D L Carlson Investment Group Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $543 Million distributed in 147 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 $62.3M, Ishares Tr with a value of $38.2M, Apple Inc. with a value of $25.7M, Microsoft Corp with a value of $23.1M, and Alphabet Inc. with a value of $18.6M.
Examining the 13F form we can see an increase of $1.82M in the current position value, from $541M to 543M.
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
$543 Million
ETFs: $210 Million
Technology: $109 Million
Financial Services: $47.2 Million
Industrials: $34.4 Million
Healthcare: $34.4 Million
Communication Services: $33.9 Million
Consumer Cyclical: $31.1 Million
Consumer Defensive: $17.2 Million
Other: $25.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
