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Mcrae Capital Management Inc.

CIK:0000320376
Investment Adviser
$816M AUM
102 holdings
Morristown, NJ, USA
Founded:1981
8 employees
Latest filing:Jun 30, 2025

McRae Capital Management Inc. is an SEC-registered investment adviser headquartered in Morristown, New Jersey. Founded in 1981, the firm manages assets primarily for high net worth individuals, pension plans, and charitable organizations. With a team of 8 employees, McRae Capital Management focuses on personalized investment management solutions tailored to meet the diverse needs of its clients. The firm is known for its long-term approach and client-centric philosophy.

Investment Strategy

McRae Capital Management Inc. employs a discretionary, long-term investment management approach primarily for high net worth individuals, pension plans, and charities. The firm constructs diversified portfolios with a focus on capital preservation and steady growth. Portfolio allocations often include equities across various sectors, selected through fundamental analysis and risk assessment. Their core philosophy centers on building lasting relationships and individually tailored investment solutions to help clients achieve their financial goals.

Top Buys
M
MSFTMICROSOFT CORP
+$7.7M
P
PWRQUANTA SVCS INC
+$6.0M
N
NDAQNASDAQ INC
+$3.7M
G
GOOGLALPHABET INC
+$3.5M
G
GSGOLDMAN SACHS GROUP INC
+$2.6M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$8.5M
H
HSYHERSHEY CO
-$7.5M
B
BDXBECTON DICKINSON & CO
-$4.2M
O
OMCOMNICOM GROUP INC
-$2.8M
F
FIFISERV INC
-$2.1M

Top Holdings

M
MSFTMICROSOFT CORP
+7.0%$34.2M
C
CHKPCHECK POINT SOFTWARE TECH LT
+5.3%$26.0M
N
NDAQNASDAQ INC
+5.3%$25.8M
W
WSMWILLIAMS SONOMA INC
+4.7%$23.1M
L
LHLABCORP HOLDINGS INC
+4.6%$22.4M

Equity Positions (102)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP7.01%$34.2M68,843$77.50$497.41+$7.7M
C
CHKP
CHECK POINT SOFTWARE TECH LT5.31%$26.0M117,320$96.71$221.25-$1.1M
N
NDAQ
NASDAQ INC5.28%$25.8M288,161$50.63$89.42+$3.7M
W
WSM
WILLIAMS SONOMA INC4.73%$23.1M141,346$27.01$163.37+$725.1K
L
LH
LABCORP HOLDINGS INC4.59%$22.4M85,391$204.21$262.51+$2.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+15.9%
SERVICES-BUSINESS SERVICES, NEC
+12.0%
SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
+5.3%
RETAIL-HOME FURNITURE, FURNISHINGS & EQUIPMENT STORES
+4.7%
SERVICES-MEDICAL LABORATORIES
+4.6%