Carnegie Lake Advisors LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $15.1M, Unitedhealth Group Inc with a value of $12.9M, Microsoft Corp with a value of $12.2M, Apple Inc. with a value of $11.1M, and Stryker Corp with a value of $10.2M.
Examining the 13F form we can see an decrease of $1.42M in the current position value, from $248M to 246M.
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
$246 Million
Healthcare: $50.6 Million
Financial Services: $41.8 Million
Technology: $32 Million
Industrials: $22.5 Million
Consumer Defensive: $20.1 Million
Consumer Cyclical: $19.6 Million
Communication Services: $15.6 Million
Energy: $15.5 Million
Other: $18.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
