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 Market Cap. of $200 Billions or more
