ADELL HARRIMAN & CARPENTER INC

PrivateCIK: 1134152
Location

HOUSTON, TX

158
Positions
$1.95B
Total AUM (reported)
10.75M
Total Shares

Allocation by class

TOTAL AUM$1.95B158 positions
COM$1.95B100.0%

Portfolio Concentration

Top 321.6%4–1023.8%11–2524.6%Rest30.1%TOP 1045.3%0%100%
Top 3$421.00M21.6%
4–10$463.64M23.8%
11–25$479.73M24.6%
Rest$587.03M30.1%

Top 3 weight

21.6%

Top 10 weight

45.3%

Voting Authority Distribution

Total shares with voting rights: 10.75M

Sole

Full voting authority

10.75M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole158
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings158
Rows:

Broadcom Inc

SOLE
Com
Shares418.58K
TypeSH
Market value$158.12M
8.10%
Sole
418.58K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
Com
Shares737.01K
TypeSH
Market value$147.47M
7.56%
Sole
737.01K
Shared
0.00
None
0.00

Apple Inc

SOLE
Com
Shares398.86K
TypeSH
Market value$115.41M
5.91%
Sole
398.86K
Shared
0.00
None
0.00

Micron Technology Inc

SOLE
Com
Shares78.40K
TypeSH
Market value$90.49M
4.64%
Sole
78.40K
Shared
0.00
None
0.00

Quanta Services Inc

SOLE
Com
Shares114.60K
TypeSH
Market value$82.52M
4.23%
Sole
114.60K
Shared
0.00
None
0.00

Palo Alto Networks Com

SOLE
Com
Shares224.52K
TypeSH
Market value$76.57M
3.92%
Sole
224.52K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
Com
Shares160.57K
TypeSH
Market value$59.90M
3.07%
Sole
160.57K
Shared
0.00
None
0.00

Alphabet Inc Class A

SOLE
Com
Shares157.29K
TypeSH
Market value$56.21M
2.88%
Sole
157.29K
Shared
0.00
None
0.00

Amazon.com Inc

SOLE
Com
Shares230.80K
TypeSH
Market value$55.01M
2.82%
Sole
230.80K
Shared
0.00
None
0.00

AbbVie Inc

SOLE
Com
Shares170.67K
TypeSH
Market value$42.95M
2.20%
Sole
170.67K
Shared
0.00
None
0.00

Iron Mountain Inc

SOLE
Com
Shares316.46K
TypeSH
Market value$39.97M
2.05%
Sole
316.46K
Shared
0.00
None
0.00

Visa Inc

SOLE
Com
Shares115.77K
TypeSH
Market value$39.72M
2.04%
Sole
115.77K
Shared
0.00
None
0.00

JP Morgan Chase & Co.

SOLE
Com
Shares118.55K
TypeSH
Market value$38.81M
1.99%
Sole
118.55K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
Com
Shares40.76K
TypeSH
Market value$38.13M
1.95%
Sole
40.76K
Shared
0.00
None
0.00

Taiwan Semiconductor Manufacturing Co Ltd ADR

SOLE
Com
Shares76.61K
TypeSH
Market value$36.58M
1.87%
Sole
76.61K
Shared
0.00
None
0.00

Cisco Systems Inc

SOLE
Com
Shares305.54K
TypeSH
Market value$35.89M
1.84%
Sole
305.54K
Shared
0.00
None
0.00

Williams Companies

SOLE
Com
Shares460.63K
TypeSH
Market value$34.24M
1.75%
Sole
460.63K
Shared
0.00
None
0.00

Alphabet Inc Class C

SOLE
Com
Shares92.38K
TypeSH
Market value$32.64M
1.67%
Sole
92.38K
Shared
0.00
None
0.00

Crowdstrike Hldgs Inc Cl A

SOLE
Com
Shares41.85K
TypeSH
Market value$31.94M
1.64%
Sole
41.85K
Shared
0.00
None
0.00

Blackstone Inc

SOLE
Com
Shares249.60K
TypeSH
Market value$29.37M
1.51%
Sole
249.60K
Shared
0.00
None
0.00

Eaton Corp PLC

SOLE
Com
Shares63.72K
TypeSH
Market value$27.15M
1.39%
Sole
63.72K
Shared
0.00
None
0.00

MainStreet Capital Corp

SOLE
Com
Shares499K
TypeSH
Market value$25.89M
1.33%
Sole
499K
Shared
0.00
None
0.00

KKR & Co Inc A

SOLE
Com
Shares262.03K
TypeSH
Market value$24.05M
1.23%
Sole
262.03K
Shared
0.00
None
0.00

Walmart Inc

SOLE
Com
Shares201.65K
TypeSH
Market value$22.84M
1.17%
Sole
201.65K
Shared
0.00
None
0.00

Valero Energy Corp

SOLE
Com
Shares86.41K
TypeSH
Market value$22.50M
1.15%
Sole
86.41K
Shared
0.00
None
0.00
Page 1 of 7