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Portfolio (Quarterly) Guide ↗

CARRET ASSET MANAGEMENT, LLC

· CIK 0000791490
13F Portfolio $1.0B AUM 293 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 62 Added 74 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 Q QNITY ELECTRONICS INC Technology 10,236 $836K 0.08% SOLD
2 AKAM AKAMAI TECHNOLOGIES Technology 5,860 $511K 0.05% SOLD
3 SWK STANLEY BLACK & DECKER INC Industrials 4,140 $308K 0.03% SOLD
4 DOW DOW CHEM CO COM Basic Materials 12,928 $302K 0.03% SOLD
5 INTU INTUIT CORP Technology 400 $265K 0.03% SOLD
6 SHOP SHOPIFY INC - CLASS A Technology 1,515 $244K 0.02% SOLD
7 TSLA TESLA INC Consumer Cyclical 527 $237K 0.02% SOLD
8 IUSG ISHARES CORE S&P US GROWTH ETF 1,252 $210K 0.02% SOLD
9 CTSH COGNIZANT TECHNOLOGY SOLUTIONS Technology 2,435 $202K 0.02% SOLD
Sector Allocation
Technology 26.7%
Financial Services 20.8%
Communication Services 12.7%
Healthcare 11.8%
Industrials 8.2%
Consumer Defensive 6.2%
Consumer Cyclical 4.4%
Energy 3.9%
Utilities 3.2%
Real Estate 1.9%