MCRAE CAPITAL MANAGEMENT INC

PrivateCIK: 320376
Location

MORRISTOWN, NJ

105
Positions
$482.14M
Total AUM (reported)
3.32M
Total Shares

Allocation by class

TOTAL AUM$482.14M105 positions
COM$363.24M75.3%
COM SHS$22.27M4.6%
CL A$22.04M4.6%
ORD$16.22M3.4%
CAP STK CL A$14.42M3.0%
ENHANCED INTL$9.43M2.0%
SHS CLASS A$9.32M1.9%

Portfolio Concentration

Top 313.7%4–1026.0%11–2535.9%Rest24.3%TOP 1039.8%0%100%
Top 3$66.28M13.7%
4–10$125.55M26.0%
11–25$172.98M35.9%
Rest$117.34M24.3%

Top 3 weight

13.7%

Top 10 weight

39.8%

Voting Authority Distribution

Total shares with voting rights: 3.32M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.32M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole105
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings105
Rows:

MICROSOFT CORP

SOLE
COM
Shares61.77K
TypeSH
Market value$22.87M
4.74%
Sole
0.00
Shared
0.00
None
61.77K

LABCORP HOLDINGS INC

SOLE
COM SHS
Shares83.47K
TypeSH
Market value$22.27M
4.62%
Sole
0.00
Shared
0.00
None
83.47K

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares74.88K
TypeSH
Market value$21.14M
4.39%
Sole
0.00
Shared
0.00
None
74.88K

WILLIAMS SONOMA INC

SOLE
COM
Shares115.13K
TypeSH
Market value$20.99M
4.35%
Sole
0.00
Shared
0.00
None
115.13K

LOWES COS INC

SOLE
COM
Shares83.69K
TypeSH
Market value$19.77M
4.10%
Sole
0.00
Shared
0.00
None
83.69K

NASDAQ INC

SOLE
COM
Shares223.84K
TypeSH
Market value$19.00M
3.94%
Sole
0.00
Shared
0.00
None
223.84K

OMNICOM GROUP INC

SOLE
COM
Shares228.47K
TypeSH
Market value$17.21M
3.57%
Sole
0.00
Shared
0.00
None
228.47K

SNAP ON INC

SOLE
COM
Shares45.58K
TypeSH
Market value$16.55M
3.43%
Sole
0.00
Shared
0.00
None
45.58K

CHECK POINT SOFTWARE TECH LT

SOLE
ORD
Shares113.53K
TypeSH
Market value$16.22M
3.36%
Sole
0.00
Shared
0.00
None
113.53K

TRUIST FINL CORP

SOLE
COM
Shares343.66K
TypeSH
Market value$15.80M
3.28%
Sole
0.00
Shared
0.00
None
343.66K

QUANTA SVCS INC

SOLE
COM
Shares27.90K
TypeSH
Market value$15.32M
3.18%
Sole
0.00
Shared
0.00
None
27.90K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares34.12K
TypeSH
Market value$15.24M
3.16%
Sole
0.00
Shared
0.00
None
34.12K

ALPHABET INC

SOLE
CAP STK CL A
Shares50.14K
TypeSH
Market value$14.42M
2.99%
Sole
0.00
Shared
0.00
None
50.14K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares28.76K
TypeSH
Market value$14.14M
2.93%
Sole
0.00
Shared
0.00
None
28.76K

CHUBB LTD SWITZ

SOLE
COM
Shares42.09K
TypeSH
Market value$13.72M
2.85%
Sole
0.00
Shared
0.00
None
42.09K

SALESFORCE INC

SOLE
COM
Shares63.44K
TypeSH
Market value$11.84M
2.46%
Sole
0.00
Shared
0.00
None
63.44K

MARSH & MCLENNAN COS INC

SOLE
COM
Shares67.76K
TypeSH
Market value$11.75M
2.44%
Sole
0.00
Shared
0.00
None
67.76K

UNITED RENTALS INC

SOLE
COM
Shares15.65K
TypeSH
Market value$11.41M
2.37%
Sole
0.00
Shared
0.00
None
15.65K

BROADRIDGE FINL SOLUTIONS IN

SOLE
COM
Shares62.77K
TypeSH
Market value$10.20M
2.12%
Sole
0.00
Shared
0.00
None
62.77K

ZOETIS INC

SOLE
CL A
Shares84.75K
TypeSH
Market value$10.02M
2.08%
Sole
0.00
Shared
0.00
None
84.75K

FIDELITY COVINGTON TRUST

SOLE
ENHANCED INTL
Shares253.40K
TypeSH
Market value$9.43M
1.96%
Sole
0.00
Shared
0.00
None
253.40K

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares47.01K
TypeSH
Market value$9.32M
1.93%
Sole
0.00
Shared
0.00
None
47.01K

WORKDAY INC

SOLE
CL A
Shares71.14K
TypeSH
Market value$9.24M
1.92%
Sole
0.00
Shared
0.00
None
71.14K

AMAZON COM INC

SOLE
COM
Shares41.99K
TypeSH
Market value$8.75M
1.81%
Sole
0.00
Shared
0.00
None
41.99K

CISCO SYS INC

SOLE
COM
Shares105.58K
TypeSH
Market value$8.19M
1.70%
Sole
0.00
Shared
0.00
None
105.58K
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