MCRAE CAPITAL MANAGEMENT INC: 13F holdings
CIK 3203762026Q2
| Positions | 112 |
|---|
| Reported value | $508.1m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 112 (+7 vs prior quarter) |
|---|
| Reported value | $508.1m (+5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WSM WILLIAMS SONOMA INC | 109,271 | $25.5m | 5.0% |
| KEYS KEYSIGHT TECHNOLOGIES INC | 70,684 | $24.7m | 4.9% |
| MSFT MICROSOFT CORP | 61,234 | $22.8m | 4.5% |
| LH LABCORP HOLDINGS INC | 81,089 | $22.7m | 4.5% |
| PWR QUANTA SVCS INC | 24,630 | $17.7m | 3.5% |
| SNA SNAP ON INC | 44,009 | $17.7m | 3.5% |
| LOW LOWES COS INC | 80,231 | $17.7m | 3.5% |
| NDAQ NASDAQ INC | 219,941 | $17.3m | 3.4% |
| GOOGL ALPHABET INC | 48,452 | $17.3m | 3.4% |
| URI UNITED RENTALS INC | 15,184 | $17.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="320376")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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