Long-term investor
D L Carlson Investment Group Inc. @dlcarlsoninvestmentgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001021117).
Record
- Tracked since 2025-06-30 (448 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524102 · 12.0% · long · since 2025-06-30
- 464288612 · 9.3% · long · since 2025-06-30
- GOOGL · 4.1% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- 025072703 · 3.7% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- 464288646 · 2.0% · long · since 2025-06-30
- 464287226 · 1.8% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- 81369Y803 · 1.5% · long · since 2025-06-30