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Home > Institutional Investor > D L Carlson Investment Group Inc > Profile

Instuitional Investor - D L Carlson Investment Group Inc

Fund Profile
Filing Period:
Fund Name: D L Carlson Investment Group Inc
Portfolio Value $556,259,999
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,616,852 $62,359,593 11.37%
2.
Ishares Tr - INTRM GOV CR ETF
 401,424 $42,868,097 7.81%
3.
Microsoft Corp
 MSFT 49,782 $24,762,092 4.51%
4.
Apple Inc.
 AAPL 90,184 $18,503,104 3.37%
5.
Nvidia Corp
 NVDA 115,629 $18,268,254 3.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)