Fund Holdings

Carnegie Investment Counsel

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
DECKERS OUTDOOR CORP0323,249+323,249030,477,426+30,477,426
ISHARES TR0228,028+228,028018,253,647+18,253,647
HOME DEPOT INC0154,265+154,265048,734,770+48,734,770
COINBASE GLOBAL INC062,365+62,365010,889,553+10,889,553
CASEYS GEN STORES INC050,632+50,632036,853,206+36,853,206
ROBINHOOD MKTS INC0123,225+123,22508,539,493+8,539,493
CHEVRON CORPORATION0158,625+158,625032,819,430+32,819,430
EATON CORP PLC0192,112+192,112068,712,663+68,712,663
VERIZON COMMUNICATIONS INC0840,198+840,198039,921,308+39,921,308
QNITY ELECTRONICS INC061,777+61,77707,127,830+7,127,830
POWELL INDS INC036,376+36,376019,682,418+19,682,418
APPLIED MATLS INC0165,653+165,653056,618,651+56,618,651
GE VERNOVA INC029,725+29,725025,946,973+25,946,973
ISHARES TR0947,863+947,863043,819,685+43,819,685
NEXTERA ENERGY INC0450,895+450,895041,879,090+41,879,090
KINDER MORGAN INC DEL0814,103+814,103027,296,859+27,296,859
CROWDSTRIKE HLDGS INC040,684+40,684015,883,440+15,883,440
PAYPAL HLDGS INC0174,899+174,89907,910,682+7,910,682
COSTCO WHOLESALE CORPORATION035,842+35,842035,713,739+35,713,739
ALLIANT ENERGY CORP0638,323+638,323043,680,107+43,680,107
EXXON MOBIL CORP086,234+86,234014,630,498+14,630,498
CORNING INC067,886+67,88609,230,454+9,230,454
VANGUARD INDEX FDS064,366+64,366018,484,731+18,484,731
NORTHROP GRUMMAN CORP050,765+50,765034,634,058+34,634,058
AMGEN INC0107,264+107,264037,740,985+37,740,985
ISHARES TR0734,551+734,551016,475,979+16,475,979
CME GROUP INC0162,478+162,478045,655,316+45,655,316
SOLSTICE ADVANCED MATLS INC034,504+34,50402,627,825+2,627,825
AKAMAI TECHNOLOGIES INC078,353+78,35308,998,842+8,998,842
CSX CORP0534,093+534,093021,924,533+21,924,533
MARATHON PETE CORP031,966+31,96607,805,458+7,805,458
SOUTHERN CO0213,528+213,528020,609,686+20,609,686
BROWN & BROWN INC030,440+30,44001,984,992+1,984,992
CHUBB LTD SWITZ0160,792+160,792050,603,524+50,603,524
DEERE & CO025,470+25,470014,347,430+14,347,430
SELECT SECTOR SPDR TR065,391+65,39104,005,853+4,005,853
QXO INC0309,644+309,64406,013,286+6,013,286
GLOBAL X FDS0497,028+497,02809,145,315+9,145,315
CIRCLE INTERNET GROUP INC072,670+72,67006,933,445+6,933,445
PHILLIPS 66030,140+30,14005,490,905+5,490,905
MOODYS CORP04,851+4,85102,116,249+2,116,249
SCHWAB STRATEGIC TR0116,986+116,98603,258,060+3,258,060
SPROTT FDS TR038,320+38,32001,489,278+1,489,278
COCA COLA CO0229,860+229,860017,480,862+17,480,862
KARMAN HLDGS INC0333,030+333,030026,659,052+26,659,052
WATSCO INC029,712+29,712010,808,928+10,808,928
PUBLIC STORAGE OPER CO0111,899+111,899028,834,440+28,834,440
ASTRAZENECA PLC06,895+6,89501,359,832+1,359,832
WALMART INC0205,589+205,589025,550,559+25,550,559
VERTIV HOLDINGS CO017,676+17,67604,429,266+4,429,266
SEMPRA0167,391+167,391014,092,807+14,092,807
ATLASSIAN CORPORATION018,820+18,82001,284,465+1,284,465
ARGAN INC04,245+4,24502,312,039+2,312,039
SCHWAB STRATEGIC TR0462,359+462,359014,185,174+14,185,174
WP CAREY INC0215,152+215,152014,621,730+14,621,730
TARGET CORP036,677+36,67704,445,252+4,445,252
CHURCH & DWIGHT CO INC0135,307+135,307012,626,823+12,626,823
PHILIP MORRIS INTL INC0106,992+106,992017,690,081+17,690,081
INVESCO EXCH TRD SLF IDX FD044,900+44,90001,167,176+1,167,176
SPOTIFY TECHNOLOGY S A03,339+3,33901,619,114+1,619,114
DELL TECHNOLOGIES INC041,171+41,17106,757,396+6,757,396
MERCK & CO INC085,461+85,461010,280,141+10,280,141
INVESCO EXCH TRD SLF IDX FD0315,132+315,13205,880,485+5,880,485
IRON MTN INC DEL014,755+14,75501,507,076+1,507,076
INVESCO EXCH TRD SLF IDX FD0241,190+241,19004,032,478+4,032,478
OREILLY AUTOMOTIVE INC0492,898+492,898043,548,394+43,548,394
CLOUDFLARE INC0132,907+132,907027,424,030+27,424,030
REALTY INCOME CORP0104,488+104,48806,392,546+6,392,546
VANGUARD SCOTTSDALE FDS041,641+41,64103,445,770+3,445,770
SPDR INDEX SHS FDS016,542+16,5420775,985+775,985
BOOT BARN HLDGS INC05,108+5,1080747,607+747,607
CANADIAN NAT RES LTD MED TER063,486+63,48603,093,673+3,093,673
SPDR SERIES TRUST01,846,575+1,846,575052,922,840+52,922,840
SCHWAB STRATEGIC TR042,344+42,34401,151,757+1,151,757
TIDAL TRUST I0154,147+154,14703,902,617+3,902,617
INVESCO EXCH TRD SLF IDX FD0343,290+343,29007,011,012+7,011,012
PFIZER INC0161,017+161,01704,521,368+4,521,368
SPROUTS FMRS MKT INC013,613+13,61301,049,971+1,049,971
ISHARES TR032,900+32,90003,195,615+3,195,615
MAIN STR CAP CORP010,851+10,8510574,661+574,661
WASTE MGMT INC DEL044,816+44,816010,298,345+10,298,345
INTUITIVE SURGICAL INC03,253+3,25301,499,600+1,499,600
INVESCO EXCH TRD SLF IDX FD023,087+23,0870540,125+540,125
PEPSICO INC073,184+73,184011,364,696+11,364,696
ISHARES TR05,665+5,6650532,113+532,113
NVENT ELEC PLC047,525+47,52505,621,267+5,621,267
SPROTT FDS TR085,312+85,31202,822,133+2,822,133
GILEAD SCIENCES INC034,858+34,85804,858,159+4,858,159
MICRON TECHNOLOGY INC010,539+10,53903,560,532+3,560,532
PAYCHEX INC022,765+22,76502,097,112+2,097,112
CATERPILLAR INC03,961+3,96102,806,210+2,806,210
INVESCO EXCH TRD SLF IDX FD043,052+43,0520991,221+991,221
HONEYWELL INTL INC018,602+18,60204,204,601+4,204,601
ENCORE CAP GROUP INC027,308+27,30801,914,837+1,914,837
AMERICAN ELEC PWR CO INC030,805+30,80504,037,866+4,037,866
GRAYSCALE BITCOIN MINI TR ET033,340+33,3400999,867+999,867
SELECT SECTOR SPDR TR0100,637+100,637016,276,102+16,276,102
COLUMBIA BKG SYS INC015,800+15,8000433,394+433,394
SPDR SERIES TRUST0273,617+273,617013,221,166+13,221,166
ALTRIA GROUP INC052,971+52,97103,495,574+3,495,574
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