IE
Insider Edges

ADELL HARRIMAN & CARPENTER INC 13F portfolio summary

ADELL HARRIMAN & CARPENTER INC of ADELL HARRIMAN & CARPENTER INC has 163 current stock holdings with a reported portfolio value of $1.64B. The portfolio 1 year return is +24.49%. Top holdings include SJNK (0.00%), SHYG (0.00%), AVGO (8.36%), NVDA (8.10%), AAPL (6.33%).

Back to investors

ADELL HARRIMAN & CARPENTER INC

ADELL HARRIMAN & CARPENTER INC
Latest filing: 2026-03-31

ADELL HARRIMAN & CARPENTER INC runs ADELL HARRIMAN & CARPENTER INC and currently holds 163 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.64B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ADELL HARRIMAN & CARPENTER INC ranks #343 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ADELL HARRIMAN & CARPENTER INC's portfolio at ADELL HARRIMAN & CARPENTER INC has delivered returns of +24.49%. Their 3-year annualized return is +79.07%. Looking at the 5-year horizon, ADELL HARRIMAN & CARPENTER INC has achieved +93.96% annualized returns at ADELL HARRIMAN & CARPENTER INC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.49%
#495/1000
3 Year
+79.07%
#375/1000
5 Year
+93.96%
#280/1000

Portfolio Value

$1.64B

Alpha Score

66.0

#343 of 1000

Holdings

163

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change