Institutions / McRae Capital Management Inc
McRae Capital Management Inc
CIK 320376 · Institution · as of Dec 31, 2025
Portfolio value
$489.88M
Positions
103
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 103 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $30.82M | 6.3% |
| NASDAQ, Inc. | $26.16M | 5.3% |
| Williams Sonoma Inc | $22.66M | 4.6% |
| Keysight Technologies, Inc. | $21.73M | 4.4% |
| Labcorp Holdings Inc. | $21.25M | 4.3% |
| Check Point Software Technologies Ltd | $20.88M | 4.3% |
| Lowes Companies Inc | $20.88M | 4.3% |
| Omnicom Group Inc. | $18.21M | 3.7% |
| Snap-on Inc | $17.01M | 3.5% |
| Thermo Fisher Scientific Inc. | $16.92M | 3.5% |
| Salesforce Inc | $16.39M | 3.3% |
| Quanta Services Inc | $16.32M | 3.3% |
| Vertex Pharmaceuticals Inc / Ma | $16.12M | 3.3% |
| Alphabet Inc. | $15.83M | 3.2% |
| Truist Financial Corp | $15.59M | 3.2% |
| Workday Inc | $14.90M | 3.0% |
| Chubb Ltd | $13.74M | 2.8% |
| United Rentals Inc | $13.01M | 2.7% |
| Accenture plc | $12.71M | 2.6% |
| Broadridge Financial Solutions Inc | $12.47M | 2.5% |
| PayPal Holdings, Inc. | $10.88M | 2.2% |
| Becton Dickinson & Co | $9.60M | 2.0% |
| Amazon.com Inc | $9.26M | 1.9% |
| Unitedhealth Group Inc | $8.62M | 1.8% |
| JPMorgan Chase & Co | $7.91M | 1.6% |
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.