Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Carnegie Lake Advisors LLC (CIK 2043591) reported $251.8M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($12.2M, 4.86%), BRK/B ($11.6M, 4.61%), MSFT ($10.9M, 4.35%), SYK ($8.9M, 3.55%), AMGN ($8.2M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $12.2M | 4.86% | 48,226 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.6M | 4.61% | 24,220 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $10.9M | 4.35% | 29,559 | Added |
| 4 | SYK | STRYKER CORPORATION | $8.9M | 3.55% | 27,169 | Hold |
| 5 | AMGN | AMGEN INC | $8.2M | 3.26% | 23,345 | Hold |
| 6 | GOOG | ALPHABET INC | $7.8M | 3.11% | 27,302 | Trimmed |
| 7 | PH | PARKER-HANNIFIN CORP | $7.4M | 2.96% | 8,316 | Trimmed |
| 8 | WCC | WESCO INTL INC | $6.6M | 2.64% | 24,280 | Trimmed |
| 9 | UNH | UNITEDHEALTH GROUP INC | $6.6M | 2.63% | 24,446 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $6.2M | 2.47% | 21,164 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 2.37% | 5,992 | Hold |
| 12 | HD | HOME DEPOT INC | $4.7M | 1.87% | 14,341 | Added |
| 13 | CNX | CNX RES CORP | $4.6M | 1.81% | 118,375 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $4.3M | 1.69% | 54,873 | Hold |
| 15 | ISRG | INTUITIVE SURGICAL INC | $4.2M | 1.66% | 9,075 | Hold |
| 16 | WMT | WALMART INC | $3.7M | 1.48% | 30,081 | Hold |
| 17 | CVX | CHEVRON CORPORATION | $3.6M | 1.43% | 17,414 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $3.6M | 1.43% | 12,485 | Hold |
| 19 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.37% | 14,089 | Trimmed |
| 20 | INGR | INGREDION INC | $3.3M | 1.31% | 29,275 | Hold |
| 21 | BN | BROOKFIELD CORP | $3.0M | 1.21% | 75,209 | Hold |
| 22 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $3.0M | 1.20% | 100,400 | Hold |
| 23 | AMZN | AMAZON COM INC | $3.0M | 1.18% | 14,324 | Trimmed |
| 24 | DIS | DISNEY WALT CO | $2.7M | 1.08% | 28,258 | Trimmed |
| 25 | COLD | AMERICOLD REALTY TRUST INC | $2.7M | 1.07% | 235,361 | Added |
Source: SEC Form 13F filings · as of 2026-03-31