account_balance
Investment manager · 13F filer · SEC CIK 2043591
Carnegie Lake Advisors LLC
Reported value$271Mas of Sep 30, 2026
Positions165 12 new, 14 sold out
Top 10 weight37.2%MSFT alone is 6%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.9%Trimmed −46%
AAPLApple Inc.
5.7%Trimmed −74%
BRK-BBerkshire Hathaway Inc
4.4%Added +116%
AMGNAmgen Inc
3.6%Trimmed −86%
UNHUnitedHealth Group Inc
3.3%Trimmed −94%
WCCWesco International Inc
3.2%Trimmed −44%
PHParker-Hannifin Corp
2.9%Added +141%
GOOGAlphabet Inc.
2.8%Trimmed −50%
SYKStryker Corp
2.8%Trimmed −97%
JPMJPMorgan Chase & Co
2.6%Trimmed −62%
CSCOCisco Systems, Inc.
2.2%−97%
COSTCostco Wholesale Corp
2.0%+128%
MSFTMicrosoft Corp
5.9%Trimmed −46%
AAPLApple Inc.
5.7%Trimmed −74%
BRK-BBerkshire Hathaway Inc
4.4%+116%
AMGNAmgen Inc
3.6%−86%
UNHUnitedHealth Group Inc
3.3%−94%
WCCWesco International Inc
3.2%
PHParker-Hannifin Corp
2.9%
GOOGAlphabet Inc.
2.8%
SYKStryker Corp
2.8%
JPM2.6%CSCOCOSTBoxes 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 5.9% Trimmed −46%AAPL Apple Inc. 5.7% Trimmed −74%BRK-B Berkshire Hathaway Inc 4.4% Added +116%AMGN Amgen Inc 3.6% Trimmed −86%UNH UnitedHealth Group Inc 3.3% Trimmed −94%WCC Wesco International Inc 3.2% Trimmed −44%PH Parker-Hannifin Corp 2.9% Added +141%GOOG Alphabet Inc. 2.8% Trimmed −50%SYK Stryker Corp 2.8% Trimmed −97%JPM JPMorgan Chase & Co 2.6% Trimmed −62%CSCO Cisco Systems, Inc. 2.2% Trimmed −97%COST Costco Wholesale Corp 2.0% Added +128%
What changed
Biggest moves since Jun 30, 2026
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