§ 13F · FUND PROFILE
MCCARTER PRIVATE WEALTH SERVICES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195M (13F)Positions · 216Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 39K | $12M | 5.2% | −5% |
| 2 | TJX | TJX COS INC NEW | 43K | $7M | 3.0% | −2% |
| 3 | MSFT | MICROSOFT CORP | 16K | $6M | 2.6% | ±0% |
| 4 | IVV | ISHARES TR | 9K | $6M | 2.5% | −1% |
| 5 | TRV | TRAVELERS COMPANIES INC | 19K | $6M | 2.5% | +3% |
| 6 | AZO | AUTOZONE INC | 2K | $6M | 2.4% | −3% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 5K | $5M | 2.4% | +1% |
| 8 | AEM | AGNICO EAGLE MINES LTD | 26K | $5M | 2.3% | −3% |
| 9 | RTX | RTX CORPORATION | 27K | $5M | 2.3% | +2% |
| 10 | MA | MASTERCARD INCORPORATED | 10K | $5M | 2.2% | −2% |
§ 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 $195 million in assets. The fund runs a broad portfolio of 216 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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