Universe · entity

D L CARLSON INVESTMENT GROUP INC

Institutional manager (13F) · CIK 1021117
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $481M
#IssuerValueShares
1SCHWAB STRATEGIC TR$65M2,591,924
2ISHARES TR$54M508,067
3APPLE INC$22M87,810
4AMERICAN CENTY ETF TR$21M248,222
5ALPHABET INC$21M73,154
6NVIDIA CORPORATION$20M113,805
7MICROSOFT CORP$16M43,847
8ISHARES TR$15M154,284
9ISHARES TR$12M232,471
10AMAZON COM INC$12M58,614
11JPMORGAN CHASE & CO$11M35,796
12SELECT SECTOR SPDR TR$9M150,867
13RTX CORPORATION$9M44,756
14GE VERNOVA INC$8M9,599
15META PLATFORMS INC$8M14,074
16ISHARES GOLD TR$8M90,813
17JOHNSON & JOHNSON$8M31,327
18AMERICAN CENTY ETF TR$8M94,398
19ISHARES TR$7M139,449
20BROADCOM INC$7M23,262
21EXXON MOBIL CORP$6M37,998
22QUANTA SVCS INC$6M11,527
23FASTLY INC$6M213,025
24GE AEROSPACE$6M21,815
25HEWLETT PACKARD ENTERPRISE C$6M254,574
26BERKSHIRE HATHAWAY INC DEL$6M12,623
27WELLTOWER INC$6M30,228
28TESLA INC$6M15,390
29TEXAS INSTRS INC$6M29,084
30CLEAN HARBORS INC$6M19,251
31HARBOR ETF TRUST$5M166,051
32ISHARES TR$5M49,271
33NETFLIX INC.$5M50,715
34INTUITIVE SURGICAL INC$5M10,361
35ELI LILLY & CO$5M4,983
36BOEING CO$4M22,545
37KRATOS DEFENSE & SEC SOLUTIO$4M55,787
38MCKESSON CORP$4M4,544
39BANK NEW YORK MELLON CORP$4M31,854
40JFROG LTD$4M79,796
41AMGEN INC$4M10,426
42DIGITALOCEAN HLDGS INC$4M42,331
43ISHARES TR$4M37,825
44NORTHERN TR CORP$4M25,708
45AB ACTIVE ETFS INC$4M84,033
46HOME DEPOT INC$3M10,503
47ISHARES TR$3M113,370
48INVESCO EXCH TRADED FD TR II$3M121,056
49STRYKER CORPORATION$3M9,863
50KEYCORP$3M154,636
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.