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 > 13F Holdings

Instuitional Investor - Carret Asset Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 314,999 $91,148,208 7.97%
2.
Alphabet Inc.
 GOOGL 163,271 $57,688,369 5.04%
3.
Jpmorgan Chase & Co
 JPM 142,669 $46,699,747 4.08%
4.
Microsoft Corp
 MSFT 111,448 $41,572,190 3.63%
5.
Alphabet Inc.
 GOOGL 105,994 $37,879,253 3.31%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

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