D L Carlson Investment Group Inc Sells in Q2 2025

D L Carlson Investment Group Inc

  • $528 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-25.5K
- 22.85%
$76.44 - $94.13 $1.95M - $2.4M
86.2K $7.31M
AAPL
Apple Inc.

Technology
-2.88K
- 3.1%
$172.42 - $223.89 $497K - $646K
90.2K $18.5M
BRO
Brown & Brown, Inc.

Financial Services
-12.6K
- 33.58%
$104.48 - $124.43 $1.31M - $1.57M
24.9K $2.76M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-35.3K
- 79.08%
$50.36 - $50.68 $1.78M - $1.79M
9.33K $473K
BA
Boeing CO

Industrials
-10.9K
- 47.6%
$136.59 - $217.51 $1.49M - $2.37M
12K $2.51M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-40.6K
- 41.77%
$25.69 - $26.9 $1.04M - $1.09M
56.6K $1.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-18.3K
- 78.69%
$50.1 - $51.02 $917K - $934K
4.96K $252K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-765
- 1.71%
$99.37 - $134.05 $76K - $103K
43.9K $4.98M
MBB
Ishares Tr

ETFs
-9.7K
- 39.29%
$91.41 - $94.22 $886K - $914K
15K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-565
- 4.18%
$483.48 - $539.8 $273K - $305K
13K $6.29M
XOM
Exxon Mobil Corp

Energy
-3.64K
- 9.18%
$99.93 - $119.04 $364K - $433K
36K $3.88M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-15K
- 51.24%
$47.55 - $50.44 $713K - $757K
14.3K $716K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.12K
- 23.53%
$116.93 - $119.39 $715K - $730K
19.9K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.49K
- 25.57%
$496.48 - $617.85 $738K - $918K
4.33K $2.67M
TSN
Tyson Foods, Inc.

Consumer Defensive
-4.19K
- 9.86%
$54.33 - $63.56 $228K - $267K
38.3K $2.14M
JNJ
Johnson & Johnson

Healthcare
-903
- 2.75%
$146.36 - $159.82 $132K - $144K
31.9K $4.88M
LLY
Eli Lilly & CO

Healthcare
-392
- 13.62%
$713.71 - $898.95 $280K - $352K
2.49K $1.94M
PG
Procter & Gamble CO

Consumer Defensive
-219
- 0.63%
$157.66 - $172.39 $34.5K - $37.8K
34.5K $5.5M
IR
Ingersoll Rand Inc.

Industrials
-5.54K
- 23.54%
$66.75 - $84.94 $369K - $470K
18K $1.5M
POST
Post Holdings, Inc.

Consumer Defensive
-1.36K
- 4.48%
$107.47 - $118.46 $146K - $161K
29K $3.17M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-14.2K
- 17.17%
$25.27 - $27.14 $360K - $386K
68.7K $1.86M
AMGN
Amgen Inc

Healthcare
-69
- 0.66%
$262.28 - $309.85 $18.1K - $21.4K
10.4K $2.9M
IWM
Ishares Russell 2000 ETF

ETFs
-2.13K
- 30.62%
$174.82 - $215.79 $372K - $460K
4.83K $1.04M
WELL
Welltower Inc.

Real Estate
-2.05K
- 6.26%
$136.49 - $155.22 $280K - $318K
30.7K $4.72M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-2.03K
- 47.11%
$101.91 - $134.83 $206K - $273K
2.27K $285K
CL
Colgate Palmolive CO

Consumer Defensive
-2.57K
- 20.46%
$87.57 - $96.0 $225K - $247K
10K $909K
CVX
Chevron Corp

Energy
-1.23K
- 38.74%
$133.73 - $168.51 $164K - $207K
1.95K $278K
PFE
Pfizer Inc

Healthcare
-6.13K
- 8.13%
$21.59 - $24.84 $132K - $152K
69.3K $1.68M
MCD
Mcdonalds Corp

Consumer Cyclical
-615
- 26.05%
$285.55 - $321.23 $176K - $198K
1.75K $510K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.18K
- 27.6%
$152.93 - $181.74 $180K - $214K
3.09K $561K
IAU
Ishares Gold Trust

ETFs
-7.8K
- 8.17%
$56.1 - $64.74 $437K - $505K
87.6K $5.46M
ACN
Accenture PLC

Technology
-441
- 22.16%
$279.23 - $323.21 $123K - $143K
1.55K $462K
NEE
Nextera Energy Inc

Utilities
-1.86K
- 22.28%
$64.11 - $75.0 $119K - $139K
6.47K $449K
HON
Honeywell International Inc

Industrials
-2.12K
- 12.23%
$182.86 - $232.88 $387K - $493K
15.2K $3.54M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.04K
- 15.13%
$97.29 - $105.63 $101K - $110K
5.84K $592K
PEP
Pepsico Inc

Consumer Defensive
-434
- 13.73%
$128.02 - $151.37 $55.6K - $65.7K
2.73K $359K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-1.31K
- 0.79%
$19.94 - $22.91 $26.2K - $30.1K
166K $3.56M
ARCC
Ares Capital Corp

Financial Services
-4.61K
- 27.88%
$18.91 - $22.43 $87.1K - $103K
11.9K $261K
UNP
Union Pacific Corp

Industrials
-354
- 17.89%
$208.27 - $238.46 $73.7K - $84.4K
1.63K $373K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.73K
- 6.42%
$40.82 - $43.14 $111K - $118K
39.8K $1.72M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-2.8K
- 24.44%
$35.46 - $44.91 $99.3K - $126K
8.66K $383K
TXN
Texas Instruments Inc

Technology
-314
- 1.06%
N/A
29.2K $5.68M
ADBE
Adobe Inc.

Technology
-160
- 7.58%
$340.0 - $420.68 $54.4K - $67.3K
1.95K $755K
XLP
Consumer Staples Sector Spdr

ETFs
-697
- 6.1%
N/A
10.7K $816K
XLB
Select Sector Spdr Fd Material

ETFs
-968
- 5.28%
$74.27 - $88.92 $71.9K - $86.1K
17.4K $1.53M
RGEN
Repligen Corp

Healthcare
-234
- 4.36%
$108.89 - $145.23 $25.5K - $34K
5.13K $637K
FISV
Fiserv Inc

Technology
-332
- 0.98%
N/A
33.6K $4.21M
TGT
Target Corp

Consumer Defensive
-193
- 7.53%
$88.76 - $105.77 $17.1K - $20.4K
2.37K $233K
ABT
Abbott Laboratories

Healthcare
-316
- 12.34%
$123.95 - $138.08 $39.2K - $43.6K
2.24K $305K
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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