Carnegie Lake Advisors LLC - Portfolio overview

Carnegie Lake Advisors LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.72%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 4.48%
3. MSFT - MICROSOFT CORP, 4.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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