D L Carlson Investment Group Inc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    concord, NH
  • CIK
    0001021117
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

136

$520.36 M
SCHB, GVI, AAPL, MSFT
13F-HR
May 14, 2025
000102111725000002

147

$561.07 M
SCHB, GVI, AAPL, MSFT
13F-HR
Feb 12, 2025
000102111725000001

145

$552.45 M
SCHB, GVI, AAPL, MSFT
13F-HR
Nov 13, 2024
000102111724000004

137

$518.06 M
SCHB, GVI, MSFT, AAPL
13F-HR
Aug 14, 2024
000102111724000003

139

$512.11 M
SCHB, GVI, MSFT, AAPL
13F-HR
May 14, 2024
000102111724000002

137

$491.27 M
SCHB, GVI, MSFT, AAPL
13F-HR
Feb 16, 2024
000102111724000001

133

$496.01 M
SCHB, AAPL, MSFT, GVI
13F-HR
Nov 2, 2023
000102111723000004

135

$523.57 M
AAPL, MSFT, SCHB, GVI
13F-HR
Aug 9, 2023
000102111723000003

135

$441.00 K
AAPL, MSFT, SCHB, BRK.B
13F-HR
May 17, 2023
000102111723000002

128

$467.00 K
AAPL, MSFT, SCHB, XLE
13F-HR
Feb 13, 2023
000102111723000001

126

$459.78 M
AAPL, WOLF, MSFT, SCHB
13F-HR
Nov 18, 2022
000102111722000005

135

$473.97 M
AAPL, MSFT, GOOGL, AMZN
13F-HR
Aug 10, 2022
000102111722000003

147

$601.52 M
AAPL, MSFT, AMZN, WOLF
13F-HR
May 12, 2022
000102111722000002

146

$626.35 M
AAPL, MSFT, F, AMZN
13F-HR
Feb 14, 2022
000102111722000001

144

$574.58 M
AAPL, MSFT, AMZN, F
13F-HR
Nov 5, 2021
000102111721000004

147

$577.52 M
AAPL, MSFT, AMZN, F
13F-HR
Aug 12, 2021
000102111721000003

143

$548.15 M
AAPL, MSFT, AMZN, F
13F-HR
May 11, 2021
000102111721000002

138

$551.34 M
AAPL, MSFT, AMZN, MDB
13F-HR
Feb 9, 2021
000102111721000001

137

$472.42 M
AAPL, AMZN, MSFT, MDB
13F-HR
Nov 13, 2020
000102111720000005

134

$335.34 M
AAPL, MSFT, AMZN, MDB
13F-HR
Aug 13, 2020
000102111720000004

144

$264.58 M
AAPL, MSFT, AMZN, GOOGL
13F-HR
May 7, 2020
000102111720000003

150

$345.22 M
AAPL, MSFT, JPM, AMZN
13F-HR
Feb 10, 2020
000102111720000001

148

$318.72 M
AAPL, MSFT, JPM, AMZN
13F-HR
Nov 5, 2019
000102111719000006

151

$324.13 M
MSFT, AAPL, AMZN, JPM
13F-HR
Aug 19, 2019
000102111719000004

146

$341.91 M
CREE, MSFT, AAPL, AMZN
13F-HR
May 2, 2019
000102111719000003

145

$301.14 M
MSFT, AAPL, JPM, JNJ
13F-HR
Feb 12, 2019
000102111719000001

141

$354.48 M
MSFT, AAPL, JPM, PANW
13F-HR
Nov 13, 2018
000102111718000008

136

$327.22 M
MSFT, AAPL, CREE, JPM
13F-HR
Aug 10, 2018
000102111718000006

129

$317.69 M
MSFT, AAPL, JPM, 1812209D
13F-HR
May 11, 2018
000102111718000005

132

$337.75 M
AAPL, MSFT, BA, JPM
13F-HR
Feb 9, 2018
000102111718000002

131

$322.16 M
AAPL, MSFT, BA, JNJ
13F-HR
Nov 13, 2017
000102111717000012

135

$340.51 M
AAPL, MSFT, JNJ, JPM
13F-HR
Aug 9, 2017
000102111717000006

127

$294.52 M
AAPL, MSFT, JPM, JNJ
13F-HR
May 15, 2017
000102111717000004

133

$293.50 M
AAPL, MSFT, JPM, GOOGL
13F-HR
Feb 9, 2017
000102111717000002

129

$287.69 M
AAPL, MSFT, JNJ, AMZN
13F-HR
Nov 8, 2016
000102111716000018

129

$280.20 M
JNJ, MSFT, SYK, XOM
13F-HR
Aug 10, 2016
000102111716000016

123

$268.58 M
MSFT, JNJ, CVS, CREE
13F-HR
May 10, 2016
000102111716000013

123

$268.81 M
MSFT, ADBE, GOOGL, CVS
13F-HR
Feb 9, 2016
000102111716000011

120

$247.66 M
AAPL, MSFT, ADBE, PFE
13F-HR
Oct 29, 2015
000102111715000009

132

$276.85 M
AAPL, PFE, META, CVS
13F-HR
Aug 5, 2015
000102111715000007

135

$280.99 M
AAPL, CVS, META, PFE
13F-HR
May 7, 2015
000102111715000004

136

$277.10 M
AAPL, VFC, MSFT, CVS
13F-HR
Feb 9, 2015
000102111715000002

136

$267.42 M
AAPL, JNJ, VFC, UNP
13F-HR
Nov 12, 2014
000102111714000009

128

$274.75 M
AAPL, CREE, XOM, JNJ
13F-HR
Aug 8, 2014
000102111714000007

125

$266.09 M
CREE, AAPL, VFC, XOM
13F-HR
May 6, 2014
000102111714000005

121

$274.20 M
CREE, AAPL, XOM, VFC
13F-HR
Feb 7, 2014
000102111714000003