D L Carlson Investment Group Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $528 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $62.4M, Ishares Tr with a value of $42.9M, Microsoft Corp with a value of $24.8M, Apple Inc. with a value of $18.5M, and Nvidia Corp with a value of $18.3M.

Examining the 13F form we can see an increase of $20.9M in the current position value, from $507M to 528M.

D L Carlson Investment Group Inc is based out at Concord, NH

Below you can find more details about D L Carlson Investment Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $528 Million
ETFs: $215 Million
Technology: $98.3 Million
Financial Services: $46.7 Million
Communication Services: $35.7 Million
Industrials: $32.1 Million
Consumer Cyclical: $30.5 Million
Healthcare: $30.3 Million
Consumer Defensive: $16.1 Million
Other: $23.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $528 Million
  • Prior Value $507 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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