Institutions / Carnegie Investment Counsel

Carnegie Investment Counsel

CIK 1511506 · Institution · as of Dec 31, 2025
Portfolio value
$5.42B
Positions
564
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 564 →
CompanyClassValueShares% of portfolio
Microsoft Corp$201.74M417,1493.7%
Alphabet Inc.$196.71M628,4823.6%
Apple Inc.$186.40M685,6423.4%
JPMorgan Chase & Co$135.06M419,1472.5%
NVIDIA Corp$130.47M699,5942.4%
Broadcom Inc.$121.69M351,5982.2%
Amazon.com Inc$112.03M485,3572.1%
Meta Platforms Inc$106.29M161,0292.0%
Warren E. Buffett$96.84M192,6611.8%
Mastercard Inc$80.93M141,7661.5%
Schwab Charles Corp$80.30M803,7011.5%
Stryker Corp$77.98M221,8591.4%
Alphabet Inc.$73.32M233,6621.4%
Progressive CORP/OH$65.72M288,5901.2%
Visa Inc$64.09M182,7401.2%
Qualcomm INC/DE$62.75M366,8791.2%
Eaton Corp plc$61.26M192,3351.1%
Select Sector SPDR Tr$53.37M370,6881.0%
SPDR Series Trust$52.18M1,809,2341.0%
Sherwin Williams Co$51.31M158,3420.9%
Applied Materials Inc /De$49.97M194,4450.9%
Chubb Ltd$48.64M155,8250.9%
SPDR S&P 500 ETF Tr$48.59M71,2550.9%
Uber Technologies, Inc$47.58M582,2890.9%
BlackRock, Inc.$43.71M40,8380.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.