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Disclosery

Carnegie Investment Counsel: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carnegie Investment Counsel on XLC, newest first. How the timeline and the estimate are built.

Carnegie Investment Counsel held 88,410 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,410 shares
    Change vs previous 13F +2,107 shares

    0.19% of the 13F portfolio, value $9,471,367.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,303 shares
    Change vs previous 13F +1,690 shares

    0.19% of the 13F portfolio, value $9,567,597.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 84,613 shares
    Change vs previous 13F +4,020 shares

    0.18% of the 13F portfolio, value $9,960,650.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 80,593 shares
    Change vs previous 13F +544 shares

    0.18% of the 13F portfolio, value $9,539,816.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 80,049 shares
    Change vs previous 13F +4,701 shares

    0.17% of the 13F portfolio, value $8,687,711.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 75,348 shares
    Change vs previous 13F -7 shares

    0.16% of the 13F portfolio, value $6,590,612.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 75,355 shares
    Change vs previous 13F +4,046 shares

    0.21% of the 13F portfolio, value $7,295,077.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 71,309 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,446,375.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).