CARRET ASSET MANAGEMENT, LLC Q2 2022 Filing

Filed August 4, 2022

Portfolio Value

$720.9M

Holdings

278

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (278 positions)

StockValue
SYYSYSCO CORP
$1.6M
PGRPROGRESSIVE CORP-OHIO-
$1.6M
AESAES CORP
$1.6M
AMGNAMGEN INC
$1.6M
ADIANALOG DEVICES INC COM
$1.6M
IWDISHARES RUSSELL 1000 VALUE
$1.6M
PSXPHILLIPS 66
$1.6M
TRVCCITIGROUP INC
$1.5M
SPGSIMON PPTY GROUP INC NEW
$1.5M
IATISHARES DJ REGIONAL BANKS
$1.5M
BABOEING CO
$1.5M
IQVIQVIA HOLDINGS INC
$1.5M
SCHBSCHWAB US BROAD MARKET ETF
$1.5M
LOWLOWES COS INC
$1.5M
NKENIKE INC - B
$1.5M
MDLZMONDELEZ INTERNATIONAL INC
$1.5M
FCNTXFIDELITY CONTRAFUND COM
$1.4M
AZOAUTOZONE INC
$1.4M
VUGVANGUARD GROWTH ETF
$1.4M
GQ9SPDR GOLD TRUST
$1.4M
AVGOBROADCOM INC
$1.4M
ADBEADOBE INC
$1.4M
HCAHCA HEALTHCARE INC.
$1.4M
WFCWELLS FARGO & CO NEW
$1.4M
AMEAMETEK INC NEW
$1.3M
EMNEASTMAN CHEMICAL
$1.3M
CLCOLGATE PALMOLIVE CO
$1.3M
FNFFIDELITY NATIONAL FINANCIAL
$1.3M
NEENEXTERA ENERGY INC
$1.3M
VFIAXVANGUARD INDEX FDS 500INDEX AD
$1.3M
EDCONSOLIDATED EDISON INC
$1.3M
DOCUSDPHYSICIANS REALTY TRUST
$1.2M
NSCNORFOLK SOUTHERN CORP
$1.2M
IYWISHARES DJ US TECHNOLOGY SECTO
$1.1M
BKBANK NEW YORK MELLON CORP
$1.1M
TSLATESLA INC
$996K
GLDMSPDR GOLD MINISHARES TRUST
$972K
XYLXYLEM INC
$971K
0VVBPARAMOUNT GLOBAL CLASS-B
$968K
WECWEC ENERGY GROUP INC
$956K
MPCMARATHON PETROLEUM CORP
$950K
HRLHORMEL FOODS CORP
$947K
AXAHYAXA-SPONS ADR
$928K
FQIDIGITAL REALTY TRUST INC
$911K
PFFISHARES S&P PREF STK INDX FN
$901K
TXNTEXAS INSTRUMENTS INC
$890K
VGSTXVANGUARD STAR FUND STAR PORTFO
$869K
UNMUNUM GROUP
$867K
XLREREAL ESTATE SELECT SECT SPDR
$846K
DBXDROPBOX INC CL A
$844K
CHPTCHARGEPOINT HOLDINGS INC
$835K
RSPINVESCO S&P 500 EQUAL WEIGHT
$764K
QCOMQUALCOMM INC
$761K
DUKDUKE ENERGY CORP
$760K
KOCOCA-COLA CO
$758K
ROKROCKWELL AUTOMATION INC
$755K
VIGVANGUARD DIVIDEND APPREC
$749K
LMTLOCKHEED MARTIN CORP
$737K
ELMEWASHINGTON REAL EST INV TR SBI
$736K
AWCAMERICAN WATER WORKS INC
$714K
NVDANVIDIA CORP
$697K
PRUPRUDENTIAL FINANCIAL, INC.
$696K
XELXCEL ENERGY INC
$692K
EQTEQT CORPORATION
$685K
BABAALIBABA GROUP HLDING -SP ADR
$679K
FNBFNB CORP COM
$667K
EEMISHARES MSCI EMERGING MARKETS
$660K
CPTCAMDEN PROPERTY TRUST
$633K
MQMARQETA, INC. CL A
$626K
IWFISHARES RUSSELL 1000 GROWTH
$619K
EGPEASTGROUP PROPERTIES INC
$617K
HBANHUNTINGTON BANCSHARES INC
$613K
KREFKKR REAL ESTATE FINANCE TRUST
$608K
SCHXSCHWAB US LARGE-CAP ETR
$592K
FXAIXFIDELITY 500 INDEX FUND
$578K
CGCARLYLE GROUP INC
$570K
GDGENL DYNAMICS CORP COM
$568K
WBDWARNER BROTHERS DISCOVERY INC
$567K
PG4PRINCIPAL FINANCIAL GROUP INC
$555K
SUSAISHARES MSCI USA ESG SELECT
$544K
SWSSXSCHWAB SMALL-CAP INDEX
$537K
FSMAXFIDELITY EXTENDED MARKET INDEX
$518K
NFLXNETFLIX COM INC COM
$500K
GMGENERAL MOTORS CORP
$497K
FBGRXFIDELITY SECS FD BLUE CHIP GWT
$490K
GILDGILEAD SCIENCES
$485K
AVTAVNET INC
$484K
WPCW P CAREY, INC
$483K
SSNCSS&C TECHNOLOGIES HOLDINGS INC
$480K
FFORD MTR CO
$478K
FOCPXFIDELITY SECS FD OTC PORTFOLIO
$473K
MALMXBLACKROCK SHORT TERM MUNI-I
$470K
XLKSPDR FD TECHNOLGY SEL
$467K
CRMSALESFORCE.COM INC.
$466K
FULTFULTON FINL CORP PA COM
$457K
CATCATERPILLAR INC
$455K
IBBISHARES NASDAQ BIOTECH INDX
$451K
MARMARRIOTT INTL INC NEW CL A
$444K
CXTCRANE CO
$440K
MTBM & T BK CORP COM
$436K
PreviousPage 2 of 3Next