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Carnegie Lake Advisors LLC
RIA/Wealth
Carnegie Lake Advisors LLC is a RIA/Wealth based in Princeton, NJ led by Eckart Alexander Weeck, reporting $374.4M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
PresidentEckart Alexander Weeck
- Portfolio Value
- $259.9M
- Positions
- 166
- Top Holding
- MSFT at 5.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Carnegie Lake Advisors LLC's portfolio (35.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $14.8M | 5.71% | -$20.7K Sold | 0.00% 28.6K shares | |
Insurance - Diversified Financial Services | $12.8M | 4.91% | -$776.7K Sold | 0.00% 25.4K shares | |
Consumer Electronics Technology | $12.7M | 4.88% | -$42.3K Sold | 0.00% 49.8K shares | |
Medical - Devices Healthcare | $10.1M | 3.88% | — | 0.01% 27.3K shares | |
Medical - Healthcare Plans Healthcare | $8.4M | 3.25% | — | 0.00% 24.5K shares | |
Internet Content & Information Communication Services | $6.8M | 2.62% | -$109.6K Sold | 0.00% 28.0K shares | |
Industrial - Distribution Industrials | $6.6M | 2.54% | -$26.4K Sold | 0.06% 31.2K shares | |
Drug Manufacturers - General Healthcare | $6.6M | 2.54% | — | 0.00% 23.3K shares | |
Banks - Diversified Financial Services | $6.5M | 2.51% | -$146.7K Sold | 0.00% 20.7K shares | |
Industrial - Machinery Industrials | $6.4M | 2.45% | -$261.6K Sold | 0.01% 8.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Carnegie Lake Advisors LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Carnegie Lake Advisors LLC
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