Swing trader
Carlson Financial, Inc. @carlsonfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002134889).
Record
- Tracked since 2026-06-30 (182 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.5% · long · since 2026-06-30
- AXON · 5.2% · long · since 2026-06-30
- TSLA · 4.8% · long · since 2026-06-30
- SHOP · 3.6% · long · since 2026-06-30
- BIBL · 3.1% · long · since 2026-06-30
- DGRO · 2.7% · long · since 2026-06-30
- RDVY · 2.7% · long · since 2026-06-30
- PAVE · 2.3% · long · since 2026-06-30
- AAPL · 2.1% · long · since 2026-06-30
- SDVY · 1.9% · long · since 2026-06-30
- MSFT · 1.6% · long · since 2026-06-30
- FTCS · 1.5% · long · since 2026-06-30