Carnegie Lake Advisors LLC Incresed Positions in Q3 2025

Carnegie Lake Advisors LLC

  • $249 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RXST
Rx Sight, Inc.

Healthcare
87.3K
+ 81.63%
$6.65 - $13.14 $581K - $1.15M
194K $1.75M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.34K
+ 31.97%
$40.2 - $44.58 $174K - $193K
17.9K $786K
PSLV
Sprott Physical Silver Trust

Financial Services
750
+ 1.21%
$12.24 - $15.73 $9.18K - $11.8K
62.8K $985K
C
Citigroup Inc

Financial Services
325
+ 3.02%
$85.57 - $103.49 $27.8K - $33.6K
11.1K $1.13M
COLD
Americold Realty Trust

Real Estate
34.5K
+ 63.3%
$12.14 - $16.98 $419K - $586K
89K $1.09M
UTG
Reaves Utility Income Fund

Financial Services
114
+ 0.4%
$35.81 - $39.62 $4.08K - $4.52K
28.7K $1.14M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
373
+ 1.44%
$101.12 - $106.18 $37.7K - $39.6K
26.3K $2.71M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.54K
+ 20.92%
$39.37 - $44.24 $60.4K - $67.9K
8.87K $388K
PFE
Pfizer Inc

Healthcare
636
+ 1.03%
$23.29 - $25.88 $14.8K - $16.5K
62.2K $1.58M
WPC
W. P. Carey Inc.

Real Estate
1
+ 0.01%
$61.29 - $68.7 $61.3 - $68.7
16.5K $1.12M
VUG
Vanguard Growth ETF

ETFs
13
+ 0.98%
$433.97 - $484.08 $5.64K - $6.29K
1.35K $645K
BHP
Bhp Group LTD

Basic Materials
300
+ 5.45%
$48.67 - $56.22 $14.6K - $16.9K
5.8K $323K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
265
+ 3.45%
$53.81 - $57.52 $14.3K - $15.2K
7.96K $457K
OKE
Oneok Inc

Energy
800
+ 29.76%
$71.36 - $83.47 $57.1K - $66.8K
3.49K $254K
CGDV
Capital Group Divid Value ETF

ETFs
2
+ 0.03%
$39.59 - $42.21 $79.2 - $84.4
7.1K $298K
JEPI
J P Morgan Exchange Traded Fd

ETFs
133
+ 0.89%
$55.61 - $57.37 $7.4K - $7.63K
15.1K $863K
T
At&T Inc.

Communication Services
100
+ 0.38%
$26.94 - $29.62 $2.69K - $2.96K
26.6K $749K
UMH
Umh Properties, Inc.

Real Estate
2.1K
+ 7.01%
$14.69 - $17.34 $30.8K - $36.4K
32K $475K
ARCC
Ares Capital Corp

Financial Services
652
+ 1.0%
$20.41 - $23.25 $13.3K - $15.2K
66.2K $1.35M
INVH
Invitation Homes Inc.

Real Estate
400
+ 1.2%
$28.9 - $32.78 $11.6K - $13.1K
33.8K $990K
LBRDK
Liberty Broadband Corp

Communication Services
2.3K
+ 20.38%
$58.3 - $100.8 $134K - $232K
13.6K $863K
Activity Summary
Buys All Purchases 30 New Holdings 8 Increased Positions 22 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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