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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 $785,081,679
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 343,486 $66,131,386 8.42%
2.
Microsoft Corp
 MSFT 121,658 $45,748,426 5.82%
3.
Jpmorgan Chase & Co
 JPM 153,552 $26,119,262 3.32%
4.
Alphabet Inc.
 GOOG 176,211 $24,833,474 3.16%
5.
Berkshire Hathaway Inc
 BRK.A 59,283 $21,143,875 2.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)