D L CARLSON INVESTMENT GROUP INC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$595.8M

Holdings

138

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (138 positions)

StockValue
SCHBSCHWAB STRATEGIC TR
$67.1M
GVIISHARES TR
$48.4M
MSFTMICROSOFT CORP
$26.5M
AAPLAPPLE INC
$23.2M
GOOGLALPHABET INC
$21.9M
NVDANVIDIA CORPORATION
$21.5M
IGSBISHARES TR
$18.2M
AVDEAMERICAN CENTY ETF TR
$15.6M
AMZNAMAZON COM INC
$15.1M
JPMJPMORGAN CHASE & CO.
$11.6M
IGIBISHARES TR
$10.9M
METAMETA PLATFORMS INC
$10.3M
RTXRTX CORPORATION
$9.6M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$8.5M
BABAALIBABA GROUP HLDG LTD
$7.9M
HPEHEWLETT PACKARD ENTERPRISE C
$7.8M
GEVGE VERNOVA INC
$7.7M
AVGOBROADCOM INC
$7.5M
MUBISHARES TR
$7.4M
IAU*ISHARES GOLD TR
$7.0M
XLESELECT SECTOR SPDR TR
$6.9M
NFLXNETFLIX INC
$6.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$6.4M
JNJJOHNSON & JOHNSON
$5.9M
AVEMAMERICAN CENTY ETF TR
$5.7M
WELLWELLTOWER INC
$5.5M
GEGE AEROSPACE
$5.4M
TXNTEXAS INSTRS INC
$5.3M
PGPROCTER AND GAMBLE CO
$5.3M
AGGISHARES TR
$5.2M
BXBLACKSTONE INC
$4.8M
ISRGINTUITIVE SURGICAL INC
$4.8M
PWRQUANTA SVCS INC
$4.8M
HDHOME DEPOT INC
$4.4M
XOMEXXON MOBIL CORP
$4.3M
ORCLORACLE CORP
$3.9M
SPGIS&P GLOBAL INC
$3.8M
ILOWAB ACTIVE ETFS INC
$3.8M
WINGWINGSTOP INC
$3.8M
CRMSALESFORCE INC
$3.7M
SYKSTRYKER CORPORATION
$3.7M
BABOEING CO
$3.7M
HONHONEYWELL INTL INC
$3.6M
NTRSNORTHERN TR CORP
$3.4M
ZGZILLOW GROUP INC
$3.4M
BKBANK NEW YORK MELLON CORP
$3.3M
DWDMORGAN STANLEY
$3.2M
QXOQXO INC
$3.2M
POSTPOST HLDGS INC
$3.1M
ICEINTERCONTINENTAL EXCHANGE IN
$3.1M
SCHWSCHWAB CHARLES CORP
$3.1M
PFFISHARES TR
$3.1M
CRCLCIRCLE INTERNET GROUP INC
$3.1M
FROGJFROG LTD
$3.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$3.0M
AMGNAMGEN INC
$2.9M
ACIALBERTSONS COS INC
$2.9M
GSGOLDMAN SACHS GROUP INC
$2.8M
SPYSPDR S&P 500 ETF TR
$2.8M
JLLJONES LANG LASALLE INC
$2.8M
BABINVESCO EXCH TRADED FD TR II
$2.8M
MBBISHARES TR
$2.7M
VIRTVIRTU FINL INC
$2.5M
XLUSELECT SECTOR SPDR TR
$2.5M
CITHE CIGNA GROUP
$2.4M
EQTEQT CORP
$2.4M
IDXXIDEXX LABS INC
$2.4M
JOYTJ P MORGAN EXCHANGE TRADED F
$2.3M
SOSOUTHERN CO
$2.3M
LINLINDE PLC
$2.3M
FALNISHARES TR
$2.2M
MCKMCKESSON CORP
$2.2M
SHYGISHARES TR
$2.1M
LLYELI LILLY & CO
$2.0M
REGREGENCY CTRS CORP
$2.0M
CNPCENTERPOINT ENERGY INC
$1.9M
BMYBRISTOL-MYERS SQUIBB CO
$1.9M
GQ9SPDR GOLD TR
$1.8M
PFEPFIZER INC
$1.8M
PBFPBF ENERGY INC
$1.6M
XLBSELECT SECTOR SPDR TR
$1.5M
STIPISHARES TR
$1.5M
IRINGERSOLL RAND INC
$1.4M
AMDADVANCED MICRO DEVICES INC
$1.4M
GOOGALPHABET INC
$1.2M
IWMISHARES TR
$1.1M
TSLATESLA INC
$1.1M
XLFSELECT SECTOR SPDR TR
$1.1M
AMATAPPLIED MATLS INC
$917K
IYJISHARES TR
$914K
XLKSELECT SECTOR SPDR TR
$898K
IVVISHARES TR
$873K
XLFISELECT SECTOR SPDR TR
$837K
VTIVANGUARD INDEX FDS
$828K
JMSTJ P MORGAN EXCHANGE TRADED F
$791K
NDQINVESCO QQQ TR
$790K
GBFISHARES TR
$738K
IGLBISHARES TR
$735K
SCHZSCHWAB STRATEGIC TR
$723K
RGENREPLIGEN CORP
$666K
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