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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 $496,006,897
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 577,359 $28,781,341 5.8%
2.
Apple Inc.
 AAPL 157,847 $27,025,064 5.44%
3.
Microsoft Corp
 MSFT 76,406 $24,125,188 4.86%
4.
Ishares Tr
 212,252 $21,507,461 4.33%
5.
Alphabet Inc.
 GOOG 132,609 $17,353,214 3.49%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)