Mcrae Capital Management as of March 31, 2022
Portfolio Holdings for Mcrae Capital Management
Mcrae Capital Management holds 111 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.2 | $23M | 75k | 308.31 | |
Perficient (PRFT) | 4.9 | $22M | 196k | 110.09 | |
Laboratory Corp Amer Hldgs Com New | 4.1 | $18M | 68k | 263.66 | |
Quanta Services (PWR) | 3.9 | $17M | 132k | 131.61 | |
Lowe's Companies (LOW) | 3.8 | $17M | 84k | 202.19 | |
Omni (OMC) | 3.7 | $16M | 192k | 84.88 | |
Check Point Software Tech Lt Ord (CHKP) | 3.6 | $16M | 115k | 138.26 | |
Bristol Myers Squibb (BMY) | 3.5 | $15M | 211k | 73.03 | |
Us Bancorp Del Com New (USB) | 3.3 | $15M | 275k | 53.15 | |
Medtronic SHS (MDT) | 3.3 | $14M | 130k | 110.95 | |
Williams-Sonoma (WSM) | 3.2 | $14M | 98k | 145.00 | |
Kinder Morgan (KMI) | 3.2 | $14M | 741k | 18.91 | |
Truist Financial Corp equities (TFC) | 3.2 | $14M | 246k | 56.70 | |
Keysight Technologies (KEYS) | 3.0 | $13M | 84k | 157.97 | |
Zebra Technologies Corporati Cl A (ZBRA) | 2.7 | $12M | 29k | 413.70 | |
Fiserv (FI) | 2.6 | $12M | 115k | 101.40 | |
Paypal Holdings (PYPL) | 2.6 | $11M | 98k | 115.65 | |
Skyworks Solutions (SWKS) | 2.4 | $11M | 79k | 133.27 | |
United Rentals (URI) | 2.3 | $10M | 29k | 355.21 | |
Broadridge Financial Solutions (BR) | 2.3 | $10M | 65k | 155.70 | |
salesforce (CRM) | 2.2 | $9.7M | 46k | 212.31 | |
Caterpillar (CAT) | 2.2 | $9.5M | 43k | 222.83 | |
Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $9.0M | 27k | 337.22 | |
Becton, Dickinson and (BDX) | 2.0 | $8.9M | 34k | 266.01 | |
Scotts Miracle-gro Cl A (SMG) | 2.0 | $8.7M | 71k | 122.96 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $7.4M | 29k | 260.98 | |
Thermo Fisher Scientific (TMO) | 1.6 | $7.1M | 12k | 590.65 | |
Workday Cl A (WDAY) | 1.6 | $7.0M | 29k | 239.47 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $6.5M | 48k | 136.31 | |
Apple (AAPL) | 1.2 | $5.4M | 31k | 174.61 | |
Ishares Tr Pfd And Incm Sec (PFF) | 1.2 | $5.2M | 143k | 36.42 | |
Southern Company (SO) | 1.0 | $4.6M | 64k | 72.51 | |
Cerence (CRNC) | 1.0 | $4.3M | 120k | 36.10 | |
Johnson & Johnson (JNJ) | 0.9 | $3.8M | 21k | 177.21 | |
Hershey Company (HSY) | 0.6 | $2.7M | 13k | 216.64 | |
Verizon Communications (VZ) | 0.5 | $2.4M | 47k | 50.94 | |
Pfizer (PFE) | 0.5 | $2.2M | 43k | 51.78 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.1M | 12k | 180.66 | |
Pepsi (PEP) | 0.4 | $2.0M | 12k | 167.39 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.7M | 3.8k | 453.81 | |
Danaher Corporation (DHR) | 0.4 | $1.6M | 5.5k | 293.39 | |
Waste Management (WM) | 0.3 | $1.5M | 9.7k | 158.53 | |
Chubb (CB) | 0.3 | $1.4M | 6.7k | 213.90 | |
Union Pacific Corporation (UNP) | 0.3 | $1.4M | 4.9k | 273.17 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $1.3M | 4.3k | 301.62 | |
Intel Corporation (INTC) | 0.3 | $1.3M | 26k | 49.56 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $979k | 26k | 37.89 | |
Nextera Energy (NEE) | 0.2 | $974k | 12k | 84.70 | |
Exxon Mobil Corporation (XOM) | 0.2 | $953k | 12k | 82.60 | |
Intuit (INTU) | 0.2 | $930k | 1.9k | 480.87 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $796k | 1.9k | 415.23 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $753k | 15k | 49.64 | |
Abbott Laboratories (ABT) | 0.2 | $723k | 6.1k | 118.29 | |
Merck & Co (MRK) | 0.2 | $720k | 8.8k | 82.10 | |
Home Depot (HD) | 0.2 | $710k | 2.4k | 299.20 | |
Trane Technologies SHS (TT) | 0.2 | $710k | 4.7k | 152.62 | |
Eli Lilly & Co. (LLY) | 0.2 | $694k | 2.4k | 286.54 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $653k | 6.1k | 107.90 | |
Honeywell International (HON) | 0.1 | $615k | 3.2k | 194.68 | |
Automatic Data Processing (ADP) | 0.1 | $615k | 2.7k | 227.61 | |
Walt Disney Company (DIS) | 0.1 | $564k | 4.1k | 137.06 | |
Costco Wholesale Corporation (COST) | 0.1 | $563k | 978.00 | 575.66 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $560k | 2.1k | 268.20 | |
Amgen (AMGN) | 0.1 | $543k | 2.2k | 241.87 | |
Altria (MO) | 0.1 | $524k | 10k | 52.21 | |
Procter & Gamble Company (PG) | 0.1 | $519k | 3.4k | 152.78 | |
UnitedHealth (UNH) | 0.1 | $497k | 975.00 | 509.74 | |
Agnico (AEM) | 0.1 | $490k | 8.0k | 61.25 | |
Chevron Corporation (CVX) | 0.1 | $483k | 3.0k | 162.74 | |
United Parcel Service CL B (UPS) | 0.1 | $482k | 2.2k | 214.51 | |
Wal-Mart Stores (WMT) | 0.1 | $469k | 3.2k | 148.89 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $451k | 162.00 | 2783.95 | |
ConocoPhillips (COP) | 0.1 | $440k | 4.4k | 100.02 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $439k | 972.00 | 451.65 | |
Abbvie (ABBV) | 0.1 | $436k | 2.7k | 161.96 | |
Newmont Mining Corporation (NEM) | 0.1 | $429k | 5.4k | 79.44 | |
Meta Platforms Cl A (META) | 0.1 | $413k | 1.9k | 222.40 | |
Goldman Sachs (GS) | 0.1 | $410k | 1.2k | 329.85 | |
Texas Instruments Incorporated (TXN) | 0.1 | $390k | 2.1k | 183.53 | |
Cisco Systems (CSCO) | 0.1 | $384k | 6.9k | 55.73 | |
Duke Energy Corp Com New (DUK) | 0.1 | $373k | 3.3k | 111.58 | |
Archer Daniels Midland Company (ADM) | 0.1 | $360k | 4.0k | 90.18 | |
Amazon (AMZN) | 0.1 | $346k | 106.00 | 3264.15 | |
Xylem (XYL) | 0.1 | $342k | 4.0k | 85.18 | |
Lumen Technologies (LUMN) | 0.1 | $338k | 30k | 11.27 | |
Nike CL B (NKE) | 0.1 | $323k | 2.4k | 134.58 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $319k | 2.2k | 147.89 | |
Middlesex Water Company (MSEX) | 0.1 | $318k | 3.0k | 105.12 | |
Hancock John Pfd Income Sh Ben Int (HPI) | 0.1 | $318k | 17k | 19.33 | |
Investors Ban | 0.1 | $317k | 21k | 14.95 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $312k | 2.3k | 135.95 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $310k | 111.00 | 2792.79 | |
Texas Pacific Land Corp (TPL) | 0.1 | $304k | 225.00 | 1351.11 | |
Block Cl A (SQ) | 0.1 | $300k | 2.2k | 135.44 | |
Coca-Cola Company (KO) | 0.1 | $292k | 4.7k | 62.06 | |
Public Service Enterprise (PEG) | 0.1 | $289k | 4.1k | 69.98 | |
CVS Caremark Corporation (CVS) | 0.1 | $285k | 2.8k | 101.10 | |
Consolidated Edison (ED) | 0.1 | $278k | 2.9k | 94.53 | |
PNC Financial Services (PNC) | 0.1 | $277k | 1.5k | 184.67 | |
Barings Global Short Duration Com cef (BGH) | 0.1 | $277k | 18k | 15.52 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $275k | 1.2k | 227.46 | |
BlackRock (BLK) | 0.1 | $267k | 350.00 | 762.86 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $266k | 16k | 16.94 | |
Fortive (FTV) | 0.1 | $265k | 4.4k | 60.92 | |
Hecla Mining Company (HL) | 0.1 | $263k | 40k | 6.58 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $260k | 5.4k | 47.97 | |
Nvent Electric SHS (NVT) | 0.1 | $252k | 7.3k | 34.75 | |
Barrick Gold Corp (GOLD) | 0.1 | $245k | 10k | 24.50 | |
Rbc Cad (RY) | 0.0 | $221k | 2.0k | 110.50 | |
Allstate Corporation (ALL) | 0.0 | $208k | 1.5k | 138.67 | |
Raytheon Technologies Corp (RTX) | 0.0 | $207k | 2.1k | 99.14 |