Carroll Investors, Inc

RIA/Wealth

Carroll Investors, Inc is a RIA/Wealth based in Mt Pleasant, SC led by Stephen Darryl Carroll, reporting $213.3M in AUM as of Q3 2025 with 67% Technology concentration, 87% concentrated in top 10 holdings, 20% allocation to PLTR, and 67% technology allocation.

CEOStephen Darryl Carroll

Portfolio Value: $206.5M
Positions: 30
Top Holding: PLTR at 20.37%
Last Reported: Q3 2025

Address1036 Lansing Dr, Suite 102, Mt Pleasant, SC, 29464, United States

Top Holdings

Largest long holdings in Carroll Investors, Inc's portfolio (86.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$42.1M	20.37%	-$126.3K Sold	0.01% 230.7K shares	Q2 2024 Held for 1y 6m
2 Nvidia NVDA	Semiconductors Technology	$29.1M	14.07%	-$2.2M Sold	0.00% 156.1K shares	Q4 2021 Held for 4 years
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$28.5M	13.82%	—	0.00% 64.2K shares	Q4 2021 Held for 4 years
4 Apple AAPL	Consumer Electronics Technology	$20.2M	9.80%	-$175.2K Sold	0.00% 79.4K shares	Q4 2021 Held for 4 years
5 Microsoft MSFT	Software - Infrastructure Technology	$15.6M	7.55%	-$672.5K Sold	0.00% 30.1K shares	Q4 2021 Held for 4 years
6 Palo Alto Networks, Inc. PANW	Software - Infrastructure Technology	$11.7M	5.69%	-$33.4K Sold	0.01% 57.7K shares	Q3 2022 Held for 3y 3m
7 Snowflake SNOW	Software - Application Technology	$9.3M	4.50%	+$693.8K Bought	0.01% 41.2K shares	Q4 2021 Held for 4 years
8 Advanced Micro Devices AMD	Semiconductors Technology	$8.4M	4.05%	-$28.3K Sold	0.00% 51.7K shares	Q4 2021 Held for 4 years
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$7.3M	3.54%	+$1.1M Bought	0.00% 33.2K shares	Q4 2021 Held for 4 years
10 Costco Wholesale COST	Discount Stores Consumer Defensive	$6.9M	3.36%	+$44.3K Bought	0.00% 7.5K shares	Q1 2022 Held for 3y 9m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Carroll Investors, Inc's latest filing

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Market Value

$206.5M

Prior: $188.7M

Q/Q Change

+9.39%

+$17.7M

Net Flows % of MV

-4.08%

Turnover Ratio

6.58%

New Purchases

1 stocks

$6.8M

Added To

9 stocks

+$2.6M

Sold Out Of

2 stocks

$6.9M

Reduced Holdings

9 stocks

-$10.9M

Increased Positions

Position	Shares Δ	Change
1 SoFi Technologies, Inc. SOFI	New	0 → 256.1K +$6.8M
2 Alphabet Inc. GOOGL	+58.63%	3.4K → 5.4K +$486.9K
3 Amazon AMZN	+17.7%	28.2K → 33.2K +$1.1M
4 Intuitive Surgical ISRG	+10.84%	932.0 → 1.0K +$45.2K
5 Snowflake SNOW	+8.06%	38.1K → 41.2K +$693.8K

Decreased Positions

Position	Shares Δ	Change
1 The Trade Desk TTD	Sold	92.7K → 0 −$6.6M
2 ServiceNow NOW	Sold	211.0 → 0 −$216.9K
3 Chipotle Mexican Grill CMG	-86.84%	222.1K → 29.2K −$7.6M
4 Alphabet Inc. GOOG	-18.84%	1.2K → 935.0 −$53.0K
5 Nvidia NVDA	-7.03%	167.9K → 156.1K −$2.2M

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Analytics

Portfolio insights and performance metrics for Carroll Investors, Inc

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Sector Allocation

Technology

66.50%

Consumer Cyclical

17.90%

Financial Services

5.70%

Consumer Defensive

3.60%

Industrials

2.50%

Communication Services

1.90%

Healthcare

1.20%

Utilities

0.40%

ETF

0.30%

Market Cap Distribution

Mega Cap (> $200B)

79.86%

Large Cap ($10B - $200B)

18.54%

Mid Cap ($2B - $10B)

1.30%

N/A (ETF or Unknown)

0.30%

Portfolio Concentration

Top 10 Holdings %

86.77%

Top 20 Holdings %

98.24%

Top 50 Holdings %

100.0%

Top 100 Holdings %