MCCARTER PRIVATE WEALTH SERVICES LLC: 13F holdings
CIK 20369222026Q2
| Positions | 179 |
|---|---|
| Reported value | $289.8m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVGO BROADCOM INC | 38,715 | $14.6m | 5.0% |
| MSFT MICROSOFT CORP | 23,694 | $8.8m | 3.0% |
| FBND FIDELITY MERRIMACK STR TR | 172,299 | $7.8m | 2.7% |
| IVV ISHARES TR | 9,117 | $6.8m | 2.4% |
| TJX TJX COS INC NEW | 43,457 | $6.6m | 2.3% |
| GOOGL ALPHABET INC | 18,282 | $6.5m | 2.3% |
| TRV TRAVELERS COMPANIES INC | 18,129 | $6.0m | 2.1% |
| MA MASTERCARD INCORPORATED | 10,810 | $5.6m | 1.9% |
| GOOG ALPHABET INC | 15,653 | $5.5m | 1.9% |
| PANW PALO ALTO NETWORKS INC | 15,901 | $5.4m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2036922")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.