D L Carlson Investment Group Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $541 Million distributed in 145 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 $57.9M, Ishares Tr with a value of $38M, Apple Inc. with a value of $24.3M, Microsoft Corp with a value of $23.3M, and Alphabet Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $35.1M in the current position value, from $506M to 541M.
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
$541 Million
ETFs: $204 Million
Technology: $104 Million
Healthcare: $43.5 Million
Financial Services: $42.2 Million
Consumer Cyclical: $35.4 Million
Industrials: $30.6 Million
Communication Services: $30.4 Million
Consumer Defensive: $20.7 Million
Other: $29.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
