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 > Profile

Instuitional Investor - Carret Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Carret Asset Management, Llc
Portfolio Value $885,178,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 334,481 $74,298,285 8.39%
2.
Microsoft Corp
 MSFT 119,440 $44,836,432 5.07%
3.
Jpmorgan Chase & Co
 JPM 147,339 $36,142,225 4.08%
4.
Berkshire Hathaway Inc
 BRK.A 59,548 $31,714,074 3.58%
5.
Alphabet Inc.
 GOOGL 172,897 $27,011,731 3.05%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)