CARRET ASSET MANAGEMENT, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
CA
CARRET ASSET MANAGEMENT, LLC
Institutional Filer 3.05%$1.02B293

Current Portfolio Holdings

Showing all 293 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AAPLApple Inc.Technology318K$80.8M7.91%
2GOOGAlphabet Inc.Technology164K$47.2M4.62%
3NaNJPMORGAN CHASE & CO145K$42.5M4.17%
4MSFTMicrosoft CorporationTechnology113K$41.8M4.09%
5GOOGLAlphabet Inc.Technology109K$31.4M3.08%
6BRKBBERKSHIRE HATHAWAY INC CL B59K$28.3M2.77%
7PENPenumbra, Inc.Healthcare72K$23.6M2.31%
8JNJJohnson & JohnsonHealthcare81K$19.9M1.95%
9CVXChevron CorporationEnergy88K$18.1M1.77%
10ORCLOracle CorporationTechnology108K$15.9M1.55%
11AXPAmerican Express CompanyFinancial Services52K$15.8M1.55%
12LRCXLam Research CorporationTechnology72K$15.4M1.50%
13AMZNAmazon.com, Inc.Consumer Cyclical69K$14.4M1.41%
14NaNCISCO SYS INC183K$14.2M1.39%
15WMTWalmart Inc.Consumer Defensive113K$14.1M1.38%
Showing 1 to 15 of 293 holdings