account_balance
Investment manager · 13F filer · SEC CIK 320376
McRae Capital Management Inc
Reported value$540Mas of Sep 30, 2026
Positions112 5 new, 5 sold out
Top 10 weight38.4%MSFT alone is 6%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.8%
KEYSKeysight Technologies, Inc.
4.5%Trimmed −5%
LHLabcorp Holdings Inc.
4.4%Trimmed −4%
WSMWilliams Sonoma Inc
4.3%Trimmed −6%
NDAQNasdaq, Inc.
3.7%
TMOThermo Fisher Scientific Inc.
3.3%Trimmed −6%
VRTXVertex Pharmaceuticals Inc
3.1%Trimmed −4%
OMCOmnicom Group Inc.
3.1%
GOOGLAlphabet Inc.
3.1%
SNASnap-on Inc
2.9%
TFCTruist Financial Corp
2.8%
LOWLowe's Companies Inc
2.8%
MSFTMicrosoft Corp
5.8%
KEYSKeysight Technologies, Inc.
4.5%
LHLabcorp Holdings Inc.
4.4%
WSMWilliams Sonoma Inc
4.3%−6%
NDAQNasdaq, Inc.
3.7%
TMOThermo Fisher Scientific Inc.
3.3%−6%
VRTXVertex Pharmaceuticals Inc
3.1%
OMCOmnicom Group Inc.
3.1%
GOOGLAlphabet Inc.
3.1%
SNASnap-on Inc
2.9%
TFCTruist Financial Corp
2.8%
LOWLowe's Companies Inc
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.8% HeldKEYS Keysight Technologies, Inc. 4.5% Trimmed −5%LH Labcorp Holdings Inc. 4.4% Trimmed −4%WSM Williams Sonoma Inc 4.3% Trimmed −6%NDAQ Nasdaq, Inc. 3.7% HeldTMO Thermo Fisher Scientific Inc. 3.3% Trimmed −6%VRTX Vertex Pharmaceuticals Inc 3.1% Trimmed −4%OMC Omnicom Group Inc. 3.1% HeldGOOGL Alphabet Inc. 3.1% HeldSNA Snap-on Inc 2.9% HeldTFC Truist Financial Corp 2.8% HeldLOW Lowe's Companies Inc 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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