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Portfolio (Quarterly) Guide ↗

Carnegie Investment Counsel

· CIK 0001511506
13F Portfolio $5.4B AUM 564 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 564 New
Page 29 of 29  ·  564 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EVGO EVGO INC Consumer Cyclical 14,264.0 $42K 0.00% NEW $2.91 -33.3%
562 FUBOTV INC 13,950.0 $35K 0.00% NEW $2.52
563 MLSS MILESTONE SCIENTIFIC INC Healthcare 100,175.0 $27K 0.00% NEW $0.27 +19.7%
564 MODULAR MED INC 15,000.0 $5K NEW $0.36
Page 29 of 29  ·  564 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 25.6%
Financial Services 19.2%
Industrials 12.6%
Communication Services 11.0%
Healthcare 9.9%
Consumer Cyclical 9.5%
Consumer Defensive 3.4%
Utilities 3.2%
Basic Materials 2.2%
Energy 1.8%