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Carnegie Investment Counsel

Q2 2026 13F filing

Updated 43 days ago

547 disclosed positions worth $5B

Portfolio value
$5B
Total holdings
547
New positions
33
Closed positions
45
Increased
121
Decreased
317
Turnover
14.3%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC

-10.4%
Value
$189.9M
Shares
539.7K
% Port
3.80%
A

APPLE INC

-8.6%
Value
$175.8M
Shares
607.5K
% Port
3.52%
M

MICROSOFT CORP

-7.5%
Value
$145.9M
Shares
396.8K
% Port
2.92%
A

BROADCOM INC

-4.1%
Value
$129.4M
Shares
348.7K
% Port
2.59%
J

JPMORGAN CHASE & CO

-10.9%
Value
$119.9M
Shares
375.0K
% Port
2.40%
N

NVIDIA CORPORATION

-16.6%
Value
$108.9M
Shares
544.1K
% Port
2.18%
A

AMAZON COM INC

-10.9%
Value
$103M
Shares
432.0K
% Port
2.06%
B

BERKSHIRE HATHAWAY INC DEL

-1.0%
Value
$96.3M
Shares
196.1K
% Port
1.93%
A

APPLIED MATLS INC

-32.6%
Value
$80.7M
Shares
111.7K
% Port
1.62%
M
10.META

META PLATFORMS INC

-12.8%
Value
$78.3M
Shares
142.8K
% Port
1.57%
G

ALPHABET INC

-5.3%
Value
$77.3M
Shares
218.9K
% Port
1.55%
E
12.ETN

EATON CORP PLC

-13.8%
Value
$70.5M
Shares
165.6K
% Port
1.41%
S
13.SYK

STRYKER CORPORATION

-5.9%
Value
$70.2M
Shares
228.6K
% Port
1.41%
M
14.MA

MASTERCARD INCORPORATED

-2.0%
Value
$69.8M
Shares
140.5K
% Port
1.40%
S

SCHWAB CHARLES CORP

-11.6%
Value
$66.9M
Shares
745.9K
% Port
1.34%
S

SELECT SECTOR SPDR TR

-1.9%
Value
$65.7M
Shares
344.9K
% Port
1.32%
C
17.CB

CHUBB LIMITED

+19.7%
Value
$63.8M
Shares
192.4K
% Port
1.28%
P
18.PGR

PROGRESSIVE CORP

-7.3%
Value
$57.7M
Shares
264.3K
% Port
1.16%
V
19.V

VISA INC

-12.6%
Value
$55.1M
Shares
160.5K
% Port
1.10%
S

SPDR SERIES TRUST

-0.1%
Value
$52.3M
Shares
1.84M
% Port
1.05%
E
21.ETHA

ISHARES TR

+7.1%
Value
$50.3M
Shares
1.01M
% Port
1.01%
H
22.HD

HOME DEPOT INC

-7.7%
Value
$48.2M
Shares
142.4K
% Port
0.97%
L
23.LNT

ALLIANT ENERGY CORP

+1.7%
Value
$47.4M
Shares
649.4K
% Port
0.95%
S
24.SHW

SHERWIN WILLIAMS CO

-10.4%
Value
$47.2M
Shares
137.1K
% Port
0.95%
A
25.ABBV

ABBVIE INC

+0.2%
Value
$43.7M
Shares
182.4K
% Port
0.88%
O
26.ORLY

OREILLY AUTOMOTIVE INC

-1.0%
Value
$43.1M
Shares
488.1K
% Port
0.86%
U
27.UNH

UNITEDHEALTH GROUP INC

-7.5%
Value
$38.6M
Shares
97.0K
% Port
0.77%
R
28.RTX

RTX CORPORATION

-1.3%
Value
$38.2M
Shares
213.4K
% Port
0.76%
S

SPDR SERIES TRUST

+6.9%
Value
$37.8M
Shares
430.6K
% Port
0.76%
S

SPDR SERIES TRUST

-0.2%
Value
$37.7M
Shares
1.13M
% Port
0.76%
A
31.AMGN

AMGEN INC

-3.5%
Value
$37.5M
Shares
103.5K
% Port
0.75%
E
32.ECL

ECOLAB INC

+0.0%
Value
$37.3M
Shares
133.8K
% Port
0.75%
N
33.NSC

NORFOLK SOUTHN CORP

-1.6%
Value
$36.9M
Shares
123.7K
% Port
0.74%
N

NEXTERA ENERGY INC

-10.0%
Value
$35.6M
Shares
406.0K
% Port
0.71%
P
35.PG

PROCTER & GAMBLE CO

+289.4%
Value
$35.6M
Shares
252.4K
% Port
0.71%
B
36.BSTZ

BLACKROCK INC

-13.5%
Value
$34.3M
Shares
37.4K
% Port
0.69%
S
37.SPY

STATE STR SPDR S&P 500 ETF T

-16.8%
Value
$33.8M
Shares
45.3K
% Port
0.68%
P

PUBLIC STORAGE

-0.4%
Value
$33.8M
Shares
111.5K
% Port
0.68%
J
39.JNJ

JOHNSON & JOHNSON

+5.2%
Value
$33.6M
Shares
132.1K
% Port
0.67%
C
40.CME

CME GROUP INC

-1.7%
Value
$33.5M
Shares
159.7K
% Port
0.67%
T

TAIWAN SEMICONDUCTOR MANUFAC

+307.2%
Value
$33.5M
Shares
73.6K
% Port
0.67%
V
42.VZ

VERIZON COMMUNICATIONS INC

-2.5%
Value
$32.9M
Shares
819.4K
% Port
0.66%
B

BANK OF AMER CORP

-4.2%
Value
$32.6M
Shares
599.9K
% Port
0.65%
C
44.COST

COSTCO WHOLESALE CORPORATION

-6.2%
Value
$31.4M
Shares
33.6K
% Port
0.63%
C
45.CSCO

CISCO SYS INC

-12.6%
Value
$31.2M
Shares
266.0K
% Port
0.63%
C
46.CASY

CASEYS GEN STORES INC

-22.9%
Value
$31M
Shares
39.0K
% Port
0.62%
D
47.DCI

DONALDSON INC

-1.6%
Value
$30.9M
Shares
358.1K
% Port
0.62%
D
48.DECK

DECKERS OUTDOOR CORP

+0.1%
Value
$30.4M
Shares
323.7K
% Port
0.61%
L
49.LOW

LOWES COS INC

-12.0%
Value
$29.8M
Shares
135.2K
% Port
0.60%
V
50.VGES

VANGUARD SCOTTSDALE FDS

-3.4%
Value
$29.6M
Shares
508.8K
% Port
0.59%