MCCARTER PRIVATE WEALTH SERVICES LLC

CIK

2036922

Location

Boston, MA

Portfolio Value

Micro $43,638,013

Diversification

Diversified

Filing Date

Global Rank

#4,371 / 8,578 ▲ 235

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed May 15, 2026 · 32d

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.7%

SPY

+29.7%

Annualised alpha

-1.7%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

134 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−1.6 pts

Top 5

21.9%

−3.4 pts

Top 10

36.8%

−3.8 pts

HHI

216

Diversified−46

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.6%	$43,638,013	24
Financial Services	14.2%	$26,381,209	21
Industrials	11.9%	$22,046,528	23
Healthcare	11.3%	$21,004,208	19
Consumer Cyclical	11.0%	$20,332,923	11
Consumer Defensive	7.6%	$14,021,241	11
Communication Services	6.3%	$11,754,206	6
Energy	6.3%	$11,632,972	9
Basic Materials	4.4%	$8,094,372	4
Unclassified	1.7%	$3,153,084	3
Utilities	1.7%	$3,132,828	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+15,987	23,757	$2,206,549
PFE	Pfizer Inc	+4,665	26,249	$737,071
KMI	Kinder Morgan, Inc.	+4,500	18,128	$607,831
XOM	Exxon Mobil Corp	+2,712	10,623	$1,802,297
BAC	Bank Of America Corp /De/	+2,655	22,631	$1,103,261
DELL	Dell Technologies Inc.	+2,327	13,509	$2,217,232
ZTS	Zoetis Inc.	+2,102	7,206	$851,820
BMY	Bristol Myers Squibb Co	+2,075	10,261	$622,329
VZ	Verizon Communications Inc	+2,032	13,906	$698,080
QCOM	Qualcomm Inc/De	+1,713	7,710	$992,893
CRM	Salesforce, Inc.	+1,453	4,958	$925,509
LLY	ELI LILLY & Co	+1,448	2,014	$1,852,416
APH	Amphenol Corp /De/	+1,405	4,819	$608,880
SO	Southern Co	+1,365	5,695	$549,681
MCHP	Microchip Technology Inc	+1,111	5,468	$353,287
PANW	Palo Alto Networks Inc	+1,088	17,854	$2,862,352
MDLZ	Mondelez International, Inc.	+1,025	8,844	$509,767
PEP	Pepsico Inc	+996	9,599	$1,490,627
LOW	Lowes Companies Inc	+956	4,491	$1,061,133
JPM	Jpmorgan Chase & Co	+950	15,142	$4,454,170
MRK	Merck & Co., Inc.	+930	10,180	$1,224,551
JNJ	Johnson & Johnson	+858	6,380	$1,559,525
AMZN	Amazon Com Inc	+764	14,106	$2,937,855
ABBV	AbbVie Inc.	+750	7,775	$1,690,983
VRT	Vertiv Holdings Co	+714	12,479	$3,126,987
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	−34,167	28,592	$1,050,755
FANG	Diamondback Energy, Inc.	−13,958	4,600	$909,834
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	−10,664	13,360	$182,631
EW	Edwards Lifesciences Corp	−7,703	18,679	$1,495,813
NEM	NEWMONT Corp /DE/	−4,193	6,085	$658,701
DIS	Walt Disney Co	−2,845	2,510	$241,913
AVGO	Broadcom Inc.	−1,992	41,115	$12,725,503
CPZ	Calamos Long/Short Equity & Dynamic Income Trust	−1,650	30,991	$420,547
DHR	Danaher Corp /De/	−1,010	2,818	$534,292
AEM	Agnico Eagle Mines Ltd	−997	33,510	$6,801,859
TJX	Tjx Companies Inc /De/	−877	44,318	$7,077,584
EFX	Equifax Inc	−300	5,500	$990,385
CL	Colgate Palmolive Co	−250	4,734	$403,477
MA	Mastercard Inc	−240	10,873	$5,432,802
MNST	Monster Beverage Corp	−157	4,423	$320,490
NXPI	NXP Semiconductors N.V.	−125	11,345	$2,233,376
AMAT	Applied Materials Inc /De	−100	2,385	$815,168
GS	Goldman Sachs Group Inc	−100	500	$422,995
BABA	Alibaba Group Holding Ltd	−93	2,207	$276,890
AZO	Autozone Inc	−60	1,667	$5,630,759
MPWR	Monolithic Power Systems Inc	−54	626	$684,437
MSFT	Microsoft Corp	−54	22,276	$8,245,905
GD	General Dynamics Corp	−37	1,050	$360,381
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	21,812	$2,097,223
DHI	Horton D R Inc /De/	2,652	$363,907
TXT	Textron Inc	4,118	$360,572
FCX	Freeport-Mcmoran Inc	5,891	$346,272
HOOD	Robinhood Markets, Inc.	4,975	$344,767
PWR	Quanta Services, Inc.	551	$302,510
BG	Bunge Global SA	2,162	$275,006
AKAM	Akamai Technologies Inc	2,360	$271,046
COP	Conocophillips	2,040	$269,280
A	Agilent Technologies, Inc.	2,299	$262,040
SNDK	Sandisk Corp	400	$254,136
FDX	Fedex Corp	705	$251,106
AMD	Advanced Micro Devices Inc	1,224	$248,998
CMI	Cummins Inc	447	$240,494
CAT	Caterpillar Inc	331	$234,499
PKG	Packaging Corp Of America	1,084	$230,046
AMGN	Amgen Inc	636	$223,775
EMR	Emerson Electric Co	1,704	$223,257
MO	Altria Group, Inc.	3,370	$222,386
GILD	Gilead Sciences, Inc.	1,528	$212,957
SM	SM Energy Co	6,466	$201,609
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
RDDT	Reddit, Inc.	2,370	$544,791
ACGL	Arch Capital Group Ltd.	4,411	$423,103
SOFI	SoFi Technologies, Inc.	12,276	$321,385
LNG	Cheniere Energy, Inc.	1,612	$313,356
FIS	Fidelity National Information Services, Inc.	4,200	$279,132
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $43,638,013 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	41,115	-1,992	$12,725,503	−14.7%	29.16%
MSFT	Microsoft Corp Technology	Reduced	22,276	-54	$8,245,905	−23.6%	18.90%
AAPL	Apple Inc. Technology	Added	14,662	+406	$3,721,068	−4.0%	8.53%
PANW	Palo Alto Networks Inc Technology	Added	17,854	+1,088	$2,862,352	−7.3%	6.56%
NXPI	NXP Semiconductors N.V. Technology	Reduced	11,345	-125	$2,233,376	−10.3%	5.12%
DELL	Dell Technologies Inc. Technology	Added	13,509	+2,327	$2,217,232	+57.5%	5.08%
NVDA	Nvidia Corp Technology	Added	10,933	+588	$1,906,714	−1.2%	4.37%
CIEN	Ciena Corp Technology	Added	2,596	+96	$1,007,845	+72.4%	2.31%
QCOM	Qualcomm Inc/De Technology	Added	7,710	+1,713	$992,893	−3.2%	2.28%
CRM	Salesforce, Inc. Technology	Added	4,958	+1,453	$925,509	−0.3%	2.12%
AMAT	Applied Materials Inc /De Technology	Reduced	2,385	-100	$815,168	+27.6%	1.87%
CSCO	Cisco Systems, Inc. Technology	Added	10,369	+675	$804,530	+7.7%	1.84%
MPWR	Monolithic Power Systems Inc Technology	Reduced	626	-54	$684,437	+11.1%	1.57%
ORCL	Oracle Corp Technology	Added	4,568	+343	$671,997	−18.4%	1.54%
APH	Amphenol Corp /De/ Technology	Added	4,819	+1,405	$608,880	+32.0%	1.40%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,590	+21	$537,339	+12.7%	1.23%
LRCX	Lam Research Corp Technology	Held	2,500	0	$534,150	+24.8%	1.22%
ADSK	Autodesk, Inc. Technology	Added	1,538	+130	$368,197	−11.7%	0.84%
MCHP	Microchip Technology Inc Technology	Added	5,468	+1,111	$353,287	+27.3%	0.81%
WDC	Western Digital Corp Technology	Held	1,200	0	$324,588	+57.0%	0.74%
IBM	International Business Machines Corp Technology	Added	1,332	+13	$322,863	−17.4%	0.74%
AKAM	Akamai Technologies Inc Technology	NEW	2,360	NEW	$271,046	NEW	0.62%
SNDK	Sandisk Corp Technology	NEW	400	NEW	$254,136	NEW	0.58%
AMD	Advanced Micro Devices Inc Technology	NEW	1,224	NEW	$248,998	NEW	0.57%