D L CARLSON INVESTMENT GROUP INC - Portfolio overview

D L CARLSON INVESTMENT GROUP INC has 155 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 10.30%
2. GVI - ISHARES TR, 8.58%
3. AAPL - APPLE INC, 3.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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