SEC Form 13F · Q2 2026

Carnegie Investment Counsel

Institutional Holdings Report

13F-HROH
$5.0B
Portfolio Value
547
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Carnegie Investment Counsel
CIK
1511506
Accession No.
0001511506-26-000005
Location
PEPPER PIKE, OH
Form Type
13F-HR
Portfolio Value
$5.0B
Holdings Reported
547
Reporting Period
Q2 2026
Filed
July 30, 2026

About this Filing

Carnegie Investment Counsel is an institutional investment manager based in PEPPER PIKE, OH reporting approximately $5.0B in 13(f) securities across 547 positions as of Q2 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.