Institutional Manager · CIK 0002036922
MCCARTER PRIVATE WEALTH SERVICES LLC
Boston, MA · File #028-24499
Latest AUM
$222.5M
Positions
257
Top-10 Concentration
42.0%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 40,797 | $14.1M | 8.82% |
| 2 | MICROSOFT CORP | MSFT | 16,393 | $7.9M | 4.95% |
| 3 | TJX COS INC NEW | 872540109 | 43,755 | $6.7M | 4.20% |
| 4 | ISHARES TR | 464287200 | 8,952 | $6.1M | 3.83% |
| 5 | MASTERCARD INCORPORATED | MA | 10,450 | $6.0M | 3.73% |
| 6 | AUTOZONE INC | AZO | 1,709 | $5.8M | 3.62% |
| 7 | TRAVELERS COMPANIES INC | TRV | 18,930 | $5.5M | 3.43% |
| 8 | ISHARES TR | 464287507 | 76,272 | $5.0M | 3.14% |
| 9 | ALPHABET INC | GOOG | 16,074 | $5.0M | 3.14% |
| 10 | ALPHABET INC | GOOG | 15,929 | $5.0M | 3.12% |
| 11 | RTX CORPORATION | RTX | 26,853 | $4.9M | 3.08% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 5,395 | $4.7M | 2.91% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 7,952 | $4.6M | 2.88% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 13,923 | $4.5M | 2.80% |
| 15 | AGNICO EAGLE MINES LTD | AEM | 26,241 | $4.4M | 2.78% |
| 16 | PROCTER AND GAMBLE CO | 742718109 | 24,158 | $3.5M | 2.16% |
| 17 | ISHARES TR | 464287465 | 34,149 | $3.3M | 2.05% |
| 18 | NOVO-NORDISK A S | NONOF | 62,309 | $3.2M | 1.98% |
| 19 | PALO ALTO NETWORKS INC | PANW | 16,570 | $3.1M | 1.91% |
| 20 | CHEVRON CORP NEW | CVX | 19,202 | $2.9M | 1.83% |