Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
D L CARLSON INVESTMENT GROUP INC (CIK 1021117) reported $581.8M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($65.1M, 11.18%), GVI ($54.2M, 9.32%), AAPL ($22.3M, 3.83%), GOOGL ($21.0M, 3.62%), AVDE ($21.1M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $65.1M | 11.18% | 2.6M | Trimmed |
| 2 | GVI | ISHARES TR | $54.2M | 9.32% | 508,067 | Added |
| 3 | AAPL | APPLE INC | $22.3M | 3.83% | 87,810 | Added |
| 4 | GOOGL | ALPHABET INC | $21.0M | 3.62% | 73,154 | Trimmed |
| 5 | AVDE | AMERICAN CENTY ETF TR | $21.1M | 3.62% | 248,222 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $19.8M | 3.41% | 113,805 | Added |
| 7 | MSFT | MICROSOFT CORP | $16.2M | 2.79% | 43,847 | Trimmed |
| 8 | AGG | ISHARES TR | $15.3M | 2.63% | 154,284 | Trimmed |
| 9 | IGSB | ISHARES TR | $12.2M | 2.10% | 232,471 | Added |
| 10 | AMZN | AMAZON COM INC | $12.2M | 2.10% | 58,614 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $10.5M | 1.81% | 35,796 | Trimmed |
| 12 | XLE | SELECT SECTOR SPDR TR | $9.2M | 1.59% | 150,867 | Added |
| 13 | RTX | RTX CORPORATION | $8.6M | 1.48% | 44,756 | Trimmed |
| 14 | GEV | GE VERNOVA INC | $8.4M | 1.44% | 9,599 | Trimmed |
| 15 | META | META PLATFORMS INC | $8.1M | 1.38% | 14,074 | Added |
| 16 | IAU | ISHARES GOLD TR | $8.0M | 1.38% | 90,813 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $7.7M | 1.32% | 31,327 | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $7.6M | 1.31% | 94,398 | Added |
| 19 | IGIB | ISHARES TR | $7.4M | 1.28% | 139,449 | Trimmed |
| 20 | AVGO | BROADCOM INC | $7.2M | 1.24% | 23,262 | Added |
| 21 | XOM | EXXON MOBIL CORP | $6.4M | 1.11% | 37,998 | Added |
| 22 | PWR | QUANTA SVCS INC | $6.3M | 1.09% | 11,527 | Added |
| 23 | GE | GE AEROSPACE | $6.2M | 1.06% | 21,815 | Added |
| 24 | FSLY | FASTLY INC | $6.2M | 1.06% | 213,025 | New |
| 25 | HPE | HEWLETT PACKARD ENTERPRISE C | $6.1M | 1.04% | 254,574 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31