Long-term investor
Carret Asset Management, LLC @carretassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000791490).
Record
- Tracked since 2025-06-30 (477 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days -7.6% · 6 months -1.4% · 1 year +6.3% · all +6.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.0% · long · since 2025-06-30
- 02079K107 · 5.0% · long · since 2025-06-30
- JPM · 4.1% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- BRK-B · 2.5% · long · since 2025-06-30
- 512807306 · 2.5% · long · since 2025-06-30
- 038222105 · 2.0% · long · since 2025-06-30
- PEN · 2.0% · long · since 2025-06-30
- CSCO · 1.8% · long · since 2025-06-30
- JNJ · 1.8% · long · since 2025-06-30
- AXP · 1.5% · long · since 2025-06-30