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Filers›Holding Co.›D L CARLSON INVESTMENT GROUP INC
DOSSIER · 13F-HR · Q1 2026

D L CARLSON INVESTMENT GROUP INC

D L CARLSON INVESTMENT's holding co. based in Boston, MA — $582M in tracked AUM across 135 positions as of Q1 2026.

DL
D L CARLSON INVESTMENT·Boston, MA·Holding Co.
CIK 0001021117 · last filed Mar 31, 2026
Total AUM
$582M
▲ 19.4%
vs prior
Holdings
135
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

D L CARLSON INVESTMENT GROUP INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$65M2.6M11.2%
02
GVI
ISHARES TR
$54M508K9.3%
03
AAPL
APPLE INC
$22M88K3.8%
04
AVDE
AMERICAN CENTY ETF TR
$21M248K3.6%
05
GOOGL
ALPHABET INC
$21M73K3.6%
06
NVDA
NVIDIA CORPORATION
$20M114K3.4%
07
MSFT
MICROSOFT CORP
$16M44K2.8%
08
AGG
ISHARES TR
$15M154K2.6%
09
IGSB
ISHARES TR
$12M232K2.1%
10
AMZN
AMAZON COM INC
$12M59K2.1%

Filing history

Filing history loading…
AI Agent · grounded in D
haiku-4-5 · 135 positions indexed
Sector mix
  • Tech11%
  • Financials12%
  • Cons. Disc.35%
  • Communications6%
  • Industrials6%
  • Energy23%
  • Other7%
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