D L Carlson Investment Group Inc - Q12026 Holdings
D L Carlson Investment Group Inc holds 135 stocks with a total portfolio value of $ 581.8M as of Q12026. In Q12026, D L Carlson Investment Group Inc added 14 new positions, increased stakes in 56 stocks, reduced 57 holdings, and fully exited 14 positions. The largest holding is Schwab Strategic Tr (SCHB), representing 11.18% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options