ADELL HARRIMAN & CARPENTER INC - Portfolio overview

ADELL HARRIMAN & CARPENTER INC has 179 reported holdings in this dataset, with the latest filing dated 2026-05-04.

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. AVGO - Broadcom Inc, 8.29%
2. NVDA - Nvidia Corp, 8.03%
3. AAPL - Apple Inc, 6.28%

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

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