Adell Harriman & Carpenter Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Adell Harriman & Carpenter Inc. reported 174 stock positions worth $1.5 billion. Its top holding was Broadcom (AVGO) at 9.1% of the portfolio, followed by Nvidia (NVDA, 8.4%) and Apple (AAPL, 5.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 2, added to 65 and reduced 82. The biggest buy was Quanta Services (PWR, shares +0%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001134152
Portfolio Value
$1.5B (Q2 2025)
SEC Filing
0001134152-25-000006 ↗ filed Aug 4, 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 Q1 2025 Q2 2025: $1.5B $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 174 stocks · $1.5B
AVGO Broadcom Inc. 9.13% 499,221 $137.6M Reduce -7.3%
NVDA Nvidia Corp. 8.44% 805,675 $127.3M Reduce -3.4%
AAPL Apple Inc. 5.51% 404,639 $83.0M Reduce -1.8%
MSFT Microsoft Corp. 5.05% 153,206 $76.2M Reduce -0.8%
AMZN Amazon.com Inc. 3.12% 214,195 $47.0M Reduce -0.9%
PWR Quanta Services Inc. 3.04% 121,193 $45.8M Add +0.0%
PANW Palo Alto Networks Inc. 2.92% 214,939 $44.0M Reduce -2.2%
V Visa Inc. Class A 2.61% 110,730 $39.3M Add +0.1%
BX Blackstone Inc. 2.53% 254,653 $38.1M Reduce -0.7%
COST Costco Wholesale Corp. 2.51% 38,175 $37.8M Reduce -0.2%
KKR KKR & Co. Inc. 2.30% 260,583 $34.7M Add +1.5%
JPM JPMorgan Chase & Co. 2.22% 115,465 $33.5M Reduce -1.0%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.21% 324,300 $33.3M Add +0.8%
ABBV Abbvie Inc. 2.06% 167,649 $31.1M Reduce -1.8%
WMB Williams Cos Inc. 1.85% 443,107 $27.8M Reduce -0.8%
GOOGL Alphabet Inc. Class A 1.80% 153,619 $27.1M Add +0.4%
MAIN Main Street Capital Corp. 1.78% 454,495 $26.9M Add +1.5%
HD Home Depot Inc. 1.50% 61,558 $22.6M Reduce -2.0%
XOM Exxon Mobil Corp. 1.39% 194,522 $21.0M Reduce -3.5%
MA Mastercard Inc. Class A 1.36% 36,384 $20.4M Add +6.1%
ETN Eaton Corp. PLC 1.33% 56,240 $20.1M Reduce -4.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.27% 65,028 $19.2M Add +0.8%
ORCL Oracle Corp. 1.27% 87,648 $19.2M Add +0.5%
CRWD CrowdStrike Holdings Inc. Class A 1.23% 36,394 $18.5M Reduce -1.8%
CSCO Cisco Systems Inc. 1.18% 257,241 $17.8M Add +15.1%
GOOG Alphabet Inc. Class C 1.17% 99,225 $17.6M Reduce -0.7%
WMT Walmart Inc. 1.08% 166,122 $16.2M Add +1.1%
EQIX Equinix Inc. 1.07% 20,232 $16.1M Add +1.3%
GS Goldman Sachs Group Inc. 1.00% 21,305 $15.1M Reduce -2.0%
EMR Emerson Electric Co. 0.98% 111,373 $14.8M Reduce -4.3%
RTX RTX Corp. 0.89% 91,552 $13.4M Add +2.9%
TSM Taiwan Semiconductor-SP ADR 0.80% 53,131 $12.0M Add +1.6%
LLY Eli Lilly & Co. 0.78% 15,022 $11.7M Add +4.8%
VLO Valero Energy Corp. 0.75% 84,616 $11.4M Add +4.3%
SHEL Shell PLC-ADR 0.67% 144,033 $10.1M Add +2.6%
CRM Salesforce Inc. 0.67% 36,944 $10.1M Reduce -3.8%
BLK BlackRock Inc. 0.65% 9,302 $9.8M Add +10.2%
QCOM Qualcomm Inc. 0.64% 60,494 $9.6M Reduce -7.9%
CVX Chevron Corp. 0.62% 65,638 $9.4M Reduce -1.8%
MU Micron Technology Inc. 0.62% 76,036 $9.4M Add +1.4%
KO The Coca-Cola Co. 0.60% 128,324 $9.1M Add +3.3%
PSX Phillips 66 0.58% 73,175 $8.7M Reduce -6.3%
MRVL Marvell Technology Inc. 0.56% 109,608 $8.5M Reduce -6.8%
HON Honeywell International Inc. 0.56% 36,192 $8.4M Reduce -19.4%
C Citigroup Inc. 0.51% 90,743 $7.7M Add +10.6%
AMT American Tower Corp. 0.48% 32,818 $7.3M Reduce -7.0%
DLR Digital Realty Trust Inc. 0.44% 37,994 $6.6M Add +1.8%
EPD Enterprise Products Partners 0.41% 200,758 $6.2M Add +0.0%
GSST Goldman Sachs Ultra Short Bo 0.41% 122,252 $6.2M Add +23.7%
MCD McDonald's Corp. 0.40% 20,680 $6.0M Reduce -5.0%
VZ Verizon Communications Inc. 0.40% 139,571 $6.0M Add +2.3%
MPC Marathon Petroleum Corp. 0.39% 35,715 $5.9M Add +8.3%
CMI Cummins Inc. 0.37% 17,017 $5.6M Reduce -10.4%
STWD Starwood Property Trust Inc. 0.36% 272,591 $5.5M Reduce -2.5%
AMGN Amgen Inc. 0.36% 19,381 $5.4M Add +1.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.35% 122,031 $5.3M Reduce -2.9%
PFE Pfizer Inc. 0.34% 209,311 $5.1M Add +40.5%
T AT&T Inc. 0.34% 174,639 $5.1M Add +12.6%
JNJ Johnson & Johnson 0.33% 32,779 $5.0M Reduce -14.3%
ENB Enbridge Inc. 0.33% 110,456 $5.0M Reduce -1.0%
PEP Pepsico Inc. 0.33% 37,261 $4.9M Reduce -22.3%
BSX Boston Scientific Corp. 0.32% 45,479 $4.9M Add +76.7%
ET Energy Transfer LP 0.32% 264,067 $4.8M Add +3.2%
MS Morgan Stanley 0.31% 33,304 $4.7M Reduce -12.0%
SJNK SS SPDR BB St Hi Yield ETF 0.31% 180,854 $4.6M Reduce -0.7%
JPST JPMorgan Ultra-Short Income 0.28% 83,505 $4.2M Reduce -3.0%
MPLX MPLX LP 0.25% 72,930 $3.8M Add +8.7%
TMO Thermo Fisher Scientific Inc. 0.25% 9,218 $3.7M Reduce -28.1%
SRLN SS Blackstone Sr Loan ETF 0.25% 88,925 $3.7M Reduce -2.4%
NEE Nextera Energy Inc. 0.23% 49,918 $3.5M Reduce -6.8%
DRI Darden Restaurants Inc. 0.22% 15,545 $3.4M Reduce -18.3%
TSLA Tesla Inc. 0.22% 10,401 $3.3M Add +13.0%
PLD Prologis Inc. 0.21% 30,628 $3.2M Add +55.4%
BKLN Invesco Senior Loan ETF 0.21% 153,848 $3.2M Reduce -0.2%
META Meta Platforms Inc. Class A 0.21% 4,200 $3.1M Add +10.5%
UNH Unitedhealth Group Inc. 0.19% 9,037 $2.8M Reduce -57.9%
CEG Constellation Energy 0.18% 8,391 $2.7M Add +21.9%
ILCG iShares Morningstar Growth E 0.18% 27,270 $2.6M No change
SHW The Sherwin-Williams Co. 0.17% 7,559 $2.6M Reduce -4.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 52,915 $2.5M Add +0.3%
TXN Texas Instruments Inc. 0.16% 11,967 $2.5M Reduce -12.6%
MDLZ Mondelez International Inc. Class A 0.16% 36,319 $2.4M Reduce -4.2%
PCEF Invesco Cef Income Composite 0.16% 124,300 $2.4M Add +4.6%
DHR Danaher Corp. 0.16% 12,273 $2.4M Reduce -14.8%
PG The Procter & Gamble Co. 0.16% 15,041 $2.4M Reduce -9.4%
NFLX Netflix Inc. 0.14% 1,599 $2.1M Add +7.4%
ADBE Adobe Inc. 0.14% 5,488 $2.1M Reduce -7.5%
DELL Dell Technologies -C 0.14% 17,148 $2.1M Add +606.3%
IYW iShares Ustechnology ETF 0.14% 12,000 $2.1M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 15,866 $2.0M Add +3.1%
FBCG Fidelity Blue Chip Grow ETF 0.12% 38,935 $1.9M Add +6.9%
SPG Simon Property Group Inc. 0.12% 11,585 $1.9M Reduce -20.0%
ABT Abbott Laboratories 0.12% 13,581 $1.8M Add +10.3%
LHX L3HARRIS Technologies Inc. 0.12% 7,174 $1.8M Reduce -7.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 13,799 $1.7M Add +261.9%
SBUX Starbucks Corp. 0.11% 18,025 $1.7M Reduce -13.3%
MRK Merck & Co. Inc. 0.10% 18,200 $1.4M Reduce -20.8%
KMI Kinder Morgan Inc. 0.09% 48,163 $1.4M Add +0.7%
VOO Vanguard S&P 500 ETF 0.07% 1,940 $1.1M Add +50.0%
ADP Automatic Data Processing 0.07% 3,211 $990K Add +0.1%
IBB iShares Biotechnology ETF 0.06% 7,555 $956K Reduce -1.1%
RL Ralph Lauren Corp. 0.06% 3,395 $931K Reduce -5.6%
NOW ServiceNow Inc. 0.06% 843 $867K Reduce -15.0%
IYR iShares US Real Estate ETF 0.06% 8,877 $841K Reduce -4.8%
LYB Lyondellbasell Indu Class A 0.06% 14,321 $829K Reduce -13.0%
QLD Proshares Ultra QQQ 0.05% 6,830 $804K Add +8.1%
CAT Caterpillar Inc. 0.05% 2,064 $801K Reduce -2.0%
DGRO iShares Core Dividend Growth 0.05% 12,184 $779K Add +3.8%
IYJ iShares U.S. Industrials ETF 0.05% 5,394 $768K No change
ASML ASML Holding NV-NY Reg SHS 0.05% 957 $767K Reduce -25.1%
CMCSA Comcast Corp. Class A 0.05% 21,335 $761K Reduce -16.2%
BRK.B Berkshire Hathaway Inc. Class B 0.05% 1,465 $712K Reduce -2.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 3,802 $672K Reduce -8.0%
PM Philip Morris International 0.04% 3,622 $660K Reduce -34.6%
AMD Advanced Micro Devices 0.04% 4,383 $622K Reduce -42.0%
URI United Rentals Inc. 0.04% 814 $613K Reduce -19.3%
CPK Chesapeake Utilities Corp. 0.04% 5,000 $601K Reduce -21.9%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.04% 11,750 $598K No change
JYNT The Joint Corp. 0.04% 50,000 $577K No change
APH Amphenol Corp. Class A 0.04% 5,789 $572K Reduce -2.5%
IWM iShares Russell 2000 ETF 0.04% 2,587 $558K Reduce -16.3%
IYC iShares US Consumer Discreti 0.04% 5,560 $554K No change
IDXX Idexx Laboratories Inc. 0.04% 1,015 $544K Add +0.1%
COP Conocophillips 0.04% 6,028 $541K Reduce -5.0%
WM Waste Management Inc. 0.04% 2,314 $529K Add +0.6%
EEM iShares MSCI Emerging Market 0.03% 10,392 $501K Reduce -9.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 798 $493K Reduce -1.2%
MELI MercadoLibre Inc. 0.03% 188 $491K No change
KIM Kimco Realty Corp. 0.03% 22,084 $464K No change
TD Toronto-Dominion Bank 0.03% 6,320 $464K Reduce -13.5%
IYF iShares US Financials ETF 0.03% 3,752 $454K No change
IVV iShares Core S&P 500 ETF 0.03% 730 $453K No change
ISCG iShares Morningstar Small-Ca 0.03% 8,796 $438K No change
QQQ Invesco QQQ Trust Series 1 0.03% 774 $427K Add +6.2%
ACN Accenture PLC Class A 0.03% 1,402 $419K Reduce -5.9%
WSO Watsco Inc. 0.03% 945 $417K No change
IWF iShares Russell 1000 Growth 0.03% 936 $397K Reduce -2.6%
CCI Crown Castle Inc. 0.03% 3,795 $390K Reduce -6.3%
ISRG Intuitive Surgical Inc. 0.03% 705 $383K Add +9.3%
MO Altria Group Inc. 0.02% 6,274 $368K Add +0.3%
PSA Public Storage 0.02% 1,229 $361K No change
BA The Boeing Co. 0.02% 1,720 $360K Add +0.7%
IMCB iShares Morningstar Mid-Cap 0.02% 4,300 $343K No change
GIS General Mills Inc. 0.02% 6,594 $342K Reduce -8.0%
IWB iShares Russell 1000 ETF 0.02% 993 $337K New
IOO iShares Global 100 ETF 0.02% 3,100 $334K No change
OKE Oneok Inc. 0.02% 3,971 $324K No change
FANG Diamondback Energy Inc. 0.02% 2,211 $304K Reduce -38.7%
PLTR Palantir Technologies Inc. Class A 0.02% 2,186 $298K New
LOW Lowe's Cos Inc. 0.02% 1,316 $292K No change
GE General Electric filed as GE AEROSPACE 0.02% 1,100 $283K Reduce -5.8%
AXP American Express Co. 0.02% 887 $283K Add +6.7%
TYL Tyler Technologies Inc. 0.02% 471 $279K No change
FISV Fiserv Inc. 0.02% 1,608 $277K Add +0.3%
INTC Intel Corp. 0.02% 12,253 $274K Reduce -25.1%
DE Deere & Co. 0.02% 496 $252K Add +7.8%
REGN Regeneron Pharmaceuticals 0.02% 480 $252K Add +0.8%
PROSHARES TR 0.02% 15,000 $250K Add +14.8%
GD General Dynamics Corp. 0.02% 852 $248K Reduce -10.3%
LMT Lockheed Martin Corp. 0.02% 523 $242K Add +1.8%
BMY Bristol-Myers Squibb Co. 0.02% 5,198 $241K Add +0.4%
RCL Royal Caribbean Cruises Ltd. 0.02% 767 $240K New
EFA iShares MSCI Eafe ETF 0.02% 2,600 $232K Reduce -42.5%
IYM iShares U.S. Basic Materials 0.01% 1,587 $222K No change
PRU Prudential Financial Inc. 0.01% 2,053 $221K New
ADI Analog Devices Inc. 0.01% 925 $220K New
DUK Duke Energy Corp. 0.01% 1,865 $220K Add +0.5%
IYG iShares U.S. Financial Servi 0.01% 2,400 $205K New
ZTS Zoetis Inc. 0.01% 1,300 $203K Add +0.4%
EOG EOG Resources Inc. 0.01% 1,678 $201K Add +1.4%
PGR Progressive Corp. 0.01% 752 $201K Reduce -5.9%
PR Permian Resources Corp. Class A 0.01% 14,411 $196K No change
KBWD Invesco KBW High Dividend Yi 0.01% 13,000 $180K Reduce -18.8%
HRZN Horizon Technology Finance C 0.01% 12,000 $86K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -1.8% 5.51% −1.39
UNH Unitedhealth Group Inc. Reduce -57.9% 0.19% −0.66
ABBV Abbvie Inc. Reduce -1.8% 2.06% −0.63
XOM Exxon Mobil Corp. Reduce -3.5% 1.39% −0.41
HD Home Depot Inc. Reduce -2.0% 1.50% −0.24
TMO Thermo Fisher Scientific Inc. Reduce -28.1% 0.25% −0.23
CVX Chevron Corp. Reduce -1.8% 0.62% −0.22
COST Costco Wholesale Corp. Reduce -0.2% 2.51% −0.22
PEP Pepsico Inc. Reduce -22.3% 0.33% −0.21
BX Blackstone Inc. Reduce -0.7% 2.53% −0.17
WMB Williams Cos Inc. Reduce -0.8% 1.85% −0.16
HON Honeywell International Inc. Reduce -19.4% 0.56% −0.16
PSX Phillips 66 Reduce -6.3% 0.58% −0.15
JNJ Johnson & Johnson Reduce -14.3% 0.33% −0.15
QCOM Qualcomm Inc. Reduce -7.9% 0.64% −0.12
MCD McDonald's Corp. Reduce -5.0% 0.40% −0.11
CRM Salesforce Inc. Reduce -3.8% 0.67% −0.11
AMT American Tower Corp. Reduce -7.0% 0.48% −0.10
CMI Cummins Inc. Reduce -10.4% 0.37% −0.08
DRI Darden Restaurants Inc. Reduce -18.3% 0.22% −0.07
DHR Danaher Corp. Reduce -14.8% 0.16% −0.06
MRK Merck & Co. Inc. Reduce -20.8% 0.10% −0.06
SPG Simon Property Group Inc. Reduce -20.0% 0.12% −0.06
NEE Nextera Energy Inc. Reduce -6.8% 0.23% −0.06
PG The Procter & Gamble Co. Reduce -9.4% 0.16% −0.05
STWD Starwood Property Trust Inc. Reduce -2.5% 0.36% −0.05
SHYG iShares 0-5 YR HY Corp. Bond Reduce -2.9% 0.35% −0.05
JPST JPMorgan Ultra-Short Income Reduce -3.0% 0.28% −0.05
SBUX Starbucks Corp. Reduce -13.3% 0.11% −0.04
ENB Enbridge Inc. Reduce -1.0% 0.33% −0.04
SJNK SS SPDR BB St Hi Yield ETF Reduce -0.7% 0.31% −0.04
SRLN SS Blackstone Sr Loan ETF Reduce -2.4% 0.25% −0.04
SHW The Sherwin-Williams Co. Reduce -4.8% 0.17% −0.04
LYB Lyondellbasell Indu Class A Reduce -13.0% 0.06% −0.03
MDLZ Mondelez International Inc. Class A Reduce -4.2% 0.16% −0.03
ADBE Adobe Inc. Reduce -7.5% 0.14% −0.03
BKLN Invesco Senior Loan ETF Reduce -0.2% 0.21% −0.03
FANG Diamondback Energy Inc. Reduce -38.7% 0.02% −0.02
PM Philip Morris International Reduce -34.6% 0.04% −0.02
CPK Chesapeake Utilities Corp. Reduce -21.9% 0.04% −0.02
MS Morgan Stanley Reduce -12.0% 0.31% −0.02
TXN Texas Instruments Inc. Reduce -12.6% 0.16% −0.02
CMCSA Comcast Corp. Class A Reduce -16.2% 0.05% −0.02
TGT Target Corp. Sold out 0.00% −0.02
AMD Advanced Micro Devices Reduce -42.0% 0.04% −0.02
DOW Dow Inc. Sold out 0.00% −0.02
COP Conocophillips Reduce -5.0% 0.04% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.1% 0.05% −0.01
ASML ASML Holding NV-NY Reg SHS Reduce -25.1% 0.05% −0.01
EFA iShares MSCI Eafe ETF Reduce -42.5% 0.02% −0.01

Portfolio Buys Q1 2025 → Q2 2025
PWR Quanta Services Inc. Add +0.0% 3.04% +0.72
ORCL Oracle Corp. Add +0.5% 1.27% +0.35
CSCO Cisco Systems Inc. Add +15.1% 1.18% +0.14
TSM Taiwan Semiconductor-SP ADR Add +1.6% 0.80% +0.14
MU Micron Technology Inc. Add +1.4% 0.62% +0.13
BSX Boston Scientific Corp. Add +76.7% 0.32% +0.13
DELL Dell Technologies -C Add +606.3% 0.14% +0.12
IRM Iron Mountain Inc. Add +0.8% 2.21% +0.12
TJX TJX Companies Inc. Add +261.9% 0.11% +0.08
CEG Constellation Energy Add +21.9% 0.18% +0.07
C Citigroup Inc. Add +10.6% 0.51% +0.07
IBM Intl Business Machines Corp. Add +0.8% 1.27% +0.06
KKR KKR & Co. Inc. Add +1.5% 2.30% +0.06
PFE Pfizer Inc. Add +40.5% 0.34% +0.05
PLD Prologis Inc. Add +55.4% 0.21% +0.05
BLK BlackRock Inc. Add +10.2% 0.65% +0.05
META Meta Platforms Inc. Class A Add +10.5% 0.21% +0.04
TSLA Tesla Inc. Add +13.0% 0.22% +0.04
NFLX Netflix Inc. Add +7.4% 0.14% +0.04
DLR Digital Realty Trust Inc. Add +1.8% 0.44% +0.04
GSST Goldman Sachs Ultra Short Bo Add +23.7% 0.41% +0.03
MPC Marathon Petroleum Corp. Add +8.3% 0.39% +0.03
VOO Vanguard S&P 500 ETF Add +50.0% 0.07% +0.02
IWB iShares Russell 1000 ETF New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
DIS The Walt Disney Co. Add +3.1% 0.13% +0.02
RCL Royal Caribbean Cruises Ltd. New 0.02% +0.02
FBCG Fidelity Blue Chip Grow ETF Add +6.9% 0.12% +0.01
ADI Analog Devices Inc. New 0.01% +0.01
PRU Prudential Financial Inc. New 0.01% +0.01
GOOGL Alphabet Inc. Class A Add +0.4% 1.80% +0.01
IYG iShares U.S. Financial Servi New 0.01% +0.01
QLD Proshares Ultra QQQ Add +8.1% 0.05% +0.01
T AT&T Inc. Add +12.6% 0.34% +0.00
IDXX Idexx Laboratories Inc. Add +0.1% 0.04% +0.00
QQQ Invesco QQQ Trust Series 1 Add +6.2% 0.03% +0.00
BA The Boeing Co. Add +0.7% 0.02% +0.00
AXP American Express Co. Add +6.7% 0.02% +0.00
ISRG Intuitive Surgical Inc. Add +9.3% 0.03% +0.00
DE Deere & Co. Add +7.8% 0.02% +0.00
BAC Bank of America Corp. Add +0.3% 0.17% +0.00
ABT Abbott Laboratories Add +10.3% 0.12% −0.00
RTX RTX Corp. Add +2.9% 0.89% −0.00
LMT Lockheed Martin Corp. Add +1.8% 0.02% −0.00
DUK Duke Energy Corp. Add +0.5% 0.01% −0.00
ZTS Zoetis Inc. Add +0.4% 0.01% −0.00
EOG EOG Resources Inc. Add +1.4% 0.01% −0.00
DGRO iShares Core Dividend Growth Add +3.8% 0.05% −0.00
MO Altria Group Inc. Add +0.3% 0.02% −0.00
PROSHARES TR Add +14.8% 0.02% −0.00

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