Adell Harriman & Carpenter Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Adell Harriman & Carpenter Inc. reported 170 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Nvidia (NVDA, 6.8%) and Broadcom (AVGO, 6.8%). Compared with Q4 2024, it opened 11 new positions, sold out of 6, added to 72 and reduced 72. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Broadcom (AVGO, shares −2%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001134152
Portfolio Value
$1.3B (Q1 2025)
SEC Filing
0001134152-25-000004 ↗ filed Apr 29, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $1.3B $1.3B Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.7B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 170 stocks · $1.3B
AAPL Apple Inc. 6.89% 411,925 $91.5M Add +4.2%
NVDA Nvidia Corp. 6.81% 834,068 $90.4M Reduce -2.7%
AVGO Broadcom Inc. 6.79% 538,652 $90.2M Reduce -2.4%
MSFT Microsoft Corp. 4.37% 154,457 $58.0M Add +0.5%
AMZN Amazon.com Inc. 3.10% 216,145 $41.1M Add +0.3%
V Visa Inc. Class A 2.92% 110,660 $38.8M Add +0.4%
PANW Palo Alto Networks Inc. 2.82% 219,673 $37.5M Add +0.9%
COST Costco Wholesale Corp. 2.72% 38,242 $36.2M Add +1.0%
BX Blackstone Inc. 2.70% 256,356 $35.8M Reduce -0.6%
ABBV Abbvie Inc. 2.70% 170,793 $35.8M Reduce -2.1%
PWR Quanta Services Inc. 2.32% 121,183 $30.8M Reduce -0.5%
KKR KKR & Co. Inc. 2.24% 256,810 $29.7M Reduce -2.5%
JPM JPMorgan Chase & Co. 2.15% 116,593 $28.6M Reduce -0.4%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.09% 321,834 $27.7M Reduce -2.4%
WMB Williams Cos Inc. 2.01% 446,445 $26.7M Reduce -0.5%
MAIN Main Street Capital Corp. 1.91% 447,642 $25.3M Add +5.2%
XOM Exxon Mobil Corp. 1.81% 201,509 $24.0M Add +1.1%
GOOGL Alphabet Inc. Class A 1.78% 152,944 $23.7M Add +1.4%
HD Home Depot Inc. 1.73% 62,786 $23.0M Add +1.3%
MA Mastercard Inc. Class A 1.42% 34,296 $18.8M Add +2.0%
EQIX Equinix Inc. 1.23% 19,965 $16.3M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.21% 64,483 $16.0M Reduce -0.2%
ETN Eaton Corp. PLC 1.20% 58,680 $16.0M Add +1.9%
GOOG Alphabet Inc. Class C 1.18% 99,897 $15.6M Reduce -1.2%
WMT Walmart Inc. 1.09% 164,353 $14.4M Add +3.2%
CSCO Cisco Systems Inc. 1.04% 223,535 $13.8M Add +8.3%
CRWD CrowdStrike Holdings Inc. Class A 0.98% 37,072 $13.1M Add +2.8%
EMR Emerson Electric Co. 0.96% 116,424 $12.8M Reduce -0.2%
ORCL Oracle Corp. 0.92% 87,202 $12.2M Add +0.8%
GS Goldman Sachs Group Inc. 0.89% 21,737 $11.9M Add +0.9%
LLY Eli Lilly & Co. 0.89% 14,336 $11.8M Add +13.2%
RTX RTX Corp. 0.89% 88,966 $11.8M Add +13.6%
UNH Unitedhealth Group Inc. 0.85% 21,452 $11.2M Reduce -29.1%
CVX Chevron Corp. 0.84% 66,825 $11.2M Reduce -0.3%
VLO Valero Energy Corp. 0.81% 81,120 $10.7M Add +10.2%
CRM Salesforce Inc. 0.78% 38,419 $10.3M Add +0.9%
SHEL Shell PLC-ADR 0.77% 140,314 $10.3M Add +7.3%
QCOM Qualcomm Inc. 0.76% 65,660 $10.1M Reduce -3.7%
PSX Phillips 66 0.73% 78,125 $9.6M Reduce -9.3%
HON Honeywell International Inc. 0.72% 44,878 $9.5M Reduce -12.4%
KO The Coca-Cola Co. 0.67% 124,216 $8.9M Reduce -0.1%
TSM Taiwan Semiconductor-SP ADR 0.65% 52,307 $8.7M Add +38.0%
BLK BlackRock Inc. 0.60% 8,440 $8.0M New
AMT American Tower Corp. 0.58% 35,288 $7.7M Reduce -8.1%
MRVL Marvell Technology Inc. 0.55% 117,563 $7.2M Add +3.9%
PEP Pepsico Inc. 0.54% 47,925 $7.2M Reduce -22.4%
EPD Enterprise Products Partners 0.52% 200,750 $6.9M Reduce -0.1%
MCD McDonald's Corp. 0.51% 21,775 $6.8M Reduce -2.5%
MU Micron Technology Inc. 0.49% 74,996 $6.5M Reduce -4.8%
TMO Thermo Fisher Scientific Inc. 0.48% 12,824 $6.4M Add +8.6%
JNJ Johnson & Johnson 0.48% 38,266 $6.3M Reduce -1.7%
VZ Verizon Communications Inc. 0.47% 136,384 $6.2M Reduce -1.0%
AMGN Amgen Inc. 0.45% 19,178 $6.0M Add +17.7%
CMI Cummins Inc. 0.45% 19,001 $6.0M Add +2.3%
C Citigroup Inc. 0.44% 82,067 $5.8M Add +18.6%
STWD Starwood Property Trust Inc. 0.42% 279,709 $5.5M Reduce -5.7%
DLR Digital Realty Trust Inc. 0.40% 37,320 $5.3M Add +6.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.40% 125,616 $5.3M Reduce -6.8%
GSST Goldman Sachs Ultra Short Bo 0.38% 98,802 $5.0M Reduce -11.8%
ENB Enbridge Inc. 0.37% 111,616 $4.9M Add +3.1%
MPC Marathon Petroleum Corp. 0.36% 32,985 $4.8M Reduce -0.3%
ET Energy Transfer LP 0.36% 255,933 $4.8M Add +4.0%
SJNK SS SPDR BB St Hi Yield ETF 0.34% 182,049 $4.6M Reduce -1.3%
MS Morgan Stanley 0.33% 37,841 $4.4M Add +0.8%
T AT&T Inc. 0.33% 155,119 $4.4M Add +4.0%
JPST JPMorgan Ultra-Short Income 0.33% 86,040 $4.4M Reduce -0.5%
DRI Darden Restaurants Inc. 0.30% 19,035 $4.0M Reduce -10.1%
NEE Nextera Energy Inc. 0.29% 53,559 $3.8M Reduce -11.8%
PFE Pfizer Inc. 0.28% 148,985 $3.8M Add +1527.2%
SRLN SS Blackstone Sr Loan ETF 0.28% 91,075 $3.7M Reduce -10.3%
MPLX MPLX LP 0.27% 67,105 $3.6M Add +3.0%
BKLN Invesco Senior Loan ETF 0.24% 154,148 $3.2M Reduce -9.3%
DHR Danaher Corp. 0.22% 14,396 $3.0M Reduce -6.3%
PG The Procter & Gamble Co. 0.21% 16,601 $2.8M Add +2.5%
SHW The Sherwin-Williams Co. 0.21% 7,944 $2.8M Reduce -2.3%
BSX Boston Scientific Corp. 0.20% 25,744 $2.6M New
MDLZ Mondelez International Inc. Class A 0.19% 37,903 $2.6M Reduce -27.0%
TXN Texas Instruments Inc. 0.19% 13,696 $2.5M Reduce -0.7%
SPG Simon Property Group Inc. 0.18% 14,475 $2.4M Reduce -1.8%
TSLA Tesla Inc. 0.18% 9,204 $2.4M Add +7.7%
ADBE Adobe Inc. 0.17% 5,935 $2.3M Reduce -12.3%
PCEF Invesco Cef Income Composite 0.17% 118,800 $2.2M Add +45.6%
ILCG iShares Morningstar Growth E 0.17% 27,270 $2.2M Reduce -3.5%
PLD Prologis Inc. 0.17% 19,713 $2.2M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 52,762 $2.2M Add +11.9%
META Meta Platforms Inc. Class A 0.17% 3,802 $2.2M Add +0.7%
MRK Merck & Co. Inc. 0.16% 22,975 $2.1M Reduce -40.7%
SBUX Starbucks Corp. 0.15% 20,788 $2.0M Add +10.9%
IYW iShares Ustechnology ETF 0.13% 12,000 $1.7M Reduce -20.5%
ABT Abbott Laboratories 0.12% 12,317 $1.6M Reduce -8.2%
LHX L3HARRIS Technologies Inc. 0.12% 7,780 $1.6M Add +0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 15,387 $1.5M Add +4.4%
FBCG Fidelity Blue Chip Grow ETF 0.11% 36,412 $1.5M Add +8.3%
NFLX Netflix Inc. 0.10% 1,489 $1.4M Add +4.7%
CEG Constellation Energy 0.10% 6,886 $1.4M Add +553.9%
KMI Kinder Morgan Inc. 0.10% 47,848 $1.4M Add +0.2%
LYB Lyondellbasell Indu Class A 0.09% 16,461 $1.2M Reduce -38.1%
ADP Automatic Data Processing 0.07% 3,208 $980K Add +5.3%
IBB iShares Biotechnology ETF 0.07% 7,640 $977K Reduce -2.7%
CMCSA Comcast Corp. Class A 0.07% 25,446 $939K Reduce -37.9%
IYR iShares US Real Estate ETF 0.07% 9,327 $893K Reduce -18.5%
PM Philip Morris International 0.07% 5,539 $879K Add +139.7%
ASML ASML Holding NV-NY Reg SHS 0.06% 1,278 $847K Add +45.4%
CPK Chesapeake Utilities Corp. 0.06% 6,400 $822K No change
BRK.B Berkshire Hathaway Inc. Class B 0.06% 1,497 $797K Add +21.2%
RL Ralph Lauren Corp. 0.06% 3,595 $794K Reduce -50.7%
NOW ServiceNow Inc. 0.06% 992 $790K Add +211.9%
AMD Advanced Micro Devices 0.06% 7,553 $776K Reduce -66.0%
DGRO iShares Core Dividend Growth 0.05% 11,738 $725K Add +3.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 4,133 $714K Add +30.4%
IYJ iShares U.S. Industrials ETF 0.05% 5,394 $702K Reduce -27.1%
CAT Caterpillar Inc. 0.05% 2,107 $695K Reduce -6.6%
COP Conocophillips 0.05% 6,346 $666K Reduce -7.0%
VOO Vanguard S&P 500 ETF 0.05% 1,293 $665K Add +8.8%
URI United Rentals Inc. 0.05% 1,009 $632K Add +24.0%
JYNT The Joint Corp. 0.05% 50,000 $625K No change
IWM iShares Russell 2000 ETF 0.05% 3,090 $617K Reduce -8.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.04% 11,750 $597K No change
FANG Diamondback Energy Inc. 0.04% 3,608 $577K Reduce -36.1%
QLD Proshares Ultra QQQ 0.04% 6,320 $562K Add +124.1%
WM Waste Management Inc. 0.04% 2,300 $532K Reduce -2.1%
EEM iShares MSCI Emerging Market 0.04% 11,463 $501K Add +0.6%
IYC iShares US Consumer Discreti 0.04% 5,560 $491K Reduce -35.0%
WSO Watsco Inc. 0.04% 945 $480K Add +3.5%
KIM Kimco Realty Corp. 0.04% 22,084 $469K New
ACN Accenture PLC Class A 0.04% 1,490 $465K Add +0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 3,813 $465K Add +5.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 808 $452K No change
TD Toronto-Dominion Bank 0.03% 7,305 $438K Reduce -13.9%
GIS General Mills Inc. 0.03% 7,166 $428K Reduce -8.9%
IDXX Idexx Laboratories Inc. 0.03% 1,014 $426K Add +1.5%
IYF iShares US Financials ETF 0.03% 3,752 $423K Reduce -29.9%
CCI Crown Castle Inc. 0.03% 4,052 $422K No change
IVV iShares Core S&P 500 ETF 0.03% 730 $410K No change
ISCG iShares Morningstar Small-Ca 0.03% 8,796 $396K No change
OKE Oneok Inc. 0.03% 3,971 $394K No change
APH Amphenol Corp. Class A 0.03% 5,936 $389K Add +2.5%
MO Altria Group Inc. 0.03% 6,257 $376K New
INTC Intel Corp. 0.03% 16,362 $372K Add +6.7%
EFA iShares MSCI Eafe ETF 0.03% 4,526 $370K New
PSA Public Storage 0.03% 1,229 $368K No change
MELI MercadoLibre Inc. 0.03% 188 $367K Add +10.6%
FISV Fiserv Inc. 0.03% 1,603 $354K Add +5.3%
IWF iShares Russell 1000 Growth 0.03% 961 $347K Add +1.6%
QQQ Invesco QQQ Trust Series 1 0.03% 729 $342K Add +0.7%
ISRG Intuitive Surgical Inc. 0.02% 645 $319K Reduce -5.4%
IMCB iShares Morningstar Mid-Cap 0.02% 4,300 $319K Reduce -27.1%
BMY Bristol-Myers Squibb Co. 0.02% 5,175 $316K No change
LOW Lowe's Cos Inc. 0.02% 1,316 $307K Reduce -7.1%
REGN Regeneron Pharmaceuticals 0.02% 476 $302K Reduce -5.4%
IOO iShares Global 100 ETF 0.02% 3,100 $298K No change
BA The Boeing Co. 0.02% 1,708 $291K No change
PROSHARES TR 0.02% 13,060 $280K Reduce -12.9%
TYL Tyler Technologies Inc. 0.02% 471 $274K Add +3.3%
GD General Dynamics Corp. 0.02% 950 $259K No change
TGT Target Corp. 0.02% 2,350 $245K Reduce -14.6%
GE General Electric filed as GE AEROSPACE 0.02% 1,168 $234K New
KBWD Invesco KBW High Dividend Yi 0.02% 16,000 $231K Add +30.1%
LMT Lockheed Martin Corp. 0.02% 514 $230K Reduce -0.2%
DUK Duke Energy Corp. 0.02% 1,856 $226K New
PGR Progressive Corp. 0.02% 799 $226K New
AXP American Express Co. 0.02% 831 $224K New
DELL Dell Technologies -C 0.02% 2,428 $221K New
DE Deere & Co. 0.02% 460 $216K New
IYM iShares U.S. Basic Materials 0.02% 1,587 $214K Reduce -38.6%
ZTS Zoetis Inc. 0.02% 1,295 $213K Reduce -1.8%
DOW Dow Inc. 0.02% 6,092 $213K Reduce -60.7%
EOG EOG Resources Inc. 0.02% 1,654 $212K Reduce -8.6%
PR Permian Resources Corp. Class A 0.01% 14,411 $200K No change
HRZN Horizon Technology Finance C 0.01% 12,000 $113K No change

Portfolio Sells Q4 2024 → Q1 2025
AVGO Broadcom Inc. Reduce -2.4% 6.79% −2.11
NVDA Nvidia Corp. Reduce -2.7% 6.81% −1.20
KKR KKR & Co. Inc. Reduce -2.5% 2.24% −0.47
BX Blackstone Inc. Reduce -0.6% 2.70% −0.39
PWR Quanta Services Inc. Reduce -0.5% 2.32% −0.36
IRM Iron Mountain Inc. Reduce -2.4% 2.09% −0.33
UNH Unitedhealth Group Inc. Reduce -29.1% 0.85% −0.22
GOOG Alphabet Inc. Class C Reduce -1.2% 1.18% −0.16
AMD Advanced Micro Devices Reduce -66.0% 0.06% −0.13
MRK Merck & Co. Inc. Reduce -40.7% 0.16% −0.11
PEP Pepsico Inc. Reduce -22.4% 0.54% −0.11
HON Honeywell International Inc. Reduce -12.4% 0.72% −0.09
RL Ralph Lauren Corp. Reduce -50.7% 0.06% −0.06
LYB Lyondellbasell Indu Class A Reduce -38.1% 0.09% −0.05
EMR Emerson Electric Co. Reduce -0.2% 0.96% −0.04
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.04
IYW iShares Ustechnology ETF Reduce -20.5% 0.13% −0.04
ADBE Adobe Inc. Reduce -12.3% 0.17% −0.04
CMCSA Comcast Corp. Class A Reduce -37.9% 0.07% −0.04
IBTX Independent Bank Group Inc. Sold out 0.00% −0.03
DOW Dow Inc. Reduce -60.7% 0.02% −0.03
DHR Danaher Corp. Reduce -6.3% 0.22% −0.02
MDLZ Mondelez International Inc. Class A Reduce -27.0% 0.19% −0.02
FANG Diamondback Energy Inc. Reduce -36.1% 0.04% −0.02
IYH iShares U.S. Healthcare ETF Sold out 0.00% −0.02
IYC iShares US Consumer Discreti Reduce -35.0% 0.04% −0.02
NEE Nextera Energy Inc. Reduce -11.8% 0.29% −0.02
IYJ iShares U.S. Industrials ETF Reduce -27.1% 0.05% −0.02
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.02
GSST Goldman Sachs Ultra Short Bo Reduce -11.8% 0.38% −0.02
ADI Analog Devices Inc. Sold out 0.00% −0.02
A Agilent Technologies Inc. Sold out 0.00% −0.01
SRLN SS Blackstone Sr Loan ETF Reduce -10.3% 0.28% −0.01
ILCG iShares Morningstar Growth E Reduce -3.5% 0.17% −0.01
IYF iShares US Financials ETF Reduce -29.9% 0.03% −0.01
BKLN Invesco Senior Loan ETF Reduce -9.3% 0.24% −0.01
TGT Target Corp. Reduce -14.6% 0.02% −0.01
IYM iShares U.S. Basic Materials Reduce -38.6% 0.02% −0.01
IMCB iShares Morningstar Mid-Cap Reduce -27.1% 0.02% −0.01
IYR iShares US Real Estate ETF Reduce -18.5% 0.07% −0.01
IWM iShares Russell 2000 ETF Reduce -8.5% 0.05% −0.01
CAT Caterpillar Inc. Reduce -6.6% 0.05% −0.00
GIS General Mills Inc. Reduce -8.9% 0.03% −0.00
REGN Regeneron Pharmaceuticals Reduce -5.4% 0.02% −0.00
LOW Lowe's Cos Inc. Reduce -7.1% 0.02% −0.00
ISRG Intuitive Surgical Inc. Reduce -5.4% 0.02% −0.00
LMT Lockheed Martin Corp. Reduce -0.2% 0.02% −0.00
EOG EOG Resources Inc. Reduce -8.6% 0.02% +0.00
PROSHARES TR Reduce -12.9% 0.02% +0.00
ZTS Zoetis Inc. Reduce -1.8% 0.02% +0.00

Portfolio Buys Q4 2024 → Q1 2025
BLK BlackRock Inc. New 0.60% +0.60
V Visa Inc. Class A Add +0.4% 2.92% +0.50
XOM Exxon Mobil Corp. Add +1.1% 1.81% +0.31
COST Costco Wholesale Corp. Add +1.0% 2.72% +0.31
PFE Pfizer Inc. Add +1527.2% 0.28% +0.27
RTX RTX Corp. Add +13.6% 0.89% +0.26
LLY Eli Lilly & Co. Add +13.2% 0.89% +0.21
SHEL Shell PLC-ADR Add +7.3% 0.77% +0.20
BSX Boston Scientific Corp. New 0.20% +0.20
CSCO Cisco Systems Inc. Add +8.3% 1.04% +0.19
MA Mastercard Inc. Class A Add +2.0% 1.42% +0.18
VLO Valero Energy Corp. Add +10.2% 0.81% +0.18
MAIN Main Street Capital Corp. Add +5.2% 1.91% +0.17
AMGN Amgen Inc. Add +17.7% 0.45% +0.15
TSM Taiwan Semiconductor-SP ADR Add +38.0% 0.65% +0.13
CRWD CrowdStrike Holdings Inc. Class A Add +2.8% 0.98% +0.13
C Citigroup Inc. Add +18.6% 0.44% +0.10
T AT&T Inc. Add +4.0% 0.33% +0.09
CEG Constellation Energy Add +553.9% 0.10% +0.09
WMT Walmart Inc. Add +3.2% 1.09% +0.09
PANW Palo Alto Networks Inc. Add +0.9% 2.82% +0.07
PCEF Invesco Cef Income Composite Add +45.6% 0.17% +0.06
HD Home Depot Inc. Add +1.3% 1.73% +0.06
MPLX MPLX LP Add +3.0% 0.27% +0.05
TMO Thermo Fisher Scientific Inc. Add +8.6% 0.48% +0.05
ENB Enbridge Inc. Add +3.1% 0.37% +0.05
PM Philip Morris International Add +139.7% 0.07% +0.05
GS Goldman Sachs Group Inc. Add +0.9% 0.89% +0.04
NOW ServiceNow Inc. Add +211.9% 0.06% +0.04
KIM Kimco Realty Corp. New 0.04% +0.04
SBUX Starbucks Corp. Add +10.9% 0.15% +0.03
MO Altria Group Inc. New 0.03% +0.03
EFA iShares MSCI Eafe ETF New 0.03% +0.03
PG The Procter & Gamble Co. Add +2.5% 0.21% +0.02
ET Energy Transfer LP Add +4.0% 0.36% +0.02
BAC Bank of America Corp. Add +11.9% 0.17% +0.02
ASML ASML Holding NV-NY Reg SHS Add +45.4% 0.06% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +21.2% 0.06% +0.02
PLD Prologis Inc. Add +0.0% 0.17% +0.02
QLD Proshares Ultra QQQ Add +124.1% 0.04% +0.02
GE General Electric New 0.02% +0.02
DUK Duke Energy Corp. New 0.02% +0.02
PGR Progressive Corp. New 0.02% +0.02
AXP American Express Co. New 0.02% +0.02
DELL Dell Technologies -C New 0.02% +0.02
NFLX Netflix Inc. Add +4.7% 0.10% +0.02
VTV Vanguard Mrngstr Val ETF-Aui Add +30.4% 0.05% +0.02
DE Deere & Co. New 0.02% +0.02
ADP Automatic Data Processing Add +5.3% 0.07% +0.01
KMI Kinder Morgan Inc. Add +0.2% 0.10% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 158$2.0BAVGO, NVDA, AAPL, MU, PWR
Q1 2026 163$1.6BAVGO, NVDA, AAPL, PWR, MSFT
Q4 2025 168$1.7BAVGO, NVDA, AAPL, MSFT, AMZN
Q3 2025 170$1.6BAVGO, NVDA, AAPL, MSFT, PWR
Q2 2025 174$1.5BAVGO, NVDA, AAPL, MSFT, AMZN
Q1 2025 170$1.3BAAPL, NVDA, AVGO, MSFT, AMZN
Q4 2024 165$1.4BAVGO, NVDA, AAPL, MSFT, AMZN
Q3 2024 160$1.4BNVDA, AVGO, AAPL, MSFT, BX
Q2 2024 158$1.3BNVDA, AVGO, AAPL, MSFT, AMZN
Q1 2024 165$1.2BNVDA, AVGO, AAPL, MSFT, BX