# Adell Harriman & Carpenter Inc 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 163 long-equity positions.
> CIK 1134152. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $1.6B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Broadcom Inc | $136.2M | 8.3% | Reduced |
| 2 | n/a | Nvidia Corp | $131.9M | 8.0% | Reduced |
| 3 | n/a | Apple Inc | $103.2M | 6.3% | Added |
| 4 | PWR | Quanta Services Inc | $65.3M | 4.0% | Reduced |
| 5 | MSFT | Microsoft Corp | $59.5M | 3.6% | Added |
| 6 | n/a | Amazon.com Inc | $47.7M | 2.9% | Added |
| 7 | GOOGL | Alphabet Inc Class A | $44.9M | 2.7% | Reduced |
| 8 | n/a | Costco Wholesale Corp | $40.2M | 2.4% | Added |
| 9 | ABBV | AbbVie Inc | $36.9M | 2.3% | Reduced |
| 10 | n/a | Palo Alto Networks Com | $35.7M | 2.2% | Added |

## Latest moves

Bought: Vanguard FTSE All-World ex-US Index ETF, Albemarle Corp, TRP
Sold: Broadcom Inc, Nvidia Corp, PWR

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
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- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1134152/000113415226000006/
- Human page: https://arkolith.com/fund/adell-harriman-carpenter-inc-1134152
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._