CARRET ASSET MANAGEMENT, LLC Q3 2019 Filing

Filed November 13, 2019

Portfolio Value

$630.2B

Holdings

266

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
125,961$28.2B4.48%
2
PENPENUMBRA, INC.
168,551$22.7B3.60%
3
MSFTMICROSOFT CORP
156,019$21.7B3.44%
4
JPMORGAN CHASE & CO
173,309$20.4B3.24%
5
JNJJOHNSON & JOHNSON
115,680$15.0B2.37%
6
BRK/BBERKSHIRE HATHAWAY INC CL B
69,395$14.4B2.29%
7
INTCINTEL CORP
259,433$13.4B2.12%
8
GOOGALPHABET INC CL C
10,491$12.8B2.03%
9
DISWALT DISNEY CO
88,056$11.5B1.82%
10
CISCO SYS INC
229,074$11.3B1.80%
11
CVXCHEVRON CORP
91,297$10.8B1.72%
12
PEPPEPSICO INC
78,081$10.7B1.70%
13
BACVERIZON COMMUNICATIONS
171,441$10.3B1.64%
14
GOOGLALPHABET INC CL A
6,941$8.5B1.34%
15
AXPAMERICAN EXPRESS CO
66,266$7.8B1.24%
16
DYHTARGET CORP
68,833$7.4B1.17%
17
XOMEXXON MOBIL CORP
103,243$7.3B1.16%
18
PGPROCTER & GAMBLE CO
57,851$7.2B1.14%
19
TAT&T INC
188,699$7.1B1.13%
20
TRVTRAVELERS COMPANIES INC
47,831$7.1B1.13%
21
CVSCVS HEALTH CORPORATION
110,001$6.9B1.10%
22
AEPAMERICAN ELEC PWR
71,984$6.7B1.07%
23
MRKMERCK & CO INC
79,347$6.7B1.06%
24
CNRCANADIAN NATL RAILWAY CO
73,390$6.6B1.05%
25
METAFACEBOOK INC A
36,956$6.6B1.04%
26
CHDCHURCH & DWIGHT CO INC
81,294$6.1B0.97%
27
WELLWELLTOWER INC
67,047$6.1B0.96%
28
ALSALLSTATE CORP
54,654$5.9B0.94%
29
WMTWALMART INC
49,685$5.9B0.94%
30
ORCLORACLE CORP
100,235$5.5B0.88%
31
SOSOUTHERN CO
88,407$5.5B0.87%
32
PNCPNC FINANCIAL SERVICES GROUP
38,472$5.4B0.86%
33
BACBANK OF AMERICA CORP
179,835$5.2B0.83%
34
TRVCCITIGROUP INC
74,777$5.2B0.82%
35
ABBVABBVIE INC
67,955$5.1B0.82%
36
ABTABBOTT LABORATORIES
60,873$5.1B0.81%
37
CMCSACOMCAST CORP CL A
112,668$5.1B0.81%
38
HIGHARTFORD FINANCIAL SERVICES GR
78,517$4.8B0.76%
39
MAMASTERCARD INC CL A COM
17,478$4.7B0.75%
40
BRK-BBERKSHIRE HATHAWAY - A
15$4.7B0.74%
41
IBMINTL BUSINESS MACHINES CORP
32,111$4.7B0.74%
42
FDXFEDEX CORPORATION
31,896$4.6B0.74%
43
PFEPFIZER INC
121,676$4.4B0.69%
44
OEFISHARES S&P 100 INDEX
32,798$4.3B0.68%
45
METMETLIFE
91,159$4.3B0.68%
46
HDHOME DEPOT INC
18,450$4.3B0.68%
47
AMZNAMAZON.COM, INC
2,458$4.3B0.68%
48
SPYSPDR S&P 500 INDEX
14,253$4.2B0.67%
49
GLWCORNING INC
143,898$4.1B0.65%
50
VVISA INC COM CL A
23,817$4.1B0.65%
51
NVSNOVARTIS AG ADR
47,045$4.1B0.65%
52
NSRGYNESTLE SA-SPONS ADR
37,504$4.1B0.65%
53
DDOMINION ENERGY, INC.
50,202$4.1B0.65%
54
ETNEATON CORP
43,450$3.6B0.57%
55
MCDMCDONALDS CORP
16,707$3.6B0.57%
56
PHPARKER HANNIFIN CORP
19,797$3.6B0.57%
57
TMOTHERMO FISHER SCIENTIFIC INC
12,176$3.5B0.56%
58
COPCONOCOPHILLIPS
61,731$3.5B0.56%
59
BABAALIBABA GROUP HLDING -SP ADR
20,529$3.4B0.54%
60
BABOEING CO
9,020$3.4B0.54%
61
UTXZUNITED TECHNOLOGIES CORP
24,664$3.4B0.53%
62
USBUS BANCORP DEL NEW
59,480$3.3B0.52%
63
LHXL3HARRIS TECHNOLOGIES INC
15,268$3.2B0.51%
64
DOWDOW CHEM CO COM
66,296$3.2B0.50%
65
BDXBECTON DICKINSON & CO
11,988$3.0B0.48%
66
LRCXEURLAM RESEARCH CORP COM
12,884$3.0B0.47%
67
NFLXNETFLIX COM INC COM
10,722$2.9B0.46%
68
IWMISHARES RUSSELL 2000 INDEX FUN
18,754$2.8B0.45%
69
MMM3M COMPANY
16,949$2.8B0.44%
70
DDDUPONT DE NEMOURS INC
38,773$2.8B0.44%
71
IWRISHARES RUSSELL MID-CAP INDEX
47,108$2.6B0.42%
72
IPINTL PAPER CO
62,875$2.6B0.42%
73
ITWILLINOIS TOOL WORKS INC
16,704$2.6B0.41%
74
HRLHORMEL FOODS CORP
58,493$2.6B0.41%
75
EEMISHARES MSCI EMERGING MARKETS
60,384$2.5B0.39%
76
CCLCARNIVAL CORP
53,963$2.4B0.37%
77
HONHONEYWELL INTL INC
13,700$2.3B0.37%
78
AMATAPPLIED MATERIALS INC DELAWARE
45,212$2.3B0.36%
79
ADPAUTOMATIC DATA PROCESSING INC.
13,524$2.2B0.35%
80
EMREMERSON ELECTRIC CO
31,588$2.1B0.34%
81
AMEAMETEK INC NEW
22,970$2.1B0.33%
82
GSGOLDMAN SACHS GROUP INC
9,747$2.0B0.32%
83
WFCWELLS FARGO & CO NEW
39,421$2.0B0.32%
84
DHID R HORTON INC COM
35,740$1.9B0.30%
85
FITBFIFTH THIRD BANCORP
67,330$1.8B0.29%
86
DALDELTA AIR LINES INC
31,803$1.8B0.29%
87
HSYHERSHEY COMPANY
11,700$1.8B0.29%
88
SYYSYSCO CORP
22,705$1.8B0.29%
89
PSXPHILLIPS 66
17,384$1.8B0.28%
90
KMBKIMBERLY CLARK CORP
12,517$1.8B0.28%
91
IVWI SHARES S&P GROWTH INDEX
9,739$1.8B0.28%
92
AXAHYAXA-SPONS ADR
68,128$1.7B0.28%
93
AQLTISHARES DOW JONES SELECT DIVID
15,575$1.6B0.25%
94
BMYBRISTOL MYERS SQUIBB CO
31,040$1.6B0.25%
95
NKENIKE INC - B
16,610$1.6B0.25%
96
VWOVANGUARD FTSE EMR MKT ETF
38,349$1.5B0.24%
97
VTVVANGUARD INDEX FDS VALUE ETF
13,730$1.5B0.24%
98
CLCOLGATE PALMOLIVE CO
20,658$1.5B0.24%
99
A4SAMERIPRISE FINANCIAL INC
10,051$1.5B0.23%
100
CRSCARPENTER TECHNOLOGY
28,279$1.5B0.23%
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