§ 13F · FUND PROFILE
MCCARTER PRIVATE WEALTH SERVICES LLC.
AUM · $290M (13F)Positions · 227Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 36K | $14M | 4.8% | −6% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 172K | $8M | 2.7% | NEW |
| 3 | IVV | ISHARES TR | 9K | $7M | 2.4% | +2% |
| 4 | TJX | TJX COS INC NEW | 42K | $6M | 2.2% | −2% |
| 5 | MSFT | MICROSOFT CORP | 16K | $6M | 2.1% | +6% |
| 6 | TRV | TRAVELERS COMPANIES INC | 18K | $6M | 2.1% | −9% |
| 7 | GOOGL | ALPHABET INC | 15K | $6M | 1.9% | −7% |
| 8 | PANW | PALO ALTO NETWORKS INC | 16K | $5M | 1.9% | −11% |
| 9 | MA | MASTERCARD INCORPORATED | 10K | $5M | 1.8% | −1% |
| 10 | GOOG | ALPHABET INC | 14K | $5M | 1.7% | −1% |
§ 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 $290 million in assets. The fund runs a broad portfolio of 227 positions.
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