUALCOMM INC/DE | Technology | $1.5M | 0.5% | 8,215 | +8% | |||
| 61 | $DE | DEERE & CO | Industrials | $1.5M | 0.5% | 2,175 | -5% | |||
| 62 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $1.4M | 0.5% | 31K | +6% | |||
| 63 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.5% | 8,630 | — | |||
| 64 | $V | VISA INC. | Financials | $1.4M | 0.5% | 3,850 | +0.5% | |||
| 65 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.3M | 0.5% | 24K | +8% | |||
| 66 | $PSX | Phillips 66 | Energy | $1.3M | 0.4% | 5,071 | -2% | |||
| 67 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.2M | 0.4% | 3,330 | +0.8% | |||
| 68 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.2M | 0.4% | 13K | -3% | |||
| 69 | — | COHEN & STEERS ETF TRUST - PFD IN OP AC ETF | — | $1.1M | 0.4% | 45K | -0.3% | |||
| 70 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.1M | 0.4% | 12K | +64% | |||
| 71 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.4% | 9,881 | +0.2% | |||
| 72 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.0M | 0.3% | 19K | +0.1% | |||
| 73 | $APH | AMPHENOL CORP /DE/ | Technology | $1.0M | 0.3% | 12K | +124% | |||
| 74 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $996K | 0.3% | 12K | -8% | |||
| 75 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $984K | 0.3% | 1,976 | -11% | |||
| 76 | $NVO | NOVO NORDISK A S | Healthcare | $871K | 0.3% | 23K | -12% | |||
| 77 | $SU | SUNCOR ENERGY INC | Energy | $848K | 0.3% | 13K | — | |||
| 78 | $CRM | Salesforce, Inc. | Technology | $833K | 0.3% | 3,627 | +0.9% | |||
| 79 | $LRCX | LAM RESEARCH CORP | Technology | $821K | 0.3% | 2,500 | -21% | |||
| 80 | $PFE | PFIZER INC | Healthcare | $819K | 0.3% | 29K | +0.0% | |||
| 81 | $CIEN | CIENA CORP | Technology | $774K | 0.3% | 2,200 | -12% | |||
| 82 | $FANG | Diamondback Energy, Inc. | Energy | $772K | 0.3% | 4,200 | — | |||
| 83 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $764K | 0.3% | 4,143 | -3% | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $756K | 0.3% | 2,019 | -6% | |||
| 85 | — | ISHARES TR - CORE S&P SCP ETF | — | $750K | 0.3% | 5,516 | +0.0% | |||
| 86 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.3% | 1 | — | |||
| 87 | $SYY | SYSCO CORP | Consumer Discretionary | $729K | 0.3% | 9,350 | +0.3% | |||
| 88 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $725K | 0.3% | 1,590 | — | |||
| 89 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | — | $719K | 0.2% | 105K | +11% | |||
| 90 | $NEM | NEWMONT Corp /DE/ | Materials | $702K | 0.2% | 6,085 | — | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $687K | 0.2% | 1,344 | -40% | |||
| 92 | $MS | MORGAN STANLEY | Financials | $672K | 0.2% | 3,572 | -23% | |||
| 93 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $671K | 0.2% | 6,810 | — | |||
| 94 | $SNDK | Sandisk Corp | Technology | $670K | 0.2% | 385 | +18% | |||
| 95 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $669K | 0.2% | 11K | -0.2% | |||
| 96 | $HOOD | Robinhood Markets, Inc. | Financials | $647K | 0.2% | 5,749 | -11% | |||
| 97 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $646K | 0.2% | 14K | -0.1% | |||
| 98 | $EFX | EQUIFAX INC | Financials | $618K | 0.2% | 4,500 | — | |||
| 99 | $KMI | KINDER MORGAN, INC. | Energy | $595K | 0.2% | 20K | +2% | |||
| 100 | — | ISHARES TR - 0-3 MTH TREASURY | — | $594K | 0.2% | 5,904 | +20% | |||
| 101 | — | ISHARES TR - 1 3 YR TREAS BD | — | $593K | 0.2% | 7,303 | +29% | |||
| 102 | $SO | SOUTHERN CO | Utilities | $550K | 0.2% | 6,632 | -0.2% | |||
| 103 | $WDC | WESTERN DIGITAL CORP | Technology | $545K | 0.2% | 1,200 | — | |||
| 104 | — | ISHARES TR - 7-10 YR TRSY BD | — | $539K | 0.2% | 6,033 | +62% | |||
| 105 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $532K | 0.2% | 1,080 | — | |||
| 106 | $ILMN | ILLUMINA, INC. | Healthcare | $522K | 0.2% | 1,909 | New | |||
| 107 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $522K | 0.2% | 5,162 | +16% | |||
| 108 | $SJM | J M SMUCKER Co | Consumer Staples | $517K | 0.2% | 4,344 | -0.5% | |||
| 109 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $510K | 0.2% | 8,812 | +0.3% | |||
| 110 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $505K | 0.2% | 2,273 | -0.8% | |||
| 111 | $FCX | FREEPORT-MCMORAN INC | Materials | $497K | 0.2% | 7,103 | +0.4% | |||
| 112 | $DHR | DANAHER CORP /DE/ | Healthcare | $491K | 0.2% | 2,215 | -2% | |||
| 113 | $CME | CME GROUP INC. | Financials | $485K | 0.2% | 1,852 | +27% | |||
| 114 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $480K | 0.2% | 1,688 | +2% | |||
| 115 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $476K | 0.2% | 1,539 | — | |||
| 116 | — | NEOS ETF TRUST - NASDAQ 100 HDGD | — | $472K | 0.2% | 8,491 | +20% | |||
| 117 | $CVS | CVS HEALTH Corp | Healthcare | $451K | 0.1% | 5,268 | -1% | |||
| 118 | $GS | GOLDMAN SACHS GROUP INC | Financials | $450K | 0.1% | 500 | -30% | |||
| 119 | $CCZ | COMCAST CORP | Communication Services | $442K | 0.1% | 20K | +11% | |||
| 120 | $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | Other | $433K | 0.1% | 29K | +22% | |||
| 121 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $420K | 0.1% | 8,486 | +22% | |||
| 122 | $MRNA | Moderna, Inc. | Healthcare | $418K | 0.1% | 2,169 | New | |||
| 123 | $APO | Apollo Global Management, Inc. | Financials | $401K | 0.1% | 3,456 | New | |||
| 124 | $WMT | Walmart Inc. | Consumer Staples | $397K | 0.1% | 3,825 | — | |||
| 125 | $MDB | MongoDB, Inc. | Technology | $384K | 0.1% | 1,101 | New | |||
| 126 | $GLD | SPDR GOLD TRUST | Financials | $382K | 0.1% | 1,004 | +9% | |||
| 127 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $366K | 0.1% | 1,665 | +28% | |||
| 128 | $MCD | MCDONALDS CORP | Consumer Discretionary | $361K | 0.1% | 1,565 | -0.3% | |||
| 129 | $CSX | CSX CORP | Industrials | $356K | 0.1% | 7,650 | — | |||
| 130 | $NPO | Enpro Inc. | Materials | $352K | 0.1% | 1,150 | -4% | |||
| 131 | $GD | GENERAL DYNAMICS CORP | Industrials | $351K | 0.1% | 1,059 | +2% | |||
| 132 | $EFT | Eaton Vance Floating-Rate Income Trust | — | $351K | 0.1% | 33K | +28% | |||
| 133 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $347K | 0.1% | 1,524 | New | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $345K | 0.1% | 4,887 | — | |||
| 135 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $343K | 0.1% | 4,024 | +1% | |||
| 136 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $340K | 0.1% | 1,459 | — | |||
| 137 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $339K | 0.1% | 2,700 | — | |||
| 138 | $PEP | PEPSICO INC | Consumer Staples | $339K | 0.1% | 2,673 | -72% | |||
| 139 | — | PUTNAM ETF TRUST - FRANKLIN NY MUNI | — | $311K | 0.1% | 42K | — | |||
| 140 | $KEYS | Keysight Technologies, Inc. | Technology | $309K | 0.1% | 850 | -1% | |||
| 141 | $TXT | TEXTRON INC | Industrials | $307K | 0.1% | 4,030 | -21% | |||
| 142 | — | ISHARES TR - MSCI USA MIN ETF | — | $304K | 0.1% | 3,123 | — | |||
| 143 | $UNP | UNION PACIFIC CORP | Industrials | $297K | 0.1% | 1,093 | +1% | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $294K | 0.1% | 6,261 | — | |||
| 145 | — | ISHARES TR - S&P MC 400GR ETF | — | $287K | 0.1% | 2,621 | -3% | |||
| 146 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $283K | 0.1% | 3,275 | — | |||
| 147 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $283K | 0.1% | 650 | — | |||
| 148 | $ORCL | ORACLE CORP | Technology | $282K | 0.1% | 2,055 | -68% | |||
| 149 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $279K | 0.1% | 2,765 | — | |||
| 150 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $269K | 0.1% | 363 | +31% |
What changed in Q3 2026
Against the previous quarter's 13F: 19 new, 66 added to, 66 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
$ILMNILLUMINA, INC.$522K
first bought this quarter
$MRNAModerna, Inc.$418K
first bought this quarter
$APOApollo Global Management, Inc.$401K
first bought this quarter
$MDBMongoDB, Inc.$384K
first bought this quarter
$WSMWILLIAMS SONOMA INC$347K
first bought this quarter
$AAGILENT TECHNOLOGIES, INC.$260K
first bought this quarter
+13 more in the Excel export
Added to (66)
$ABTABBOTT LABORATORIES+223%
now $2.0M · held 8+ qtrs
- ISHARES TR - CORE US AGGBD ET+14%
now $5.3M
$APHAMPHENOL CORP /DE/+124%
now $1.0M · held 4 qtrs, 4 adds in a row
- PUTNAM ETF TRUST - FRANK MASS ETF+11%
now $4.6M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+19%
now $2.8M
$ETNEaton Corp plc+14%
now $3.5M · held 8+ qtrs
+60 more in the Excel export
Trimmed (66)
$PEPPEPSICO INC-72%
now $339K · held 8+ qtrs
now $5.3M · held 8+ qtrs, 2 trims in a row
- ISHARES TR - CORE S&P500 ETF-9%
now $6.4M
$ORCLORACLE CORP-68%
now $282K · held 8+ qtrs
$AMATAPPLIED MATERIALS INC /DE-40%
now $687K · held 8+ qtrs, 3 trims in a row
now $13.4M · held 8+ qtrs, 7 trims in a row
+60 more in the Excel export
Holdings by quarter
Every 13F MCCARTER PRIVATE WEALTH SERVICES LLC has filed, 8 earlier quarters. Pick one to see what it held then.
Is it too late to follow MCCARTER PRIVATE WEALTH SERVICES?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MCCARTER PRIVATE WEALTH SERVICES's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 20% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MCCARTER PRIVATE WEALTH SERVICES LLC disclosed 184 positions worth $294.6M in its Form 13F-HR for Q3 2026, led by $AVGO (Broadcom Inc.) at 4.5% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 19 new positions and exited 14 — including a new stake in $ILMN and a full exit from $MDT. The portfolio is most concentrated in Other (29.4% of disclosed assets). All figures are sourced directly from MCCARTER PRIVATE WEALTH SERVICES LLC’s Form 13F-HR filing with the SEC under CIK 2036922.
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