CARRET ASSET MANAGEMENT, LLC - Portfolio overview

CARRET ASSET MANAGEMENT, LLC has 264 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.77%
2. GOOG - ALPHABET INC CL C, 5.12%
3. MSFT - MICROSOFT CORP, 4.54%

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

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