§ 13F · FUND PROFILE
Carnegie Lake Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $253K (13F)Positions · 163Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 48K | $12M | 4.9% | −2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12M | 4.6% | −1% |
| 3 | MSFT | MICROSOFT CORP | 30K | $11M | 4.3% | +4% |
| 4 | SYK | STRYKER CORPORATION | 27K | $9M | 3.5% | ±0% |
| 5 | AMGN | AMGEN INC | 23K | $8M | 3.3% | ±0% |
| 6 | GOOG | ALPHABET INC | 27K | $8M | 3.1% | −2% |
| 7 | PH | PARKER-HANNIFIN CORP | 8K | $7M | 3.0% | −1% |
| 8 | WCC | WESCO INTL INC | 24K | $7M | 2.6% | −22% |
| 9 | UNH | UNITEDHEALTH GROUP INC | 24K | $7M | 2.6% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO | 21K | $6M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARNEGIE SIGNAL
AC read
Carnegie Lake Advisors LLC is a Other fund managing $253 thousand in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed