Carnegie Lake Advisors LLC 13F Holdings

CIK 0002043591 · PRINCETON, NJ

As of Sep 30, 2025, Carnegie Lake Advisors LLC reported 166 positions worth $259.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology28,629 4.8M5.71%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services25,385 2.8M4.91%
APPLE INCAAPLTechnology49,776 2.7M4.88%
STRYKER CORPSYKHealthcare27,304 0.1M3.88%
UNITEDHEALTH GROUP INCUNHHealthcare24,466$8.4M3.25%
ALPHABET INCGOOGEquity27,997$6.8M2.62%
WESCO INTERNATIONAL INCWCCIndustrials31,217$6.6M2.54%
AMGEN INCAMGNHealthcare23,345$6.6M2.54%
JPMORGAN CHASE & COJPMFinancial Services20,709$6.5M2.51%
PARKER-HANNIFIN CORPPHIndustrials8,386$6.4M2.45%
HOME DEPOT INCHDConsumer Cyclical14,339$5.8M2.24%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,992$5.5M2.13%
INTUITIVE SURGICAL INCISRGHealthcare9,075$4.1M1.56%
CNX RESOURCES CORPCNXEnergy125,125$4.0M1.55%
CISCO SYSTEMS INCCSCOTechnology55,223$3.8M1.45%
INGREDION INCINGRConsumer Defensive29,275$3.6M1.38%
WALT DISNEY CODISCommunication Services30,465$3.5M1.34%
AMAZON.COM INCAMZNEquity14,564$3.2M1.23%
BROOKFIELD CORPBNFinancial Services46,090$3.2M1.22%
WALMART INCWMTConsumer Defensive30,081$3.1M1.19%
ALPHABET INCGOOGLEquity12,535$3.0M1.17%
CHEVRON CORPCHVEnergy18,464$2.9M1.10%
NIKE INCNKEConsumer Cyclical39,235$2.7M1.05%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—26,254$2.7M1.04%
JOHNSON & JOHNSONJNJHealthcare14,519$2.7M1.04%