D L Carlson Investment Group Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $574 Million distributed in 138 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 $67.1M, Ishares Tr with a value of $48.4M, Microsoft Corp with a value of $26.5M, Apple Inc. with a value of $23.2M, and Alphabet Inc. with a value of $21.9M.
Examining the 13F form we can see an increase of $45.9M in the current position value, from $528M to 574M.
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
$574 Million
ETFs: $232 Million
Technology: $109 Million
Financial Services: $50 Million
Communication Services: $43.3 Million
Industrials: $37.9 Million
Consumer Cyclical: $33.1 Million
Healthcare: $30.9 Million
Consumer Defensive: $12.5 Million
Other: $25 Million
Stock Holdings Table Market Cap. of $200 Billions or more
