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Showing Q3 2024 data
Carmichael Hill & Associates, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Carmichael Hill & Associates, Inc.
•CIK: 1730295•Filing: Q3 2024
**Carmichael Hill & Associates, Inc.** manages $244M across a diverse portfolio of 672 positions. The fund exhibits a significant technology tilt, with top holdings including AAPL at $21.1M and MSFT at $13.2M. Further allocations emphasize broad market exposure through SCHB ($11.3M) and SCHX ($8.8M), alongside sector-specific plays in VGT ($8.0M). This structure suggests a conviction-driven approach blending mega-cap technology exposure with diversified ETF allocations.
Total AUM
$238.7M
QoQ Performance
+15.7%
Positions
436
Top 10 Concentration
39.0%
Latest Filing
Q3 2024
Top Holdings Allocation
AAPL
MSFT
AAPL8.8%
MSFT5.5%
SCHB4.7%
SCHX3.7%
VGT3.3%
RSP2.8%
SDY2.5%
VB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.4%
Technology18.1%
Consumer5.2%
ETF3.2%
Healthcare1.7%
Consumer Staples1.4%
Financial1.3%
Industrial1.1%
🚪 Exited Positionssold since Q2 2024
+439 more exited positions
Changes from Q2 2024
NEW16 new positions
↑101 increased
↓49 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023