Carlson Capital Management Portfolio Holdings
Carlson Capital Management
- $1.38 Billion
- Q4 2024
Carlson Capital Management has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.38 Billion distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solution Distillate Us with a value of $292M, Vanguard Sht Term Corp Bd ETF with a value of $233M, Vanguard Bd Index Fd Inc Short with a value of $176M, Dimensional ETF Tr Dimensional with a value of $98.8M, and Pacer Fds Tr Us Cash Cows 100 with a value of $96.2M.
Examining the 13F form we can see an decrease of $26.1M in the current position value, from $1.4B to 1.38B.
Below you can find more details about Carlson Capital Management portfolio as well as his latest detailed transactions.