Mccarter Private Wealth Services LLC

13F filer · CIK 0002036922

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$290MU.S. long equity reported on 13F

Positions13414 new · 19 closed

Net flow last quarter-$8.85MBuys minus sells

Top 10 positions weight23.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026134 positions
AVGOBroadcom Inc.	$14.6M	5.05%	0.00%	-5.8%	Q3 2024
MSFTMicrosoft Corp	$8.84M	3.05%	0.00%	+6.4%	Q3 2024
TJXTJX Companies Inc	$6.58M	2.27%	0.00%	-1.9%	Q3 2024
GOOGLAlphabet Inc.	$6.53M	2.25%	0.00%	-7.2%	Q3 2024
TRVTravelers Companies, Inc.	$5.98M	2.07%	0.01%	-8.8%	Q3 2024
MAMastercard Inc	$5.55M	1.92%	0.00%	-0.6%	Q3 2024
GOOGAlphabet Inc.	$5.53M	1.91%	Not reported	-1.3%	Q3 2024
PANWPalo Alto Networks Inc	$5.42M	1.87%	0.00%	-10.9%	Q3 2024
AEMAgnico Eagle Mines Ltd	$5.16M	1.78%	0.01%	-0.7%	Q3 2024
JPMJPMorgan Chase & Co	$5.12M	1.77%	0.00%	+3.2%	Q3 2024
AZOAutozone Inc	$5.03M	1.73%	0.01%	-5.6%	Q3 2024
COSTCostco Wholesale Corp	$4.98M	1.72%	0.00%	-3.4%	Q3 2024
RTXRTX Corp	$4.97M	1.71%	0.00%	-4.8%	Q3 2024
DELLDell Technologies Inc.	$4.8M	1.66%	0.00%	-17.6%	Q3 2024
AAPLApple Inc.	$4.27M	1.47%	0.00%	+0.6%	Q3 2024
TMOThermo Fisher Scientific Inc.	$4.03M	1.39%	0.00%	-3.6%	Q3 2024
PGPROCTER & GAMBLE Co	$3.93M	1.36%	0.00%	+0.6%	Q3 2024
VRTVertiv Holdings Co	$3.69M	1.27%	0.00%	-11.6%	Q4 2024
CVXChevron Corp	$3.65M	1.26%	0.00%	-1.1%	Q3 2024
AMZNAmazon Com Inc	$3.58M	1.23%	0.00%	+6.4%	Q3 2024
NXPINXP Semiconductors N.V.	$3.11M	1.07%	0.00%	-2.6%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$3.1M	1.07%	0.00%	-6.4%	Q3 2024
ETNEaton Corp plc	$3.03M	1.05%	0.00%	-4.3%	Q3 2024
LLYELI LILLY & Co	$2.7M	0.93%	0.00%	+12.0%	Q4 2025
EMXCEmax Holdings Corp	$2.38M	0.82%	Not reported	-21.9%	Q4 2025
METAMeta Platforms, Inc.	$2.35M	0.81%	Not reported	-10.2%	Q3 2024
NVDANvidia Corp	$2.25M	0.78%	0.00%	+3.1%	Q4 2024
GEVGE Vernova Inc.	$2.24M	0.77%	0.00%	-12.4%	Q4 2024
AZNAstrazeneca PLC	$2.19M	0.76%	Not reported	New	Q2 2026
SLViShares Silver Trust	$2.1M	0.72%	0.01%	Not reported	Q2 2025
TTTrane Technologies plc	$2.07M	0.71%	0.00%	-6.1%	Q3 2024
NEENextera Energy Inc	$2.06M	0.71%	0.00%	-1.3%	Q1 2025
ABBVAbbVie Inc.	$1.94M	0.67%	0.00%	-1.0%	Q3 2024
AXPAmerican Express Co	$1.93M	0.67%	0.00%	-5.2%	Q3 2024
EWEdwards Lifesciences Corp	$1.63M	0.56%	0.00%	-3.4%	Q3 2024
AMATApplied Materials Inc	$1.61M	0.56%	0.00%	-6.5%	Q3 2024
NFLXNetflix Inc	$1.6M	0.55%	0.00%	+2.6%	Q1 2026
JNJJohnson & Johnson	$1.58M	0.54%	0.00%	-2.7%	Q3 2024
VLOValero Energy Corp	$1.53M	0.53%	0.00%	-3.2%	Q3 2024
DEDeere & Co	$1.45M	0.50%	0.00%	+5.6%	Q3 2024
QCOMQualcomm Inc	$1.41M	0.49%	0.00%	-0.9%	Q3 2024
LRCXLam Research Corp	$1.36M	0.47%	0.00%	+26.0%	Q3 2024
MRKMerck & Co., Inc.	$1.35M	0.47%	0.00%	+3.5%	Q3 2024
VVisa Inc.	$1.31M	0.45%	0.00%	-18.0%	Q3 2024
PEPPepsico Inc	$1.31M	0.45%	0.00%	+1.0%	Q3 2024
NVONovo Nordisk A S	$1.25M	0.43%	Not reported	-8.8%	Q3 2024
CIENCiena Corp	$1.23M	0.42%	0.00%	-3.7%	Q4 2024
MARMarriott International Inc	$1.22M	0.42%	0.00%	-16.7%	Q3 2024
XOMExxonMobil Holdings Corp	$1.18M	0.41%	0.00%	-18.8%	Q3 2024
CSCOCisco Systems, Inc.	$1.16M	0.40%	0.00%	-4.9%	Q3 2024

Q1 2026Reported May 15, 2026139 positions
AVGOBroadcom Inc.	$12.7M	5.53%	0.00%	-4.6%	Q3 2024
MSFTMicrosoft Corp	$8.25M	3.59%	0.00%	-0.2%	Q3 2024
TJXTJX Companies Inc	$7.08M	3.08%	0.00%	-1.9%	Q3 2024
AEMAgnico Eagle Mines Ltd	$6.8M	2.96%	0.01%	-2.9%	Q3 2024
TRVTravelers Companies, Inc.	$5.8M	2.52%	0.01%	+2.7%	Q3 2024
GOOGLAlphabet Inc.	$5.66M	2.46%	0.00%	+3.6%	Q3 2024
AZOAutozone Inc	$5.63M	2.45%	0.01%	-3.5%	Q3 2024
COSTCostco Wholesale Corp	$5.49M	2.39%	0.00%	+0.7%	Q3 2024
MAMastercard Inc	$5.43M	2.36%	0.00%	-2.2%	Q3 2024
RTXRTX Corp	$5.3M	2.30%	0.00%	+2.3%	Q3 2024
CVXChevron Corp	$4.6M	2.00%	0.00%	+2.4%	Q3 2024
GOOGAlphabet Inc.	$4.55M	1.98%	Not reported	-5.3%	Q3 2024
JPMJPMorgan Chase & Co	$4.45M	1.94%	0.00%	+6.7%	Q3 2024
TMOThermo Fisher Scientific Inc.	$4.1M	1.78%	0.00%	+4.4%	Q3 2024
PGPROCTER & GAMBLE Co	$3.85M	1.67%	0.00%	+1.2%	Q3 2024
AAPLApple Inc.	$3.72M	1.62%	0.00%	+2.9%	Q3 2024
VRTVertiv Holdings Co	$3.13M	1.36%	0.00%	+6.1%	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.98M	1.30%	0.00%	+7.1%	Q3 2024
AMZNAmazon Com Inc	$2.94M	1.28%	0.00%	+5.7%	Q3 2024
PANWPalo Alto Networks Inc	$2.86M	1.24%	0.00%	+6.5%	Q3 2024
SLViShares Silver Trust	$2.67M	1.16%	0.01%	Not reported	Q2 2025
ETNEaton Corp plc	$2.66M	1.15%	0.00%	+6.5%	Q3 2024
METAMeta Platforms, Inc.	$2.65M	1.15%	Not reported	+8.3%	Q3 2024
EMXCEmax Holdings Corp	$2.34M	1.02%	Not reported	+33.6%	Q4 2025
NXPINXP Semiconductors N.V.	$2.23M	0.97%	0.00%	-1.1%	Q3 2024
DELLDell Technologies Inc.	$2.22M	0.96%	0.00%	+20.8%	Q3 2024
NEENextera Energy Inc	$2.21M	0.96%	0.00%	+205.8%	Q1 2025
NFLXNetflix Inc	$2.1M	0.91%	0.00%	New	Q1 2026
NVDANvidia Corp	$1.91M	0.83%	0.00%	+5.7%	Q4 2024
GEVGE Vernova Inc.	$1.9M	0.83%	0.00%	+10.8%	Q4 2024
TTTrane Technologies plc	$1.87M	0.81%	0.00%	+6.1%	Q3 2024
LLYELI LILLY & Co	$1.85M	0.81%	0.00%	+255.8%	Q4 2025
AXPAmerican Express Co	$1.82M	0.79%	0.00%	+0.2%	Q3 2024
XOMExxonMobil Holdings Corp	$1.8M	0.78%	0.00%	+34.3%	Q3 2024
ABBVAbbVie Inc.	$1.69M	0.74%	0.00%	+10.7%	Q3 2024
JNJJohnson & Johnson	$1.56M	0.68%	0.00%	+15.5%	Q3 2024
VLOValero Energy Corp	$1.5M	0.65%	0.00%	+5.6%	Q3 2024
EWEdwards Lifesciences Corp	$1.5M	0.65%	0.00%	-29.2%	Q3 2024
PEPPepsico Inc	$1.49M	0.65%	0.00%	+11.6%	Q3 2024
VVisa Inc.	$1.41M	0.61%	0.00%	+12.9%	Q3 2024
MARMarriott International Inc	$1.3M	0.56%	0.00%	+19.3%	Q3 2024
MRKMerck & Co., Inc.	$1.22M	0.53%	0.00%	+10.1%	Q3 2024
DEDeere & Co	$1.22M	0.53%	0.00%	+45.2%	Q3 2024
BACBank of America Corp	$1.1M	0.48%	0.00%	+13.3%	Q3 2024
LOWLowes Companies Inc	$1.06M	0.46%	0.00%	+27.0%	Q3 2024
NVONovo Nordisk A S	$1.05M	0.46%	Not reported	-54.4%	Q3 2024
CIENCiena Corp	$1.01M	0.44%	0.00%	+3.8%	Q4 2024
QCOMQualcomm Inc	$993K	0.43%	0.00%	+28.6%	Q3 2024
EFXEquifax Inc	$990K	0.43%	0.00%	-5.2%	Q3 2024
CRMSalesforce, Inc.	$926K	0.40%	0.00%	+41.5%	Q3 2024

Q4 2025Reported Feb 10, 2026123 positions
AVGOBroadcom Inc.	$14.9M	6.71%	0.00%	-3.0%	Q3 2024
MSFTMicrosoft Corp	$10.8M	4.85%	0.00%	+2.7%	Q3 2024
TJXTJX Companies Inc	$6.94M	3.12%	0.00%	+0.5%	Q3 2024
MAMastercard Inc	$6.34M	2.85%	0.00%	-1.2%	Q3 2024
GOOGLAlphabet Inc.	$5.95M	2.67%	0.00%	+4.9%	Q3 2024
AZOAutozone Inc	$5.86M	2.63%	0.01%	-1.8%	Q3 2024
AEMAgnico Eagle Mines Ltd	$5.85M	2.63%	0.01%	+9.8%	Q3 2024
TRVTravelers Companies, Inc.	$5.61M	2.52%	0.01%	+3.2%	Q3 2024
GOOGAlphabet Inc.	$5.25M	2.36%	Not reported	Not reported	Q3 2024
RTXRTX Corp	$4.92M	2.21%	0.00%	+4.1%	Q3 2024
COSTCostco Wholesale Corp	$4.72M	2.12%	0.00%	+1.9%	Q3 2024
TMOThermo Fisher Scientific Inc.	$4.63M	2.08%	0.00%	+2.1%	Q3 2024
JPMJPMorgan Chase & Co	$4.57M	2.06%	0.00%	-0.3%	Q3 2024
AAPLApple Inc.	$3.88M	1.74%	0.00%	+5.9%	Q3 2024
PGPROCTER & GAMBLE Co	$3.77M	1.70%	0.00%	+3.8%	Q3 2024
CVXChevron Corp	$3.31M	1.49%	0.00%	+8.4%	Q3 2024
NVONovo Nordisk A S	$3.19M	1.44%	Not reported	+4.9%	Q3 2024
PANWPalo Alto Networks Inc	$3.09M	1.39%	0.00%	+2.6%	Q3 2024
AMZNAmazon Com Inc	$3.08M	1.38%	0.00%	+15.0%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.83M	1.27%	0.00%	+3.1%	Q3 2024
METAMeta Platforms, Inc.	$2.83M	1.27%	Not reported	+4.0%	Q3 2024
FANGDiamondback Energy, Inc.	$2.79M	1.25%	0.01%	+3.0%	Q3 2024
SLViShares Silver Trust	$2.53M	1.14%	0.01%	-1.9%	Q2 2025
NXPINXP Semiconductors N.V.	$2.49M	1.12%	0.00%	Not reported	Q3 2024
EWEdwards Lifesciences Corp	$2.25M	1.01%	0.00%	-37.6%	Q3 2024
AXPAmerican Express Co	$2.23M	1.00%	0.00%	+0.3%	Q3 2024
ETNEaton Corp plc	$2.22M	1.00%	0.00%	+10.6%	Q3 2024
NVDANvidia Corp	$1.93M	0.87%	0.00%	-3.2%	Q4 2024
VRTVertiv Holdings Co	$1.91M	0.86%	0.00%	-1.0%	Q4 2024
TTTrane Technologies plc	$1.65M	0.74%	0.00%	+5.0%	Q3 2024
EMXCEmax Holdings Corp	$1.62M	0.73%	Not reported	New	Q4 2025
ABBVAbbVie Inc.	$1.61M	0.72%	0.00%	+39.8%	Q3 2024
VVisa Inc.	$1.45M	0.65%	0.00%	+1.3%	Q3 2024
DELLDell Technologies Inc.	$1.41M	0.63%	0.00%	+19.9%	Q3 2024
GEVGE Vernova Inc.	$1.28M	0.58%	0.00%	+3.2%	Q4 2024
EFXEquifax Inc	$1.26M	0.57%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$1.23M	0.55%	0.00%	+23.0%	Q3 2024
JNJJohnson & Johnson	$1.14M	0.51%	0.00%	+18.1%	Q3 2024
BACBank of America Corp	$1.1M	0.49%	0.00%	+4.2%	Q3 2024
MARMarriott International Inc	$1.03M	0.46%	0.00%	+7.4%	Q3 2024
NEMNEWMONT Corp	$1.03M	0.46%	0.00%	+2.4%	Q3 2024
QCOMQualcomm Inc	$1.03M	0.46%	0.00%	+33.0%	Q3 2024
MRKMerck & Co., Inc.	$974K	0.44%	0.00%	+36.1%	Q3 2024
XOMExxonMobil Holdings Corp	$952K	0.43%	0.00%	Not reported	Q3 2024
VLOValero Energy Corp	$935K	0.42%	0.00%	+9.4%	Q3 2024
CRMSalesforce, Inc.	$929K	0.42%	0.00%	+8.9%	Q3 2024
DHRDanaher Corp	$876K	0.39%	0.00%	+37.0%	Q3 2024
LOWLowes Companies Inc	$853K	0.38%	0.00%	+11.2%	Q3 2024
ABTAbbott Laboratories	$847K	0.38%	0.00%	-4.6%	Q3 2024
ORCLOracle Corp	$823K	0.37%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 22, 202598 positions
AVGOBroadcom Inc.	$14.7M	7.51%	0.00%	-11.1%	Q3 2024
MSFTMicrosoft Corp	$11.3M	5.77%	0.00%	-1.5%	Q3 2024
AZOAutozone Inc	$7.55M	3.86%	0.01%	-5.4%	Q3 2024
TJXTJX Companies Inc	$6.5M	3.33%	0.00%	-2.7%	Q3 2024
MAMastercard Inc	$6.4M	3.28%	0.00%	-4.4%	Q3 2024
AEMAgnico Eagle Mines Ltd	$5.3M	2.71%	0.01%	+1.2%	Q3 2024
TRVTravelers Companies, Inc.	$5.23M	2.68%	0.01%	+1.0%	Q3 2024
COSTCostco Wholesale Corp	$4.97M	2.55%	0.00%	-0.8%	Q3 2024
JPMJPMorgan Chase & Co	$4.49M	2.30%	0.00%	-0.7%	Q3 2024
GOOGLAlphabet Inc.	$4.4M	2.26%	0.00%	-1.2%	Q3 2024
RTXRTX Corp	$4.32M	2.21%	0.00%	-0.5%	Q3 2024
GOOGAlphabet Inc.	$4.08M	2.09%	Not reported	-0.2%	Q3 2024
PGPROCTER & GAMBLE Co	$3.9M	2.00%	0.00%	+0.3%	Q3 2024
TMOThermo Fisher Scientific Inc.	$3.79M	1.94%	0.00%	+0.6%	Q3 2024
AAPLApple Inc.	$3.43M	1.75%	0.00%	+0.7%	Q3 2024
PANWPalo Alto Networks Inc	$3.33M	1.70%	0.00%	+0.3%	Q3 2024
NVONovo Nordisk A S	$3.32M	1.70%	Not reported	-1.5%	Q3 2024
EWEdwards Lifesciences Corp	$3.29M	1.68%	0.01%	-1.8%	Q3 2024
CVXChevron Corp	$3.11M	1.59%	0.00%	-0.5%	Q3 2024
METAMeta Platforms, Inc.	$3.02M	1.55%	Not reported	-0.9%	Q3 2024
NXPINXP Semiconductors N.V.	$2.61M	1.34%	0.00%	-4.8%	Q3 2024
FANGDiamondback Energy, Inc.	$2.58M	1.32%	0.01%	+24.2%	Q3 2024
AMZNAmazon Com Inc	$2.55M	1.30%	0.00%	+10.7%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$2.37M	1.21%	0.00%	-0.4%	Q3 2024
ETNEaton Corp plc	$2.36M	1.21%	0.00%	+0.9%	Q3 2024
NVDANvidia Corp	$1.99M	1.02%	0.00%	-0.5%	Q4 2024
AXPAmerican Express Co	$1.99M	1.02%	0.00%	Not reported	Q3 2024
VRTVertiv Holdings Co	$1.79M	0.92%	0.00%	-0.8%	Q4 2024
TTTrane Technologies plc	$1.7M	0.87%	0.00%	-0.1%	Q3 2024
SLViShares Silver Trust	$1.69M	0.87%	0.01%	Not reported	Q2 2025
EFXEquifax Inc	$1.49M	0.76%	0.00%	Not reported	Q3 2024
VVisa Inc.	$1.4M	0.71%	0.00%	+0.9%	Q3 2024
DELLDell Technologies Inc.	$1.32M	0.68%	0.00%	+2.0%	Q3 2024
ORCLOracle Corp	$1.19M	0.61%	0.00%	-0.2%	Q3 2024
GEVGE Vernova Inc.	$1.17M	0.60%	0.00%	+0.7%	Q4 2024
ABBVAbbVie Inc.	$1.16M	0.60%	0.00%	+18.1%	Q3 2024
BACBank of America Corp	$989K	0.51%	0.00%	+4.0%	Q3 2024
PEPPepsico Inc	$982K	0.50%	0.00%	+9.7%	Q3 2024
ABTAbbott Laboratories	$950K	0.49%	0.00%	Not reported	Q3 2024
VLOValero Energy Corp	$894K	0.46%	0.00%	+1.0%	Q3 2024
XOMExxonMobil Holdings Corp	$892K	0.46%	0.00%	-4.8%	Q3 2024
JNJJohnson & Johnson	$867K	0.44%	0.00%	+17.0%	Q3 2024
NEMNEWMONT Corp	$846K	0.43%	0.00%	+64.9%	Q3 2024
MARMarriott International Inc	$806K	0.41%	0.00%	Not reported	Q3 2024
LOWLowes Companies Inc	$799K	0.41%	0.00%	+3.6%	Q3 2024
CRMSalesforce, Inc.	$763K	0.39%	0.00%	+8.6%	Q3 2024
BRK.ABerkshire Hathaway Inc	$754K	0.39%	Not reported	Not reported	Q3 2024
QCOMQualcomm Inc	$750K	0.38%	0.00%	+2.4%	Q3 2024
RVTRoyce Small-Cap Trust, Inc.	$725K	0.37%	Not reported	+265.0%	Q3 2024
DEDeere & Co	$706K	0.36%	0.00%	-2.2%	Q3 2024

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