Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000791490

CARRET ASSET MANAGEMENT, LLC

NEW YORK, NY · File #028-01317

Latest AUM
$1.05B
Positions
295
Top-10 Concentration
51.5%
Filings
12

Sector Allocation

Technology
20.6%$216.7M
Healthcare
8.3%$86.9M
Financials
6.5%$68.8M
Industrials
5.1%$53.4M
Energy
2.3%$23.8M
Utilities
1.3%$14.2M
Real Estate
0.8%$9.0M
Materials
0.3%$2.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL318,607$86.6M11.56%
2MICROSOFT CORPMSFT113,884$55.1M7.35%
3ALPHABET INC CL CGOOG166,409$52.2M6.97%
4JPMORGAN CHASE & COVYLD145,096$46.8M6.24%
5ALPHABET INC CL AGOOG110,314$34.5M4.61%
6BERKSHIRE HATHAWAY INC CL BBRK-A59,690$30.0M4.00%
7PENUMBRA, INC.PEN72,000$22.4M2.99%
8ORACLE CORPORCL-PD111,056$21.6M2.89%
9AMERICAN EXPRESS COAXP52,467$19.4M2.59%
10JOHNSON & JOHNSONJNJ81,488$16.9M2.25%
11AMAZON.COM, INCAMZN68,849$15.9M2.12%
12META PLATFORMS INCMETA22,648$15.0M2.00%
13CISCO SYS INCCSCO183,774$14.2M1.89%
14CHEVRON CORPCVX92,876$14.2M1.89%
15NVIDIA CORPNVDA73,802$13.8M1.84%
16LAM RESEARCH CORP COMLRCX77,860$13.3M1.78%
17WALMART INCWMT115,316$12.8M1.71%
18PARKER HANNIFIN CORPPH14,530$12.8M1.70%
19GOLDMAN SACHS GROUP INCGSCE14,240$12.5M1.67%
20ABBVIE INCABBV49,883$11.4M1.52%