Adell Harriman & Carpenter Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.51 Trillion distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $138B, Nvidia Corp with a value of $127B, Apple Inc. with a value of $83B, Microsoft Corp with a value of $76.2B, and Amazon Com Inc with a value of $47B.
Examining the 13F form we can see an increase of $180B in the current position value, from $1.33T to 1.51T.
Below you can find more details about Adell Harriman & Carpenter Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.51 Trillion
Technology: $604 Billion
Financial Services: $225 Billion
Energy: $117 Billion
Industrials: $115 Billion
Consumer Cyclical: $87.6 Billion
Healthcare: $77.7 Billion
Real Estate: $75 Billion
Consumer Defensive: $74.2 Billion
Other: $121 Billion
Stock Holdings Table Market Cap. of $200 Billions or more