Long-term investor
Carnegie Investment Counsel @carnegieinvestmentcounse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001511506).
Record
- Tracked since 2025-06-30 (441 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +6.8% · 6 months n/a · 1 year +8.4% · all +8.4%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 3.8% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- JPM · 2.4% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- BRK-B · 1.9% · long · since 2025-06-30
- AMAT · 1.6% · long · since 2025-06-30
- META · 1.6% · long · since 2025-06-30
- GOOG · 1.5% · long · since 2025-06-30
- ETN · 1.4% · long · since 2025-06-30