D L CARLSON INVESTMENT GROUP INC
•CIK: 1021117•Filing: Q4 2025
**D L CARLSON INVESTMENT GROUP INC** manages $593M across a diversified portfolio of 135 positions. The fund exhibits significant concentration in large-cap technology and sector ETFs, notably holding SCHB at $68.1M and GVI at $50.1M. Core technology exposure is evident through substantial allocations to GOOGL ($24.4M), MSFT ($24.3M), and AAPL ($23.8M). This structure suggests a strategic focus on established, market-leading growth equities.
Total AUM
$592.8M
QoQ Performance
-0.5%
Positions
101
Top 10 Concentration
46.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
GVI
SCHB11.5%
GVI8.5%
GOOGL4.1%
MSFT4.1%
AAPL4.0%
NVDA3.6%
AGG2.9%
AVDE2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.1%
Technology20.9%
Consumer4.4%
Financial4.2%
Industrial3.5%
Healthcare2.9%
Energy0.8%
ETF0.6%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW7 new positions
↑42 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023