Top 50 Adell Harriman & Carpenter Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc | 8.31% | 440.1K | $136.2M | -1.97%(-8.83K) | $19804.73(-97.90%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 8.05% | 756.5K | $131.9M | -1.62%(-12.45K) | $11.65(+1838.47%) | 2026-03-31 | |
| AAPL | Apple Inc | 6.3% | 406.7K | $103.2M | +2.16%(+8.59K) | $5530.98(-94.60%) | 2026-03-31 | |
| PWR | Quanta Services Inc | 3.98% | 118.9K | $65.3M | -2.65%(-3.24K) | $108.81(+611.06%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.63% | 160.7K | $59.5M | +0.23%(+369) | $13394.77(-96.97%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 2.91% | 228.9K | $47.7M | +0.03%(+76) | $1467.62(-81.59%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 2.74% | 156.1K | $44.9M | -0.76%(-1.20K) | $3622.53(-88.89%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 2.45% | 40.3K | $40.2M | +0.86%(+343) | $354.73(+191.23%) | 2026-03-31 | |
| ABBV | AbbVie Inc | 2.25% | 169.8K | $36.9M | -0.52%(-880) | $5967.71(-96.51%) | 2026-03-31 | |
| PANW | Palo Alto Networks Com | 2.18% | 222.7K | $35.7M | +0.12%(+268) | $35.21(+546.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.96% | +109.51% |
| Top 20 Holdings Unweighted | +24.39% | +92.48% |
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