CARRET ASSET MANAGEMENT, LLC Q2 2025 Filing

Filed August 4, 2025

Portfolio Value

$936.0B

Holdings

279

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (279 positions)

StockValue
TAT&T INC
$1.9B
AQLTISHARES US OIL & GAS EXPLO & P
$1.8B
SYYSYSCO CORP
$1.8B
NSRGYNESTLE SA-SPONS ADR
$1.7B
HONHONEYWELL INTL INC
$1.7B
IYWISHARES DJ US TECHNOLOGY SECTO
$1.6B
DDDUPONT DE NEMOURS INC
$1.6B
KHCTHE KRAFT HEINZ COMPANY
$1.6B
PSXPHILLIPS 66
$1.6B
NFLXNETFLIX COM INC COM
$1.6B
LOWLOWES COS INC
$1.6B
IWFISHARES RUSSELL 1000 GROWTH
$1.5B
USBUS BANCORP DEL NEW
$1.5B
AMEAMETEK INC NEW
$1.5B
XYLXYLEM INC
$1.5B
FNFFIDELITY NATIONAL FINANCIAL
$1.5B
MPCMARATHON PETROLEUM CORP
$1.5B
ADBEADOBE INC
$1.5B
VIGVANGUARD DIVIDEND APPREC
$1.4B
AESAES CORP
$1.4B
GLDMSPDR GOLD MINISHARES TRUST
$1.4B
KMBKIMBERLY CLARK CORP
$1.4B
QCOMQUALCOMM INC
$1.4B
GQ9SPDR GOLD TRUST
$1.4B
CLCOLGATE PALMOLIVE CO
$1.4B
CRMSALESFORCE.COM INC.
$1.4B
SCHXSCHWAB US LARGE-CAP ETR
$1.4B
VWOVANGUARD FTSE EMR MKT ETF
$1.4B
BABOEING CO
$1.4B
ACNACCENTURE LTD
$1.3B
MDLZMONDELEZ INTERNATIONAL INC
$1.3B
TXNTEXAS INSTRUMENTS INC
$1.3B
SPGIS&P GLOBAL INC
$1.3B
IATISHARES DJ REGIONAL BANKS
$1.2B
IQVIQVIA HOLDINGS INC
$1.2B
AMGNAMGEN INC
$1.2B
NSCNORFOLK SOUTHERN CORP
$1.1B
AIQGLOBAL X FUNDS GLOBAL X ART IN
$1.1B
CNRCANADIAN NATL RAILWAY CO
$1.1B
EDCONSOLIDATED EDISON INC
$1.1B
MMM3M COMPANY
$1.1B
EEMISHARES MSCI EMERGING MARKETS
$1.1B
NEENEXTERA ENERGY INC
$1.1B
NRANRG ENERGY INC
$1.1B
DOWDOW CHEM CO COM
$1.1B
FBGRXFIDELITY SECS FD BLUE CHIP GWT
$1.1B
FQIDIGITAL REALTY TRUST INC
$1.0B
VUGVANGUARD GROWTH ETF
$1.0B
AZOAUTOZONE INC
$994.9M
GEGE AEROSPACE
$983.7M
KOCOCA-COLA CO
$980.6M
VGSTXVANGUARD STAR FUND STAR PORTFO
$973.9M
FXAIXFIDELITY 500 INDEX FUND
$963.2M
NDQINVESCO QQQ NASDAQ 100 INDEX
$921.9M
AXAHYAXA-SPONS ADR
$918.4M
XLKSPDR FD TECHNOLGY SEL
$905.0M
IJHISHARES CORE S&P MIDCAP
$902.3M
SUSAISHARES MSCI USA ESG SELECT
$889.4M
EMNEASTMAN CHEMICAL
$875.5M
LMTLOCKHEED MARTIN CORP
$872.1M
TWLOTWILIO INC - A
$803.4M
UNMUNUM GROUP
$794.0M
DUKDUKE ENERGY CORP
$789.2M
OXYOCCIDENTAL PETE
$786.6M
AKAMAKAMAI TECHNOLOGIES
$778.7M
FOCPXFIDELITY SECS FD OTC PORTFOLIO
$774.8M
MARMARRIOTT INTL INC NEW CL A
$755.7M
XLREREAL ESTATE SELECT SECT SPDR
$750.2M
PRUPRUDENTIAL FINANCIAL, INC.
$731.7M
CATCATERPILLAR INC
$730.4M
CRCRANE COMPANY
$714.0M
SCHDSCHWAB US DIVIDEND EQUITY FUND
$702.5M
CARRCARRIER GLOBAL CORPORATION
$695.7M
IPINTL PAPER CO
$687.8M
EGPEASTGROUP PROPERTIES INC
$668.3M
AFLAFLAC INC
$666.9M
DSIISHARES ESG MSCI KLD 400
$650.5M
INTCINTEL CORP
$640.5M
PFFISHARES S&P PREF STK INDX FN
$633.5M
SCHVSCHWAB US LARGE-CAP VALUE
$625.6M
AWCAMERICAN WATER WORKS INC
$623.9M
SCHASCHWAB US SMALL-CAP ETR
$617.0M
EFAISHARES MSCI EAFE INDEX FUND
$616.9M
FSMAXFIDELITY EXTENDED MARKET INDEX
$612.6M
DOCHEALTHPEAK PROPERTIES INC
$603.4M
INDYISHARES CNX INDIA 50 INDEX
$588.3M
SSNCSS&C TECHNOLOGIES HOLDINGS INC
$587.1M
LAMRLAMAR ADVERTISING COMPANY
$583.7M
GDGENL DYNAMICS CORP COM
$561.4M
FGF&G ANNUITIES AND LIFE INC
$561.4M
CGCARLYLE GROUP INC
$561.0M
SWKSTANLEY BLACK & DECKER INC
$557.3M
PG4PRINCIPAL FINANCIAL GROUP INC
$551.9M
AVTAVNET INC
$543.9M
4I1PHILIP MORRIS INTERNATIONAL
$534.9M
GEVGE VERNOVA INC
$533.4M
NXPINXP SEMICONDUCTORS NV
$528.1M
FXFCURRENCY SHARES SWISS FRANC TR
$517.6M
CPTCAMDEN PROPERTY TRUST
$513.2M
GBTCGRAYSCALE BITCOIN TRUST
$503.4M
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