Adell Harriman & Carpenter Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Adell Harriman & Carpenter Inc. reported 168 stock positions worth $1.7 billion. Its top holding was Broadcom (AVGO) at 9.3% of the portfolio, followed by Nvidia (NVDA, 8.6%) and Apple (AAPL, 6.5%). Compared with Q3 2025, it opened 6 new positions, sold out of 8, added to 75 and reduced 67. The biggest buy was Alphabet Class A (GOOGL, shares +3%) and the biggest sale Iron Mountain (IRM, shares −4%).

Most Recent 13F
Q2 2026
Location
HOUSTON, TX
CIK
0001134152
Portfolio Value
$1.7B (Q4 2025)
SEC Filing
0001134152-26-000002 ↗ filed Feb 6, 2026

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 Q3 2025 Q4 2025: $1.7B $1.7B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 168 stocks · $1.7B
AVGO Broadcom Inc. 9.28% 448,941 $155.4M Reduce -5.5%
NVDA Nvidia Corp. 8.56% 768,906 $143.4M Reduce -2.4%
AAPL Apple Inc. 6.46% 398,103 $108.2M Add +0.3%
MSFT Microsoft Corp. 4.63% 160,365 $77.6M Add +3.2%
AMZN Amazon.com Inc. 3.15% 228,862 $52.8M Add +5.9%
PWR Quanta Services Inc. 3.08% 122,103 $51.5M Add +0.4%
GOOGL Alphabet Inc. Class A 2.94% 157,264 $49.2M Add +3.0%
PANW Palo Alto Networks Inc. 2.45% 222,455 $41.0M Reduce -0.3%
V Visa Inc. Class A 2.40% 114,481 $40.1M Add +2.0%
BX Blackstone Inc. 2.35% 255,293 $39.4M Add +0.1%
ABBV Abbvie Inc. 2.33% 170,692 $39.0M Add +0.9%
JPM JPMorgan Chase & Co. 2.24% 116,454 $37.5M Add +2.2%
COST Costco Wholesale Corp. 2.06% 39,953 $34.5M Add +1.1%
KKR KKR & Co. Inc. 2.05% 269,866 $34.4M Add +2.2%
GOOG Alphabet Inc. Class C 1.81% 96,652 $30.3M Reduce -1.9%
MAIN Main Street Capital Corp. 1.73% 478,435 $28.9M Add +5.3%
WMB Williams Cos Inc. 1.64% 456,261 $27.4M Add +1.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.56% 314,617 $26.1M Reduce -3.6%
CSCO Cisco Systems Inc. 1.40% 303,477 $23.4M Add +7.4%
MA Mastercard Inc. Class A 1.33% 39,087 $22.3M Add +4.1%
MU Micron Technology Inc. 1.32% 77,673 $22.2M Reduce -0.9%
WMT Walmart Inc. 1.25% 188,642 $21.0M Add +8.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.24% 69,861 $20.7M Add +2.6%
HD Home Depot Inc. 1.21% 58,991 $20.3M Reduce -6.3%
RTX RTX Corp. 1.18% 107,546 $19.7M Add +7.6%
TSM Taiwan Semiconductor-SP ADR 1.14% 62,844 $19.1M Add +13.9%
ETN Eaton Corp. PLC 1.13% 59,338 $18.9M Add +2.4%
GS Goldman Sachs Group Inc. 1.12% 21,277 $18.7M Add +1.7%
CRWD CrowdStrike Holdings Inc. Class A 1.10% 39,440 $18.5M Add +4.3%
ORCL Oracle Corp. 1.07% 91,969 $17.9M Add +0.1%
XOM Exxon Mobil Corp. 0.96% 133,834 $16.1M Reduce -30.5%
EQIX Equinix Inc. 0.94% 20,623 $15.8M Add +1.5%
EMR Emerson Electric Co. 0.93% 117,520 $15.6M Add +4.0%
VLO Valero Energy Corp. 0.87% 89,005 $14.5M Add +2.8%
LLY Eli Lilly & Co. 0.82% 12,855 $13.8M Add +4.5%
C Citigroup Inc. 0.80% 114,925 $13.4M Add +12.4%
SHEL Shell PLC-ADR 0.69% 156,733 $11.5M Add +4.7%
CVX Chevron Corp. 0.64% 70,268 $10.7M Add +3.7%
KO The Coca-Cola Co. 0.61% 146,647 $10.3M Add +8.9%
BLK BlackRock Inc. 0.57% 8,925 $9.6M Reduce -1.4%
PSX Phillips 66 0.56% 72,215 $9.3M Reduce -1.0%
CRM Salesforce Inc. 0.54% 33,924 $9.0M Add +1.0%
CMI Cummins Inc. 0.52% 17,070 $8.7M Add +0.3%
AMGN Amgen Inc. 0.43% 22,008 $7.2M Add +7.9%
QCOM Qualcomm Inc. 0.41% 40,599 $6.9M Reduce -16.6%
PFE Pfizer Inc. 0.41% 272,898 $6.8M Add +7.1%
T AT&T Inc. 0.40% 272,066 $6.8M Add +13.6%
JNJ Johnson & Johnson 0.40% 32,552 $6.7M Add +2.8%
MCD McDonald's Corp. 0.38% 20,603 $6.3M Reduce -1.0%
EPD Enterprise Products Partners 0.37% 195,725 $6.3M Reduce -2.1%
HON Honeywell International Inc. 0.37% 31,681 $6.2M Reduce -6.5%
GSST Goldman Sachs Ultra Short Bo 0.37% 121,157 $6.1M Reduce -1.1%
DLR Digital Realty Trust Inc. 0.35% 38,287 $5.9M Reduce -1.5%
MRVL Marvell Technology Inc. 0.35% 69,438 $5.9M Reduce -1.0%
MS Morgan Stanley 0.35% 33,207 $5.9M Add +10.9%
MPC Marathon Petroleum Corp. 0.33% 33,921 $5.5M Reduce -2.4%
ENB Enbridge Inc. 0.32% 113,640 $5.4M Add +2.6%
TMO Thermo Fisher Scientific Inc. 0.32% 9,182 $5.3M Add +6.4%
BSX Boston Scientific Corp. 0.31% 55,155 $5.3M Reduce -2.4%
AMT American Tower Corp. 0.30% 29,030 $5.1M Reduce -5.2%
CEG Constellation Energy 0.30% 14,258 $5.0M Add +16.0%
STWD Starwood Property Trust Inc. 0.29% 271,257 $4.9M Reduce -9.8%
SHYG iShares 0-5 YR HY Corp. Bond 0.29% 112,204 $4.8M Add +1.1%
DELL Dell Technologies -C 0.28% 37,779 $4.8M Add +27.1%
PEP Pepsico Inc. 0.28% 32,668 $4.7M Reduce -1.8%
MPLX MPLX LP 0.28% 87,670 $4.7M Add +3.9%
PLD Prologis Inc. 0.28% 36,381 $4.6M Add +7.3%
ET Energy Transfer LP 0.28% 280,864 $4.6M Reduce -0.2%
TSLA Tesla Inc. 0.28% 10,244 $4.6M Add +0.6%
VZ Verizon Communications Inc. 0.27% 112,136 $4.6M Reduce -9.6%
SJNK SS SPDR BB St Hi Yield ETF 0.27% 178,387 $4.5M Reduce -1.4%
GEV GE Vernova Inc. 0.27% 6,817 $4.5M Add +490.7%
JPST JPMorgan Ultra-Short Income 0.24% 78,065 $3.9M Reduce -1.3%
NEE Nextera Energy Inc. 0.22% 44,992 $3.6M Reduce -3.6%
SRLN SS Blackstone Sr Loan ETF 0.21% 85,423 $3.5M Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 63,614 $3.5M Add +17.5%
PCEF Invesco Cef Income Composite 0.20% 172,648 $3.4M Add +18.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 21,614 $3.3M Add +16.7%
META Meta Platforms Inc. Class A 0.19% 4,925 $3.3M Add +18.7%
BKLN Invesco Senior Loan ETF 0.19% 153,848 $3.2M Reduce -0.4%
KMI Kinder Morgan Inc. 0.18% 109,477 $3.0M Add +83.8%
LHX L3HARRIS Technologies Inc. 0.16% 9,069 $2.7M Add +22.5%
DRI Darden Restaurants Inc. 0.16% 14,177 $2.6M Reduce -4.8%
SPG Simon Property Group Inc. 0.15% 13,458 $2.5M Add +0.4%
FBCG Fidelity Blue Chip Grow ETF 0.13% 40,772 $2.2M Reduce -0.7%
RL Ralph Lauren Corp. 0.13% 5,995 $2.1M Add +9.1%
PG The Procter & Gamble Co. 0.12% 14,492 $2.1M Add +2.5%
DHR Danaher Corp. 0.12% 8,781 $2.0M Add +2.6%
UNH Unitedhealth Group Inc. 0.11% 5,786 $1.9M Reduce -8.2%
NFLX Netflix Inc. 0.10% 18,751 $1.8M Add +14.3%
ASML ASML Holding NV-NY Reg SHS 0.10% 1,630 $1.7M Add +52.6%
CAT Caterpillar Inc. 0.10% 3,031 $1.7M Add +33.9%
ABT Abbott Laboratories 0.10% 12,813 $1.6M Add +0.2%
SBUX Starbucks Corp. 0.10% 18,920 $1.6M Reduce -2.7%
TXN Texas Instruments Inc. 0.09% 9,074 $1.6M Reduce -20.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 13,508 $1.5M Reduce -11.9%
IYW iShares Ustechnology ETF 0.09% 7,470 $1.5M Reduce -37.8%
MDLZ Mondelez International Inc. Class A 0.09% 27,305 $1.5M Reduce -21.7%
MRK Merck & Co. Inc. 0.08% 12,612 $1.3M Reduce -11.7%
SHW The Sherwin-Williams Co. 0.08% 3,965 $1.3M Reduce -3.8%
IBB iShares Biotechnology ETF 0.07% 7,340 $1.2M Reduce -0.5%
AMD Advanced Micro Devices 0.07% 5,273 $1.1M Add +74.4%
ILCG iShares Morningstar Growth E 0.07% 10,495 $1.1M Reduce -61.5%
DGRO iShares Core Dividend Growth 0.05% 12,312 $855K Reduce -2.2%
APH Amphenol Corp. Class A 0.05% 6,167 $833K Reduce -13.7%
ADP Automatic Data Processing 0.05% 3,183 $819K No change
MELI MercadoLibre Inc. 0.05% 393 $792K Reduce -34.3%
NOW ServiceNow Inc. 0.05% 5,160 $790K Reduce -3.0%
AXP American Express Co. 0.05% 2,050 $758K Add +120.2%
BA The Boeing Co. 0.04% 3,470 $753K Add +32.4%
IYR iShares US Real Estate ETF 0.04% 7,615 $715K Reduce -11.7%
URI United Rentals Inc. 0.04% 775 $627K Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 1,210 $608K Add +18.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.04% 11,750 $599K No change
TD Toronto-Dominion Bank 0.03% 6,075 $572K No change
IWM iShares Russell 2000 ETF 0.03% 2,315 $570K Reduce -3.0%
IDXX Idexx Laboratories Inc. 0.03% 839 $568K Reduce -17.3%
COP Conocophillips 0.03% 6,043 $566K Add +3.4%
PM Philip Morris International 0.03% 3,522 $565K Reduce -2.8%
CPK Chesapeake Utilities Corp. 0.03% 4,500 $561K Reduce -2.2%
ADBE Adobe Inc. 0.03% 1,600 $560K Reduce -40.7%
EEM iShares MSCI Emerging Market 0.03% 10,021 $548K Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.03% 784 $535K No change
WM Waste Management Inc. 0.03% 2,314 $508K No change
IVV iShares Core S&P 500 ETF 0.03% 680 $466K Reduce -3.5%
QLD Proshares Ultra QQQ 0.03% 6,520 $459K Reduce -5.8%
KIM Kimco Realty Corp. 0.03% 22,084 $448K No change
STX Seagate Technology Holdings 0.03% 1,624 $447K Add +43.2%
IYJ iShares U.S. Industrials ETF 0.03% 2,993 $443K Reduce -42.4%
JYNT The Joint Corp. 0.03% 50,000 $436K No change
QQQ Invesco QQQ Trust Series 1 0.03% 699 $430K Reduce -12.5%
ISCG iShares Morningstar Small-Ca 0.02% 7,396 $410K Reduce -15.9%
IWF iShares Russell 1000 Growth 0.02% 810 $383K No change
MAR Marriott International Class A 0.02% 1,228 $381K No change
ISRG Intuitive Surgical Inc. 0.02% 658 $373K No change
IWB iShares Russell 1000 ETF 0.02% 993 $371K No change
PSA Public Storage 0.02% 1,429 $371K Add +16.3%
INTC Intel Corp. 0.02% 9,962 $368K No change
RCL Royal Caribbean Cruises Ltd. 0.02% 1,317 $367K Add +10.4%
ACN Accenture PLC Class A 0.02% 1,358 $364K Add +2.8%
MO Altria Group Inc. 0.02% 6,275 $362K Add +0.3%
VOO Vanguard S&P 500 ETF 0.02% 572 $359K Reduce -21.1%
CCI Crown Castle Inc. 0.02% 3,792 $337K No change
GE General Electric filed as GE AEROSPACE 0.02% 1,065 $328K Add +1.9%
LOW Lowe's Cos Inc. 0.02% 1,316 $317K No change
WSO Watsco Inc. 0.02% 913 $308K Reduce -3.4%
PLTR Palantir Technologies Inc. Class A 0.02% 1,712 $304K New
CMCSA Comcast Corp. Class A 0.02% 10,075 $301K Reduce -28.3%
GD General Dynamics Corp. 0.02% 871 $293K Reduce -5.8%
OKE Oneok Inc. 0.02% 3,971 $292K No change
GIS General Mills Inc. 0.02% 6,263 $291K Add +1.6%
LYB Lyondellbasell Indu Class A 0.02% 6,516 $282K Reduce -43.3%
NKE Nike Inc. Class B 0.02% 4,370 $278K Add +23.7%
IOO iShares Global 100 ETF 0.02% 2,150 $272K Reduce -25.9%
ZTS Zoetis Inc. 0.02% 2,040 $257K Reduce -1.7%
LMT Lockheed Martin Corp. 0.02% 523 $253K No change
IYF iShares US Financials ETF 0.01% 1,933 $249K Reduce -43.1%
AMAT Applied Materials Inc. 0.01% 914 $235K New
ADI Analog Devices Inc. 0.01% 820 $222K Reduce -10.9%
BHP BHP Group Ltd.-Spon ADR 0.01% 3,669 $222K New
IYG iShares U.S. Financial Servi 0.01% 2,400 $221K No change
ETR Entergy Corp. 0.01% 2,327 $215K New
DE Deere & Co. 0.01% 460 $214K No change
LRCX Lam Research Corp. 0.01% 1,225 $210K New
TYL Tyler Technologies Inc. 0.01% 456 $207K Reduce -3.2%
A Agilent Technologies Inc. 0.01% 1,509 $205K New
PR Permian Resources Corp. Class A 0.01% 14,411 $202K No change
HRZN Horizon Technology Finance C 0.00% 12,000 $77K No change

Portfolio Sells Q3 2025 → Q4 2025
IRM Iron Mountain Inc. Reduce -3.6% 1.56% −0.46
NVDA Nvidia Corp. Reduce -2.4% 8.56% −0.36
XOM Exxon Mobil Corp. Reduce -30.5% 0.96% −0.36
HD Home Depot Inc. Reduce -6.3% 1.21% −0.34
PANW Palo Alto Networks Inc. Reduce -0.3% 2.45% −0.31
AVGO Broadcom Inc. Reduce -5.5% 9.28% −0.25
ILCG iShares Morningstar Growth E Reduce -61.5% 0.07% −0.11
QCOM Qualcomm Inc. Reduce -16.6% 0.41% −0.08
MPC Marathon Petroleum Corp. Reduce -2.4% 0.33% −0.08
BLK BlackRock Inc. Reduce -1.4% 0.57% −0.07
HON Honeywell International Inc. Reduce -6.5% 0.37% −0.06
STWD Starwood Property Trust Inc. Reduce -9.8% 0.29% −0.06
VZ Verizon Communications Inc. Reduce -9.6% 0.27% −0.06
DLR Digital Realty Trust Inc. Reduce -1.5% 0.35% −0.05
IYW iShares Ustechnology ETF Reduce -37.8% 0.09% −0.05
AMT American Tower Corp. Reduce -5.2% 0.30% −0.05
PSX Phillips 66 Reduce -1.0% 0.56% −0.05
MDLZ Mondelez International Inc. Class A Reduce -21.7% 0.09% −0.04
MELI MercadoLibre Inc. Reduce -34.3% 0.05% −0.04
IYC iShares US Consumer Discreti Sold out 0.00% −0.03
TXN Texas Instruments Inc. Reduce -20.3% 0.09% −0.03
ADBE Adobe Inc. Reduce -40.7% 0.03% −0.02
IMCB iShares Morningstar Mid-Cap Sold out 0.00% −0.02
BSX Boston Scientific Corp. Reduce -2.4% 0.31% −0.02
IYJ iShares U.S. Industrials ETF Reduce -42.4% 0.03% −0.02
UNH Unitedhealth Group Inc. Reduce -8.2% 0.11% −0.02
LYB Lyondellbasell Indu Class A Reduce -43.3% 0.02% −0.02
ET Energy Transfer LP Reduce -0.2% 0.28% −0.02
DRI Darden Restaurants Inc. Reduce -4.8% 0.16% −0.02
PROSHARES TR Sold out 0.00% −0.02
DIS The Walt Disney Co. Reduce -11.9% 0.09% −0.01
IYM iShares U.S. Basic Materials Sold out 0.00% −0.01
DUK Duke Energy Corp. Sold out 0.00% −0.01
EVR Evercore Inc. Class A Sold out 0.00% −0.01
CSGP Costar Group Inc. Sold out 0.00% −0.01
NOW ServiceNow Inc. Reduce -3.0% 0.05% −0.01
GSST Goldman Sachs Ultra Short Bo Reduce -1.1% 0.37% −0.01
SJNK SS SPDR BB St Hi Yield ETF Reduce -1.4% 0.27% −0.01
IYF iShares US Financials ETF Reduce -43.1% 0.01% −0.01
SHW The Sherwin-Williams Co. Reduce -3.8% 0.08% −0.01
KBWD Invesco KBW High Dividend Yi Sold out 0.00% −0.01
CMCSA Comcast Corp. Class A Reduce -28.3% 0.02% −0.01
URI United Rentals Inc. Reduce -1.8% 0.04% −0.01
IYR iShares US Real Estate ETF Reduce -11.7% 0.04% −0.01
MCD McDonald's Corp. Reduce -1.0% 0.38% −0.01
JPST JPMorgan Ultra-Short Income Reduce -1.3% 0.24% −0.01
MRVL Marvell Technology Inc. Reduce -1.0% 0.35% −0.01
IDXX Idexx Laboratories Inc. Reduce -17.3% 0.03% −0.01
VOO Vanguard S&P 500 ETF Reduce -21.1% 0.02% −0.01
EPD Enterprise Products Partners Reduce -2.1% 0.37% −0.01

Portfolio Buys Q3 2025 → Q4 2025
GOOGL Alphabet Inc. Class A Add +3.0% 2.94% +0.68
AAPL Apple Inc. Add +0.3% 6.46% +0.33
AMZN Amazon.com Inc. Add +5.9% 3.15% +0.27
LLY Eli Lilly & Co. Add +4.5% 0.82% +0.26
GEV GE Vernova Inc. Add +490.7% 0.27% +0.22
CSCO Cisco Systems Inc. Add +7.4% 1.40% +0.22
TSM Taiwan Semiconductor-SP ADR Add +13.9% 1.14% +0.20
C Citigroup Inc. Add +12.4% 0.80% +0.17
RTX RTX Corp. Add +7.6% 1.18% +0.16
WMT Walmart Inc. Add +8.0% 1.25% +0.16
GS Goldman Sachs Group Inc. Add +1.7% 1.12% +0.10
CMI Cummins Inc. Add +0.3% 0.52% +0.08
AMGN Amgen Inc. Add +7.9% 0.43% +0.08
KMI Kinder Morgan Inc. Add +83.8% 0.18% +0.08
V Visa Inc. Class A Add +2.0% 2.40% +0.07
KO The Coca-Cola Co. Add +8.9% 0.61% +0.07
IBM Intl Business Machines Corp. Add +2.6% 1.24% +0.07
TMO Thermo Fisher Scientific Inc. Add +6.4% 0.32% +0.06
MS Morgan Stanley Add +10.9% 0.35% +0.06
JPM JPMorgan Chase & Co. Add +2.2% 2.24% +0.06
CEG Constellation Energy Add +16.0% 0.30% +0.06
CRM Salesforce Inc. Add +1.0% 0.54% +0.05
JNJ Johnson & Johnson Add +2.8% 0.40% +0.05
PLD Prologis Inc. Add +7.3% 0.28% +0.04
ASML ASML Holding NV-NY Reg SHS Add +52.6% 0.10% +0.04
BAC Bank of America Corp. Add +17.5% 0.21% +0.04
CAT Caterpillar Inc. Add +33.9% 0.10% +0.04
AMD Advanced Micro Devices Add +74.4% 0.07% +0.04
SHEL Shell PLC-ADR Add +4.7% 0.69% +0.04
MA Mastercard Inc. Class A Add +4.1% 1.33% +0.04
TJX TJX Companies Inc. Add +16.7% 0.20% +0.04
EMR Emerson Electric Co. Add +4.0% 0.93% +0.03
PCEF Invesco Cef Income Composite Add +18.5% 0.20% +0.03
DELL Dell Technologies -C Add +27.1% 0.28% +0.03
AXP American Express Co. Add +120.2% 0.05% +0.03
MPLX MPLX LP Add +3.9% 0.28% +0.02
RL Ralph Lauren Corp. Add +9.1% 0.13% +0.02
LHX L3HARRIS Technologies Inc. Add +22.5% 0.16% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
DHR Danaher Corp. Add +2.6% 0.12% +0.02
PWR Quanta Services Inc. Add +0.4% 3.08% +0.02
AMAT Applied Materials Inc. New 0.01% +0.01
BHP BHP Group Ltd.-Spon ADR New 0.01% +0.01
ETR Entergy Corp. New 0.01% +0.01
LRCX Lam Research Corp. New 0.01% +0.01
A Agilent Technologies Inc. New 0.01% +0.01
PFE Pfizer Inc. Add +7.1% 0.41% +0.01
BA The Boeing Co. Add +32.4% 0.04% +0.01
STX Seagate Technology Holdings Add +43.2% 0.03% +0.01
META Meta Platforms Inc. Class A Add +18.7% 0.19% +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