Adell Harriman & Carpenter Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Adell Harriman & Carpenter Inc. reported 170 stock positions worth $1.6 billion. Its top holding was Broadcom (AVGO) at 9.5% of the portfolio, followed by Nvidia (NVDA, 8.9%) and Apple (AAPL, 6.1%). Compared with Q2 2025, it opened 6 new positions, sold out of 10, added to 68 and reduced 74. The biggest buy was Abbvie (ABBV, shares +1%) and the biggest sale Eli Lilly (LLY, shares −18%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001134152
Portfolio Value
$1.6B (Q3 2025)
SEC Filing
0001134152-25-000011 ↗ filed Nov 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 Q2 2025 Q3 2025: $1.6B $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 · $1.6B
AVGO Broadcom Inc. 9.52% 475,275 $156.8M Reduce -4.8%
NVDA Nvidia Corp. 8.93% 787,790 $147.0M Reduce -2.2%
AAPL Apple Inc. 6.14% 396,812 $101.0M Reduce -1.9%
MSFT Microsoft Corp. 4.89% 155,374 $80.5M Add +1.4%
PWR Quanta Services Inc. 3.06% 121,626 $50.4M Add +0.4%
AMZN Amazon.com Inc. 2.88% 216,180 $47.5M Add +0.9%
PANW Palo Alto Networks Inc. 2.76% 223,159 $45.4M Add +3.8%
BX Blackstone Inc. 2.65% 254,998 $43.6M Add +0.1%
ABBV Abbvie Inc. 2.38% 169,096 $39.2M Add +0.9%
V Visa Inc. Class A 2.33% 112,185 $38.3M Add +1.3%
GOOGL Alphabet Inc. Class A 2.25% 152,696 $37.1M Reduce -0.6%
COST Costco Wholesale Corp. 2.22% 39,518 $36.6M Add +3.5%
JPM JPMorgan Chase & Co. 2.18% 113,918 $35.9M Reduce -1.3%
KKR KKR & Co. Inc. 2.08% 264,023 $34.3M Add +1.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 2.02% 326,315 $33.3M Add +0.6%
MAIN Main Street Capital Corp. 1.76% 454,493 $28.9M Reduce 0.0%
WMB Williams Cos Inc. 1.73% 449,147 $28.5M Add +1.4%
ORCL Oracle Corp. 1.57% 91,915 $25.9M Add +4.9%
HD Home Depot Inc. 1.55% 62,929 $25.5M Add +2.2%
GOOG Alphabet Inc. Class C 1.46% 98,516 $24.0M Reduce -0.7%
XOM Exxon Mobil Corp. 1.32% 192,601 $21.7M Reduce -1.0%
ETN Eaton Corp. PLC 1.32% 57,955 $21.7M Add +3.0%
MA Mastercard Inc. Class A 1.30% 37,538 $21.4M Add +3.2%
CSCO Cisco Systems Inc. 1.17% 282,619 $19.3M Add +9.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.17% 68,067 $19.2M Add +4.7%
CRWD CrowdStrike Holdings Inc. Class A 1.13% 37,812 $18.5M Add +3.9%
WMT Walmart Inc. 1.09% 174,730 $18.0M Add +5.2%
RTX RTX Corp. 1.02% 99,964 $16.7M Add +9.2%
GS Goldman Sachs Group Inc. 1.01% 20,925 $16.7M Reduce -1.8%
EQIX Equinix Inc. 0.97% 20,317 $15.9M Add +0.4%
TSM Taiwan Semiconductor-SP ADR 0.94% 55,159 $15.4M Add +3.8%
EMR Emerson Electric Co. 0.90% 112,943 $14.8M Add +1.4%
VLO Valero Energy Corp. 0.90% 86,571 $14.7M Add +2.3%
MU Micron Technology Inc. 0.80% 78,399 $13.1M Add +3.1%
SHEL Shell PLC-ADR 0.65% 149,650 $10.7M Add +3.9%
BLK BlackRock Inc. 0.64% 9,052 $10.6M Reduce -2.7%
CVX Chevron Corp. 0.64% 67,775 $10.5M Add +3.3%
C Citigroup Inc. 0.63% 102,255 $10.4M Add +12.7%
PSX Phillips 66 0.60% 72,950 $9.9M Reduce -0.3%
LLY Eli Lilly & Co. 0.57% 12,296 $9.4M Reduce -18.1%
KO The Coca-Cola Co. 0.54% 134,682 $8.9M Add +5.0%
QCOM Qualcomm Inc. 0.49% 48,709 $8.1M Reduce -19.5%
CRM Salesforce Inc. 0.48% 33,592 $8.0M Reduce -9.1%
CMI Cummins Inc. 0.44% 17,027 $7.2M Add +0.1%
HON Honeywell International Inc. 0.43% 33,878 $7.1M Reduce -6.4%
T AT&T Inc. 0.41% 239,594 $6.8M Add +37.2%
DLR Digital Realty Trust Inc. 0.41% 38,864 $6.7M Add +2.3%
MPC Marathon Petroleum Corp. 0.41% 34,745 $6.7M Reduce -2.7%
PFE Pfizer Inc. 0.39% 254,889 $6.5M Add +21.8%
MCD McDonald's Corp. 0.38% 20,805 $6.3M Add +0.6%
EPD Enterprise Products Partners 0.38% 199,935 $6.3M Reduce -0.4%
GSST Goldman Sachs Ultra Short Bo 0.38% 122,451 $6.2M Add +0.2%
MRVL Marvell Technology Inc. 0.36% 70,158 $5.9M Reduce -36.0%
AMT American Tower Corp. 0.36% 30,633 $5.9M Reduce -6.7%
JNJ Johnson & Johnson 0.36% 31,665 $5.9M Reduce -3.4%
STWD Starwood Property Trust Inc. 0.35% 300,657 $5.8M Add +10.3%
AMGN Amgen Inc. 0.35% 20,399 $5.8M Add +5.3%
ENB Enbridge Inc. 0.34% 110,756 $5.6M Add +0.3%
BSX Boston Scientific Corp. 0.33% 56,486 $5.5M Add +24.2%
VZ Verizon Communications Inc. 0.33% 124,056 $5.5M Reduce -11.1%
ET Energy Transfer LP 0.29% 281,381 $4.8M Add +6.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.29% 111,028 $4.8M Reduce -9.0%
MS Morgan Stanley 0.29% 29,941 $4.8M Reduce -10.1%
PEP Pepsico Inc. 0.28% 33,275 $4.7M Reduce -10.7%
SJNK SS SPDR BB St Hi Yield ETF 0.28% 180,854 $4.6M No change
TSLA Tesla Inc. 0.28% 10,188 $4.5M Reduce -2.0%
MPLX MPLX LP 0.26% 84,395 $4.2M Add +15.7%
DELL Dell Technologies -C 0.26% 29,728 $4.2M Add +73.4%
TMO Thermo Fisher Scientific Inc. 0.25% 8,628 $4.2M Reduce -6.4%
CEG Constellation Energy 0.25% 12,292 $4.0M Add +46.5%
JPST JPMorgan Ultra-Short Income 0.24% 79,065 $4.0M Reduce -5.3%
PLD Prologis Inc. 0.24% 33,914 $3.9M Add +10.7%
SRLN SS Blackstone Sr Loan ETF 0.21% 84,968 $3.5M Reduce -4.5%
NEE Nextera Energy Inc. 0.21% 46,663 $3.5M Reduce -6.5%
BKLN Invesco Senior Loan ETF 0.20% 154,448 $3.2M Add +0.4%
META Meta Platforms Inc. Class A 0.19% 4,149 $3.0M Reduce -1.2%
PCEF Invesco Cef Income Composite 0.18% 145,649 $2.9M Add +17.2%
ILCG iShares Morningstar Growth E 0.17% 27,270 $2.8M No change
DRI Darden Restaurants Inc. 0.17% 14,890 $2.8M Reduce -4.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 54,154 $2.8M Add +2.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.16% 18,524 $2.7M Add +34.2%
SPG Simon Property Group Inc. 0.15% 13,408 $2.5M Add +15.7%
IYW iShares Ustechnology ETF 0.14% 12,000 $2.4M No change
LHX L3HARRIS Technologies Inc. 0.14% 7,404 $2.3M Add +3.2%
FBCG Fidelity Blue Chip Grow ETF 0.13% 41,062 $2.2M Add +5.5%
MDLZ Mondelez International Inc. Class A 0.13% 34,858 $2.2M Reduce -4.0%
UNH Unitedhealth Group Inc. 0.13% 6,303 $2.2M Reduce -30.3%
PG The Procter & Gamble Co. 0.13% 14,140 $2.2M Reduce -6.0%
TXN Texas Instruments Inc. 0.13% 11,389 $2.1M Reduce -4.8%
NFLX Netflix Inc. 0.12% 1,641 $2.0M Add +2.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 15,338 $1.8M Reduce -3.3%
RL Ralph Lauren Corp. 0.10% 5,495 $1.7M Add +61.9%
ABT Abbott Laboratories 0.10% 12,792 $1.7M Reduce -5.8%
DHR Danaher Corp. 0.10% 8,558 $1.7M Reduce -30.3%
KMI Kinder Morgan Inc. 0.10% 59,567 $1.7M Add +23.7%
SBUX Starbucks Corp. 0.10% 19,450 $1.6M Add +7.9%
SHW The Sherwin-Williams Co. 0.09% 4,120 $1.4M Reduce -45.5%
MELI MercadoLibre Inc. 0.08% 598 $1.4M Add +218.1%
MRK Merck & Co. Inc. 0.07% 14,277 $1.2M Reduce -21.6%
CAT Caterpillar Inc. 0.07% 2,264 $1.1M Add +9.7%
IBB iShares Biotechnology ETF 0.06% 7,378 $1.1M Reduce -2.3%
ASML ASML Holding NV-NY Reg SHS 0.06% 1,068 $1.0M Add +11.6%
NOW ServiceNow Inc. 0.06% 1,064 $979K Add +26.2%
ADBE Adobe Inc. 0.06% 2,700 $952K Reduce -50.8%
ADP Automatic Data Processing 0.06% 3,183 $934K Reduce -0.9%
APH Amphenol Corp. Class A 0.05% 7,146 $884K Add +23.4%
DGRO iShares Core Dividend Growth 0.05% 12,584 $857K Add +3.3%
IYR iShares US Real Estate ETF 0.05% 8,627 $838K Reduce -2.8%
IYJ iShares U.S. Industrials ETF 0.05% 5,200 $759K Reduce -3.6%
URI United Rentals Inc. 0.05% 789 $753K Reduce -3.1%
GEV GE Vernova Inc. 0.04% 1,154 $710K New
IDXX Idexx Laboratories Inc. 0.04% 1,014 $648K Reduce -0.1%
CPK Chesapeake Utilities Corp. 0.04% 4,600 $620K Reduce -8.0%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.04% 11,750 $600K No change
PM Philip Morris International 0.04% 3,622 $588K No change
IWM iShares Russell 2000 ETF 0.04% 2,387 $578K Reduce -7.7%
BA The Boeing Co. 0.03% 2,620 $565K Add +52.3%
LYB Lyondellbasell Indu Class A 0.03% 11,486 $563K Reduce -19.8%
IYC iShares US Consumer Discreti 0.03% 5,300 $555K Reduce -4.7%
EEM iShares MSCI Emerging Market 0.03% 10,392 $555K No change
COP Conocophillips 0.03% 5,846 $553K Reduce -3.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 784 $522K Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.03% 1,025 $515K Reduce -30.0%
WM Waste Management Inc. 0.03% 2,314 $511K No change
AMD Advanced Micro Devices 0.03% 3,023 $489K Reduce -31.0%
TD Toronto-Dominion Bank 0.03% 6,075 $486K Reduce -3.9%
KIM Kimco Realty Corp. 0.03% 22,084 $483K No change
QQQ Invesco QQQ Trust Series 1 0.03% 799 $480K Add +3.2%
ISCG iShares Morningstar Small-Ca 0.03% 8,796 $478K No change
JYNT The Joint Corp. 0.03% 50,000 $477K No change
QLD Proshares Ultra QQQ 0.03% 3,460 $475K Reduce -49.3%
IVV iShares Core S&P 500 ETF 0.03% 705 $472K Reduce -3.4%
VOO Vanguard S&P 500 ETF 0.03% 725 $444K Reduce -62.6%
CMCSA Comcast Corp. Class A 0.03% 14,055 $442K Reduce -34.1%
IYF iShares US Financials ETF 0.03% 3,400 $431K Reduce -9.4%
MO Altria Group Inc. 0.03% 6,257 $413K Reduce -0.3%
RCL Royal Caribbean Cruises Ltd. 0.02% 1,193 $386K Add +55.5%
WSO Watsco Inc. 0.02% 945 $382K No change
IWF iShares Russell 1000 Growth 0.02% 810 $379K Reduce -13.5%
CCI Crown Castle Inc. 0.02% 3,792 $366K Reduce -0.1%
IWB iShares Russell 1000 ETF 0.02% 993 $363K No change
IMCB iShares Morningstar Mid-Cap 0.02% 4,300 $357K No change
PSA Public Storage 0.02% 1,229 $355K No change
IOO iShares Global 100 ETF 0.02% 2,900 $348K Reduce -6.5%
INTC Intel Corp. 0.02% 9,962 $334K Reduce -18.7%
LOW Lowe's Cos Inc. 0.02% 1,316 $331K No change
ACN Accenture PLC Class A 0.02% 1,321 $326K Reduce -5.8%
MAR Marriott International Class A 0.02% 1,228 $320K New
GD General Dynamics Corp. 0.02% 925 $315K Add +8.6%
GE General Electric filed as GE AEROSPACE 0.02% 1,045 $314K Reduce -5.0%
GIS General Mills Inc. 0.02% 6,166 $311K Reduce -6.5%
AXP American Express Co. 0.02% 931 $309K Add +5.0%
ZTS Zoetis Inc. 0.02% 2,075 $304K Add +59.6%
ISRG Intuitive Surgical Inc. 0.02% 658 $294K Reduce -6.7%
OKE Oneok Inc. 0.02% 3,971 $290K No change
STX Seagate Technology Holdings 0.02% 1,134 $268K New
LMT Lockheed Martin Corp. 0.02% 523 $261K No change
PROSHARES TR 0.02% 17,235 $249K Add +14.9%
TYL Tyler Technologies Inc. 0.01% 471 $246K No change
NKE Nike Inc. Class B 0.01% 3,532 $246K New
IYM iShares U.S. Basic Materials 0.01% 1,587 $235K No change
DUK Duke Energy Corp. 0.01% 1,856 $230K Reduce -0.5%
ADI Analog Devices Inc. 0.01% 920 $226K Reduce -0.5%
IYG iShares U.S. Financial Servi 0.01% 2,400 $215K No change
DE Deere & Co. 0.01% 460 $210K Reduce -7.3%
EVR Evercore Inc. Class A 0.01% 613 $207K New
CSGP Costar Group Inc. 0.01% 2,405 $203K New
PR Permian Resources Corp. Class A 0.01% 14,411 $184K No change
KBWD Invesco KBW High Dividend Yi 0.01% 10,900 $147K Reduce -16.1%
HRZN Horizon Technology Finance C 0.00% 12,000 $73K No change

Portfolio Sells Q2 2025 → Q3 2025
LLY Eli Lilly & Co. Reduce -18.1% 0.57% −0.21
MRVL Marvell Technology Inc. Reduce -36.0% 0.36% −0.20
CRM Salesforce Inc. Reduce -9.1% 0.48% −0.18
QCOM Qualcomm Inc. Reduce -19.5% 0.49% −0.15
HON Honeywell International Inc. Reduce -6.4% 0.43% −0.13
AMT American Tower Corp. Reduce -6.7% 0.36% −0.12
SHW The Sherwin-Williams Co. Reduce -45.5% 0.09% −0.09
ADBE Adobe Inc. Reduce -50.8% 0.06% −0.08
XOM Exxon Mobil Corp. Reduce -1.0% 1.32% −0.07
VZ Verizon Communications Inc. Reduce -11.1% 0.33% −0.07
DHR Danaher Corp. Reduce -30.3% 0.10% −0.06
SHYG iShares 0-5 YR HY Corp. Bond Reduce -9.0% 0.29% −0.06
UNH Unitedhealth Group Inc. Reduce -30.3% 0.13% −0.05
DRI Darden Restaurants Inc. Reduce -4.2% 0.17% −0.05
VOO Vanguard S&P 500 ETF Reduce -62.6% 0.03% −0.05
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.04
PEP Pepsico Inc. Reduce -10.7% 0.28% −0.04
TXN Texas Instruments Inc. Reduce -4.8% 0.13% −0.04
JPM JPMorgan Chase & Co. Reduce -1.3% 2.18% −0.04
JPST JPMorgan Ultra-Short Income Reduce -5.3% 0.24% −0.04
EPD Enterprise Products Partners Reduce -0.4% 0.38% −0.03
SRLN SS Blackstone Sr Loan ETF Reduce -4.5% 0.21% −0.03
MDLZ Mondelez International Inc. Class A Reduce -4.0% 0.13% −0.03
PG The Procter & Gamble Co. Reduce -6.0% 0.13% −0.03
MAIN Main Street Capital Corp. Reduce 0.0% 1.76% −0.03
QLD Proshares Ultra QQQ Reduce -49.3% 0.03% −0.02
DIS The Walt Disney Co. Reduce -3.3% 0.11% −0.02
CMCSA Comcast Corp. Class A Reduce -34.1% 0.03% −0.02
MRK Merck & Co. Inc. Reduce -21.6% 0.07% −0.02
MS Morgan Stanley Reduce -10.1% 0.29% −0.02
LYB Lyondellbasell Indu Class A Reduce -19.8% 0.03% −0.02
META Meta Platforms Inc. Class A Reduce -1.2% 0.19% −0.02
FANG Diamondback Energy Inc. Sold out 0.00% −0.02
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.02
ABT Abbott Laboratories Reduce -5.8% 0.10% −0.02
FISV Fiserv Inc. Sold out 0.00% −0.02
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.02
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -30.0% 0.03% −0.02
NEE Nextera Energy Inc. Reduce -6.5% 0.21% −0.02
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.02
PRU Prudential Financial Inc. Sold out 0.00% −0.01
EOG EOG Resources Inc. Sold out 0.00% −0.01
PGR Progressive Corp. Sold out 0.00% −0.01
AMD Advanced Micro Devices Reduce -31.0% 0.03% −0.01
ADP Automatic Data Processing Reduce -0.9% 0.06% −0.01
ACN Accenture PLC Class A Reduce -5.8% 0.02% −0.01
ISRG Intuitive Surgical Inc. Reduce -6.7% 0.02% −0.01
BLK BlackRock Inc. Reduce -2.7% 0.64% −0.01
IYR iShares US Real Estate ETF Reduce -2.8% 0.05% −0.00

Portfolio Buys Q2 2025 → Q3 2025
ABBV Abbvie Inc. Add +0.9% 2.38% +0.31
ORCL Oracle Corp. Add +4.9% 1.57% +0.30
MU Micron Technology Inc. Add +3.1% 0.80% +0.18
VLO Valero Energy Corp. Add +2.3% 0.90% +0.14
TSM Taiwan Semiconductor-SP ADR Add +3.8% 0.94% +0.14
RTX RTX Corp. Add +9.2% 1.02% +0.13
BX Blackstone Inc. Add +0.1% 2.65% +0.12
C Citigroup Inc. Add +12.7% 0.63% +0.12
DELL Dell Technologies -C Add +73.4% 0.26% +0.12
T AT&T Inc. Add +37.2% 0.41% +0.08
CMI Cummins Inc. Add +0.1% 0.44% +0.07
CEG Constellation Energy Add +46.5% 0.25% +0.07
PFE Pfizer Inc. Add +21.8% 0.39% +0.06
MELI MercadoLibre Inc. Add +218.1% 0.08% +0.05
HD Home Depot Inc. Add +2.2% 1.55% +0.05
TJX TJX Companies Inc. Add +34.2% 0.16% +0.05
GEV GE Vernova Inc. New 0.04% +0.04
RL Ralph Lauren Corp. Add +61.9% 0.10% +0.04
SPG Simon Property Group Inc. Add +15.7% 0.15% +0.03
PWR Quanta Services Inc. Add +0.4% 3.06% +0.02
PLD Prologis Inc. Add +10.7% 0.24% +0.02
MAR Marriott International Class A New 0.02% +0.02
LHX L3HARRIS Technologies Inc. Add +3.2% 0.14% +0.02
WMT Walmart Inc. Add +5.2% 1.09% +0.02
STX Seagate Technology Holdings New 0.02% +0.02
CVX Chevron Corp. Add +3.3% 0.64% +0.02
APH Amphenol Corp. Class A Add +23.4% 0.05% +0.02
PCEF Invesco Cef Income Composite Add +17.2% 0.18% +0.02
NKE Nike Inc. Class B New 0.01% +0.01
EVR Evercore Inc. Class A New 0.01% +0.01
CAT Caterpillar Inc. Add +9.7% 0.07% +0.01
CSGP Costar Group Inc. New 0.01% +0.01
ASML ASML Holding NV-NY Reg SHS Add +11.6% 0.06% +0.01
BSX Boston Scientific Corp. Add +24.2% 0.33% +0.01
BA The Boeing Co. Add +52.3% 0.03% +0.01
FBCG Fidelity Blue Chip Grow ETF Add +5.5% 0.13% +0.01
KMI Kinder Morgan Inc. Add +23.7% 0.10% +0.01
ENB Enbridge Inc. Add +0.3% 0.34% +0.01
RCL Royal Caribbean Cruises Ltd. Add +55.5% 0.02% +0.01
MPLX MPLX LP Add +15.7% 0.26% +0.01
ZTS Zoetis Inc. Add +59.6% 0.02% +0.01
BAC Bank of America Corp. Add +2.3% 0.17% +0.00
GD General Dynamics Corp. Add +8.6% 0.02% +0.00
NOW ServiceNow Inc. Add +26.2% 0.06% +0.00
QQQ Invesco QQQ Trust Series 1 Add +3.2% 0.03% +0.00
DGRO iShares Core Dividend Growth Add +3.3% 0.05% +0.00
AXP American Express Co. Add +5.0% 0.02% 0.00
PROSHARES TR Add +14.9% 0.02% −0.00
STWD Starwood Property Trust Inc. Add +10.3% 0.35% −0.01
AMGN Amgen Inc. Add +5.3% 0.35% −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