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Carnegie Investment Counsel

Carnegie Investment Counsel is an Investment Adviser institutional filer with the SEC under CIK 1511506, reporting 551 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: OH
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-20

Top 10 portfolio positions

The largest reported holdings in Carnegie Investment Counsel's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. MICROSOFT CORP (MSFT)
  3. ALPHABET INC (GOOGL)
  4. NVIDIA CORPORATION (NVDA)
  5. BROADCOM INC (AVGO)
  6. JPMORGAN CHASE & CO (JPM)
  7. AMAZON COM INC (AMZN)
  8. META PLATFORMS INC (META)
  9. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  10. MASTERCARD INCORPORATED (MA)
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