Carlson Capital Management - Portfolio overview
Carlson Capital Management has 112 reported holdings in this dataset, with the latest filing dated 2025-02-10.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Healthcare.
Largest reported holdings by portfolio allocation
- CCMG - EA SERIES TRUST, 39.69%
- DSTL - ETF SER SOLUTIONS, 12.74%
- VCSH - VANGUARD SCOTTSDALE FDS, 10.15%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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