CARRET ASSET MANAGEMENT, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.0T

Holdings

287

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (287 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
322,541$82.1B7.99%
2
MSFTMICROSOFT CORP
115,060$59.6B5.80%
3
JPMORGAN CHASE & CO
146,348$46.2B4.49%
4
GOOGALPHABET INC CL C
168,524$41.0B3.99%
5
ORCLORACLE CORP
113,911$32.0B3.12%
6
BRK/BBERKSHIRE HATHAWAY INC CL B
60,141$30.2B2.94%
7
GOOGLALPHABET INC CL A
111,844$27.2B2.65%
8
PENPENUMBRA, INC.
77,000$19.5B1.90%
9
AXPAMERICAN EXPRESS CO
52,956$17.6B1.71%
10
METAMETA PLATFORMS INC
23,058$16.9B1.65%
11
JNJJOHNSON & JOHNSON
82,109$15.2B1.48%
12
AMZNAMAZON.COM, INC
69,094$15.2B1.48%
13
CVXCHEVRON CORP
94,233$14.6B1.42%
14
NVDANVIDIA CORP
73,402$13.7B1.33%
15
CISCO SYS INC
185,642$12.7B1.24%
16
WMTWALMART INC
117,163$12.1B1.17%
17
ABBVABBVIE INC
50,426$11.7B1.14%
18
GSGOLDMAN SACHS GROUP INC
14,315$11.4B1.11%
19
BRK-BBERKSHIRE HATHAWAY - A
15$11.3B1.10%
20
LRCXLAM RESEARCH CORP COM
83,018$11.1B1.08%
21
PHPARKER HANNIFIN CORP
14,630$11.1B1.08%
22
ETNEATON CORP
28,829$10.8B1.05%
23
TRVTRAVELERS COMPANIES INC
35,413$9.9B0.96%
24
IWMISHARES RUSSELL 2000 INDEX FUN
37,858$9.2B0.89%
25
ALSALLSTATE CORP
42,665$9.2B0.89%
26
AVGOBROADCOM INC
27,617$9.1B0.89%
27
SPYSPDR S&P 500 INDEX
13,552$9.0B0.88%
28
OEFISHARES S&P 100 INDEX
26,190$8.7B0.85%
29
PEPPEPSICO INC
61,892$8.7B0.85%
30
HIGHARTFORD FINANCIAL SERVICES GR
61,813$8.2B0.80%
31
BXBLACKSTONE INC
46,192$7.9B0.77%
32
WELLWELLTOWER INC
41,611$7.4B0.72%
33
DISWALT DISNEY CO
64,496$7.4B0.72%
34
PGPROCTER & GAMBLE CO
46,915$7.2B0.70%
35
AMATAPPLIED MATERIALS INC DELAWARE
34,916$7.1B0.70%
36
AEPAMERICAN ELEC PWR
63,383$7.1B0.69%
37
VVISA INC COM CL A
20,342$6.9B0.68%
38
AQLTISHARES DOW JONES SELECT DIVID
48,836$6.9B0.68%
39
SOSOUTHERN CO
72,753$6.9B0.67%
40
MRKMERCK & CO INC
81,941$6.9B0.67%
41
IWRISHARES RUSSELL MID-CAP INDEX
71,209$6.9B0.67%
42
ABTABBOTT LABORATORIES
49,633$6.6B0.65%
43
PGRPROGRESSIVE CORP-OHIO-
25,450$6.3B0.61%
44
MAMASTERCARD INC CL A COM
10,998$6.3B0.61%
45
HDHOME DEPOT INC
14,682$5.9B0.58%
46
GLWCORNING INC
69,786$5.7B0.56%
47
LHXL3HARRIS TECHNOLOGIES INC
18,548$5.7B0.55%
48
IVWI SHARES S&P GROWTH INDEX
46,021$5.6B0.54%
49
BACBANK OF AMERICA CORP
107,450$5.5B0.54%
50
FDXFEDEX CORPORATION
23,438$5.5B0.54%
51
DWDMORGAN STANLEY
34,464$5.5B0.53%
52
IBMINTL BUSINESS MACHINES CORP
19,201$5.4B0.53%
53
PNCPNC FINANCIAL SERVICES GROUP
26,872$5.4B0.53%
54
NVSNOVARTIS AG ADR
40,260$5.2B0.50%
55
HCAHCA HEALTHCARE INC.
12,040$5.1B0.50%
56
DHID R HORTON INC COM
29,468$5.0B0.49%
57
CHDCHURCH & DWIGHT CO INC
56,402$4.9B0.48%
58
IVVISHARES CORE S&P 500 INDEX
7,358$4.9B0.48%
59
METMETLIFE
53,307$4.4B0.43%
60
DYHTARGET CORP
48,602$4.4B0.42%
61
BACVERIZON COMMUNICATIONS
95,727$4.2B0.41%
62
XOMEXXON MOBIL CORP
36,988$4.2B0.41%
63
TMOTHERMO FISHER SCIENTIFIC INC
8,532$4.1B0.40%
64
RSPINVESCO S&P 500 EQUAL WEIGHT
21,264$4.0B0.39%
65
VTVVANGUARD INDEX FDS VALUE ETF
21,551$4.0B0.39%
66
LLYELI LILLY & CO
5,043$3.8B0.37%
67
IWDISHARES RUSSELL 1000 VALUE
18,825$3.8B0.37%
68
COSTCOSTCO WHOLESALE CORP.
4,093$3.8B0.37%
69
RTXRTX CORPORATION
20,718$3.5B0.34%
70
ULTAULTA BEAUTY INC
6,331$3.5B0.34%
71
MCDMCDONALDS CORP
11,158$3.4B0.33%
72
SCHBSCHWAB US BROAD MARKET ETF
130,937$3.4B0.33%
73
EMREMERSON ELECTRIC CO
25,566$3.4B0.33%
74
A4SAMERIPRISE FINANCIAL INC
6,673$3.3B0.32%
75
TSMTAIWAN SEMICONDUCTOR MFG LTD-S
11,316$3.2B0.31%
76
DEDEERE & CO
6,850$3.1B0.30%
77
VEUVANGUARD FTSE ALL WORLD EX-U
41,660$3.0B0.29%
78
ADPAUTOMATIC DATA PROCESSING INC.
10,030$2.9B0.29%
79
PFEPFIZER INC
111,397$2.8B0.28%
80
TRVCCITIGROUP INC
26,838$2.7B0.27%
81
UNHUNITEDHEALTH GROUP INC
7,658$2.6B0.26%
82
FCNTXFIDELITY CONTRAFUND COM
106,166$2.6B0.26%
83
BKBANK NEW YORK MELLON CORP
24,040$2.6B0.25%
84
HSYHERSHEY COMPANY
13,800$2.6B0.25%
85
DDOMINION ENERGY, INC.
41,397$2.5B0.25%
86
ITWILLINOIS TOOL WORKS INC
9,345$2.4B0.24%
87
WFCWELLS FARGO & CO NEW
28,982$2.4B0.24%
88
VICIVICI PROPERTIES INC
74,318$2.4B0.24%
89
VFIAXVANGUARD INDEX FDS 500INDEX AD
3,919$2.4B0.24%
90
SPGSIMON PPTY GROUP INC NEW
12,873$2.4B0.24%
91
OKEONEOK INC NEW
32,214$2.4B0.23%
92
BMYBRISTOL MYERS SQUIBB CO
51,395$2.3B0.23%
93
FITBFIFTH THIRD BANCORP
49,260$2.2B0.21%
94
OMCOMNICOM GROUP INC.
26,195$2.1B0.21%
95
BDXBECTON DICKINSON & CO
11,003$2.1B0.20%
96
ADIANALOG DEVICES INC COM
8,176$2.0B0.20%
97
SYYSYSCO CORP
23,367$1.9B0.19%
98
AQLTISHARES US OIL & GAS EXPLO & P
20,556$1.9B0.19%
99
CVSCVS HEALTH CORPORATION
25,237$1.9B0.19%
100
MLB1MERCADOLIBRE INC
795$1.9B0.18%
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