Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MCCARTER PRIVATE WEALTH SERVICES LLC (CIK 2036922) reported $230.0M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($12.7M, 5.53%), MSFT ($8.2M, 3.59%), TJX ($7.1M, 3.08%), AEM ($6.8M, 2.96%), IVV ($5.9M, 2.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $12.7M | 5.53% | 41,115 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $8.2M | 3.59% | 22,276 | Trimmed |
| 3 | TJX | TJX COS INC NEW | $7.1M | 3.08% | 44,318 | Trimmed |
| 4 | AEM | AGNICO EAGLE MINES LTD | $6.8M | 2.96% | 33,510 | Trimmed |
| 5 | IVV | ISHARES TR | $5.9M | 2.55% | 8,973 | Trimmed |
| 6 | TRV | TRAVELERS COMPANIES INC | $5.8M | 2.52% | 19,875 | Added |
| 7 | GOOGL | ALPHABET INC | $5.7M | 2.46% | 19,692 | Added |
| 8 | AZO | AUTOZONE INC | $5.6M | 2.45% | 1,667 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $5.5M | 2.39% | 5,509 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $5.4M | 2.36% | 10,873 | Trimmed |
| 11 | RTX | RTX CORPORATION | $5.3M | 2.30% | 27,476 | Added |
| 12 | IJH | ISHARES TR | $4.7M | 2.04% | 69,581 | Trimmed |
| 13 | CVX | CHEVRON CORPORATION | $4.6M | 2.00% | 22,240 | Added |
| 14 | GOOG | ALPHABET INC | $4.5M | 1.98% | 15,857 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $4.5M | 1.94% | 15,142 | Added |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $4.1M | 1.78% | 8,336 | Added |
| 17 | PG | PROCTER & GAMBLE CO | $3.8M | 1.67% | 26,629 | Added |
| 18 | AAPL | APPLE INC | $3.7M | 1.62% | 14,662 | Added |
| 19 | EFA | ISHARES TR | $3.3M | 1.41% | 33,501 | Trimmed |
| 20 | VRT | VERTIV HOLDINGS CO | $3.1M | 1.36% | 12,479 | Added |
| 21 | VRTX | VERTEX PHARMACEUTICALS INC | $3.0M | 1.30% | 6,679 | Added |
| 22 | AMZN | AMAZON COM INC | $2.9M | 1.28% | 14,106 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC | $2.9M | 1.24% | 17,854 | Added |
| 24 | SLV | ISHARES SILVER TR | $2.7M | 1.16% | 39,250 | Hold |
| 25 | META | META PLATFORMS INC | $2.7M | 1.15% | 4,637 | Added |
Source: SEC Form 13F filings · as of 2026-03-31