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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 $1,327,612,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 411,925 $91,501,044 6.89%
2.
Nvidia Corp
 NVDA 834,068 $90,396,323 6.81%
3.
Broadcom Inc.
 AVGO 538,652 $90,186,612 6.79%
4.
Microsoft Corp
 MSFT 154,457 $57,981,636 4.37%
5.
Amazon Com Inc
 AMZN 216,145 $41,123,919 3.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)