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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
Page 10 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FIDELITY EXTENDED MARKET INDEX 6,600.0 $656K 0.06% $99.41
182 CR CRANE COMPANY Industrials 3,761.0 $643K 0.06% $170.98 +5.1%
183 PFF ISHARES S&P PREF STK INDX FN 21,013.0 $637K 0.06% +120.0 +0.6% $30.32 +3.0%
184 PRU PRUDENTIAL FINANCIAL, INC. Financial Services 6,510.0 $636K 0.06% -300.0 -4.4% $97.69 +6.6%
185 AZO AUTOZONE INC Consumer Cyclical 188.0 $635K 0.06% -50.0 -21.0% $3377.78 +0.9%
186 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 6,948.0 $626K 0.06% $90.11 +15.2%
187 SSNC SS&C TECHNOLOGIES HOLDINGS INC Technology 9,265.0 $626K 0.06% +425.0 +4.8% $67.57 -0.8%
188 EXC EXELON CORP Utilities 12,654.0 $620K 0.06% +725.0 +6.1% $49.02 -5.7%
189 XLP SECTOR SPDR CONSMRS STPL 7,510.0 $616K 0.06% +2K +31.8% $81.98 +3.4%
190 AWK AMERICAN WATER WORKS INC Utilities 4,471.0 $608K 0.06% $136.09 -8.0%
191 INDY ISHARES CNX INDIA 50 INDEX 14,176.0 $599K 0.06% +1K +10.9% $42.24 +0.7%
192 AVT AVNET INC Technology 9,712.0 $598K 0.06% $61.62 +39.4%
193 KHC THE KRAFT HEINZ COMPANY Consumer Defensive 26,570.0 $598K 0.06% -3K -8.9% $22.49 +5.8%
194 VB VANGUARD INDEX FDS SMALL CP ET 2,190.0 $574K 0.06% $261.91 +10.4%
195 DOC HEALTHPEAK PROPERTIES INC Real Estate 34,659.0 $569K 0.06% +3K +11.0% $16.43 +20.1%
196 SPHD INVESCO S&P 500 HIGH DVD LOW V 11,400.0 $566K 0.06% +3K +38.2% $49.61 +1.7%
197 CG CARLYLE GROUP INC Financial Services 11,640.0 $563K 0.06% +975.0 +9.1% $48.39 -6.1%
198 EMN EASTMAN CHEMICAL Basic Materials 7,363.0 $562K 0.06% $76.32 -2.9%
199 INTC INTEL CORP Technology 12,732.0 $562K 0.06% -500.0 -3.8% $44.13 +171.6%
200 SCHV SCHWAB US LARGE-CAP VALUE 18,283.0 $558K 0.06% +250.0 +1.4% $30.50 +9.2%
Page 10 of 15  ·  293 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%