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Carnegie Capital Asset Management

Latest statistics and disclosures from Carnegie Investment Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, JPM, and represent 16.22% of Carnegie Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: BLK (+$29M), UBER (+$12M), IBTG (+$8.4M), S (+$7.2M), SGOV (+$6.2M), PYPL (+$5.6M), Arista Networks, SCHD, MCD, CRWD.
Started 26 new stock positions in APD, BN, BLK, BSMT, VFH, JGRO, FLMX, MKL, NLR, ET.
Reduced shares in these 10 stocks: , GPC (-$9.1M), TEM (-$7.9M), DKNG (-$6.9M), COIN (-$5.4M), Ishares Ibonds Dec 2024 Term T (-$5.3M), NKE, HSY, TAN, EWW.
Sold out of its positions in ANET, AVY, BHP, BlackRock, CMCT, CNI, CGCP, DOV, DOW, EBAY.
Carnegie Investment Counsel was a net buyer of stock by $38M.
Carnegie Investment Counsel has $3.5B in assets under management (AUM), dropping by 2.56%.
Central Index Key (CIK): 0001511506

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Portfolio Holdings for Carnegie Investment Counsel

Carnegie Investment Counsel holds 455 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.8	$166M	+2%	664k	250.42	View chart
Microsoft Corporation (MSFT)	3.4	$120M	+2%	285k	421.50	View chart
NVIDIA Corporation (NVDA)	2.8	$98M		733k	134.29	View chart
Amazon (AMZN)	2.8	$96M		439k	219.39	View chart
JPMorgan Chase & Co. (JPM)	2.4	$84M		351k	239.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$79M		419k	189.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$74M		163k	453.28	View chart
Progressive Corporation (PGR)	1.9	$67M		281k	239.61	View chart
Mastercard Incorporated Cl A (MA)	1.7	$61M		115k	526.57	View chart
Eaton Corp SHS (ETN)	1.7	$59M		177k	331.87	View chart
Sherwin-Williams Company (SHW)	1.7	$58M		170k	339.93	View chart
Meta Platforms Cl A (META)	1.4	$49M		83k	585.51	View chart
Broadcom (AVGO)	1.3	$47M	+8%	203k	231.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$47M	+2%	79k	586.08	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$44M		231k	190.44	View chart
Stryker Corporation (SYK)	1.2	$41M		114k	360.05	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$39M		169k	232.52	View chart
Lowe's Companies (LOW)	1.1	$38M		154k	246.80	View chart
Charles Schwab Corporation (SCHW)	1.0	$34M		456k	74.01	View chart
Costco Wholesale Corporation (COST)	0.9	$33M		36k	916.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.9	$32M	+4%	92k	351.79	View chart
Visa Com Cl A (V)	0.9	$32M	-2%	101k	316.04	View chart
Ansys (ANSS)	0.9	$31M		93k	337.33	View chart
Thermo Fisher Scientific (TMO)	0.9	$31M		59k	520.23	View chart
Nextera Energy (NEE)	0.9	$30M	+3%	425k	71.69	View chart
Ecolab (ECL)	0.9	$30M	+4%	129k	234.32	View chart
Blackrock (BLK)	0.8	$29M	NEW	28k	1025.13	View chart
Northrop Grumman Corporation (NOC)	0.8	$28M		59k	469.29	View chart
Amgen (AMGN)	0.8	$27M	+5%	105k	260.64	View chart
Reddit Cl A (RDDT)	0.8	$26M	-5%	161k	163.44	View chart
Qualcomm (QCOM)	0.8	$26M		171k	153.62	View chart
Pepsi (PEP)	0.7	$26M	-4%	171k	152.06	View chart
Adobe Systems Incorporated (ADBE)	0.7	$26M	-9%	58k	444.68	View chart
Zoetis Cl A (ZTS)	0.7	$25M		155k	162.93	View chart
TJX Companies (TJX)	0.7	$25M	+2%	209k	120.81	View chart
Union Pacific Corporation (UNP)	0.7	$25M	-7%	109k	228.04	View chart
Kinsale Cap Group (KNSL)	0.7	$25M		54k	465.13	View chart
Paypal Holdings (PYPL)	0.7	$24M	+29%	285k	85.35	View chart
American Tower Reit (AMT)	0.7	$23M		125k	183.41	View chart
Rockwell Automation (ROK)	0.7	$23M		80k	285.79	View chart
Abbott Laboratories (ABT)	0.6	$22M		198k	113.11	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$22M	+2%	597k	37.12	View chart
Ionq Inc Pipe (IONQ)	0.6	$22M	-10%	515k	41.77	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.6	$21M		309k	67.21	View chart
Applied Materials (AMAT)	0.6	$21M	-5%	127k	162.63	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$20M	+9%	296k	68.94	View chart
Marsh & McLennan Companies (MMC)	0.6	$20M	+4%	94k	212.41	View chart
CSX Corporation (CSX)	0.6	$20M		612k	32.27	View chart
Cloudflare Cl A Com (NET)	0.6	$20M	+7%	181k	107.68	View chart
Soundhound Ai Class A Com (SOUN)	0.6	$20M	+9%	982k	19.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$20M		100k	195.83	View chart
Wal-Mart Stores (WMT)	0.6	$19M		215k	90.35	View chart
Home Depot (HD)	0.6	$19M	+5%	50k	388.99	View chart
Chevron Corporation (CVX)	0.5	$19M		129k	144.84	View chart
Johnson & Johnson (JNJ)	0.5	$19M	-3%	129k	144.62	View chart
Kinder Morgan (KMI)	0.5	$18M	+4%	665k	27.40	View chart
Otis Worldwide Corp (OTIS)	0.5	$18M		193k	92.61	View chart
Metropcs Communications (TMUS)	0.5	$18M	+9%	80k	220.73	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.5	$18M		45k	386.22	View chart
Mettler-Toledo International (MTD)	0.5	$17M		14k	1223.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$17M	+4%	32k	538.81	View chart
Tradeweb Mkts Cl A (TW)	0.5	$17M		131k	130.92	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$17M	-2%	195k	87.90	View chart
Novo-nordisk A S Adr (NVO)	0.5	$17M	-7%	199k	86.02	View chart
Te Connectivity Ord Shs (TEL)	0.5	$17M	+4%	119k	142.97	View chart
Watsco, Incorporated (WSO)	0.5	$16M		34k	473.89	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.5	$16M	+20%	675k	23.32	View chart
Casey's General Stores (CASY)	0.5	$16M	+6%	40k	396.23	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$16M	+3%	345k	44.92	View chart
Republic Services (RSG)	0.4	$16M		77k	201.17	View chart
Cisco Systems (CSCO)	0.4	$15M	+8%	257k	59.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$15M		308k	48.33	View chart
Church & Dwight (CHD)	0.4	$15M		140k	104.71	View chart
Lockheed Martin Corporation (LMT)	0.4	$14M	+3%	30k	485.94	View chart
Cintas Corporation (CTAS)	0.4	$14M	+4%	78k	182.70	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.4	$14M	+5%	1.3M	10.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$14M	+3%	52k	264.13	View chart
McDonald's Corporation (MCD)	0.4	$14M	+44%	47k	289.89	View chart
UnitedHealth (UNH)	0.4	$14M		27k	505.87	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$13M	-2%	24k	569.57	View chart
Raytheon Technologies Corp (RTX)	0.4	$13M		115k	115.72	View chart
Chubb (CB)	0.4	$13M		47k	276.30	View chart
Philip Morris International (PM)	0.4	$12M		102k	120.35	View chart
Uber Technologies (UBER)	0.4	$12M	+1955%	203k	60.32	View chart
Emerson Electric (EMR)	0.3	$12M	+4%	96k	123.93	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$12M	+5%	86k	137.57	View chart
Steris Shs Usd (STE)	0.3	$12M		57k	205.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$12M		23k	511.23	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$11M	+4%	39k	288.85	View chart
Shopify Cl A (SHOP)	0.3	$11M		106k	106.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$11M	+4%	63k	175.23	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$11M	+406%	461k	22.81	View chart
United Rentals (URI)	0.3	$10M		15k	704.45	View chart
Bank of America Corporation (BAC)	0.3	$10M	-5%	236k	43.95	View chart
Wingstop (WING)	0.3	$10M	+32%	36k	284.20	View chart
Post Holdings Inc Common (POST)	0.3	$10M	+9%	88k	114.46	View chart
Procter & Gamble Company (PG)	0.3	$9.9M		59k	167.65	View chart
Honeywell International (HON)	0.3	$9.6M	+8%	43k	225.89	View chart
Deere & Company (DE)	0.3	$9.5M		22k	423.70	View chart
Dell Technologies CL C (DELL)	0.3	$9.4M	+40%	81k	115.24	View chart
Hims & Hers Health Com Cl A (HIMS)	0.3	$9.1M	+25%	377k	24.18	View chart
Sphere Entertainment Cl A (SPHR)	0.3	$9.1M	+35%	226k	40.32	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$9.1M	+5%	101k	90.06	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$9.1M	+215%	90k	100.32	View chart
Waste Management (WM)	0.3	$9.0M		45k	201.79	View chart
Palantir Technologies Cl A (PLTR)	0.3	$9.0M	+17%	119k	75.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$9.0M	-2%	31k	289.81	View chart
Wp Carey (WPC)	0.3	$8.8M	-7%	161k	54.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$8.7M	+10%	15k	588.67	View chart
International Business Machines (IBM)	0.2	$8.4M	+4%	38k	219.83	View chart
Chipotle Mexican Grill (CMG)	0.2	$8.3M	+70%	137k	60.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$8.2M	+12%	95k	85.66	View chart
Masco Corporation (MAS)	0.2	$8.1M	-22%	112k	72.57	View chart
Workday Cl A (WDAY)	0.2	$8.0M	+3%	31k	258.03	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$7.8M	+2%	35k	224.35	View chart
Abbvie (ABBV)	0.2	$7.8M	+14%	44k	177.70	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$7.7M		101k	76.24	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$7.6M	-21%	464k	16.27	View chart
Cummins (CMI)	0.2	$7.5M		22k	348.60	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$7.3M		55k	131.76	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$7.3M	+5%	75k	96.81	View chart
Autodesk (ADSK)	0.2	$7.2M		24k	295.57	View chart
Sentinelone Cl A (S)	0.2	$7.2M	NEW	323k	22.20	View chart
Akamai Technologies (AKAM)	0.2	$7.0M	-6%	74k	95.65	View chart
Nvent Electric SHS (NVT)	0.2	$6.9M	+13%	102k	68.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$6.8M		10.00	680920.00	View chart
Ares Capital Corporation (ARCC)	0.2	$6.8M	+5%	309k	21.89	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$6.7M	+111%	20k	342.16	View chart
Oracle Corporation (ORCL)	0.2	$6.7M		40k	166.64	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$6.7M	+10%	122k	54.69	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.2	$6.6M	-7%	109k	60.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.6M	+204%	241k	27.32	View chart
Eli Lilly & Co. (LLY)	0.2	$6.5M	+16%	8.5k	772.02	View chart
Ge Vernova (GEV)	0.2	$6.1M	-2%	19k	328.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.0M		15k	410.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.9M	+10%	51k	115.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$5.8M		299k	19.48	View chart
Carvana Cl A (CVNA)	0.2	$5.8M	-20%	29k	203.36	View chart
Coca-Cola Company (KO)	0.2	$5.6M	+8%	90k	62.26	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.4M		50k	107.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.3M	+8%	25k	210.45	View chart
Us Bancorp Del Com New (USB)	0.2	$5.2M	-4%	109k	47.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$5.1M		32k	159.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$5.0M	-22%	260k	19.43	View chart
Advanced Micro Devices (AMD)	0.1	$5.0M	+3%	42k	120.79	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$5.0M	+3%	249k	20.13	View chart
Nike CL B (NKE)	0.1	$4.9M	-50%	64k	75.67	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.1	$4.8M	-35%	111k	43.50	View chart
Realty Income (O)	0.1	$4.7M	+7%	88k	53.41	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.7M		124k	37.53	View chart
Arista Networks Com Shs	0.1	$4.5M	NEW	41k	110.53	View chart
Generac Holdings (GNRC)	0.1	$4.4M	+11%	28k	155.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.2M		19k	220.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$4.2M	-25%	202k	20.65	View chart
Coinbase Global Com Cl A (COIN)	0.1	$4.1M	-56%	17k	248.30	View chart
Bellring Brands Common Stock (BRBR)	0.1	$4.1M		55k	75.34	View chart
AutoZone (AZO)	0.1	$3.9M	+9%	1.2k	3202.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$3.9M	+51%	214k	18.34	View chart
Illinois Tool Works (ITW)	0.1	$3.9M		16k	253.56	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$3.9M	+13%	87k	44.87	View chart
Lincoln Electric Holdings (LECO)	0.1	$3.9M		21k	187.47	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.7M	-9%	27k	139.50	View chart
HEICO Corporation (HEI)	0.1	$3.5M		15k	237.74	View chart
Samsara Com Cl A (IOT)	0.1	$3.5M		79k	43.69	View chart
Community Bank System (CBU)	0.1	$3.4M	+11%	55k	61.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$3.3M	-13%	32k	101.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.2M	+3%	19k	169.30	View chart
Arhaus Com Cl A (ARHS)	0.1	$3.1M	+12%	332k	9.40	View chart
Travelers Companies (TRV)	0.1	$3.1M		13k	240.89	View chart
Affiliated Managers (AMG)	0.1	$3.1M		17k	184.92	View chart
Powell Industries (POWL)	0.1	$3.1M	+2%	14k	221.64	View chart
Merck & Co (MRK)	0.1	$3.1M	+9%	31k	99.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$3.1M	+15%	11k	287.82	View chart
Automatic Data Processing (ADP)	0.1	$3.0M	+55%	10k	292.72	View chart
Gilead Sciences (GILD)	0.1	$3.0M		32k	92.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.0M	+3%	15k	197.49	View chart
Goldman Sachs (GS)	0.1	$2.9M	-14%	5.0k	572.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.9M	+26%	32k	89.08	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.9M		22k	132.10	View chart
Tesla Motors (TSLA)	0.1	$2.8M	+5%	7.0k	403.84	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.8M	-6%	4.4k	636.06	View chart
Franklin Templeton Etf Tr Ftse Mexico (FLMX)	0.1	$2.8M	NEW	122k	23.00	View chart
Corning Incorporated (GLW)	0.1	$2.8M		59k	47.52	View chart
Intercontinental Exchange (ICE)	0.1	$2.8M	+28%	19k	149.01	View chart
RPM International (RPM)	0.1	$2.7M	+2%	22k	123.06	View chart
Occidental Petroleum Corporation (OXY)	0.1	$2.7M	+22%	55k	49.41	View chart
Altria (MO)	0.1	$2.7M		51k	52.29	View chart
Cme (CME)	0.1	$2.6M	+7%	11k	232.23	View chart
General Dynamics Corporation (GD)	0.1	$2.5M		9.6k	263.48	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$2.5M	+1197%	153k	16.37	View chart
Lennar Corp CL B (LEN.B)	0.1	$2.5M	-10%	19k	132.15	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.5M		34k	74.02	View chart
Phillips 66 (PSX)	0.1	$2.4M	-6%	21k	113.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.4M	+18%	19k	127.59	View chart
Ametek (AME)	0.1	$2.3M		13k	180.26	View chart
Canadian Natural Resources (CNQ)	0.1	$2.3M	-14%	76k	30.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.3M	-3%	37k	62.31	View chart
Flex Ord (FLEX)	0.1	$2.3M	-4%	60k	38.39	View chart
Truist Financial Corp equities (TFC)	0.1	$2.3M		52k	43.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.2M	+3%	22k	96.83	View chart
Draftkings Com Cl A (DKNG)	0.1	$2.1M	-76%	58k	37.20	View chart
Danaher Corporation (DHR)	0.1	$2.1M	+2%	9.3k	229.54	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$2.1M	NEW	26k	81.34	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.1M	+8%	27k	78.61	View chart
Norfolk Southern (NSC)	0.1	$2.1M		8.9k	234.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.0M		11k	178.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.0M	+3%	25k	80.27	View chart
Omni (OMC)	0.1	$2.0M	+3%	23k	86.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.9M	-8%	33k	57.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.9M		29k	66.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.9M		22k	84.75	View chart
Bristol Myers Squibb (BMY)	0.1	$1.9M	+3%	33k	56.56	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.9M	+5%	49k	38.08	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M	+30%	26k	70.24	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.8M	+5%	16k	115.13	View chart
Packaging Corporation of America (PKG)	0.1	$1.8M		7.9k	225.13	View chart
Colgate-Palmolive Company (CL)	0.1	$1.7M		19k	90.91	View chart
Paychex (PAYX)	0.0	$1.7M	+92%	12k	140.22	View chart
Tidal Etf Tr Gotham 1000 Valu (GVLU)	0.0	$1.7M	NEW	73k	23.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.7M	-7%	7.0k	242.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.0	$1.7M		32k	53.43	View chart
ConocoPhillips (COP)	0.0	$1.7M	+127%	17k	99.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$1.6M		12k	131.28	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$1.6M	+4%	69k	23.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.0	$1.6M	-5%	64k	24.51	View chart
SYSCO Corporation (SYY)	0.0	$1.6M	-4%	20k	76.46	View chart
Skyworks Solutions (SWKS)	0.0	$1.5M	-20%	17k	88.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.5M	-3%	20k	75.61	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$1.5M	+68%	2.1k	693.14	View chart
Viking Holdings Ord Shs (VIK)	0.0	$1.5M		33k	44.06	View chart
Kimberly-Clark Corporation (KMB)	0.0	$1.4M		11k	131.04	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.4M	+5%	2.3k	621.75	View chart
United Parcel Service CL B (UPS)	0.0	$1.4M	-41%	11k	126.10	View chart
Walt Disney Company (DIS)	0.0	$1.4M	-7%	12k	111.35	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.0	$1.3M	NEW	17k	81.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$1.3M	+6%	5.4k	240.27	View chart
Verizon Communications (VZ)	0.0	$1.3M	-5%	32k	39.99	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$1.3M	+2%	52k	24.99	View chart
Ubiquiti (UI)	0.0	$1.3M	-8%	3.9k	331.93	View chart
T. Rowe Price (TROW)	0.0	$1.3M		11k	113.09	View chart
Pfizer (PFE)	0.0	$1.3M	-53%	48k	26.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$1.3M		17k	75.69	View chart
Booking Holdings (BKNG)	0.0	$1.3M	-50%	253.00	4968.42	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.2M	+22%	12k	103.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$1.2M	-47%	7.5k	164.18	View chart
ResMed (RMD)	0.0	$1.2M		5.1k	228.69	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$1.2M	+4%	12k	100.12	View chart
Netflix (NFLX)	0.0	$1.1M	-7%	1.3k	891.32	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.1M		12k	97.31	View chart
PPG Industries (PPG)	0.0	$1.1M	-15%	9.4k	119.45	View chart
Constellation Brands Cl A (STZ)	0.0	$1.1M	-35%	5.1k	221.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$1.1M	-6%	20k	56.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.1M	-5%	2.8k	401.61	View chart
Oneok (OKE)	0.0	$1.1M	+63%	11k	100.40	View chart
Fidelity National Information Services (FIS)	0.0	$1.1M	+8%	14k	80.77	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$1.1M		15k	75.53	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$1.1M	-4%	17k	65.52	View chart
PNC Financial Services (PNC)	0.0	$1.1M	-4%	5.6k	192.85	View chart
Insight Enterprises (NSIT)	0.0	$1.1M		7.1k	152.10	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$1.1M		13k	84.14	View chart
Clorox Company (CLX)	0.0	$1.1M		6.5k	162.41	View chart
Trane Technologies SHS (TT)	0.0	$1.0M		2.8k	369.35	View chart
Entergy Corporation (ETR)	0.0	$1.0M	+100%	14k	75.82	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.0M	+253%	5.4k	187.51	View chart
Welltower Inc Com reit (WELL)	0.0	$984k		7.8k	126.03	View chart
Caterpillar (CAT)	0.0	$976k		2.7k	362.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$968k	+304%	43k	22.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$966k	-4%	12k	81.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$955k		3.4k	280.07	View chart
Cigna Corp (CI)	0.0	$926k		3.4k	276.14	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$925k	+28%	8.1k	113.61	View chart
Canadian Pacific Kansas City (CP)	0.0	$924k		13k	72.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$912k	+199%	40k	22.70	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.0	$894k		8.7k	102.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$871k	+14%	3.4k	253.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$840k	+237%	36k	23.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$838k		3.1k	269.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$829k	+25%	22k	37.42	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$825k	+4%	77k	10.74	View chart
Cleveland-cliffs (CLF)	0.0	$824k	-13%	88k	9.40	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$824k		40k	20.87	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$820k		11k	78.18	View chart
Targa Res Corp (TRGP)	0.0	$819k		4.6k	178.50	View chart
Electronic Arts (EA)	0.0	$819k	-37%	5.6k	146.31	View chart
Boeing Company (BA)	0.0	$818k	+175%	4.6k	177.01	View chart
Air Products & Chemicals (APD)	0.0	$809k	NEW	2.8k	290.05	View chart
Waste Connections (WCN)	0.0	$808k		4.7k	171.58	View chart
Fiserv (FI)	0.0	$806k	+91%	3.9k	205.42	View chart
American Electric Power Company (AEP)	0.0	$803k	+57%	8.7k	92.23	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$803k	NEW	50k	16.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$800k		2.5k	322.17	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$798k	-6%	14k	58.35	View chart
Grayscale Bitcoin Mini Tr Et Shs New	0.0	$786k	NEW	19k	41.87	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$781k	+231%	33k	23.68	View chart
AmerisourceBergen (COR)	0.0	$779k	-5%	3.5k	224.68	View chart
Essential Utils (WTRG)	0.0	$777k	-7%	21k	36.32	View chart
Wec Energy Group (WEC)	0.0	$768k		8.2k	94.04	View chart
Huntington Ingalls Inds (HII)	0.0	$758k	+10%	4.0k	188.97	View chart
Prologis (PLD)	0.0	$758k	-61%	7.2k	105.71	View chart
Neogen Corporation (NEOG)	0.0	$724k	-12%	60k	12.14	View chart
Southern Company (SO)	0.0	$723k	-25%	8.8k	82.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.0	$715k	-2%	30k	23.57	View chart
Cdw (CDW)	0.0	$709k	-12%	4.1k	174.04	View chart
AFLAC Incorporated (AFL)	0.0	$693k	+121%	6.7k	103.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$680k		14k	49.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$656k		1.5k	425.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$652k		6.1k	107.73	View chart
Linde SHS (LIN)	0.0	$651k		1.6k	418.76	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$650k		11k	59.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$649k	+97%	35k	18.50	View chart
Ge Aerospace Com New (GE)	0.0	$643k	+11%	3.9k	166.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$643k	-6%	6.6k	96.90	View chart
Becton, Dickinson and (BDX)	0.0	$642k	-17%	2.8k	226.87	View chart
American Express Company (AXP)	0.0	$637k	-24%	2.1k	296.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$630k	+15%	2.6k	242.13	View chart
PPL Corporation (PPL)	0.0	$627k		19k	32.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$626k	+26%	2.9k	215.49	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$619k		11k	58.27	View chart
Caci Intl Cl A (CACI)	0.0	$603k	NEW	1.5k	404.06	View chart
Digital Realty Trust (DLR)	0.0	$566k		3.2k	177.33	View chart
Prospect Cap Corp Note 6.375% 3/0	0.0	$566k		570k	0.99	View chart
Pinterest Cl A (PINS)	0.0	$557k	+5%	19k	29.00	View chart
McKesson Corporation (MCK)	0.0	$554k		972.00	569.71	View chart
Starbucks Corporation (SBUX)	0.0	$552k	-9%	6.0k	91.25	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$549k		11k	51.14	View chart
DTE Energy Company (DTE)	0.0	$545k		4.5k	120.75	View chart
Expedia Group Com New (EXPE)	0.0	$538k		2.9k	186.33	View chart
Quanta Services (PWR)	0.0	$537k	-2%	1.7k	316.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$518k	-69%	4.5k	115.55	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$510k	-74%	33k	15.28	View chart
M&T Bank Corporation (MTB)	0.0	$509k	-2%	2.7k	188.01	View chart
Jefferies Finl Group (JEF)	0.0	$505k		6.4k	78.40	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$505k	+2%	13k	38.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$501k	-4%	2.5k	198.18	View chart
S&p Global (SPGI)	0.0	$498k		1.0k	498.03	View chart
Citigroup Com New (C)	0.0	$497k		7.1k	70.39	View chart
Public Storage (PSA)	0.0	$496k		1.7k	299.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$496k		1.4k	366.05	View chart
Allstate Corporation (ALL)	0.0	$494k	+116%	2.6k	192.79	View chart
Moody's Corporation (MCO)	0.0	$494k		1.0k	473.37	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$490k	NEW	22k	22.40	View chart
MetLife (MET)	0.0	$488k		6.0k	81.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$487k	+110%	10k	47.82	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$486k		8.6k	56.24	View chart
Valero Energy Corporation (VLO)	0.0	$478k		3.9k	122.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$475k	NEW	21k	22.94	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.0	$473k		7.3k	64.81	View chart
American Financial (AFG)	0.0	$473k		3.5k	136.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$457k		2.4k	190.88	View chart
Consolidated Edison (ED)	0.0	$454k		5.1k	89.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$448k	+293%	16k	27.87	View chart
EOG Resources (EOG)	0.0	$438k		3.6k	122.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$438k		4.9k	88.40	View chart
UGI Corporation (UGI)	0.0	$432k		15k	28.23	View chart
Palo Alto Networks (PANW)	0.0	$432k	+100%	2.4k	181.96	View chart
Dupont De Nemours (DD)	0.0	$431k	+24%	5.6k	76.25	View chart
3M Company (MMM)	0.0	$430k	+35%	3.3k	129.09	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$421k		6.9k	61.34	View chart
Mfs Govt Mkts Income Tr Sh Ben Int (MGF)	0.0	$418k		136k	3.07	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$414k	+2%	5.3k	77.81	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$413k		8.6k	47.86	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$409k	+193%	18k	23.26	View chart
Coherent Corp (COHR)	0.0	$407k		4.3k	94.73	View chart
Mongodb Cl A (MDB)	0.0	$405k		1.7k	232.81	View chart
Unilever Spon Adr New (UL)	0.0	$405k		7.1k	56.70	View chart
Spotify Technology S A SHS (SPOT)	0.0	$403k	-8%	900.00	447.38	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.0	$402k		30k	13.40	View chart
Lancaster Colony (LANC)	0.0	$402k		2.3k	173.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$397k		2.1k	185.13	View chart
Cnx Resources Corporation (CNX)	0.0	$394k		11k	36.67	View chart
Starwood Property Trust (STWD)	0.0	$392k	+5%	21k	18.95	View chart
ExlService Holdings (EXLS)	0.0	$388k		8.8k	44.38	View chart
Enterprise Products Partners (EPD)	0.0	$387k	-16%	12k	31.36	View chart
Wabtec Corporation (WAB)	0.0	$379k	-11%	2.0k	189.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$376k	+3%	4.1k	90.92	View chart
Labcorp Holdings Com Shs (LH)	0.0	$375k		1.6k	229.32	View chart
Intuit (INTU)	0.0	$371k		590.00	628.14	View chart
Fastenal Company (FAST)	0.0	$368k	+5%	5.1k	71.91	View chart
Ftai Aviation SHS (FTAI)	0.0	$360k	-37%	2.5k	144.04	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$358k	-37%	13k	28.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$354k	+41%	2.8k	128.62	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$347k		6.3k	55.04	View chart
Northern Trust Corporation (NTRS)	0.0	$345k		3.4k	102.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$344k		3.7k	92.59	View chart
Intuitive Surgical Com New (ISRG)	0.0	$341k	+33%	653.00	522.00	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$339k	+5%	1.2k	283.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$338k		3.2k	106.55	View chart
FedEx Corporation (FDX)	0.0	$335k		1.2k	281.29	View chart
The Trade Desk Com Cl A (TTD)	0.0	$333k		2.8k	117.53	View chart
Key (KEY)	0.0	$325k	-8%	19k	17.14	View chart
Nasdaq Omx (NDAQ)	0.0	$322k		4.2k	77.31	View chart
CenterPoint Energy (CNP)	0.0	$320k		10k	31.73	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$318k	NEW	8.6k	37.12	View chart
Timken Company (TKR)	0.0	$308k		4.3k	71.37	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$305k		11k	29.01	View chart
American Intl Group Com New (AIG)	0.0	$304k	-11%	4.2k	72.80	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$304k	+12%	4.5k	67.10	View chart
Edwards Lifesciences (EW)	0.0	$304k	-2%	4.1k	74.03	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$300k		2.7k	110.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$299k	-76%	13k	23.07	View chart
Dominion Resources (D)	0.0	$293k	-32%	5.4k	53.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$292k		2.3k	124.96	View chart
Diamondback Energy (FANG)	0.0	$292k		1.8k	163.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$290k	+62%	12k	24.06	View chart
Farmers & Merchants State Bank Com Stk (FMAO)	0.0	$285k		9.7k	29.45	View chart
Dex (DXCM)	0.0	$275k	+11%	3.5k	77.77	View chart
At&t (T)	0.0	$274k	+8%	12k	22.77	View chart
Simon Property (SPG)	0.0	$270k	+4%	1.6k	172.21	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$268k	-9%	5.2k	51.44	View chart
Extra Space Storage (EXR)	0.0	$266k	NEW	1.8k	149.60	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$265k	+7%	1.5k	172.47	View chart
State Street Corporation (STT)	0.0	$263k		2.7k	98.15	View chart
Servicenow (NOW)	0.0	$257k	NEW	242.00	1060.12	View chart
TransDigm Group Incorporated (TDG)	0.0	$254k	-16%	200.00	1267.28	View chart
Yum! Brands (YUM)	0.0	$251k		1.9k	134.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$249k	-11%	3.5k	70.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$246k	NEW	13k	19.59	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$245k		2.4k	100.77	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$244k		3.2k	76.90	View chart
Iron Mountain (IRM)	0.0	$239k		2.3k	105.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$238k		3.4k	70.00	View chart
Western Digital (WDC)	0.0	$238k		4.0k	59.63	View chart
CVS Caremark Corporation (CVS)	0.0	$237k	-22%	5.3k	44.89	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$237k		3.9k	60.59	View chart
Toast Cl A (TOST)	0.0	$233k	NEW	6.4k	36.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.0	$231k		7.7k	30.10	View chart
Eni S P A Sponsored Adr (E)	0.0	$229k		8.4k	27.36	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$228k		5.5k	41.61	View chart
Kroger (KR)	0.0	$228k		3.7k	61.15	View chart
Rivernorth Flexibl Mun Incm (RFM)	0.0	$223k		15k	14.87	View chart
Medtronic SHS (MDT)	0.0	$222k	-25%	2.8k	79.88	View chart
BP Sponsored Adr (BP)	0.0	$220k	NEW	7.4k	29.56	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.0	$219k		12k	18.23	View chart
Centene Corporation (CNC)	0.0	$218k		3.6k	60.58	View chart
Morgan Stanley Com New (MS)	0.0	$218k	NEW	1.7k	125.72	View chart
Argan (AGX)	0.0	$217k	NEW	1.6k	137.04	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$217k		2.8k	77.79	View chart
Devon Energy Corporation (DVN)	0.0	$216k	-3%	6.6k	32.73	View chart
Diageo Spon Adr New (DEO)	0.0	$215k	-18%	1.7k	127.13	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$214k	NEW	2.7k	79.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$212k	-52%	2.6k	80.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$211k	+100%	8.2k	25.86	View chart
Vanguard World Financials Etf (VFH)	0.0	$209k	NEW	1.8k	118.07	View chart
Ford Motor Company (F)	0.0	$209k	+4%	21k	9.90	View chart
Discover Financial Services (DFS)	0.0	$209k	NEW	1.2k	173.23	View chart
Markel Corporation (MKL)	0.0	$207k	NEW	120.00	1726.23	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$204k		15k	13.59	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$201k	NEW	3.5k	57.45	View chart
Iovance Biotherapeutics (IOVA)	0.0	$200k		27k	7.40	View chart
Listed Fd Tr Roundhill Ball (METV)	0.0	$183k	-12%	13k	14.38	View chart
Milestone Scientific Com New (MLSS)	0.0	$166k	+18%	173k	0.96	View chart
Kinross Gold Corp (KGC)	0.0	$126k		14k	9.27	View chart
Array Technologies Com Shs (ARRY)	0.0	$85k	-54%	14k	6.04	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$63k	-96%	12k	5.19	View chart
Fubotv (FUBO)	0.0	$17k	-15%	13k	1.26	View chart

Past Filings by Carnegie Investment Counsel

SEC 13F filings are viewable for Carnegie Investment Counsel going back to 2010

Carnegie Investment Counsel 2024 Q4 filed Jan. 15, 2025
Carnegie Investment Counsel 2024 Q3 filed Oct. 10, 2024
Carnegie Investment Counsel 2024 Q2 filed July 22, 2024
Carnegie Capital Asset Management 2024 Q1 filed May 6, 2024
Carnegie Capital Asset Management 2023 Q4 filed Jan. 30, 2024
Carnegie Capital Asset Management 2023 Q3 filed Oct. 11, 2023
Carnegie Capital Asset Management 2023 Q2 filed Aug. 4, 2023
Carnegie Capital Asset Management 2023 Q1 filed April 20, 2023
Carnegie Capital Asset Management 2022 Q4 filed Jan. 24, 2023
Carnegie Capital Asset Management 2022 Q3 filed Oct. 14, 2022
Carnegie Capital Asset Management 2022 Q2 restated filed Aug. 2, 2022
Carnegie Capital Asset Management 2022 Q2 filed July 13, 2022
Carnegie Capital Asset Management 2022 Q1 filed April 11, 2022
Carnegie Capital Asset Management 2021 Q4 filed Jan. 21, 2022
Carnegie Capital Asset Management 2021 Q3 filed Oct. 8, 2021
Carnegie Capital Asset Management 2021 Q2 filed July 16, 2021

View all past filings

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