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Home > Institutional Investor > Adell Harriman & Carpenter Inc > Profile

Instuitional Investor - Adell Harriman & Carpenter Inc

Fund Profile
Filing Period:
Fund Name: Adell Harriman & Carpenter Inc
Portfolio Value $2,041,580,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 731,340 $167,023,458 8.18%
2.
Broadcom Inc.
 AVGO 414,217 $145,468,914 7.13%
3.
Apple Inc.
 AAPL 386,295 $128,644,265 6.3%
4.
Micron Technology Inc
 MU 82,050 $87,392,465 4.28%
5.
Palo Alto Networks Inc
 PANW 208,554 $82,860,732 4.06%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.