McCarter Private Wealth Services LLC holds a diversified book of 171 stocks worth $230.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Netflix Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 6% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2036922/holdings"
Use Arkolith to show MCCARTER PRIVATE WEALTH SERVICES LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +21.1%, a 4.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning McCarter Private Wealth Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $12.7M | 41.1K | 5.5% | ▼−4.6% Reduced · −2K sh | |
| 2 | Microsoft Corp COM | $8.2M | 22.3K | 3.6% | ▼−0.2% Reduced · −54 sh | |
| 3 | TJX Cos Inc New COM | $7.1M | 44.3K | 3.1% | ▼−1.9% Reduced · −877 sh | |
| 4 | Agnico Eagle Mines Ltd COM | $6.8M | 33.5K | 3.0% | ▼−2.9% Reduced · −997 sh | |
| 5 | Ishares TR CORE S&P500 ETF | $5.9M | 9.0K | 2.5% | ▼−0.6% Reduced · −57 sh | |
| 6 | Travelers Companies Inc COM | $5.8M | 19.9K | 2.5% | ▲+2.7% Added · +525 sh | |
| 7 | Alphabet Inc CAP STK CL A | $5.7M | 19.7K | 2.5% | ▲+3.6% Added · +682 sh | |
| 8 | Autozone Inc COM | $5.6M | 1.7K | 2.4% | ▼−3.5% Reduced · −60 sh | |
| 9 | Costco Wholesale Corporation COM | $5.5M | 5.5K | 2.4% | ▲+0.7% Added · +38 sh | |
| 10 | Mastercard Incorporated CL A | $5.4M | 10.9K | 2.4% | ▼−2.1% Reduced · −240 sh | |
| 11 | RTX Corporation COM | $5.3M | 27.5K | 2.3% | ▲+2.3% Added · +623 sh | |
| 12 | Ishares TR CORE S&P MCP ETF | $4.7M | 69.6K | 2.0% | ▼−10% Reduced · −8K sh | |
| 13 | Chevron Corporation COM | $4.6M | 22.2K | 2.0% | ▲+2.3% Added · +510 sh | |
| 14 | Alphabet Inc CAP STK CL C | $4.5M | 15.9K | 2.0% | ▼−5.3% Reduced · −886 sh | |
| 15 | JPMorgan Chase & Co COM | $4.5M | 15.1K | 1.9% | ▲+6.7% Added · +950 sh | |
| 16 | Thermo Fisher Scientific Inc COM | $4.1M | 8.3K | 1.8% | ▲+4.4% Added · +350 sh | |
| 17 | Procter & Gamble Co COM | $3.8M | 26.6K | 1.7% | ▲+1.2% Added · +313 sh | |
| 18 | Apple Inc COM | $3.7M | 14.7K | 1.6% | ▲+2.8% Added · +406 sh | |
| 19 | Ishares TR MSCI EAFE ETF | $3.3M | 33.5K | 1.4% | ▼−1.9% Reduced · −648 sh | |
| 20 | Vertiv Holdings Co COM CL A | $3.1M | 12.5K | 1.4% | ▲+6.1% Added · +714 sh | |
| 21 | Vertex Pharmaceuticals Inc COM | $3.0M | 6.7K | 1.3% | ▲+7.1% Added · +442 sh | |
| 22 | Amazon Com Inc COM | $2.9M | 14.1K | 1.3% | ▲+5.7% Added · +764 sh | |
| 23 | Palo Alto Networks Inc COM | $2.9M | 17.9K | 1.2% | ▲+6.5% Added · +1K sh | |
| 24 | Ishares Silver TR ISHARES | $2.7M | 39.3K | 1.2% | —Held | |
| 25 | Eaton Corp PLC SHS | $2.7M | 7.4K | 1.2% | ▲+6.5% Added · +450 sh | |
| 26 | Meta Platforms Inc CL A | $2.7M | 4.6K | 1.2% | ▲+8.3% Added · +355 sh | |
| 27 | Ishares Inc MSCI EMRG CHN | $2.3M | 29.8K | 1.0% | ▲+34% Added · +7K sh | |
| 28 | Vanguard Index FDS SMALL CP ETF | $2.3M | 8.7K | 1.0% | ▲+9.9% Added · +787 sh | |
| 29 | NXP Semiconductors N V COM | $2.2M | 11.3K | 1.0% | ▼−1.1% Reduced · −125 sh | |
| 30 | Dell Technologies Inc CL C | $2.2M | 13.5K | 1.0% | ▲+21% Added · +2K sh | |
| 31 | NextEra Energy Inc COM | $2.2M | 23.8K | 1.0% | ▲+206% Added · +16K sh | |
| 32 | Netflix Inc. COM | $2.1M | 21.8K | 0.9% | ▲New New position | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.5K | 0.9% | —Held | |
| 34 | Nvidia Corporation COM | $1.9M | 10.9K | 0.8% | ▲+5.7% Added · +588 sh | |
| 35 | Ge Vernova Inc COM | $1.9M | 2.2K | 0.8% | ▲+11% Added · +213 sh | |
| 36 | Trane Technologies PLC SHS | $1.9M | 4.5K | 0.8% | ▲+6.1% Added · +257 sh | |
| 37 | Eli Lilly & Co COM | $1.9M | 2.0K | 0.8% | ▲+256% Added · +1K sh | |
| 38 | American Express Co COM | $1.8M | 6.0K | 0.8% | ▲+0.2% Added · +10 sh | |
| 39 | Exxon Mobil Corp COM | $1.8M | 10.6K | 0.8% | ▲+34% Added · +3K sh | |
| 40 | Ishares TR CORE MSCI EURO | $1.7M | 24.9K | 0.8% | ▲+1.7% Added · +425 sh | |
| 41 | Ishares TR CORE MSCI PAC | $1.7M | 22.1K | 0.7% | ▲+21% Added · +4K sh | |
| 42 | Abbvie Inc COM | $1.7M | 7.8K | 0.7% | ▲+11% Added · +750 sh | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.6M | 25.0K | 0.7% | ▲+2.2% Added · +540 sh | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.6M | 8.3K | 0.7% | ▼−14% Reduced · −1K sh | |
| 45 | Johnson & Johnson COM | $1.6M | 6.4K | 0.7% | ▲+16% Added · +858 sh | |
| 46 | Valero Energy Corp COM | $1.5M | 6.1K | 0.7% | ▲+5.6% Added · +320 sh | |
| 47 | Edwards Lifesciences Corp COM | $1.5M | 18.7K | 0.7% | ▼−29% Reduced · −8K sh | |
| 48 | Pepsico Inc COM | $1.5M | 9.6K | 0.6% | ▲+12% Added · +996 sh | |
| 49 | Vaneck ETF Trust GOLD MINERS ETF | $1.4M | 15.7K | 0.6% | ▼−12% Reduced · −2K sh | |
| 50 | Visa Inc COM CL A | $1.4M | 4.7K | 0.6% | ▲+13% Added · +532 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.