13F Insight
DOSSIER · 13F-HR · Q2 2026

MCRAE CAPITAL MANAGEMENT INC

$508M in tracked AUM across 113 positions as of Q2 2026.

MC
CIK 0000320376 · last filed Jun 30, 2026
Total AUM
$508M
as of Q2 2026
Holdings
113
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MCRAE CAPITAL MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WSM
WILLIAMS SONOMA INC
$25M109K5.0%02
KEYS
KEYSIGHT TECHNOLOGIES INC
$25M71K4.9%03
MSFT
MICROSOFT CORP
$23M61K4.5%04
LH
LABCORP HOLDINGS INC
$23M81K4.5%05
PWR
QUANTA SVCS INC
$18M25K3.5%06
SNA
SNAP ON INC
$18M44K3.5%07
LOW
LOWES COS INC
$18M80K3.5%08
NDAQ
NASDAQ INC
$17M220K3.4%09
GOOGL
ALPHABET INC
$17M48K3.4%10
URI
UNITED RENTALS INC
$17M15K3.4%

Filing history

2026Q2Jun 30
$508M▲ 5.4%
113 positionsView →2026Q1Mar 31
$482M▼ 1.6%
106 positionsView →2025Q4Dec 31
$490M▼ 2.8%
103 positionsView →2025Q3Sep 30
$504M▲ 3.2%
103 positionsView →2025Q2Jun 30
$488M▲ 3.0%
102 positionsLocked2025Q1Mar 31
$474M▼ 7.0%
94 positionsLocked2024Q4Dec 31
$510M▼ 0.4%
91 positionsLocked2024Q3Sep 30
$512M▲ 16.8%
93 positionsLocked2024Q2Jun 30
$439M▼ 3.9%
92 positionsLocked2024Q1Mar 31
$457M▲ 14.2%
96 positionsLocked2023Q4Dec 31
$400M▲ 18.4%
96 positionsLocked2023Q3Sep 30
$338M▼ 4.0%
94 positionsLocked
Showing 12 of 100