D L Carlson Investment Group Inc Reduced Holdings in Q2 2025

D L Carlson Investment Group Inc

  • $528 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-366
- 2.29%
$236.26 - $291.15 $86.5K - $107K
15.6K $4.26M
ADI
Analog Devices Inc

Technology
-330
- 24.07%
$164.6 - $238.02 $54.3K - $78.5K
1.04K $247K
WEC
Wec Energy Group, Inc.

Utilities
-110
- 3.65%
$102.24 - $109.76 $11.2K - $12.1K
2.9K $302K
SBUX
Starbucks Corp

Consumer Cyclical
-30
- 0.94%
$79.69 - $99.41 $2.39K - $2.98K
3.15K $288K
LNT
Alliant Energy Corp

Utilities
-90
- 2.05%
$58.79 - $64.85 $5.29K - $5.84K
4.31K $260K
GOOG
Alphabet Inc.

Communication Services
-713
- 12.69%
$146.58 - $180.01 $105K - $128K
4.9K $869K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-182
- 6.9%
$90.56 - $109.49 $16.5K - $19.9K
2.45K $268K
CNP
Centerpoint Energy Inc

Utilities
-781
- 1.58%
$35.5 - $39.05 $27.7K - $30.5K
48.7K $1.79M
Kenvue Inc
-333
- 2.6%
N/A
12.5K $0
Ge Vernova Inc
-792
- 5.54%
N/A
13.5K $0
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.36%
$908.13 - $1056.85 $908 - $1.06K
275 $272K
XLU
Utilities Sector Spdr

ETFs
-878
- 2.94%
$73.09 - $82.77 $64.2K - $72.7K
29K $2.37M
XLF
Financial Sector Spdr

ETFs
-1.06K
- 3.94%
$43.92 - $52.37 $46.7K - $55.7K
26K $1.36M
IYJ
Ishares Tr

ETFs
-514
- 6.79%
$115.07 - $142.31 $59.1K - $73.1K
7.06K $1M
CTSH
Cognizant Technology Solutions Corp

Technology
-408
- 0.88%
$66.47 - $81.81 $27.1K - $33.4K
45.9K $3.58M
BAC
Bank Of America Corp

Financial Services
-71
- 0.7%
$34.39 - $47.46 $2.44K - $3.37K
10K $474K
ZG
Zillow Group, Inc.

Communication Services
-210
- 0.46%
$59.44 - $70.64 $12.5K - $14.8K
45.4K $3.11M
AMAT
Applied Materials Inc

Technology
-708
- 13.33%
$126.95 - $183.52 $89.9K - $130K
4.6K $842K
GLD
Spdr Gold Trust

ETFs
-43
- 0.85%
$273.71 - $316.29 $11.8K - $13.6K
5.03K $1.53M
IYW
Ishares Dj Us Tech ETF

ETFs
-107
- 3.73%
$122.57 - $173.27 $13.1K - $18.5K
2.76K $478K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.68%
$416.06 - $551.64 $3.74K - $4.96K
1.32K $725K
EQT
Eqt Corp

Energy
-1.42K
- 3.16%
$46.11 - $60.44 $65.3K - $85.6K
43.4K $2.53M
MS
Morgan Stanley

Financial Services
-2.63K
- 12.24%
$99.83 - $140.86 $262K - $370K
18.8K $2.65M
SYK
Stryker Corp

Healthcare
-118
- 1.18%
$337.37 - $395.63 $39.8K - $46.7K
9.92K $3.92M
BX
Blackstone Inc.

Financial Services
-135
- 0.63%
$120.07 - $151.11 $16.2K - $20.4K
21.3K $3.18M
ISRG
Intuitive Surgical Inc

Healthcare
-959
- 6.42%
$451.58 - $565.94 $433K - $543K
14K $7.6M
CF
Cf Industries Holdings, Inc.

Basic Materials
-305
- 1.79%
$68.47 - $102.48 $20.9K - $31.3K
16.8K $1.54M
NFLX
Netflix Inc

Communication Services
-1.5K
- 27.17%
$855.86 - $1339.13 $1.28M - $2.01M
4.02K $5.38M
AMD
Advanced Micro Devices Inc

Technology
-931
- 9.63%
$78.21 - $143.81 $72.8K - $134K
8.73K $1.24M
WFC
Wells Fargo & Company

Financial Services
-111
- 0.25%
$60.98 - $80.12 $6.77K - $8.89K
44.1K $3.53M
GS
Goldman Sachs Group Inc

Financial Services
-72
- 1.97%
$462.22 - $707.75 $33.3K - $51K
3.59K $2.54M
ORCL
Oracle Corp

Technology
-327
- 2.37%
$122.82 - $218.63 $40.2K - $71.5K
13.5K $2.95M
JPM
Jpmorgan Chase & CO

Financial Services
-1.85K
- 4.93%
$210.28 - $289.91 $388K - $535K
35.6K $10.3M
PWR
Quanta Services, Inc.

Industrials
-202
- 1.74%
$239.47 - $381.26 $48.4K - $77K
11.4K $4.32M
HPE
Hewlett Packard Enterprise CO

Technology
-8.29K
- 2.54%
$12.51 - $20.45 $104K - $169K
318K $6.5M
GOOGL
Alphabet Inc.

Communication Services
-2.84K
- 3.04%
$144.7 - $178.6 $410K - $506K
90.6K $16M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.33K
- 3.13%
$167.32 - $223.3 $390K - $521K
72.2K $15.8M
META
Meta Platforms, Inc.

Communication Services
-352
- 2.44%
$484.66 - $738.09 $171K - $260K
14.1K $10.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-147K
- 5.31%
$19.1 - $23.83 $2.8M - $3.49M
2.62M $62.4M
MSFT
Microsoft Corp

Technology
-2.64K
- 5.04%
$354.56 - $497.45 $936K - $1.31M
49.8K $24.8M
NVDA
Nvidia Corp

Technology
-335
- 0.29%
$94.31 - $157.99 $31.6K - $52.9K
116K $18.3M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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