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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 $913,024,815
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 332,264 $83,205,666 9.11%
2.
Microsoft Corp
 MSFT 117,977 $49,727,173 5.44%
3.
Jpmorgan Chase & Co
 JPM 148,730 $35,651,965 3.9%
4.
Alphabet Inc.
 GOOGL 173,672 $33,074,173 3.62%
5.
Berkshire Hathaway Inc
 BRK.A 59,655 $27,040,418 2.96%
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)