MCRAE CAPITAL MANAGEMENT INC Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$489.9M

Holdings

103

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (103 positions)

StockValue
MSFTMICROSOFT CORP
$30.8M
NDAQNASDAQ INC
$26.2M
WSMWILLIAMS SONOMA INC
$22.7M
KEYSKEYSIGHT TECHNOLOGIES INC
$21.7M
LHLABCORP HOLDINGS INC
$21.2M
CHKPCHECK POINT SOFTWARE TECH LT
$20.9M
LOWLOWES COS INC
$20.9M
OMCOMNICOM GROUP INC
$18.2M
SNASNAP ON INC
$17.0M
TMOTHERMO FISHER SCIENTIFIC INC
$16.9M
CRMSALESFORCE INC
$16.4M
PWRQUANTA SVCS INC
$16.3M
VRTXVERTEX PHARMACEUTICALS INC
$16.1M
GOOGLALPHABET INC
$15.8M
TFCTRUIST FINL CORP
$15.6M
WDAYWORKDAY INC
$14.9M
CBCHUBB LIMITED
$13.7M
URIUNITED RENTALS INC
$13.0M
ACNACCENTURE PLC IRELAND
$12.7M
BRBROADRIDGE FINL SOLUTIONS IN
$12.5M
PYPLPAYPAL HLDGS INC
$10.9M
BDXBECTON DICKINSON & CO
$9.6M
AMZNAMAZON COM INC
$9.3M
UNHUNITEDHEALTH GROUP INC
$8.6M
JPMJPMORGAN CHASE & CO.
$7.9M
AAPLAPPLE INC
$6.5M
GSGOLDMAN SACHS GROUP INC
$6.3M
FISVFISERV INC
$6.2M
IM8NINSMED INC
$4.6M
GQ9SPDR GOLD TR
$3.2M
SOSOUTHERN CO
$2.4M
JNJJOHNSON & JOHNSON
$2.4M
GBTCGRAYSCALE BITCOIN TRUST ETF
$2.1M
TTTRANE TECHNOLOGIES PLC
$2.1M
HONHONEYWELL INTL INC
$2.0M
BKBANK NEW YORK MELLON CORP
$1.8M
PFFISHARES TR
$1.7M
WMWASTE MGMT INC DEL
$1.7M
ISRGINTUITIVE SURGICAL INC
$1.6M
IVVISHARES TR
$1.6M
INTUINTUIT
$1.5M
METAMETA PLATFORMS INC
$1.4M
AEMAGNICO EAGLE MINES LTD
$1.2M
FMDEFIDELITY COVINGTON TRUST
$1.1M
FDXFEDEX CORP
$1.0M
PLTRPALANTIR TECHNOLOGIES INC
$986K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$928K
FTECFIDELITY COVINGTON TRUST
$902K
NEMNEWMONT CORP
$898K
AGIALAMOS GOLD INC NEW
$883K
MRKMERCK & CO INC
$870K
NVDANVIDIA CORPORATION
$785K
PFEPFIZER INC
$695K
WMTWALMART INC
$674K
HDHOME DEPOT INC
$669K
DHRDANAHER CORPORATION
$668K
UNPUNION PAC CORP
$647K
COSTCOSTCO WHSL CORP NEW
$636K
XOMEXXON MOBIL CORP
$632K
FESMFIDELITY COVINGTON TRUST
$631K
NVTNVENT ELECTRIC PLC
$623K
PEPPEPSICO INC
$612K
MRSHMARSH & MCLENNAN COS INC
$544K
LLYELI LILLY & CO
$535K
A4SAMERIPRISE FINL INC
$507K
ABTABBOTT LABS
$501K
XYLXYLEM INC
$486K
CVXCHEVRON CORP NEW
$482K
RTXRTX CORPORATION
$474K
IJHISHARES TR
$474K
FHLCFIDELITY COVINGTON TRUST
$470K
VOOVANGUARD INDEX FDS
$456K
IJRISHARES TR
$448K
FNCLFIDELITY COVINGTON TRUST
$441K
CSCOCISCO SYS INC
$435K
GOOGALPHABET INC
$425K
AVGOBROADCOM INC
$422K
PGPROCTER AND GAMBLE CO
$422K
ETNEATON CORP PLC
$414K
METMETLIFE INC
$397K
PEGPUBLIC SVC ENTERPRISE GRP IN
$392K
AMGNAMGEN INC
$388K
FIDUFIDELITY COVINGTON TRUST
$381K
ADPAUTOMATIC DATA PROCESSING IN
$348K
BTCGRAYSCALE BITCOIN MINI TR ET
$345K
BGHBARINGS GLOBAL SHORT DURATIO
$334K
SPYSPDR S&P 500 ETF TR
$328K
NFLXNETFLIX INC
$304K
FDISFIDELITY COVINGTON TRUST
$298K
ABBVABBVIE INC
$291K
TOWNTOWNEBANK PORTSMOUTH VA
$286K
USBUS BANCORP DEL
$262K
COPCONOCOPHILLIPS
$259K
DISDISNEY WALT CO
$250K
PNCPNC FINL SVCS GROUP INC
$241K
VTIVANGUARD INDEX FDS
$238K
IBMINTERNATIONAL BUSINESS MACHS
$237K
PQ3PROVIDENT FINL SVCS INC
$231K
PGFINVESCO EXCHANGE TRADED FD T
$229K
BACBANK AMERICA CORP
$223K
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