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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 12 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 675.0 $407K 0.04% NEW $603.28 +11.2%
222 XEL XCEL ENERGY INC Utilities 5,394.0 $398K 0.04% NEW $73.86 +9.8%
223 SPHD INVESCO S&P 500 HIGH DVD LOW V 8,250.0 $396K 0.04% NEW $48.00 +5.1%
224 JPMORGAN MID CAP VALUE FD-A 12,584.0 $381K 0.04% NEW $30.28
225 GBTC GRAYSCALE BITCOIN TRUST Financial Services 5,451.0 $373K 0.04% NEW $68.36 -13.9%
226 CB CHUBB LIMITED Financial Services 1,191.0 $372K 0.04% NEW $312.12 +5.1%
227 VV VANGUARD INDEX FDS LARGE CAP E 1,179.0 $371K 0.04% NEW $314.81 +9.0%
228 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $364K 0.04% NEW $5355.32 -97.0%
229 NKE NIKE INC - B Consumer Cyclical 5,600.0 $357K 0.03% NEW $63.71 -29.9%
230 WM WASTE MGMT INC Industrials 1,607.0 $353K 0.03% NEW $219.77 -0.9%
231 VTI VANGUARD U.S. TOTAL STOCK MARK 1,045.0 $350K 0.03% NEW $335.37 +9.4%
232 SCHWAB US LARGE CAP GROWTH IND 19,942.0 $350K 0.03% NEW $17.53
233 ELME COMMUNITIES 20,000.0 $348K 0.03% NEW $17.40
234 CEG CONSTELLATION ENERGY GROUP INC Utilities 984.0 $348K 0.03% NEW $353.27 -16.8%
235 ILF ISHARES TR S&P LTN AM 40 11,041.0 $336K 0.03% NEW $30.45 +14.7%
236 SHEL SHELL PLC Energy 4,536.0 $333K 0.03% NEW $73.48 +16.6%
237 PRUDENTIAL JENN EQTY OPPOR-Z 14,319.0 $332K 0.03% NEW $23.18
238 AOR ISHARES CORE GROWTH ALLOCATION 4,897.0 $318K 0.03% NEW $65.01 +5.8%
239 EWJ ISHARES MSCI JAPAN INDEX 3,870.0 $312K 0.03% NEW $80.74 +13.5%
240 EBAY EBAY INC COM Consumer Cyclical 3,570.0 $311K 0.03% NEW $87.10 +32.9%
Page 12 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%