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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 $1,437,453,578
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 552,070 $127,991,933 8.9%
2.
Nvidia Corp
 NVDA 857,126 $115,103,496 8%
3.
Apple Inc.
 AAPL 395,162 $98,956,468 6.88%
4.
Microsoft Corp
 MSFT 153,678 $64,775,419 4.5%
5.
Amazon Com Inc
 AMZN 215,506 $47,280,059 3.28%
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)