StockDriftsStockDriftsTop 50 Mccarter Private Wealth Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.05% | 38.7K | $14.6M | -5.84%(-2.40K) | $166.53(+152.43%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.05% | 23.7K | $8.8M | +6.37%(+1.42K) | $435.35(+15.48%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.7% | 172.3K | $7.8M | new | $45.36(-0.96%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.36% | 9.1K | $6.8M | +1.60%(+144) | $603.86(+28.73%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 2.27% | 43.5K | $6.6M | -1.94%(-861) | $113.99(+38.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.25% | 18.3K | $6.5M | -7.16%(-1.41K) | $184.74(+90.25%) | 2026-06-30 | |
| TRV | TRAVELERS COMPANIES INC | 2.07% | 18.1K | $6.0M | -8.78%(-1.75K) | $223.15(+68.42%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 1.92% | 10.8K | $5.6M | -0.58%(-63) | $467.48(+20.60%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.91% | 15.7K | $5.5M | -1.29%(-204) | $175.29(+99.95%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.87% | 15.9K | $5.4M | -10.94%(-1.95K) | $171.38(+121.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +25.70% |
Mccarter Private Wealth Services LLC reports $289.81M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (5.0%), MSFT (3.0%) and FBND (2.7%). The top 20 holdings account for 42.38% of reported assets. Its disclosed equity book has returned +22.41% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mccarter Private Wealth Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2036922). View Mccarter Private Wealth Services LLC’s 13F filings on SEC