MCCARTER PRIVATE WEALTH SERVICES LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2036922
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13F Reported Value
ⓘ$289.8M
Holdings
179
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MCCARTER PRIVATE WEALTH SERVICES LLC disclosed 179 positions worth $289.8M in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 5.0% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 35 new positions and exited 27 and a full exit from $ZTS. The portfolio is most concentrated in Other (29.5% 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.
AI Fund Analysis
Diversifying
$AVGO5.0% weight
Held 7 quarters
$MSFT3.0% weight
Held 7 quarters
ISHARES TR - CORE S&P500 E
2.4% weight
Held 5 quarters
$TJX2.3% weight
Held 7 quarters
$GOOG2.3% weight
Held 7 quarters
$PG6 quarters accumulating
$MRK6 quarters accumulating
$BRK-A6 quarters accumulating
$PSX6 quarters accumulating
$AAPL4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 84.5#8
Quality
$14.6M38,715 sh - 79.8#31
Quality
$8.8M23,694 sh FIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$7.8M172,299 shISHARES TR - CORE S&P500 ETF
—Quality
$6.8M9,117 sh- 68.7
Quality
$6.6M43,457 sh - 78.2
Quality
$6.5M18,282 sh - 75.9
Quality
$6.0M18,129 sh - 85.1
Quality
$5.6M10,810 sh - 78.2
Quality
$5.5M15,653 sh - 65.5
Quality
$5.4M15,901 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Broadcom Inc.$AVGO | 84.5#8 | $14.6M | 38,715 |
| MICROSOFT CORP$MSFT | 79.8#31 | $8.8M | 23,694 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $7.8M | 172,299 |
| ISHARES TR - CORE S&P500 ETF | — | $6.8M | 9,117 |
| TJX COMPANIES INC /DE/$TJX | 68.7 | $6.6M | 43,457 |
| Alphabet Inc.$GOOG | 78.2 | $6.5M | 18,282 |
 TRAVELERS COMPANIES, INC.$TRV | 75.9 | $6.0M | 18,129 |
 Mastercard Inc$MA | 85.1 | $5.6M | 10,810 |
 Alphabet Inc.$GOOGL | 78.2 | $5.5M | 15,653 |
 Palo Alto Networks Inc$PANW | 65.5 | $5.4M | 15,901 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MCCARTER PRIVATE WEALTH SERVICES LLC's 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Other
$85.5M
Technology
$82.4M
Financials
$33.0M
Consumer Discretionary
$25.1M
Healthcare
$18.8M
Industrials
$15.1M
Energy
$9.8M
Consumer Staples
$7.3M
Top Holdings — MCCARTER PRIVATE WEALTH SERVICES LLC (Q2 2026)
Top 150 of 179 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AVGO | Broadcom Inc. | $14.6M | 5.0% | -6% | 84.5 |
| 2 | $MSFT | MICROSOFT CORP | $8.8M | 3.0% | +6% | 79.8 |
| 3 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $7.8M | 2.7% | NEW | — |
| 4 | — | ISHARES TR - CORE S&P500 ETF | $6.8M | 2.4% | +2% | — |
| 5 | $TJX | TJX COMPANIES INC /DE/ | $6.6M | 2.3% | -2% | 68.7 |
| 6 | $GOOG | Alphabet Inc. | $6.5M | 2.3% | -7% | 78.2 |
| 7 | $TRV | TRAVELERS COMPANIES, INC. | $6.0M | 2.1% | -9% | 75.9 |
| 8 | $MA | Mastercard Inc | $5.6M | 1.9% | -1% | 85.1 |
| 9 | $GOOGL | Alphabet Inc. | $5.5M | 1.9% | -1% | 78.2 |
| 10 | $PANW | Palo Alto Networks Inc | $5.4M | 1.9% | -11% | 65.5 |
| 11 |  $AEM | AGNICO EAGLE MINES LTD | $5.2M | 1.8% | -1% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 1.8% | +3% | 70.7 |
| 13 |  $AZO | AUTOZONE INC | $5.0M | 1.7% | -6% | 66.2 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.0M | 1.7% | -3% | 66.2 |
| 15 |  $RTX | RTX Corp | $5.0M | 1.7% | -5% | 73.2 |
| 16 | — | ISHARES TR - CORE S&P MCP ETF | $4.9M | 1.7% | -8% | — |
| 17 | — | ISHARES TR - CORE US AGGBD ET | $4.9M | 1.7% | NEW | — |
| 18 |  $DELL | Dell Technologies Inc. | $4.8M | 1.7% | -18% | 71.2 |
| 19 |  $EFT | Eaton Vance Floating-Rate Income Trust | $4.6M | 1.6% | NEW | — |
| 20 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $4.5M | 1.6% | NEW | — |
| 21 | — | ISHARES TR - US TREAS BD ETF | $4.4M | 1.5% | NEW | — |
| 22 | — | PUTNAM ETF TRUST - FRANK MASS ETF | $4.4M | 1.5% | NEW | — |
| 23 | $AAPL | Apple Inc. | $4.3M | 1.5% | +1% | 76.4 |
| 24 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.0M | 1.4% | -4% | 65.1 |
| 25 | $PG | PROCTER & GAMBLE Co | $3.9M | 1.4% | +1% | 64.6 |
| 26 |  $VRT | Vertiv Holdings Co | $3.7M | 1.3% | -12% | 81 |
| 27 |  $CVX | CHEVRON CORP | $3.6M | 1.3% | -1% | 62.8 |
| 28 | — | ISHARES TR - NATIONAL MUN ETF | $3.6M | 1.2% | NEW | — |
| 29 |  $AMZN | AMAZON COM INC | $3.6M | 1.2% | +6% | 68.7 |
| 30 | — | PIMCO ETF TR - INTER MUN BD ACT | $3.4M | 1.2% | NEW | — |
| 31 |  $NXPI | NXP Semiconductors N.V. | $3.1M | 1.1% | -3% | — |
| 32 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.1M | 1.1% | -6% | 75.4 |
| 33 |  $ETN | Eaton Corp plc | $3.0M | 1.1% | -4% | — |
| 34 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $3.0M | 1.0% | NEW | — |
| 35 | — | ISHARES TR - MSCI EAFE ETF | $2.8M | 0.9% | -21% | — |
| 36 |  $LLY | ELI LILLY & Co | $2.7M | 0.9% | +12% | 87.5 |
| 37 | — | ISHARES INC - MSCI EMRG CHN | $2.4M | 0.8% | -22% | — |
| 38 |  $META | Meta Platforms, Inc. | $2.3M | 0.8% | -10% | 79.6 |
| 39 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.3M | 0.8% | -12% | — |
| 40 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.3M | 0.8% | -2% | — |
| 41 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $2.3M | 0.8% | NEW | — |
| 42 |  $NVDA | NVIDIA CORP | $2.3M | 0.8% | +3% | 85.9 |
| 43 |  $GEV | GE Vernova Inc. | $2.2M | 0.8% | -12% | 81.1 |
| 44 |  $AZN | ASTRAZENECA PLC | $2.2M | 0.8% | NEW | — |
| 45 |  $SLV | iShares Silver Trust | $2.1M | 0.7% | +0% | — |
| 46 |  $TT | Trane Technologies plc | $2.1M | 0.7% | -6% | — |
| 47 |  $NEE | NEXTERA ENERGY INC | $2.1M | 0.7% | -1% | 64.6 |
| 48 |  $ABBV | AbbVie Inc. | $1.9M | 0.7% | -1% | 72.6 |
| 49 |  $AXP | AMERICAN EXPRESS CO | $1.9M | 0.7% | -5% | 69.4 |
| 50 |  $IVZ | Invesco Ltd. | $1.7M | 0.6% | -2% | — |
| 51 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.7M | 0.6% | -6% | — |
| 52 | — | ISHARES TR - CORE MSCI EURO | $1.7M | 0.6% | -11% | — |
| 53 |  $EW | Edwards Lifesciences Corp | $1.6M | 0.6% | -3% | 69.4 |
| 54 |  $AMAT | APPLIED MATERIALS INC /DE | $1.6M | 0.6% | -6% | 72.3 |
| 55 |  $NFLX | NETFLIX INC | $1.6M | 0.6% | +3% | 78.8 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.5% | -3% | 69 |
| 57 |  $VLO | VALERO ENERGY CORP/TX | $1.5M | 0.5% | -3% | 57.8 |
| 58 |  $DE | DEERE & CO | $1.5M | 0.5% | +6% | 55.4 |
| 59 | — | ISHARES TR - CORE MSCI PAC | $1.4M | 0.5% | -21% | — |
| 60 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.5% | -1% | 70.5 |
| 61 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.5% | +26% | 79.4 |
| 62 | $MRK | Merck & Co., Inc. | $1.4M | 0.5% | +4% | 59.9 |
| 63 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $1.4M | 0.5% | NEW | — |
| 64 |  $V | VISA INC. | $1.3M | 0.5% | -18% | 82.9 |
| 65 |  $PEP | PEPSICO INC | $1.3M | 0.5% | +1% | 63.4 |
| 66 |  $NVO | NOVO NORDISK A S | $1.2M | 0.4% | -9% | — |
| 67 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.2M | 0.4% | -8% | — |
| 68 |  $CIEN | CIENA CORP | $1.2M | 0.4% | -4% | 72.9 |
| 69 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.2M | 0.4% | -17% | 61.7 |
| 70 |  $XOM.R34088 | EXXON MOBIL CORP | $1.2M | 0.4% | -19% | 57.9 |
| 71 | — | COHEN & STEERS ETF TRUST - PFD IN OP AC ETF | $1.2M | 0.4% | -17% | — |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.4% | -5% | 70.3 |
| 73 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.4% | +33% | 73.8 |
| 74 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.4% | -15% | 67.6 |
| 75 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.1M | 0.4% | NEW | — |
| 76 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.0M | 0.4% | -12% | — |
| 77 |  $MS | MORGAN STANLEY | $971,200 | 0.3% | +1% | 75.8 |
| 78 |  $ORCL | ORACLE CORP | $943,489 | 0.3% | +41% | 66.2 |
| 79 |  $APH | AMPHENOL CORP /DE/ | $940,491 | 0.3% | +11% | 79.3 |
| 80 |  $LOW | LOWES COMPANIES INC | $940,390 | 0.3% | -5% | 60.8 |
| 81 | $PSX | Phillips 66 | $872,467 | 0.3% | +3% | 57.8 |
| 82 | — | ISHARES TR - CORE S&P SCP ETF | $818,026 | 0.3% | -10% | — |
| 83 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $798,916 | 0.3% | +0% | — |
| 84 |  $SYY | SYSCO CORP | $778,966 | 0.3% | +5% | 54.7 |
| 85 |  $WDC | WESTERN DIGITAL CORP | $766,464 | 0.3% | +0% | 80.7 |
| 86 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $759,336 | 0.3% | +0% | — |
| 87 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.3% | +0% | 73.8 |
| 88 |  $SNDK | Sandisk Corp | $738,962 | 0.3% | -19% | 87.7 |
| 89 |  $FANG | Diamondback Energy, Inc. | $738,276 | 0.3% | -9% | 76.1 |
| 90 |  $GS | GOLDMAN SACHS GROUP INC | $723,130 | 0.3% | +43% | 73.5 |
| 91 |  $EFX | EQUIFAX INC | $714,240 | 0.3% | -18% | 64.8 |
| 92 | — | PUTNAM ETF TRUST - FRANKLIN CALIF | $704,269 | 0.2% | NEW | — |
| 93 |  $PFE | PFIZER INC | $691,048 | 0.2% | +9% | 62 |
| 94 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $689,921 | 0.2% | NEW | — |
| 95 |  $SU | SUNCOR ENERGY INC | $671,000 | 0.2% | +0% | — |
| 96 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $666,773 | 0.2% | NEW | — |
| 97 |  $HOOD | Robinhood Markets, Inc. | $649,514 | 0.2% | +30% | 82.1 |
| 98 |  $SO | SOUTHERN CO | $636,184 | 0.2% | +17% | 62 |
| 99 |  $KMI | KINDER MORGAN, INC. | $619,994 | 0.2% | +7% | 71.3 |
| 100 |  $BMY | BRISTOL MYERS SQUIBB CO | $619,242 | 0.2% | +5% | 70.4 |
| 101 |  $VZ | VERIZON COMMUNICATIONS INC | $597,248 | 0.2% | +1% | 65.8 |
| 102 |  $HD | HOME DEPOT, INC. | $583,792 | 0.2% | -12% | 60.3 |
| 103 |  $NEM | NEWMONT Corp /DE/ | $568,339 | 0.2% | +0% | 86.8 |
| 104 |  $ABT | ABBOTT LABORATORIES | $568,123 | 0.2% | -7% | 65.5 |
| 105 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $564,336 | 0.2% | +20% | 73.7 |
| 106 |  $CRM | Salesforce, Inc. | $563,349 | 0.2% | -27% | 77 |
| 107 |  $CVS | CVS HEALTH Corp | $552,630 | 0.2% | +15% | 59.4 |
| 108 |  $MDLZ | Mondelez International, Inc. | $508,240 | 0.2% | -1% | 56.4 |
| 109 |  $AMP | AMERIPRISE FINANCIAL INC | $495,461 | 0.2% | +0% | 68.7 |
| 110 | — | ISHARES TR - 0-3 MTH TREASURY | $493,686 | 0.2% | NEW | — |
| 111 |  $SJM | J M SMUCKER Co | $490,950 | 0.2% | +20% | 59.1 |
| 112 |  $NSC | NORFOLK SOUTHERN CORP | $484,154 | 0.2% | -2% | 63.2 |
| 113 |  $TXT | TEXTRON INC | $465,163 | 0.2% | +23% | 58.5 |
| 114 | — | ISHARES TR - 1 3 YR TREAS BD | $463,393 | 0.2% | NEW | — |
| 115 |  $NPO | Enpro Inc. | $452,316 | 0.2% | -22% | 55 |
| 116 |  $CCZ | COMCAST CORP | $450,272 | 0.2% | +31% | 59.5 |
| 117 |  $FCX | FREEPORT-MCMORAN INC | $445,010 | 0.1% | +20% | 62 |
| 118 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $438,365 | 0.1% | -15% | — |
| 119 |  $WMT | Walmart Inc. | $433,220 | 0.1% | -1% | 60.2 |
| 120 |  $DHR | DANAHER CORP /DE/ | $431,627 | 0.1% | -20% | 64.8 |
| 121 |  $MCD | MCDONALDS CORP | $424,116 | 0.1% | -12% | 69 |
| 122 |  $MDT | Medtronic plc | $401,476 | 0.1% | +31% | 68.7 |
| 123 | — | NEOS ETF TRUST - NASDAQ 100 HDGD | $395,961 | 0.1% | +0% | — |
| 124 |  $GD | GENERAL DYNAMICS CORP | $366,993 | 0.1% | -1% | 68.7 |
| 125 | $IVZ | Invesco Ltd. | $366,036 | 0.1% | -4% | — |
| 126 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $365,901 | 0.1% | -2% | 70 |
| 127 |  $CL | COLGATE PALMOLIVE CO | $363,878 | 0.1% | -16% | 61.3 |
| 128 |  $CSX | CSX CORP | $363,605 | 0.1% | +0% | 65.2 |
| 129 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $354,928 | 0.1% | +79% | — |
| 130 | — | ISHARES TR - 7-10 YR TRSY BD | $351,595 | 0.1% | NEW | — |
| 131 | — | PGIM ETF TR - PGIM ULTRA SH BD | $345,859 | 0.1% | NEW | — |
| 132 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $345,229 | 0.1% | +0% | — |
| 133 |  $BA | BOEING CO | $342,888 | 0.1% | NEW | 61.6 |
| 134 |  $GLD | SPDR GOLD TRUST | $338,173 | 0.1% | +1% | — |
| 135 | — | PUTNAM ETF TRUST - FRANKLIN NY MUNI | $338,063 | 0.1% | NEW | — |
| 136 |  $BX | Blackstone Inc. | $335,006 | 0.1% | -2% | 74.4 |
| 137 |  $JBL | JABIL INC | $332,284 | 0.1% | NEW | 57.4 |
| 138 |  $SLB | SLB LIMITED/NV | $327,755 | 0.1% | NEW | 57.9 |
| 139 |  $WEC | WEC ENERGY GROUP, INC. | $322,869 | 0.1% | -15% | 60.1 |
| 140 |  $CME | CME GROUP INC. | $321,970 | 0.1% | +11% | 69.5 |
| 141 |  $ROK | ROCKWELL AUTOMATION, INC | $321,802 | 0.1% | -46% | 63.6 |
| 142 | — | ISHARES TR - S&P MC 400GR ETF | $318,778 | 0.1% | +0% | — |
| 143 |  $GPC | GENUINE PARTS CO | $318,546 | 0.1% | +0% | 52.7 |
| 144 |  $CAT | CATERPILLAR INC | $317,340 | 0.1% | -10% | 66.5 |
| 145 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $301,655 | 0.1% | -2% | — |
| 146 | — | ISHARES TR - MSCI USA MIN ETF | $301,245 | 0.1% | +0% | — |
| 147 |  $KEYS | Keysight Technologies, Inc. | $301,060 | 0.1% | NEW | 71.4 |
| 148 |  $MNST | Monster Beverage Corp | $297,203 | 0.1% | -30% | 71.3 |
| 149 |  $UNP | UNION PACIFIC CORP | $294,032 | 0.1% | -4% | 69.7 |
| 150 |  $PWR | QUANTA SERVICES, INC. | $288,016 | 0.1% | -27% | 72.1 |
New Positions (35)
FIDELITY MERRIMACK STR TR - TOTAL BD ETF$7.8M
ISHARES TR - CORE US AGGBD ET$4.9M
$EFT Eaton Vance Floating-Rate Income Trust$4.6M SPDR INDEX SHS FDS - ST STR PO EX ETF$4.5M
ISHARES TR - US TREAS BD ETF$4.4M
PUTNAM ETF TRUST - FRANK MASS ETF$4.4M
ISHARES TR - NATIONAL MUN ETF$3.6M
PIMCO ETF TR - INTER MUN BD ACT$3.4M
J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$3.0M
SPDR INDEX SHS FDS - ST PORT MARK ETF$2.3M
$AZN ASTRAZENECA PLC$2.2M J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE$1.4M
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$1.1M
PUTNAM ETF TRUST - FRANKLIN CALIF$704,269
VANGUARD WELLINGTON FD - SHORT TRM TAX EX$689,921
Exited Positions (27)
$ZTS Zoetis Inc.
$MPWR MONOLITHIC POWER SYSTEMS, INC.
$RVT ROYCE SMALL-CAP TRUST, INC.
$BXSL Blackstone Secured Lending Fund VANGUARD INTL EQUITY INDEX F
SPDR SERIES TRUST
SELECT SECTOR SPDR TR
$CPZ Calamos Long/Short Equity & Dynamic Income Trust
$ADSK Autodesk, Inc.
$DHI HORTON D R INC /DE/ VANGUARD WORLD FD
ISHARES TR
$A AGILENT TECHNOLOGIES, INC.
$FDX FEDEX CORP
$AMD ADVANCED MICRO DEVICES INCBrowse Top Institutional Investors
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