Long-term investor
Adell Harriman & Carpenter Inc. @adellharrimancarpenterin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001134152).
Record
- Tracked since 2025-06-30 (454 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +54.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 8.1% · long · since 2025-06-30
- NVDA · 7.6% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- MU · 4.6% · long · since 2025-06-30
- PWR · 4.2% · long · since 2025-06-30
- PANW · 3.9% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- ABBV · 2.2% · long · since 2025-06-30
- 46284V101 · 2.0% · long · since 2025-06-30
- V · 2.0% · long · since 2025-06-30