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Portfolio (Quarterly) Guide ↗

CARRET ASSET MANAGEMENT, LLC

· CIK 0000791490
13F Portfolio $1.1B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 295 New
Page 11 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AKAM AKAMAI TECHNOLOGIES Technology 5,860.0 $511K 0.05% NEW $87.25 +68.7%
202 MTB M & T BK CORP COM Financial Services 2,536.0 $511K 0.05% NEW $201.48 +5.8%
203 SCHWAB SMALL-CAP INDEX 12,731.0 $507K 0.05% NEW $39.82
204 DOC HEALTHPEAK PROPERTIES INC Real Estate 31,213.0 $502K 0.05% NEW $16.08 +22.7%
205 CPT CAMDEN PROPERTY TRUST Real Estate 4,554.0 $501K 0.05% NEW $110.08 -2.4%
206 DIA SPDR DOW JONES INDUSTRIAL AVER Financial Services 1,022.0 $491K 0.05% NEW $480.80 +5.3%
207 VOO VANGUARD S&P 500 780.0 $489K 0.05% NEW $627.13 +9.3%
208 INTC INTEL CORP Technology 13,232.0 $488K 0.05% NEW $36.90 +224.8%
209 ZEVRA THERAPEUTICS INC 54,000.0 $484K 0.05% NEW $8.96
210 CARR CARRIER GLOBAL CORPORATION Industrials 9,107.0 $481K 0.05% NEW $52.84 +19.5%
211 VANGUARD TRGT RTRM 2045 13,838.0 $481K 0.05% NEW $34.74
212 IGV ISHARES EXPANDED TECK-SOFTWARE 4,505.0 $476K 0.04% NEW $105.69 -11.1%
213 EMN EASTMAN CHEMICAL Basic Materials 7,367.0 $470K 0.04% NEW $63.83 +16.1%
214 AVT AVNET INC Technology 9,712.0 $467K 0.04% NEW $48.08 +78.7%
215 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 2,837.0 $455K 0.04% NEW $160.39 +17.8%
216 XLP SECTOR SPDR CONSMRS STPL 5,697.0 $443K 0.04% NEW $77.68 +9.2%
217 EWW ISHARES INC MSCI MEX INVEST 6,246.0 $433K 0.04% NEW $69.33 +12.2%
218 XLF SPDR FD FINANCIAL SEL 7,743.0 $424K 0.04% NEW $54.77 -5.2%
219 WEC WEC ENERGY GROUP INC Utilities 4,000.0 $422K 0.04% NEW $105.46 +7.5%
220 IBB ISHARES NASDAQ BIOTECH INDX 2,449.0 $413K 0.04% NEW $168.77 +0.0%
Page 11 of 15  ·  295 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 21.9%
Communication Services 13.4%
Healthcare 11.2%
Industrials 7.4%
Consumer Defensive 5.6%
Consumer Cyclical 4.5%
Energy 2.9%
Utilities 2.8%
Real Estate 1.7%