Institutions / McCarter Private Wealth Services LLC
McCarter Private Wealth Services LLC
CIK 2036922 · Institution · as of Dec 31, 2025
Portfolio value
$222.49M
Positions
154
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 154 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $14.92M | 6.7% |
| Microsoft Corp | $10.80M | 4.9% |
| TJX Cos Inc/The | $6.94M | 3.1% |
| Mastercard Inc | $6.34M | 2.9% |
| iShares Tr | $6.19M | 2.8% |
| Alphabet Inc. | $5.95M | 2.7% |
| Autozone Inc | $5.86M | 2.6% |
| Agnico Eagle Mines Ltd | $5.85M | 2.6% |
| Travelers Companies, Inc. | $5.61M | 2.5% |
| Alphabet Inc. | $5.25M | 2.4% |
| iShares Tr | $5.11M | 2.3% |
| RTX Corp | $4.92M | 2.2% |
| Costco Wholesale Corp /New | $4.72M | 2.1% |
| Thermo Fisher Scientific Inc. | $4.63M | 2.1% |
| JPMorgan Chase & Co | $4.57M | 2.1% |
| Apple Inc. | $3.88M | 1.7% |
| PROCTER & GAMBLE Co | $3.77M | 1.7% |
| Chevron Corp | $3.31M | 1.5% |
| iShares Tr | $3.28M | 1.5% |
| Novo-Nordisk a S | $3.19M | 1.4% |
| Palo Alto Networks Inc | $3.09M | 1.4% |
| Amazon.com Inc | $3.08M | 1.4% |
| Vertex Pharmaceuticals Inc / Ma | $2.83M | 1.3% |
| Meta Platforms Inc | $2.83M | 1.3% |
| Diamondback Energy, Inc. | $2.79M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.