Mcrae Capital Management Inc.
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.
Latest 13F Filing Activity
Mcrae Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $488M. The fund increased holdings in Microsoft Corp., Quanta SVCS Inc., Nasdaq Inc. among other positions. Mcrae Capital Management Inc. reduced exposure to Unitedhealth Group Inc., Hershey Co., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.01% | $34.2M | 68,843 | $77.50 | $497.41 | +$7.7M |
C CHKP | CHECK POINT SOFTWARE TECH LT | 5.31% | $26.0M | 117,320 | $96.71 | $221.25 | -$1.1M |
N NDAQ | NASDAQ INC | 5.28% | $25.8M | 288,161 | $50.63 | $89.42 | +$3.7M |
W WSM | WILLIAMS SONOMA INC | 4.73% | $23.1M | 141,346 | $27.01 | $163.37 | +$725.1K |
L LH | LABCORP HOLDINGS INC | 4.59% | $22.4M | 85,391 | $204.21 | $262.51 | +$2.4M |