SEC Form 13F · Q1 2026

CARRET ASSET MANAGEMENT, LLC

Institutional Holdings Report

13F-HRNY
$1.0B
Portfolio Value
293
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
CARRET ASSET MANAGEMENT, LLC
CIK
791490
Accession No.
0001140361-26-021508
Location
NEW YORK, NY
Form Type
13F-HR
Portfolio Value
$1.0B
Holdings Reported
293
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

CARRET ASSET MANAGEMENT, LLC is an institutional investment manager based in NEW YORK, NY reporting approximately $1.0B in 13(f) securities across 293 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.