Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Carret Asset Management, Llc > Profile

Instuitional Investor - Carret Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Carret Asset Management, Llc
Portfolio Value $1,021,428,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 318,352 $80,794,517 7.91%
2.
Alphabet Inc.
 GOOGL 164,462 $47,177,429 4.62%
3.
Jpmorgan Chase & Co
 AMJB 144,646 $42,548,945 4.17%
4.
Microsoft Corp
 MSFT 112,924 $41,801,013 4.09%
5.
Alphabet Inc.
 GOOGL 109,354 $31,445,845 3.08%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.