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.
MCRAE CAPITAL MANAGEMENT INC (CIK 320376) reported $482.1M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($22.9M, 4.74%), LH ($22.3M, 4.62%), KEYS ($21.1M, 4.39%), WSM ($21.0M, 4.35%), LOW ($19.8M, 4.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $22.9M | 4.74% | 61,774 | Trimmed |
| 2 | LH | LABCORP HOLDINGS INC | $22.3M | 4.62% | 83,475 | Trimmed |
| 3 | KEYS | KEYSIGHT TECHNOLOGIES INC | $21.1M | 4.39% | 74,880 | Trimmed |
| 4 | WSM | WILLIAMS SONOMA INC | $21.0M | 4.35% | 115,133 | Trimmed |
| 5 | LOW | LOWES COS INC | $19.8M | 4.10% | 83,686 | Trimmed |
| 6 | NDAQ | NASDAQ INC | $19.0M | 3.94% | 223,841 | Trimmed |
| 7 | OMC | OMNICOM GROUP INC | $17.2M | 3.57% | 228,475 | Added |
| 8 | SNA | SNAP ON INC | $16.6M | 3.43% | 45,577 | Trimmed |
| 9 | CHKP | CHECK POINT SOFTWARE TECH LT | $16.2M | 3.36% | 113,533 | Added |
| 10 | TFC | TRUIST FINL CORP | $15.8M | 3.28% | 343,663 | Added |
| 11 | PWR | QUANTA SVCS INC | $15.3M | 3.18% | 27,904 | Trimmed |
| 12 | VRTX | VERTEX PHARMACEUTICALS INC | $15.2M | 3.16% | 34,123 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $14.4M | 2.99% | 50,143 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $14.1M | 2.93% | 28,758 | Trimmed |
| 15 | CB | CHUBB LTD SWITZ | $13.7M | 2.85% | 42,093 | Trimmed |
| 16 | CRM | SALESFORCE INC | $11.8M | 2.46% | 63,442 | Added |
| 17 | MMC | MARSH & MCLENNAN COS INC | $11.8M | 2.44% | 67,759 | Added |
| 18 | URI | UNITED RENTALS INC | $11.4M | 2.37% | 15,654 | Trimmed |
| 19 | BR | BROADRIDGE FINL SOLUTIONS IN | $10.2M | 2.12% | 62,772 | Added |
| 20 | ZTS | ZOETIS INC | $10.0M | 2.08% | 84,747 | New |
| 21 | FENI | FIDELITY COVINGTON TRUST | $9.4M | 1.96% | 253,398 | New |
| 22 | ACN | ACCENTURE PLC IRELAND | $9.3M | 1.93% | 47,009 | Trimmed |
| 23 | WDAY | WORKDAY INC | $9.2M | 1.92% | 71,137 | Added |
| 24 | AMZN | AMAZON COM INC | $8.7M | 1.81% | 41,992 | Added |
| 25 | CSCO | CISCO SYS INC | $8.2M | 1.70% | 105,578 | Added |
Source: SEC Form 13F filings · as of 2026-03-31