MCRAE CAPITAL MANAGEMENT INC 13F Holdings

CIK 0000320376 · Morristown, NJ

As of Sep 30, 2025, MCRAE CAPITAL MANAGEMENT INC reported 103 positions worth $503.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology65,863$34.1M6.77%
WILLIAMS SONOMA INCWSMConsumer Cyclical134,346$26.3M5.21%
NASDAQ INCNDAQFinancial Services279,257$24.7M4.90%
LABCORP HOLDINGS INCLHHealthcare84,471$24.2M4.81%
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKPTechnology114,765$23.7M4.71%
LOWES COMPANIES INCLOWConsumer Cyclical88,571$22.3M4.42%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology112,926 9.8M3.92%
QUANTA SERVICES INCPWRIndustrials44,304 8.4M3.64%
SNAP-ON INCSNAIndustrials51,263 7.8M3.53%
OMNICOM GROUP INCOMCCommunication Services215,629 7.6M3.49%
FISERV INCFISVTechnology132,651 7.1M3.39%
UNITED RENTALS INCURIIndustrials16,632 5.9M3.15%
WORKDAY INCWDAYTechnology63,764 5.3M3.05%
THERMO FISHER SCIENTIFIC INCTMOHealthcare30,768 4.9M2.96%
TRUIST FINANCIAL CORPTFCFinancial Services302,859 3.8M2.75%
BROADRIDGE FINANCIAL SOLUTIONS INCBRTechnology57,779 3.8M2.73%
VERTEX PHARMACEUTICALS INCVRTXHealthcare33,159 3.0M2.58%
ALPHABET INCGOOGLEquity52,778 2.8M2.55%
SALESFORCE INCCRMTechnology53,572 2.7M2.52%
PAYPAL HOLDINGS INCPYPLFinancial Services187,395 2.6M2.49%
CHUBB LTDCBFinancial Services44,236 2.5M2.48%
ACCENTURE PLCACNTechnology44,545 1.0M2.18%
BECTON DICKINSON & COBDXHealthcare49,935$9.3M1.86%
UNITEDHEALTH GROUP INCUNHHealthcare26,374$9.1M1.81%
JPMORGAN CHASE & COJPMFinancial Services26,147$8.2M1.64%