Mcrae Capital Management as of Sept. 30, 2021
Portfolio Holdings for Mcrae Capital Management
Mcrae Capital Management holds 112 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Perficient (PRFT) | 5.7 | $26M | 224k | 115.70 | |
Paypal Holdings (PYPL) | 5.3 | $24M | 92k | 260.20 | |
Microsoft Corporation (MSFT) | 4.8 | $22M | 78k | 281.92 | |
Laboratory Corp Amer Hldgs Com New | 4.2 | $19M | 68k | 281.44 | |
Lowe's Companies (LOW) | 4.0 | $18M | 90k | 202.86 | |
Williams-Sonoma (WSM) | 3.8 | $17M | 98k | 177.33 | |
Us Bancorp Del Com New (USB) | 3.5 | $16M | 267k | 59.44 | |
Zebra Technologies Corporati Cl A (ZBRA) | 3.4 | $16M | 30k | 515.42 | |
Quanta Services (PWR) | 3.4 | $16M | 137k | 113.82 | |
Medtronic SHS (MDT) | 3.4 | $15M | 121k | 125.35 | |
Truist Financial Corp equities (TFC) | 3.1 | $14M | 242k | 58.65 | |
Fiserv (FI) | 3.0 | $14M | 126k | 108.50 | |
Omni (OMC) | 3.0 | $14M | 187k | 72.46 | |
Nuance Communications | 2.9 | $13M | 243k | 55.04 | |
Keysight Technologies (KEYS) | 2.9 | $13M | 81k | 164.29 | |
Check Point Software Tech Lt Ord (CHKP) | 2.8 | $13M | 111k | 113.04 | |
Bristol Myers Squibb (BMY) | 2.7 | $12M | 210k | 59.17 | |
Kinder Morgan (KMI) | 2.7 | $12M | 737k | 16.73 | |
Accenture Plc Ireland Shs Class A (ACN) | 2.7 | $12M | 38k | 319.91 | |
Cerence (CRNC) | 2.4 | $11M | 113k | 96.11 | |
Broadridge Financial Solutions (BR) | 2.4 | $11M | 65k | 166.65 | |
Skyworks Solutions (SWKS) | 2.2 | $9.9M | 60k | 164.78 | |
United Rentals (URI) | 2.1 | $9.5M | 27k | 350.93 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $7.3M | 45k | 163.68 | |
Caterpillar (CAT) | 1.6 | $7.2M | 38k | 191.96 | |
Thermo Fisher Scientific (TMO) | 1.5 | $6.9M | 12k | 571.37 | |
Workday Cl A (WDAY) | 1.5 | $6.9M | 28k | 249.90 | |
Becton, Dickinson and (BDX) | 1.4 | $6.2M | 25k | 245.80 | |
Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $5.0M | 129k | 38.81 | |
Southern Company (SO) | 1.0 | $4.6M | 74k | 61.96 | |
Alleghany Corporation | 1.0 | $4.6M | 7.4k | 624.44 | |
Apple (AAPL) | 0.9 | $4.2M | 30k | 141.49 | |
Johnson & Johnson (JNJ) | 0.7 | $3.3M | 21k | 161.48 | |
Verizon Communications (VZ) | 0.6 | $2.6M | 48k | 54.02 | |
Hershey Company (HSY) | 0.5 | $2.1M | 13k | 169.23 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.0M | 4.5k | 430.90 | |
Pepsi (PEP) | 0.4 | $1.8M | 12k | 150.45 | |
Pfizer (PFE) | 0.4 | $1.8M | 41k | 43.02 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.7M | 11k | 164.23 | |
Danaher Corporation (DHR) | 0.4 | $1.7M | 5.5k | 304.47 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $1.6M | 1.6k | 994.30 | |
Waste Management (WM) | 0.3 | $1.4M | 9.5k | 149.31 | |
Intel Corporation (INTC) | 0.3 | $1.4M | 26k | 53.27 | |
International Business Machines (IBM) | 0.3 | $1.3M | 9.0k | 138.95 | |
Chubb (CB) | 0.3 | $1.2M | 7.0k | 173.47 | |
Facebook Cl A (META) | 0.3 | $1.2M | 3.5k | 339.35 | |
Intuit (INTU) | 0.2 | $1.0M | 1.9k | 539.35 | |
Union Pacific Corporation (UNP) | 0.2 | $969k | 4.9k | 196.07 | |
Nextera Energy (NEE) | 0.2 | $903k | 12k | 78.52 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $885k | 25k | 35.56 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $807k | 7.4k | 109.17 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $785k | 15k | 51.87 | |
McDonald's Corporation (MCD) | 0.2 | $771k | 3.2k | 241.16 | |
Exxon Mobil Corporation (XOM) | 0.2 | $752k | 13k | 58.83 | |
At&t (T) | 0.2 | $752k | 28k | 27.02 | |
Home Depot (HD) | 0.2 | $730k | 2.2k | 328.39 | |
Abbott Laboratories (ABT) | 0.2 | $710k | 6.0k | 118.10 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $651k | 2.5k | 263.03 | |
Walt Disney Company (DIS) | 0.1 | $642k | 3.8k | 169.17 | |
Honeywell International (HON) | 0.1 | $628k | 3.0k | 212.23 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $584k | 1.5k | 394.59 | |
Eli Lilly & Co. (LLY) | 0.1 | $583k | 2.5k | 231.17 | |
Costco Wholesale Corporation (COST) | 0.1 | $541k | 1.2k | 449.71 | |
Automatic Data Processing (ADP) | 0.1 | $540k | 2.7k | 200.07 | |
Merck & Co (MRK) | 0.1 | $539k | 7.2k | 75.15 | |
Square Cl A (SQ) | 0.1 | $536k | 2.2k | 239.82 | |
Xylem (XYL) | 0.1 | $496k | 4.0k | 123.78 | |
Amgen (AMGN) | 0.1 | $477k | 2.2k | 212.47 | |
Procter & Gamble Company (PG) | 0.1 | $475k | 3.4k | 139.83 | |
Goldman Sachs (GS) | 0.1 | $470k | 1.2k | 378.12 | |
Trane Technologies SHS (TT) | 0.1 | $456k | 2.6k | 172.66 | |
Wal-Mart Stores (WMT) | 0.1 | $425k | 3.1k | 139.34 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $417k | 972.00 | 429.01 | |
Agnico (AEM) | 0.1 | $415k | 8.0k | 51.88 | |
Lumen Technologies (LUMN) | 0.1 | $410k | 33k | 12.40 | |
Texas Instruments Incorporated (TXN) | 0.1 | $408k | 2.1k | 192.00 | |
United Parcel Service CL B (UPS) | 0.1 | $390k | 2.1k | 181.90 | |
Cisco Systems (CSCO) | 0.1 | $375k | 6.9k | 54.43 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $366k | 137.00 | 2671.53 | |
Duke Energy Corp Com New (DUK) | 0.1 | $363k | 3.7k | 97.71 | |
Hancock John Pfd Income Sh Ben Int (HPI) | 0.1 | $354k | 17k | 21.52 | |
Raytheon Technologies Corp (RTX) | 0.1 | $343k | 4.0k | 86.01 | |
UnitedHealth (UNH) | 0.1 | $332k | 850.00 | 390.59 | |
Nike CL B (NKE) | 0.1 | $320k | 2.2k | 145.45 | |
Investors Ban | 0.1 | $317k | 21k | 15.10 | |
Chevron Corporation (CVX) | 0.1 | $314k | 3.1k | 101.52 | |
Middlesex Water Company (MSEX) | 0.1 | $311k | 3.0k | 102.81 | |
Fortive (FTV) | 0.1 | $307k | 4.4k | 70.57 | |
Philip Morris International (PM) | 0.1 | $304k | 3.2k | 94.67 | |
ConocoPhillips (COP) | 0.1 | $298k | 4.4k | 67.74 | |
BlackRock (BLK) | 0.1 | $294k | 350.00 | 840.00 | |
PNC Financial Services (PNC) | 0.1 | $294k | 1.5k | 196.00 | |
Newmont Mining Corporation (NEM) | 0.1 | $293k | 5.4k | 54.26 | |
Abbvie (ABBV) | 0.1 | $293k | 2.7k | 108.04 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $277k | 104.00 | 2663.46 | |
Public Service Enterprise (PEG) | 0.1 | $273k | 4.5k | 60.87 | |
Texas Pacific Land Corp (TPL) | 0.1 | $272k | 225.00 | 1208.89 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $262k | 2.3k | 114.16 | |
CVS Caremark Corporation (CVS) | 0.1 | $256k | 3.0k | 84.80 | |
Coca-Cola Company (KO) | 0.1 | $247k | 4.7k | 52.50 | |
Archer Daniels Midland Company (ADM) | 0.1 | $240k | 4.0k | 60.12 | |
Nvent Electric SHS (NVT) | 0.1 | $234k | 7.2k | 32.31 | |
Amazon (AMZN) | 0.1 | $230k | 70.00 | 3285.71 | |
PPG Industries (PPG) | 0.0 | $222k | 1.6k | 143.23 | |
Hecla Mining Company (HL) | 0.0 | $220k | 40k | 5.50 | |
Consolidated Edison (ED) | 0.0 | $213k | 2.9k | 72.42 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $211k | 949.00 | 222.34 | |
Lululemon Athletica (LULU) | 0.0 | $210k | 520.00 | 403.85 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $206k | 8.6k | 24.09 | |
3M Company (MMM) | 0.0 | $202k | 1.2k | 175.04 | |
Rh (RH) | 0.0 | $200k | 300.00 | 666.67 | |
Barrick Gold Corp (GOLD) | 0.0 | $181k | 10k | 18.10 |