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ADELL HARRIMAN & CARPENTER INC

Q2 2026 13F filing

Updated 37 days ago

158 disclosed positions worth $2B

Portfolio value
$2B
Total holdings
158
New positions
5
Closed positions
10
Increased
63
Decreased
65
Turnover
9.5%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

A

Broadcom Inc

-4.9%
Value
$158.1M
Shares
418.6K
% Port
8.10%
N

Nvidia Corp

-2.6%
Value
$147.5M
Shares
737.0K
% Port
7.56%
A

Apple Inc

-1.9%
Value
$115.4M
Shares
398.9K
% Port
5.91%
M
4.MU

Micron Technology Inc

-3.8%
Value
$90.5M
Shares
78.4K
% Port
4.64%
P
5.PWR

Quanta Services Inc

-3.6%
Value
$82.5M
Shares
114.6K
% Port
4.23%
P

Palo Alto Networks Com

+0.8%
Value
$76.6M
Shares
224.5K
% Port
3.92%
M

Microsoft Corp

-0.1%
Value
$59.9M
Shares
160.6K
% Port
3.07%
G

Alphabet Inc Class A

+0.8%
Value
$56.2M
Shares
157.3K
% Port
2.88%
A

Amazon.com Inc

+0.8%
Value
$55M
Shares
230.8K
% Port
2.82%
A
10.ABBV

AbbVie Inc

+0.5%
Value
$42.9M
Shares
170.7K
% Port
2.20%
I
11.IRM

Iron Mountain Inc

+0.2%
Value
$40M
Shares
316.5K
% Port
2.05%
V
12.V

Visa Inc

+1.2%
Value
$39.7M
Shares
115.8K
% Port
2.04%
J

JP Morgan Chase & Co.

+1.4%
Value
$38.8M
Shares
118.6K
% Port
1.99%
C
14.COST

Costco Wholesale Corp

+1.2%
Value
$38.1M
Shares
40.8K
% Port
1.95%
T

Taiwan Semiconductor Manufacturing Co Ltd ADR

+5.5%
Value
$36.6M
Shares
76.6K
% Port
1.87%
C
16.CSCO

Cisco Systems Inc

+0.7%
Value
$35.9M
Shares
305.5K
% Port
1.84%
F
17.FBTC

Williams Companies

+1.4%
Value
$34.2M
Shares
460.6K
% Port
1.75%
G

Alphabet Inc Class C

-3.1%
Value
$32.6M
Shares
92.4K
% Port
1.67%
C
19.CRWD

Crowdstrike Hldgs Inc Cl A

+2.4%
Value
$31.9M
Shares
41.9K
% Port
1.64%
B
20.BX

Blackstone Inc

-0.6%
Value
$29.4M
Shares
249.6K
% Port
1.51%
E
21.ETN

Eaton Corp PLC

+2.5%
Value
$27.2M
Shares
63.7K
% Port
1.39%
M
22.MAIN

MainStreet Capital Corp

+3.0%
Value
$25.9M
Shares
499.0K
% Port
1.33%
K
23.KKRS

KKR & Co Inc A

-0.9%
Value
$24M
Shares
262.0K
% Port
1.23%
W
24.WMT

Walmart Inc

+6.2%
Value
$22.8M
Shares
201.7K
% Port
1.17%
V
25.VLO

Valero Energy Corp

-0.5%
Value
$22.5M
Shares
86.4K
% Port
1.15%
M
26.MRVL

Marvell Technology Inc

+1.8%
Value
$22.5M
Shares
75.5K
% Port
1.15%
R
27.RTX

RTX Corporation

+4.1%
Value
$21.8M
Shares
114.7K
% Port
1.12%
E
28.EQIX

Equinix Inc

+0.2%
Value
$21.2M
Shares
20.4K
% Port
1.09%
I
29.IBM

International Business Machines

+4.4%
Value
$20.8M
Shares
73.9K
% Port
1.07%
H
30.HD

Home Depot Inc

-1.1%
Value
$20.7M
Shares
58.7K
% Port
1.06%
G

Goldman Sachs Group Inc

-0.5%
Value
$20.6M
Shares
20.4K
% Port
1.06%
M
32.MA

Mastercard Inc

+1.4%
Value
$20.1M
Shares
39.2K
% Port
1.03%
D
33.DELL

Dell Technologies -C

+3.8%
Value
$18.1M
Shares
42.0K
% Port
0.93%
X
34.XOM

Exxon Mobil Corporation

+1.3%
Value
$18M
Shares
131.5K
% Port
0.92%
C
35.C-PR

Citigroup Inc

+3.9%
Value
$17.8M
Shares
127.2K
% Port
0.91%
E
36.EMR

Emerson Electric Co

+2.0%
Value
$17.5M
Shares
122.0K
% Port
0.90%
L
37.LLY

Eli Lilly and Company

+7.8%
Value
$16.8M
Shares
14.0K
% Port
0.86%
G
38.GEV

Ge Vernova Inc

+33.9%
Value
$14.9M
Shares
12.7K
% Port
0.76%
O

Oracle Corporation

+0.7%
Value
$13.2M
Shares
90.3K
% Port
0.68%
C
40.CMI

Cummins Inc

+4.1%
Value
$12.9M
Shares
18.1K
% Port
0.66%
P
41.PSX

Phillips 66

+1.1%
Value
$12.9M
Shares
76.2K
% Port
0.66%
R

Shell PLC A Spons ADR

+1.9%
Value
$12.3M
Shares
158.3K
% Port
0.63%
K
43.KO

Coca Cola Company

+3.6%
Value
$12.3M
Shares
150.7K
% Port
0.63%
C
44.CVX

Chevron Corp

+3.1%
Value
$12.1M
Shares
73.2K
% Port
0.62%
J
45.JNJ

Johnson & Johnson

+11.8%
Value
$9.2M
Shares
36.2K
% Port
0.47%
B
46.BSTZ

BlackRock Inc

+2.7%
Value
$8.7M
Shares
9.1K
% Port
0.45%
A
47.AMGN

Amgen Inc

-1.7%
Value
$8M
Shares
22.2K
% Port
0.41%
D

Digital Realty Trust Inc

+3.9%
Value
$7.9M
Shares
44.2K
% Port
0.41%
M
49.MPC

Marathon Petroleum Corp

-6.1%
Value
$7.5M
Shares
29.5K
% Port
0.39%
E
50.EPDU

Enterprise Products Partners LP

-2.9%
Value
$7.4M
Shares
202.0K
% Port
0.38%