Carnegie Lake Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.3M, Berkshire Hathaway Inc Class B with a value of $13.1M, Stryker Corp with a value of $10.8M, Apple Inc. with a value of $10.2M, and Unitedhealth Group Inc with a value of $7.63M.
Examining the 13F form we can see an increase of $6.19M in the current position value, from $246M to 253M.
Carnegie Lake Advisors LLC is based out at Princeton, NJ
Below you can find more details about Carnegie Lake Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
Healthcare: $45.1 Million
Financial Services: $40.9 Million
Technology: $35.7 Million
Industrials: $26.7 Million
Consumer Cyclical: $19.9 Million
Consumer Defensive: $19.7 Million
Communication Services: $17.1 Million
Energy: $15 Million
Other: $21.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
