§ 13F · FUND PROFILE
MCCARTER PRIVATE WEALTH SERVICES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174.9T (13F)Positions · 187Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 41K | $14.1T | 6.3% | — |
| 2 | MSFT | MICROSOFT CORP | 16K | $7.9T | 3.6% | +192% |
| 3 | TJX | TJX COS INC NEW | 44K | $6.7T | 3.0% | — |
| 4 | IVV | ISHARES TR | 9K | $6.1T | 2.8% | — |
| 5 | MA | MASTERCARD INCORPORATED | 10K | $6.0T | 2.7% | ±0% |
| 6 | AZO | AUTOZONE INC | 2K | $5.8T | 2.6% | −1% |
| 7 | TRV | TRAVELERS COMPANIES INC | 19K | $5.5T | 2.5% | +4% |
| 8 | IJH | ISHARES TR | 76K | $5.0T | 2.3% | — |
| 9 | GOOGL | ALPHABET INC | 16K | $5.0T | 2.3% | ±0% |
| 10 | GOOG | ALPHABET INC | 16K | $5.0T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCCARTER SIGNAL
AC read
MCCARTER PRIVATE WEALTH SERVICES LLC is a Other fund managing $174857.0 trillion in assets. The fund runs a portfolio of 187 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed