Carnegie Lake Advisors LLC Portfolio Holdings
Carnegie Lake Advisors LLC
- $253 Million
- Q3 2024
Carnegie Lake Advisors LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $253 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $15.1M, Microsoft Corp with a value of $14.3M, Berkshire Hathaway Inc Class B with a value of $14.2M, Apple Inc. with a value of $13.9M, and Stryker Corp with a value of $9.91M.
Examining the 13F form we can see an increase of $253M in the current position value.
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: $53.1 Million
Financial Services: $42.2 Million
Technology: $36.9 Million
Consumer Cyclical: $21.2 Million
Industrials: $20.3 Million
Consumer Defensive: $20 Million
Energy: $16.9 Million
Communication Services: $16.6 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 157
- Current Value $253 Million
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 157 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks