Position in ANET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$15,891,764
-$2,968,840 QoQ
Shares Held
93,547
-39.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#424
of 2,250 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Carnegie Investment Counsel holds $32,486,350 across 6 Computer Hardware names. ANET ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
This page
|
93,547 | $15,891,764 | |
| 2 | DELL |
Dell Technologies Inc.
|
28,630 | $12,352,699 | |
| 3 | WDC |
Western Digital Corp
|
3,690 | $2,356,876 | |
| 4 | SNDK |
Sandisk Corp
|
583 | $1,325,584 | |
| 5 | IONQ |
IonQ, Inc.
|
6,119 | $325,897 | |
| 6 | STX |
Seagate Technology Holdings plc
|
242 | $233,530 |
All Filings in ANET
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,891,764 | 93,547 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,860,604 | 153,613 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,891,072 | 174,701 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $25,123,172 | 172,419 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $17,207,723 | 168,192 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,044,730 | 155,456 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,500,118 | 40,714 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,035,248 | 7,908 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,272,242 | 3,630 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $230,534 | 795 | Shares | Sole | 2024-05-06 | |
| 2021-09-30 | $2,887,263 | 8,402 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,252,098 | 8,976 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,825,384 | 9,359 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,767,384 | 9,524 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,025,013 | 9,786 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,370,613 | 11,287 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,637,408 | 13,021 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||