account_balance
Investment manager · 13F filer · SEC CIK 791490
Carret Asset Management, LLC
Reported value$1.14Bas of Sep 30, 2026
Positions308 11 new, 12 sold out
Top 10 weight35.8%AAPL alone is 9%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.1%
MSFTMicrosoft Corp
5.0%
GOOGAlphabet Inc.
4.7%Trimmed −3%
JPMJPMorgan Chase & Co
4.1%
GOOGLAlphabet Inc.
3.2%
BRK-BBerkshire Hathaway Inc
2.5%
PENPenumbra Inc
2.0%
JNJJohnson & Johnson
1.8%
LRCXLam Research Corp
1.8%−4%
CSCOCisco Systems, Inc.
1.7%
CVXChevron Corp
1.5%
AMZNAmazon.com Inc
1.5%
AAPLApple Inc.
9.1%
MSFTMicrosoft Corp
5.0%
GOOGAlphabet Inc.
4.7%−3%
JPMJPMorgan Chase & Co
4.1%
GOOGLAlphabet Inc.
3.2%
BRK-BBerkshire Hathaway Inc
2.5%
PEN2.0%JNJ1.8%LRCX1.8%CSCOCVX1.5%AMZNBoxes 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
AAPL Apple Inc. 9.1% HeldMSFT Microsoft Corp 5.0% HeldGOOG Alphabet Inc. 4.7% Trimmed −3%JPM JPMorgan Chase & Co 4.1% HeldGOOGL Alphabet Inc. 3.2% HeldBRK-B Berkshire Hathaway Inc 2.5% HeldPEN Penumbra Inc 2.0% HeldJNJ Johnson & Johnson 1.8% HeldLRCX Lam Research Corp 1.8% Trimmed −4%CSCO Cisco Systems, Inc. 1.7% HeldCVX Chevron Corp 1.5% HeldAMZN Amazon.com Inc 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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