Carnegie Lake Advisors LLC: 13F holdings
CIK 20435912026Q2
| Positions | 168 |
|---|
| Reported value | $268.2m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 168 (+1 vs prior quarter) |
|---|
| Reported value | $268.2m (+6.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 47,826 | $13.8m | 5.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 23,960 | $12.0m | 4.5% |
| MSFT MICROSOFT CORP | 31,089 | $11.6m | 4.3% |
| UNH UNITEDHEALTH GROUP INC | 24,446 | $10.2m | 3.8% |
| SYK STRYKER CORPORATION | 27,169 | $8.6m | 3.2% |
| AMGN AMGEN INC | 23,345 | $8.5m | 3.2% |
| WCC WESCO INTL INC | 24,280 | $8.4m | 3.1% |
| PH PARKER-HANNIFIN CORP | 8,306 | $8.1m | 3.0% |
| GOOG ALPHABET INC | 22,631 | $8.0m | 3.0% |
| JPM JPMORGAN CHASE & CO | 21,064 | $6.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2043591")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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